Sally Beauty (NYSE:SBH) Releases FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance aligns with analyst expectations: Sally Beauty forecasts EPS of $2.04–$2.08 and revenue of approximately $3.7 billion, compared with consensus estimates of $2.06 EPS and $3.7 billion in revenue.
• Quarterly earnings beat expectations, but sales slightly missed: The company reported EPS of $0.55 versus the $0.53 consensus, while revenue rose 0.3% year over year to $935.5 million but came in below estimates.
• Investor sentiment remains mixed: Shares rose to $16.14, while analysts maintain a consensus “Hold” rating and a $17 price target; recent analyst actions included both upgrades and price-target reductions.

Sally Beauty (NYSE:SBH - Get Free Report) issued an update on its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 2.040-2.080 for the period, compared to the consensus EPS 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.

Sally Beauty Stock Performance

Shares of SBH stock traded up $1.18 during mid-day trading on Monday, reaching $16.14. The stock had a trading volume of 2,983,368 shares, compared to its average volume of 1,574,602. The firm's 50 day simple moving average is $13.95 and its 200 day simple moving average is $14.39. The company has a quick ratio of 0.55, a current ratio of 2.34 and a debt-to-equity ratio of 0.98. Sally Beauty has a one year low of $9.69 and a one year high of $17.92. The firm has a market cap of $1.54 billion, a PE ratio of 8.92 and a beta of 1.02.

Sally Beauty (NYSE:SBH - Get Free Report) last released its quarterly earnings data on Monday, August 3rd. The specialty retailer reported $0.55 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.53 by $0.02. The business had revenue of $935.49 million for the quarter, compared to analysts' expectations of $939.38 million. Sally Beauty had a return on equity of 24.95% and a net margin of 4.93%.Sally Beauty's quarterly revenue was up .3% on a year-over-year basis. During the same period in the previous year, the business posted $0.51 earnings per share. Sally Beauty has set its FY 2026 guidance at 2.040-2.080 EPS. On average, analysts forecast that Sally Beauty will post 2.06 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. TD Cowen reduced their price objective on shares of Sally Beauty from $20.00 to $17.00 and set a "buy" rating for the company in a report on Tuesday, May 12th. Morgan Stanley dropped their price target on shares of Sally Beauty from $16.00 to $13.00 and set an "underweight" rating for the company in a research report on Tuesday, May 12th. Wall Street Zen raised Sally Beauty from a "hold" rating to a "buy" rating in a report on Saturday, June 13th. Finally, Weiss Ratings raised Sally Beauty from a "hold (c)" rating to a "hold (c+)" rating in a report on Tuesday, July 28th. Three equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Hold" and a consensus price target of $17.00.

Insider Buying and Selling

In other Sally Beauty news, CFO Marlo Michelle Cormier Platz sold 42,771 shares of the business's stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $12.70, for a total value of $543,191.70. Following the transaction, the chief financial officer directly owned 138,145 shares in the company, valued at $1,754,441.50. The trade was a 23.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 2.00% of the stock is currently owned by company insiders.

Key Stories Impacting Sally Beauty

Here are the key news stories impacting Sally Beauty this week:

• Positive Sentiment: Adjusted earnings beat estimates. Sally Beauty reported quarterly EPS of $0.55, above the $0.53 consensus estimate and up from $0.51 in the year-ago period. The earnings beat is the primary apparent catalyst for the stock’s advance. Sally Beauty Tops Q3 Earnings Estimates
• Positive Sentiment: Profitability and operating execution improved. Management said the quarter reflected progress on its long-term strategy and the strength of its operating model. The company posted a 4.93% net margin and 24.95% return on equity, supporting the view that cost and operational initiatives are helping results. Sally Beauty Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Sales remained stable. Revenue reached approximately $935.5 million, up 0.3% year over year. While limited, the growth suggests the business is maintaining demand in a challenging retail environment. Sally Beauty Reports Modest Growth and Profitability Improvement
• Neutral Sentiment: The earnings call focused on continued strategic progress. Investors are looking for additional details on the company’s long-term initiatives, sales trends, margins and outlook following the quarterly release. Sally Beauty Q3 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations. Quarterly sales of $935.49 million were below the $939.38 million analyst consensus, highlighting that the earnings beat was driven more by profitability than by strong top-line momentum. Sally Beauty Key Metrics Compared With Estimates
• Negative Sentiment: Some investors view the rally as an opportunity to reduce exposure. A Seeking Alpha commentary argued that much of the easy upside may already have been captured, implying limited near-term upside despite the improved quarter. Sally Beauty Easy Money Was Made

Institutional Investors Weigh In On Sally Beauty

A number of large investors have recently bought and sold shares of the business. Larson Financial Group LLC raised its position 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 valued at $31,000 after purchasing an additional 1,519 shares during the last quarter. iSAM Funds UK Ltd bought a new stake in shares of Sally Beauty during the third quarter worth $35,000. Intesa Sanpaolo Wealth Management bought a new stake in shares of Sally Beauty during the fourth quarter worth $36,000. Osaic Holdings Inc. increased its stake in shares of Sally Beauty by 1,365.0% in the second quarter. Osaic Holdings Inc. now owns 2,930 shares of the specialty retailer's stock valued at $27,000 after buying an additional 2,730 shares in the last quarter. Finally, Raymond James Financial Inc. bought a new position in shares of Sally Beauty in the second quarter valued at about $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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