Brokerages Set Sally Beauty Holdings, Inc. (NYSE:SBH) PT at $17.00

Shares of Sally Beauty Holdings, Inc. (NYSE:SBH) have been assigned an average rating of “Hold” from the seven ratings firms that are currently covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, three have given a hold rating and three have given a buy rating to the company. The average 12-month target price among analysts that have covered the stock in the last year is $17.40.

Several analysts have issued reports on SBH shares. Wall Street Zen raised Sally Beauty from a “hold” rating to a “buy” rating in a research report on Saturday, June 13th. Morgan Stanley reduced their price target on Sally Beauty from $16.00 to $13.00 and set an “underweight” rating for the company in a research report on Tuesday, May 12th. Weiss Ratings upgraded Sally Beauty from a “hold (c)” rating to a “hold (c+)” rating in a research note on Tuesday, July 28th. Finally, TD Cowen raised their price objective on Sally Beauty from $17.00 to $19.00 and gave the company a “buy” rating in a research report on Tuesday.

Insider Buying and Selling

In other Sally Beauty news, CFO Marlo Michelle Cormier Platz sold 42,771 shares of the business’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $12.70, for a total value of $543,191.70. Following the completion of the transaction, the chief financial officer directly 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 SEC, which can be accessed through the SEC website. Corporate insiders own 2.00% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of SBH. Mariner LLC raised its stake in shares of Sally Beauty by 6.1% during the 4th quarter. Mariner LLC now owns 15,400 shares of the specialty retailer’s stock worth $220,000 after acquiring an additional 890 shares in the last quarter. Russell Investments Group Ltd. boosted its stake in Sally Beauty by 0.6% in the fourth quarter. Russell Investments Group Ltd. now owns 183,249 shares of the specialty retailer’s stock valued at $2,613,000 after acquiring an additional 1,081 shares in the last quarter. Versant Capital Management Inc grew its holdings in Sally Beauty by 27.2% in the second quarter. Versant Capital Management Inc now owns 5,096 shares of the specialty retailer’s stock worth $72,000 after purchasing an additional 1,089 shares during the last quarter. B. Metzler seel. Sohn & Co. AG grew its holdings in Sally Beauty by 1.7% in the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 89,257 shares of the specialty retailer’s stock worth $1,273,000 after purchasing an additional 1,477 shares during the last quarter. Finally, CWM LLC increased its position in shares of Sally Beauty by 11.3% during the fourth quarter. CWM LLC now owns 14,693 shares of the specialty retailer’s stock worth $210,000 after purchasing an additional 1,490 shares in the last quarter.

Key Sally Beauty News

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

• Positive Sentiment: Quarterly earnings beat expectations. Sally Beauty reported adjusted earnings of $0.55 per share, above the $0.53 consensus estimate and up from $0.51 a year earlier. The results reflected margin improvement and progress on the company’s operating strategy. Sally Beauty Holdings Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Improving margins, digital sales and cash flow supported sentiment. Investors responded favorably to profitability gains, digital growth and solid cash generation. The company also continues to benefit from share repurchases, while its low valuation may be attracting buyers. Sally Beauty Stock Jumps After Q3 Earnings Beat
• Neutral Sentiment: Full-year guidance was maintained near analyst expectations. Fiscal 2026 EPS guidance is $2.04-$2.08, compared with consensus of $2.06, while revenue guidance of approximately $3.7 billion is in line with estimates. The relatively narrow outlook limits the potential for a major earnings-driven revaluation. Sally Beauty Stock Outlook
• Negative Sentiment: Sales slightly missed expectations. Quarterly revenue was $935.5 million, below the $938.5 million estimate, and increased only 0.3% year over year. Investors are also monitoring weakness in the Beauty Systems Group, which could constrain growth despite stronger margins and cash flow. Sally Beauty Fiscal Q3 Earnings Snapshot

Sally Beauty Price Performance

NYSE SBH opened at $16.54 on Friday. The company has a market cap of $1.58 billion, a PE ratio of 9.14 and a beta of 1.03. The firm’s 50 day moving average price is $14.10 and its 200-day moving average price is $14.40. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.55 and a current ratio of 2.37. Sally Beauty has a 52-week low of $10.80 and a 52-week high of $17.92.

Sally Beauty (NYSE:SBH) last issued its quarterly earnings data on Monday, August 3rd. The specialty retailer reported $0.55 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.02. The company had revenue of $935.49 million during the quarter, compared to the consensus estimate of $938.45 million. Sally Beauty had a net margin of 5.16% and a return on equity of 24.36%. Sally Beauty’s revenue for the quarter was up .3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.51 earnings per share. Sally Beauty has set its FY 2026 guidance at 2.040-2.080 EPS. Sell-side analysts forecast that Sally Beauty will post 2.06 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.