Universal Beteiligungs und Servicegesellschaft mbH Sells 182,349 Shares of e.l.f. Beauty $ELF

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH cut its e.l.f. Beauty stake by 95.6% in Q4, selling 182,349 shares and retaining 8,346 shares worth $635,000.
• e.l.f. reported a strong quarter on Feb. 4, posting $1.24 EPS vs. $0.72 expected and $489.51M revenue (up 37.8% YoY), and issued FY2026 guidance of $3.05–$3.10 EPS.
• Insiders have sold 210,013 shares over the last three months (insiders own 3.9%), institutional investors own 92.44% of the stock, and analysts' consensus is a Moderate Buy with a $103.06 price target.

Universal Beteiligungs und Servicegesellschaft mbH lowered its stake in shares of e.l.f. Beauty (NYSE:ELF - Free Report) by 95.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,346 shares of the company's stock after selling 182,349 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH's holdings in e.l.f. Beauty were worth $635,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in ELF. Atreides Management LP bought a new stake in shares of e.l.f. Beauty in the 2nd quarter valued at about $61,479,000. Man Group plc bought a new stake in shares of e.l.f. Beauty in the 2nd quarter valued at about $52,316,000. Woodline Partners LP bought a new stake in shares of e.l.f. Beauty in the 3rd quarter valued at about $52,613,000. Candlestick Capital Management LP bought a new stake in shares of e.l.f. Beauty in the 3rd quarter valued at about $31,962,000. Finally, Schroder Investment Management Group lifted its stake in shares of e.l.f. Beauty by 4,579.5% in the 3rd quarter. Schroder Investment Management Group now owns 207,209 shares of the company's stock valued at $27,451,000 after acquiring an additional 202,781 shares during the last quarter. Hedge funds and other institutional investors own 92.44% of the company's stock.

e.l.f. Beauty Trading Up 2.3%

Shares of e.l.f. Beauty stock opened at $61.86 on Tuesday. The company has a market capitalization of $3.65 billion, a P/E ratio of 34.95, a P/E/G ratio of 3.26 and a beta of 1.71. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.89 and a current ratio of 2.76. The company has a fifty day moving average of $71.93 and a 200 day moving average of $82.52. e.l.f. Beauty has a fifty-two week low of $58.05 and a fifty-two week high of $150.99.

e.l.f. Beauty (NYSE:ELF - Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The company reported $1.24 EPS for the quarter, beating the consensus estimate of $0.72 by $0.52. e.l.f. Beauty had a net margin of 6.84% and a return on equity of 15.08%. The business had revenue of $489.51 million during the quarter, compared to the consensus estimate of $461.78 million. During the same quarter in the prior year, the firm earned $0.74 EPS. The business's revenue was up 37.8% on a year-over-year basis. e.l.f. Beauty has set its FY 2026 guidance at 3.050-3.100 EPS. On average, sell-side analysts anticipate that e.l.f. Beauty will post 1.88 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

ELF has been the topic of several recent analyst reports. UBS Group cut their target price on e.l.f. Beauty from $102.00 to $70.00 and set a "neutral" rating on the stock in a research note on Tuesday, April 7th. Wall Street Zen raised e.l.f. Beauty from a "sell" rating to a "hold" rating in a research report on Saturday, January 24th. Morgan Stanley reaffirmed an "equal weight" rating and set a $67.00 price objective (down from $80.00) on shares of e.l.f. Beauty in a research report on Friday. Jefferies Financial Group initiated coverage on e.l.f. Beauty in a research report on Wednesday, January 14th. They set a "buy" rating and a $110.00 price objective on the stock. Finally, Bank of America cut their price objective on e.l.f. Beauty from $115.00 to $93.00 and set a "buy" rating on the stock in a research report on Friday, April 10th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $103.06.

Insider Buying and Selling at e.l.f. Beauty

In other e.l.f. Beauty news, SVP Joshua Allen Franks sold 23,535 shares of the stock in a transaction dated Monday, April 27th. The shares were sold at an average price of $63.66, for a total transaction of $1,498,238.10. Following the completion of the transaction, the senior vice president owned 118,071 shares of the company's stock, valued at $7,516,399.86. This represents a 16.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Kory Marchisotto sold 23,796 shares of the stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $63.66, for a total transaction of $1,514,853.36. Following the completion of the sale, the insider directly owned 152,417 shares in the company, valued at $9,702,866.22. This trade represents a 13.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 210,013 shares of company stock worth $13,315,490. Insiders own 3.90% of the company's stock.

e.l.f. Beauty Company 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.

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