Sally Beauty (NYSE:SBH) Issues FY 2026 Earnings Guidance

Sally Beauty (NYSE:SBH) updated its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 2.040-2.080 for the period, compared to the consensus estimate of 2.060. The company issued revenue guidance of $3.7 billion-$3.7 billion, compared to the consensus revenue estimate of $3.7 billion.

Analyst Upgrades and Downgrades

SBH has been the topic of several research reports. Morgan Stanley reduced their price objective on Sally Beauty from $16.00 to $13.00 and set an “underweight” rating on the stock in a report on Tuesday, May 12th. Wall Street Zen upgraded Sally Beauty from a “hold” rating to a “buy” rating in a report on Saturday, June 13th. Weiss Ratings upgraded Sally Beauty from a “hold (c)” rating to a “hold (c+)” rating in a research report on Tuesday, July 28th. Finally, TD Cowen dropped their price objective on Sally Beauty from $20.00 to $17.00 and set a “buy” rating for the company in a report on Tuesday, May 12th. Three investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Sally Beauty presently has a consensus rating of “Hold” and an average target price of $17.00.

Sally Beauty Trading Up 7.8%

Shares of Sally Beauty stock traded up $1.18 on Monday, hitting $16.14. 2,983,368 shares of the company’s stock traded hands, compared to its average volume of 1,574,602. The firm’s 50-day moving average price is $13.95 and its two-hundred day moving average price is $14.39. The company has a debt-to-equity ratio of 0.98, a current ratio of 2.34 and a quick ratio of 0.55. The stock has a market capitalization of $1.54 billion, a PE ratio of 8.92 and a beta of 1.02. Sally Beauty has a one year low of $9.69 and a one year high of $17.92.

Sally Beauty (NYSE:SBH) last posted its quarterly earnings results on Monday, August 3rd. The specialty retailer reported $0.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.53 by $0.02. Sally Beauty had a return on equity of 24.95% and a net margin of 4.93%.The business had revenue of $935.49 million for the quarter, compared to analyst estimates of $939.38 million. During the same period last year, the company earned $0.51 EPS. The firm’s revenue was up .3% on a year-over-year basis. Sally Beauty has set its FY 2026 guidance at 2.040-2.080 EPS. On average, research analysts expect that Sally Beauty will post 2.06 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Marlo Michelle Cormier Platz sold 42,771 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $12.70, for a total transaction of $543,191.70. Following the completion of the transaction, the chief financial officer owned 138,145 shares in the company, valued at approximately $1,754,441.50. The trade was a 23.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 2.00% of the stock is owned by insiders.

Sally Beauty News Summary

Here are the key news stories impacting Sally Beauty this week:

• Positive Sentiment: Adjusted earnings beat estimates. Sally Beauty reported quarterly EPS of $0.55, above the $0.53 consensus estimate and up from $0.51 in the year-ago period. The earnings beat is the primary apparent catalyst for the stock’s advance. Sally Beauty Tops Q3 Earnings Estimates
• Positive Sentiment: Profitability and operating execution improved. Management said the quarter reflected progress on its long-term strategy and the strength of its operating model. The company posted a 4.93% net margin and 24.95% return on equity, supporting the view that cost and operational initiatives are helping results. Sally Beauty Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Sales remained stable. Revenue reached approximately $935.5 million, up 0.3% year over year. While limited, the growth suggests the business is maintaining demand in a challenging retail environment. Sally Beauty Reports Modest Growth and Profitability Improvement
• Neutral Sentiment: The earnings call focused on continued strategic progress. Investors are looking for additional details on the company’s long-term initiatives, sales trends, margins and outlook following the quarterly release. Sally Beauty Q3 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations. Quarterly sales of $935.49 million were below the $939.38 million analyst consensus, highlighting that the earnings beat was driven more by profitability than by strong top-line momentum. Sally Beauty Key Metrics Compared With Estimates
• Negative Sentiment: Some investors view the rally as an opportunity to reduce exposure. A Seeking Alpha commentary argued that much of the easy upside may already have been captured, implying limited near-term upside despite the improved quarter. Sally Beauty Easy Money Was Made

Institutional Trading of Sally Beauty

Several hedge funds have recently added to or reduced their stakes in the business. Osaic Holdings Inc. lifted 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 worth $27,000 after acquiring an additional 2,730 shares in the last quarter. Larson Financial Group LLC increased its holdings in shares of Sally Beauty by 392.5% in the third quarter. Larson Financial Group LLC now owns 1,906 shares of the specialty retailer’s stock worth $31,000 after acquiring an additional 1,519 shares in the last quarter. Raymond James Financial Inc. acquired a new stake in shares of Sally Beauty during the second quarter worth about $34,000. iSAM Funds UK Ltd acquired a new stake in shares of Sally Beauty during the third quarter worth about $35,000. Finally, Intesa Sanpaolo Wealth Management bought a new position in shares of Sally Beauty during the 4th quarter valued at about $36,000.

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.