Sally Beauty (NYSE:SBH) Issues Q2 2026 Earnings Guidance

Key Points

• Guidance update: Sally Beauty issued Q2 FY2026 EPS guidance of $0.39–$0.42 (consensus $0.41) and revenue guidance of $895M–$905M, and raised full-year FY2026 EPS guidance to $2.02–$2.10.
• Shares jumped about 3.4% to $14.43 on the news; the stock trades at a P/E of ~8.2 with a market cap near $1.4 billion and a 52-week range of $7.64–$17.92.
• Analyst sentiment is mixed: the consensus rating is a Hold (3 Buy, 3 Hold, 1 Sell) with an average price target of $17.80, though recent upgrades and higher targets (e.g., Raymond James $19) have been issued.

Sally Beauty (NYSE:SBH - Get Free Report) updated its second quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.390-0.420 for the period, compared to the consensus EPS estimate of 0.410. The company issued revenue guidance of $895.0 million-$905.0 million, compared to the consensus revenue estimate of $900.8 million. Sally Beauty also updated its FY 2026 guidance to 2.020-2.100 EPS.

Sally Beauty Trading Up 3.4%

Shares of Sally Beauty stock traded up $0.48 during trading on Thursday, reaching $14.43. 288,900 shares of the stock were exchanged, compared to its average volume of 1,655,500. The company has a quick ratio of 0.57, a current ratio of 2.37 and a debt-to-equity ratio of 1.02. The stock's fifty day moving average is $15.00 and its 200 day moving average is $15.14. The firm has a market cap of $1.40 billion, a price-to-earnings ratio of 8.21 and a beta of 1.12. Sally Beauty has a 1 year low of $7.64 and a 1 year 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 EPS for the quarter, topping the consensus estimate of $0.47 by $0.01. Sally Beauty had a net margin of 4.87% and a return on equity of 26.07%. The business had revenue of $943.17 million during the quarter, compared to analyst estimates of $939.63 million. During the same period last year, the business posted $0.43 earnings per share. Sally Beauty's quarterly revenue was up .6% compared to the same quarter last year. 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. As a group, equities research analysts expect that Sally Beauty will post 1.81 earnings per share for the current fiscal year.

Analysts Set New Price Targets

SBH has been the subject of several analyst reports. Wall Street Zen raised shares of Sally Beauty from a "hold" rating to a "buy" rating in a research report on Tuesday, March 10th. Morgan Stanley lifted their target price on shares of Sally Beauty from $14.00 to $16.00 and gave the stock an "underweight" rating in a research report on Tuesday, February 10th. Jefferies Financial Group reaffirmed a "hold" rating and issued a $16.00 target price 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. Finally, Raymond James Financial raised shares of Sally Beauty from a "market perform" rating to an "outperform" rating and set a $19.00 target price for the company in a research report on Wednesday, January 21st. Three analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Sally Beauty presently has a consensus rating of "Hold" and an average price target of $17.80.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Osaic Holdings Inc. lifted its stake in 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 lifted its stake in 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. purchased a new stake in Sally Beauty in the 2nd quarter worth $34,000. iSAM Funds UK Ltd purchased a new stake in Sally Beauty in the 3rd quarter worth $35,000. Finally, Intesa Sanpaolo Wealth Management purchased a new stake in Sally Beauty in the 4th quarter worth $36,000.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.