Sally Beauty (NYSE:SBH – Get Free Report) issued an update on its FY 2026 earnings guidance on Monday. The company provided earnings per share guidance of 2.040-2.080 for the period, compared to the consensus earnings per share estimate of 2.060. The company issued revenue guidance of $3.7 billion-$3.7 billion, compared to the consensus revenue estimate of $3.7 billion.
Wall Street Analysts Forecast Growth
SBH has been the topic of a number of research analyst reports. Wall Street Zen raised Sally Beauty from a “hold” rating to a “buy” rating in a research report on Saturday, June 13th. Weiss Ratings upgraded Sally Beauty from a “hold (c)” rating to a “hold (c+)” rating in a research report on Tuesday, July 28th. TD Cowen lowered their target price on Sally Beauty from $20.00 to $17.00 and set a “buy” rating for the company in a research note on Tuesday, May 12th. Finally, Morgan Stanley dropped their target price on shares of Sally Beauty from $16.00 to $13.00 and set an “underweight” rating on the stock in a report on Tuesday, May 12th. Three investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $17.00.
Check Out Our Latest Analysis on Sally Beauty
Sally Beauty Stock Up 7.8%
Sally Beauty (NYSE:SBH – Get Free Report) last released its quarterly earnings results on Monday, August 3rd. The specialty retailer reported $0.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.53 by $0.02. The firm had revenue of $935.49 million for the quarter, compared to the consensus estimate of $939.38 million. Sally Beauty had a return on equity of 24.95% and a net margin of 4.93%.The company’s revenue for the quarter was up .3% on a year-over-year basis. During the same quarter last year, the business posted $0.51 EPS. Sally Beauty has set its FY 2026 guidance at 2.040-2.080 EPS. On average, equities research analysts expect that Sally Beauty will post 2.06 earnings per share for the current year.
Insider Buying and Selling at Sally Beauty
In other news, CFO Marlo Michelle Cormier Platz sold 42,771 shares of Sally Beauty stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $12.70, for a total value of $543,191.70. Following the sale, the chief financial officer directly owned 138,145 shares in the company, valued at $1,754,441.50. This trade represents a 23.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 2.00% of the stock is owned by corporate insiders.
Sally Beauty News Roundup
Here are the key news stories impacting Sally Beauty this week:
- Positive Sentiment: SBH reported fiscal third-quarter EPS of $0.55, exceeding the $0.53 consensus estimate and improving from $0.51 a year earlier. The earnings beat is the clearest near-term catalyst for the stock. Sally Beauty Tops Q3 Earnings Estimates
- Positive Sentiment: Management characterized the quarter as continued progress on its long-term strategy, with a 4.93% net margin and 24.95% return on equity. Quarterly revenue also increased 0.3% year over year, indicating modest underlying growth. Sally Beauty Reports Third Quarter Fiscal 2026 Results
- Neutral Sentiment: Sally Beauty maintained fiscal 2026 EPS guidance of $2.04–$2.08, whose midpoint matches the $2.06 analyst consensus. Revenue guidance of approximately $3.7 billion was also broadly in line, offering limited evidence of a major outlook upgrade. Sally Beauty Q3 2026 Earnings Call Transcript
- Negative Sentiment: Revenue of $935.5 million fell slightly short of the $939.4 million consensus estimate, highlighting that sales momentum remains subdued. Some commentary also argues that much of the easy upside from the recent move may already have occurred, while analysts maintain a consensus “Hold” view. Sally Beauty Easy Money Was Made
Institutional Inflows and Outflows
A number of hedge funds have recently bought and sold shares of SBH. Larson Financial Group LLC raised its stake in shares of Sally Beauty by 392.5% during the 3rd quarter. Larson Financial Group LLC now owns 1,906 shares of the specialty retailer’s stock worth $31,000 after purchasing an additional 1,519 shares in the last quarter. iSAM Funds UK Ltd bought a new position in shares of Sally Beauty in the third quarter valued at $35,000. Intesa Sanpaolo Wealth Management acquired a new position in Sally Beauty during the fourth quarter worth $36,000. Osaic Holdings Inc. increased its holdings in Sally Beauty by 1,365.0% during the second quarter. Osaic Holdings Inc. now owns 2,930 shares of the specialty retailer’s stock worth $27,000 after buying an additional 2,730 shares during the last quarter. Finally, Raymond James Financial Inc. bought a new stake in Sally Beauty during the second quarter worth $34,000.
Sally Beauty Company 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.
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