Insider Selling: e.l.f. Beauty (NYSE:ELF) SVP Sells $571,800.00 in Stock

e.l.f. Beauty (NYSE:ELF) SVP Joshua Allen Franks sold 5,718 shares of e.l.f. Beauty stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $100.00, for a total value of $571,800.00. Following the completion of the transaction, the senior vice president directly owned 144,309 shares in the company, valued at $14,430,900. This trade represents a 3.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Joshua Allen Franks also recently made the following trade(s):

• On Tuesday, June 9th, Joshua Allen Franks sold 3,505 shares of e.l.f. Beauty stock. The shares were sold at an average price of $51.53, for a total value of $180,612.65.
• On Thursday, June 4th, Joshua Allen Franks sold 6,854 shares of e.l.f. Beauty stock. The shares were sold at an average price of $51.94, for a total value of $355,996.76.

e.l.f. Beauty Stock Down 0.3%

Shares of e.l.f. Beauty stock opened at $101.68 on Monday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.82 and a current ratio of 2.55. e.l.f. Beauty has a 52-week low of $48.82 and a 52-week high of $150.99. The stock has a market capitalization of $6.00 billion, a price-to-earnings ratio of 101.68, a P/E/G ratio of 3.17 and a beta of 1.58. The company’s 50 day moving average price is $79.48 and its 200-day moving average price is $72.09.

e.l.f. Beauty (NYSE:ELF) last issued its earnings results on Wednesday, August 5th. The company reported $1.75 EPS for the quarter, topping the consensus estimate of $0.71 by $1.04. e.l.f. Beauty had a net margin of 3.38% and a return on equity of 14.07%. The company had revenue of $479.37 million for the quarter, compared to the consensus estimate of $431.20 million. During the same period in the previous year, the firm earned $0.89 earnings per share. The firm’s revenue for the quarter was up 35.5% on a year-over-year basis. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. Equities research analysts forecast that e.l.f. Beauty will post 2.64 EPS for the current year.

Analyst Ratings Changes

ELF has been the subject of a number of analyst reports. Robert W. Baird set a $105.00 target price on shares of e.l.f. Beauty in a report on Thursday, August 6th. Bank of America reduced their price target on e.l.f. Beauty from $93.00 to $85.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Raymond James Financial upped their price target on e.l.f. Beauty from $85.00 to $87.00 and gave the company a “strong-buy” rating in a research report on Tuesday, July 14th. Canaccord Genuity Group increased their price objective on e.l.f. Beauty from $97.00 to $110.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Citigroup increased their price objective on e.l.f. Beauty from $87.00 to $92.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.31.

Institutional Investors Weigh In On e.l.f. Beauty

A number of large investors have recently modified their holdings of ELF. BNP Paribas Financial Markets raised its position in shares of e.l.f. Beauty by 3,131.7% in the 4th quarter. BNP Paribas Financial Markets now owns 924,902 shares of the company’s stock worth $70,330,000 after acquiring an additional 896,282 shares in the last quarter. Vanguard Group Inc. lifted its stake in shares of e.l.f. Beauty by 2.6% in the 4th quarter. Vanguard Group Inc. now owns 5,487,304 shares of the company’s stock valued at $417,255,000 after purchasing an additional 140,258 shares during the period. Norges Bank bought a new stake in shares of e.l.f. Beauty during the fourth quarter valued at approximately $38,895,000. Delta Global Management LP bought a new stake in shares of e.l.f. Beauty during the first quarter valued at approximately $1,227,000. Finally, Northwestern Mutual Wealth Management Co. grew its stake in e.l.f. Beauty by 138,082.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 276,364 shares of the company’s stock worth $21,015,000 after purchasing an additional 276,164 shares during the period. Institutional investors own 92.44% of the company’s stock.

Key Headlines Impacting e.l.f. Beauty

Here are the key news stories impacting e.l.f. Beauty this week:

• Positive Sentiment: Rhode is driving substantial growth. The Hailey Bieber-founded brand, acquired by e.l.f. for $1 billion, generated approximately $160 million of the company’s $479.4 million in latest-quarter sales. Total revenue rose 35.5% year over year, supporting the broader growth narrative. Rhode and e.l.f. Beauty growth article
• Positive Sentiment: Recent financial results were well ahead of expectations. e.l.f. reported quarterly EPS of $1.75 versus the $0.71 consensus and revenue of $479.37 million versus estimates of $431.21 million. Management’s fiscal 2027 EPS guidance is $3.50–$3.55, while analysts maintain a generally positive “Moderate Buy” consensus.

About e.l.f. Beauty

e.l.f. Beauty (NYSE: ELF) is an American cosmetics company known for offering an extensive range of affordable, trend-driven makeup and skincare products. The company’s portfolio spans foundations, lipsticks, mascaras, brushes, serums, masks and other beauty essentials, all positioned at accessible price points. e.l.f. Beauty maintains a direct-to-consumer platform through its e-commerce site and engages in widespread retail partnerships with major chains such as Target, Walmart, Ulta Beauty and Amazon.

Founded in 2004 and headquartered in Oakland, California, e.l.f.