Sally Beauty Holdings, Inc. $SBH Shares Acquired by Public Sector Pension Investment Board

Public Sector Pension Investment Board boosted its position in Sally Beauty Holdings, Inc. (NYSE:SBH) by 12.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 385,988 shares of the specialty retailer’s stock after buying an additional 42,005 shares during the quarter. Public Sector Pension Investment Board’s holdings in Sally Beauty were worth $6,284,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the company. Commonwealth of Pennsylvania Public School Empls Retrmt SYS grew its position in shares of Sally Beauty by 6.2% in the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 25,904 shares of the specialty retailer’s stock worth $240,000 after acquiring an additional 1,506 shares in the last quarter. Rhumbline Advisers lifted its stake in Sally Beauty by 0.5% during the third quarter. Rhumbline Advisers now owns 305,980 shares of the specialty retailer’s stock worth $4,981,000 after purchasing an additional 1,507 shares during the last quarter. Access Investment Management LLC boosted its holdings in Sally Beauty by 0.3% in the third quarter. Access Investment Management LLC now owns 564,055 shares of the specialty retailer’s stock worth $9,183,000 after purchasing an additional 1,750 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Sally Beauty by 3.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,595 shares of the specialty retailer’s stock valued at $547,000 after purchasing an additional 2,026 shares during the last quarter. Finally, The Manufacturers Life Insurance Company increased its stake in Sally Beauty by 4.3% during the second quarter. The Manufacturers Life Insurance Company now owns 51,011 shares of the specialty retailer’s stock valued at $472,000 after purchasing an additional 2,082 shares during the last quarter.

Insider Buying and Selling at Sally Beauty

In related news, CAO Kim Mcintosh sold 5,900 shares of the stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $15.71, for a total value of $92,689.00. Following the completion of the transaction, the chief accounting officer owned 21,295 shares in the company, valued at $334,544.45. This represents a 21.70% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Scott C. Sherman sold 15,000 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $16.27, for a total transaction of $244,050.00. Following the sale, the senior vice president owned 57,585 shares in the company, valued at $936,907.95. This trade represents a 20.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 2.00% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the stock. Morgan Stanley raised their price target on shares of Sally Beauty from $14.00 to $16.00 and gave the stock an “underweight” rating in a research report on Tuesday, February 10th. TD Cowen raised 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. Raymond James Financial raised Sally Beauty from a “market perform” rating to an “outperform” rating and set a $19.00 target price for the company in a report on Wednesday, January 21st. Jefferies Financial Group reissued a “hold” rating and issued a $16.00 price target on shares of Sally Beauty in a report on Wednesday, January 14th. Finally, Canaccord Genuity Group upped their price objective on Sally Beauty from $19.00 to $20.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Three equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $17.80.

Sally Beauty Price Performance

Shares of NYSE:SBH opened at $15.71 on Thursday. The firm’s 50 day moving average is $15.46 and its two-hundred day moving average is $14.92. The firm has a market capitalization of $1.52 billion, a P/E ratio of 8.93 and a beta of 1.16. 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 Holdings, Inc. has a 52 week low of $7.54 and a 52 week high of $17.92.

Sally Beauty (NYSE:SBH) last issued its quarterly earnings data on Monday, February 9th. The specialty retailer reported $0.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $939.63 million. During the same period in the prior year, the company posted $0.43 EPS. The business’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. Analysts anticipate that Sally Beauty Holdings, Inc. will post 1.81 earnings per share for the current year.

Sally Beauty 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.