Sally Beauty (NYSE:SBH) Issues Q1 2026 Earnings Guidance

Sally Beauty (NYSE:SBH) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.430-0.470 for the period, compared to the consensus earnings per share estimate of 0.500. The company issued revenue guidance of $935.0 million-$945.0 million, compared to the consensus revenue estimate of $945.7 million. Sally Beauty also updated its FY 2026 guidance to 2.090-2.090 EPS.

Sally Beauty Price Performance

Shares of NYSE SBH opened at $14.67 on Thursday. Sally Beauty has a 1 year low of $7.54 and a 1 year high of $16.82. The company’s 50-day moving average is $15.10 and its 200 day moving average is $11.86. The company has a debt-to-equity ratio of 1.16, a current ratio of 2.41 and a quick ratio of 0.49. The stock has a market capitalization of $1.45 billion, a P/E ratio of 7.89 and a beta of 1.33.

Sally Beauty (NYSE:SBH) last released its quarterly earnings results on Thursday, November 13th. The specialty retailer reported $0.55 earnings per share for the quarter, beating the consensus estimate of $0.49 by $0.06. Sally Beauty had a return on equity of 28.11% and a net margin of 5.26%.The company had revenue of $0.95 million for the quarter, compared to analyst estimates of $932.88 million. Sally Beauty has set its FY 2026 guidance at 2.090-2.090 EPS. Q1 2026 guidance at 0.430-0.470 EPS. On average, sell-side analysts expect that Sally Beauty will post 1.81 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on SBH shares. Weiss Ratings restated a “hold (c+)” rating on shares of Sally Beauty in a research report on Tuesday, October 14th. TD Cowen upped their target price on Sally Beauty from $13.00 to $16.00 and gave the company a “buy” rating in a research note on Thursday, September 4th. Jefferies Financial Group boosted their price objective on shares of Sally Beauty from $12.80 to $14.50 and gave the company a “hold” rating in a research report on Tuesday, October 28th. Cowen restated a “buy” rating on shares of Sally Beauty in a research note on Thursday, September 4th. Finally, Canaccord Genuity Group upped their target price on Sally Beauty from $15.00 to $19.00 and gave the stock a “buy” rating in a report on Monday, September 15th. Three analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $14.00.

Insider Activity

In other Sally Beauty news, Director Max R. Rangel acquired 3,500 shares of the stock in a transaction that occurred on Thursday, September 4th. The stock was bought at an average cost of $14.07 per share, for a total transaction of $49,245.00. Following the completion of the transaction, the director owned 3,500 shares of the company’s stock, valued at approximately $49,245. The trade was a ∞ increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 1.56% of the stock is owned by corporate insiders.

Institutional Trading of Sally Beauty

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Marshall Wace LLP acquired a new position in Sally Beauty during the 2nd quarter worth about $1,307,000. CANADA LIFE ASSURANCE Co lifted its position in shares of Sally Beauty by 5.6% during the 2nd quarter. CANADA LIFE ASSURANCE Co now owns 118,165 shares of the specialty retailer’s stock worth $1,097,000 after purchasing an additional 6,289 shares during the last quarter. Brevan Howard Capital Management LP increased its holdings in shares of Sally Beauty by 175.0% in the 2nd quarter. Brevan Howard Capital Management LP now owns 108,794 shares of the specialty retailer’s stock valued at $1,007,000 after acquiring an additional 69,233 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in Sally Beauty by 12.9% in the third quarter. Envestnet Asset Management Inc. now owns 34,239 shares of the specialty retailer’s stock valued at $557,000 after purchasing an additional 3,917 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Sally Beauty by 3.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,595 shares of the specialty retailer’s stock worth $547,000 after acquiring an additional 2,026 shares in the last quarter.

Sally Beauty Company Profile

Sally Beauty Holdings, Inc operates as a specialty retailer and distributor of professional beauty supplies. The company operates through two segments, Sally Beauty Supply and Beauty Systems Group. The Sally Beauty Supply segment offers beauty products, including hair color and care products, skin and nail care products, styling tools, and other beauty products for retail customers, salons, and salon professionals.