Janus Henderson Group PLC trimmed its position in shares of e.l.f. Beauty (NYSE:ELF – Free Report) by 85.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 27,518 shares of the company’s stock after selling 155,989 shares during the quarter. Janus Henderson Group PLC’s holdings in e.l.f. Beauty were worth $1,667,000 at the end of the most recent reporting period.
Other large investors have also bought and sold shares of the company. Migdal Insurance & Financial Holdings Ltd. bought a new stake in shares of e.l.f. Beauty during the fourth quarter valued at approximately $26,000. EverSource Wealth Advisors LLC lifted its position in e.l.f. Beauty by 97.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 260 shares of the company’s stock valued at $32,000 after acquiring an additional 128 shares in the last quarter. Hilton Head Capital Partners LLC purchased a new stake in e.l.f. Beauty during the 4th quarter valued at $32,000. Northwestern Mutual Wealth Management Co. boosted its stake in e.l.f. Beauty by 58.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 317 shares of the company’s stock valued at $39,000 after purchasing an additional 117 shares during the last quarter. Finally, Arax Advisory Partners purchased a new stake in e.l.f. Beauty during the 4th quarter valued at $41,000. 92.44% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at e.l.f. Beauty
In other e.l.f. Beauty news, insider Jennifer Catherine Hartnett sold 25,357 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $80.00, for a total transaction of $2,028,560.00. Following the completion of the sale, the insider owned 28,699 shares of the company’s stock, valued at approximately $2,295,920. The trade was a 46.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Kory Marchisotto sold 12,173 shares of the company’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $88.02, for a total value of $1,071,467.46. Following the completion of the sale, the insider owned 169,695 shares of the company’s stock, valued at approximately $14,936,553.90. The trade was a 6.69% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 134,028 shares of company stock valued at $9,422,961 in the last ninety days. 3.50% of the stock is currently owned by company insiders.
Wall Street Analyst Weigh In
Read Our Latest Research Report on e.l.f. Beauty
e.l.f. Beauty News Roundup
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.
e.l.f. Beauty Stock Up 0.4%
Shares of ELF stock opened at $98.84 on Monday. The company has a current ratio of 2.55, a quick ratio of 1.82 and a debt-to-equity ratio of 0.69. e.l.f. Beauty has a 12 month low of $48.82 and a 12 month high of $150.99. The stock has a market cap of $5.83 billion, a P/E ratio of 98.84, a P/E/G ratio of 3.34 and a beta of 1.58. The company has a 50 day simple moving average of $71.37 and a two-hundred day simple moving average of $71.61.
e.l.f. Beauty (NYSE:ELF – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $1.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.71 by $1.04. The firm had revenue of $479.37 million during 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.89 EPS. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. On average, research analysts expect that e.l.f. Beauty will post 2.42 earnings per share for the current year.
e.l.f. Beauty Profile
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.
Featured Articles
- Five stocks we like better than e.l.f. Beauty
- Albemarle’s Blowout Quarter Shows Why Lithium Still Matters
- Can DICK’S Turn Foot Locker Into a Winner?
- Why Dutch Bros Plunged Despite a Q2 Earnings Beat and Record Revenue
- Take-Two’s Q1 Results Leave GTA 6 Bulls Stuck in the Fog of War
Receive News & Ratings for e.l.f. Beauty Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for e.l.f. Beauty and related companies with MarketBeat.com's FREE daily email newsletter.
