Insider Selling: e.l.f. Beauty (NYSE:ELF) Insider Sells $1,071,467.46 in Stock

e.l.f. Beauty (NYSE:ELF) insider Kory Marchisotto sold 12,173 shares of the firm’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $88.02, for a total value of $1,071,467.46. Following the completion of the transaction, the insider owned 169,695 shares in the company, valued at $14,936,553.90. The trade was a 6.69% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Kory Marchisotto also recently made the following trade(s):

• On Tuesday, June 9th, Kory Marchisotto sold 4,352 shares of e.l.f. Beauty stock. The stock was sold at an average price of $51.53, for a total transaction of $224,258.56.

e.l.f. Beauty Price Performance

e.l.f. Beauty stock opened at $98.84 on Friday. The company has a fifty day simple moving average of $71.37 and a 200-day simple moving average of $71.74. The firm has a market capitalization of $5.83 billion, a price-to-earnings ratio of 98.84, a PEG ratio of 3.83 and a beta of 1.58. The company has a quick ratio of 1.69, a current ratio of 2.55 and a debt-to-equity ratio of 0.69. e.l.f. Beauty has a 52-week low of $48.82 and a 52-week high of $150.99.

e.l.f. Beauty (NYSE:ELF) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $1.75 earnings per share for the quarter, topping the consensus estimate of $0.71 by $1.04. The firm had revenue of $479.37 million for the quarter, compared to the consensus estimate of $431.20 million. e.l.f. Beauty had a net margin of 3.38% and a return on equity of 14.07%. The company’s revenue for the quarter was up 35.5% on a year-over-year basis. During the same period last year, the firm posted $0.89 earnings per share. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. On average, equities analysts anticipate that e.l.f. Beauty will post 2.42 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on ELF shares. B. Riley Financial upped their price target on e.l.f. Beauty from $70.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $64.00 price objective on shares of e.l.f. Beauty in a research note on Tuesday, June 16th. Weiss Ratings upgraded e.l.f. Beauty from a “sell (d)” rating to a “sell (d+)” rating in a report on Thursday, July 30th. Raymond James Financial raised their target price on e.l.f. Beauty from $85.00 to $87.00 and gave the stock a “strong-buy” rating in a research note on Tuesday, July 14th. Finally, Piper Sandler lifted their price target on e.l.f. Beauty from $50.00 to $65.00 and gave the stock a “neutral” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $89.25.

Key Headlines Impacting e.l.f. Beauty

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

• Positive Sentiment: Guidance was raised sharply: e.l.f. now expects fiscal 2027 net sales growth of 18%–20%, up from its prior 12%–14% forecast. Revenue is projected at approximately $1.9 billion–$2.0 billion, with EPS guidance of $3.50–$3.55. Fiscal 2027 outlook article
• Positive Sentiment: Rhode is providing meaningful growth: The acquired skincare brand generated approximately $160 million in quarterly sales, while international revenue climbed 61%. Management also plans to reinvest roughly $50 million in tariff refunds into global expansion and brand-building initiatives. Rhode growth article
• Positive Sentiment: Analyst sentiment improved: JPMorgan raised its price target from $94 to $111 and maintained an overweight rating. B. Riley lifted its target from $70 to $100 and assigned a buy rating, reflecting greater confidence in the raised outlook and global growth strategy.
• Neutral Sentiment: Some earnings support was temporary: About $50 million in tariff refunds boosted gross margin and profitability. Although management is reinvesting the funds, investors may discount part of the earnings benefit because tariff refunds are not necessarily recurring. Tariff refund article
• Negative Sentiment: Valuation and execution risks remain: UBS raised its target from $80 to $89 but retained a neutral rating, suggesting limited upside at recent levels. Investors are also watching legacy e.l.f. brand trends, acquisition-related leverage, and insider selling; executive Kory Marchisotto sold approximately $1.1 million of shares while retaining a substantial stake.

Institutional Trading of e.l.f. Beauty

A number of hedge funds and other institutional investors have recently made changes to their positions in ELF. BNP Paribas Financial Markets increased its stake in e.l.f. Beauty by 3,131.7% during the fourth 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 during the last quarter. Vanguard Group Inc. raised its position in e.l.f. Beauty by 2.6% in the fourth 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 acquired a new position in shares of e.l.f. Beauty in the 4th quarter valued at $38,895,000. Delta Global Management LP acquired a new position in shares of e.l.f. Beauty in the 1st quarter valued at $1,227,000. Finally, Northwestern Mutual Wealth Management Co. grew its holdings in shares of e.l.f. Beauty by 138,082.0% during the 4th 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 and hedge funds own 92.44% of the company’s stock.

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.