Sally Beauty (NYSE:SBH) Stock: Insider Scott Sherman Sells 15,500 Shares

Sally Beauty Holdings, Inc. (NYSE:SBH) SVP Scott Sherman sold 15,500 shares of the business’s stock in a transaction that occurred on Thursday, November 12th. The stock was sold at an average price of $18.80, for a total transaction of $291,400.00. Following the completion of the sale, the senior vice president owned 42,085 shares in the company, valued at $791,198. The trade was a 26.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Sally Beauty Price Performance

NYSE:SBH traded up $0.55 during trading hours on Friday, reaching $18.96. 1,339,558 shares of the company’s stock were exchanged, compared to its average volume of 1,508,683. The company has a quick ratio of 0.57, a current ratio of 2.37 and a debt-to-equity ratio of 0.88. The company has a market capitalization of $1.72 billion, a P/E ratio of 9.34 and a beta of 1.09. Sally Beauty Holdings, Inc. has a 12 month low of $11.54 and a 12 month high of $21.06. The business’s 50-day simple moving average is $17.02 and its two-hundred day simple moving average is $15.24.

Sally Beauty (NYSE:SBH) last posted its quarterly earnings results on Tuesday, November 10th. The specialty retailer reported $0.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.60 by $0.02. Sally Beauty had a return on equity of 24.07% and a net margin of 5.36%. The company had revenue of $952.53 million for the quarter, compared to analysts’ expectations of $950.12 million. During the same quarter in the prior year, the company earned $0.55 earnings per share. The firm’s revenue was up .6% on a year-over-year basis. Sally Beauty has set its Q1 2027 guidance at 0.480-0.520 EPS and its FY 2027 guidance at 2.200-2.300 EPS. Sell-side analysts expect that Sally Beauty Holdings, Inc. will post 2.25 EPS for the current fiscal year.

Analysts Set New Price Targets

SBH has been the subject of several analyst reports. Morgan Stanley upped their target price on Sally Beauty from $13.00 to $19.00 and gave the company an “underweight” rating in a report on Wednesday. Weiss Ratings cut Sally Beauty from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, October 30th. Raymond James Financial set a $18.00 price objective on Sally Beauty and gave the stock an “outperform” rating in a report on Tuesday. Canaccord Genuity Group upped their price objective on shares of Sally Beauty from $20.00 to $25.00 and gave the company a “buy” rating in a research note on Wednesday. Finally, Wall Street Zen upgraded shares of Sally Beauty from a “hold” rating to a “buy” rating in a report on Saturday. Three investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $21.17.

Institutional Trading of Sally Beauty

Several large investors have recently added to or reduced their stakes in the company. EP Wealth Advisors LLC purchased a new stake in shares of Sally Beauty in the third quarter valued at $250,000. Empowered Funds LLC grew its holdings in shares of Sally Beauty by 29.2% during the third quarter. Empowered Funds LLC now owns 663,644 shares of the specialty retailer’s stock valued at $10,897,000 after buying an additional 149,949 shares in the last quarter. First Trust Advisors LP grew its holdings in shares of Sally Beauty by 18.9% during the third quarter. First Trust Advisors LP now owns 445,387 shares of the specialty retailer’s stock valued at $7,313,000 after buying an additional 70,677 shares in the last quarter. Public Sector Pension Investment Board grew its holdings in shares of Sally Beauty by 19.6% during the third quarter. Public Sector Pension Investment Board now owns 680,062 shares of the specialty retailer’s stock valued at $10,854,000 after buying an additional 111,464 shares in the last quarter. Finally, Global Retirement Partners LLC raised its position in Sally Beauty by 1,791.2% during the third quarter. Global Retirement Partners LLC now owns 1,721 shares of the specialty retailer’s stock valued at $28,000 after buying an additional 1,630 shares during the period.

Top Sally Beauty Stories

These are some of the SBH stories that stood out recently:

• Positive Sentiment: Recent fiscal fourth-quarter results beat expectations: EPS was $0.62 versus a $0.60 consensus, and revenue of about $953 million was slightly ahead of estimates and up 0.6% year over year. The company also highlighted strong cash flow and margins. Q4 2026 earnings call highlights
• Negative Sentiment: Two senior vice presidents disclosed substantial stock sales. John Howard Goss, Jr. sold 50,000 shares for $1 million, cutting his stake by 43.3%; Scott Sherman sold 15,500 shares for about $291,400, reducing his holdings by 26.9%. Insider selling may concern investors, though it does not necessarily indicate a change in the company’s outlook. Sally Beauty insider transactions
• Negative Sentiment: After reaching a 52-week high following its earnings report, SBH experienced profit-taking, which may limit near-term momentum. Profit-taking in Sally Beauty shares

Sally Beauty Company Profile

Sally Beauty Holdings, Inc. is a specialty retailer and distributor of professional beauty products. It serves both individual consumers and salon professionals through retail stores, online channels and professional distribution. The company operates Sally Beauty, which sells products such as hair color and care items, styling tools, nail products and skincare. Its CosmoProf business supplies salons and other beauty professionals with products, equipment and related educational resources. Sally Beauty traces its roots to a beauty supply store opened in New Orleans in 1964.