Islay Capital Management LLC Purchases Shares of 39,642 Sally Beauty Holdings, Inc. $SBH

Islay Capital Management LLC acquired a new position in Sally Beauty Holdings, Inc. (NYSE:SBH) during the 3rd quarter, Holdings Channel reports. The firm acquired 39,642 shares of the specialty retailer’s stock, valued at approximately $645,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Osaic Holdings Inc. increased its holdings in Sally Beauty by 1,365.0% during the second quarter. Osaic Holdings Inc. now owns 2,930 shares of the specialty retailer’s stock valued at $27,000 after buying an additional 2,730 shares during the last quarter. Raymond James Financial Inc. purchased a new position in shares of Sally Beauty during the 2nd quarter worth $34,000. Jefferies Financial Group Inc. bought a new stake in shares of Sally Beauty during the 2nd quarter valued at $95,000. Savant Capital LLC purchased a new stake in shares of Sally Beauty in the 2nd quarter worth $115,000. Finally, Wealth Enhancement Advisory Services LLC bought a new position in Sally Beauty in the 3rd quarter worth $119,000.

Insider Buying and Selling at Sally Beauty

In related news, CAO Kim Mcintosh sold 5,900 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $15.71, for a total transaction of $92,689.00. Following the completion of the transaction, the chief accounting officer directly owned 21,295 shares of the company’s stock, valued at approximately $334,544.45. This trade represents a 21.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 2.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Morgan Stanley boosted their price target on Sally Beauty from $14.00 to $16.00 and gave the company an “underweight” rating in a report on Tuesday, February 10th. Jefferies Financial Group reaffirmed a “hold” rating and set a $16.00 price objective on shares of Sally Beauty in a research report on Wednesday, January 14th. Canaccord Genuity Group boosted their price objective on Sally Beauty from $19.00 to $20.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. TD Cowen increased their target price on shares of Sally Beauty from $17.00 to $18.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Sally Beauty in a research note on Friday, January 9th. Three investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $17.80.

Sally Beauty Stock Performance

NYSE:SBH opened at $15.25 on Friday. The stock has a 50-day moving average price of $15.61 and a 200 day moving average price of $15.18. The stock has a market capitalization of $1.48 billion, a P/E ratio of 8.66 and a beta of 1.14. Sally Beauty Holdings, Inc. has a 12-month low of $7.54 and a 12-month high of $17.92. The company has a current ratio of 2.37, a quick ratio of 0.57 and a debt-to-equity ratio of 1.02.

Sally Beauty (NYSE:SBH) last posted its quarterly earnings results on Monday, February 9th. The specialty retailer reported $0.48 earnings per share for the quarter, topping the consensus estimate of $0.47 by $0.01. Sally Beauty had a return on equity of 26.07% and a net margin of 4.87%.The business had revenue of $943.17 million during the quarter, compared to the consensus estimate of $939.63 million. During the same period in the prior year, the company posted $0.43 EPS. The firm’s revenue for the quarter was up .6% compared to the same quarter last year. Sally Beauty has set its FY 2026 guidance at 2.020-2.100 EPS and its Q2 2026 guidance at 0.390-0.420 EPS. Equities research analysts forecast that Sally Beauty Holdings, Inc. will post 1.81 EPS for the current fiscal year.

Sally Beauty Company Profile

Sally Beauty Holdings, Inc is a leading global specialty retailer and distributor of professional beauty supplies, serving both retail customers and salon professionals. The company operates two primary channels: Sally Beauty Supply, which offers a broad assortment of hair color, hair care, styling, and skincare products; and Beauty Systems Group (BSG), which provides salon-quality products and supplies to professional stylists and salon owners. With a focus on catering to diverse customer needs, Sally Beauty offers well-known brands alongside private label lines, positioning itself as a one-stop source for beauty professionals and enthusiasts alike.

Founded in 1964 and headquartered in Denton, Texas, Sally Beauty has grown through a combination of organic expansion and strategic acquisitions.