Sally Beauty Holdings, Inc. $SBH Shares Sold by Polaris Capital Management LLC

Key Points

• Polaris Capital cut its stake in Sally Beauty by 15.2% in Q4, selling 312,200 shares and now holds 1,747,829 shares (about $24.9M or ~1.79% of the company), making SBH its 26th-largest position and ~2.1% of the firm's portfolio.
• Analysts carry an average rating of Hold (3 Buy, 3 Hold, 1 Sell) with a consensus target of $17.80, while several firms (Canaccord, TD Cowen, Wall Street Zen) recently raised ratings or price targets.
• Sally Beauty slightly beat Q results (EPS $0.48 vs $0.47 est., revenue $943.2M vs $939.6M) and issued FY2026 guidance of $2.02–$2.10 EPS; the stock trades at a PE of 8.39 with a market cap of $1.43B and a 52-week range of $7.64–$17.92.

Polaris Capital Management LLC decreased its holdings in Sally Beauty Holdings, Inc. (NYSE:SBH - Free Report) by 15.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,747,829 shares of the specialty retailer's stock after selling 312,200 shares during the quarter. Sally Beauty comprises about 2.1% of Polaris Capital Management LLC's portfolio, making the stock its 26th biggest position. Polaris Capital Management LLC owned approximately 1.79% of Sally Beauty worth $24,924,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Osaic Holdings Inc. boosted its position in shares of Sally Beauty by 1,365.0% in the 2nd quarter. Osaic Holdings Inc. now owns 2,930 shares of the specialty retailer's stock worth $27,000 after purchasing an additional 2,730 shares in the last quarter. Larson Financial Group LLC boosted its position in shares of Sally Beauty by 392.5% in 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. Raymond James Financial Inc. acquired a new stake in shares of Sally Beauty in the 2nd quarter worth $34,000. iSAM Funds UK Ltd acquired a new stake in Sally Beauty during the 3rd quarter worth about $35,000. Finally, Wealth Enhancement Advisory Services LLC acquired a new stake in Sally Beauty during the 3rd quarter worth about $119,000.

Analyst Upgrades and Downgrades

A number of analysts have commented on SBH shares. Jefferies Financial Group reaffirmed a "hold" rating and set a $16.00 price target on shares of Sally Beauty in a research report on Wednesday, January 14th. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Sally Beauty in a research report on Friday, January 9th. Canaccord Genuity Group lifted their price target on Sally Beauty from $19.00 to $20.00 and gave the stock a "buy" rating in a research report on Tuesday, February 10th. Wall Street Zen raised Sally Beauty from a "hold" rating to a "buy" rating in a research report on Tuesday, March 10th. Finally, TD Cowen lifted their price target on Sally Beauty from $17.00 to $18.00 and gave the stock a "buy" rating in a research report on Wednesday, January 21st. Three investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Sally Beauty presently has an average rating of "Hold" and a consensus target price of $17.80.

Sally Beauty Stock Performance

Shares of SBH stock opened at $14.78 on Friday. The stock has a market cap of $1.43 billion, a PE ratio of 8.39 and a beta of 1.12. The business has a 50-day simple moving average of $14.62 and a 200-day simple moving average of $15.01. The company has a quick ratio of 0.57, a current ratio of 2.37 and a debt-to-equity ratio of 1.02. Sally Beauty Holdings, Inc. has a 52-week low of $7.64 and a 52-week high of $17.92.

Sally Beauty (NYSE:SBH - Get Free Report) last issued its quarterly earnings data on Monday, February 9th. The specialty retailer reported $0.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.47 by $0.01. The business had revenue of $943.17 million during the quarter, compared to analysts' expectations of $939.63 million. Sally Beauty had a return on equity of 26.07% and a net margin of 4.87%.The company's revenue for the quarter was up .6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.43 EPS. 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. On average, equities analysts expect that Sally Beauty Holdings, Inc. will post 2.07 EPS for the current year.

About Sally Beauty

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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