Arrowstreet Capital Limited Partnership Raises Position in Sally Beauty Holdings, Inc. $SBH

Arrowstreet Capital Limited Partnership increased its position in Sally Beauty Holdings, Inc. (NYSE:SBH) by 2,768.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,220,160 shares of the specialty retailer’s stock after purchasing an additional 1,177,626 shares during the quarter. Arrowstreet Capital Limited Partnership owned 1.23% of Sally Beauty worth $11,299,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Vanguard Group Inc. raised its holdings in Sally Beauty by 4.4% in the first quarter. Vanguard Group Inc. now owns 12,974,982 shares of the specialty retailer’s stock valued at $117,164,000 after acquiring an additional 546,267 shares in the last quarter. LSV Asset Management increased its position in shares of Sally Beauty by 1.3% in the 2nd quarter. LSV Asset Management now owns 3,125,321 shares of the specialty retailer’s stock worth $28,940,000 after purchasing an additional 40,189 shares during the last quarter. Charles Schwab Investment Management Inc. raised its stake in shares of Sally Beauty by 10.1% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 2,868,855 shares of the specialty retailer’s stock valued at $25,906,000 after purchasing an additional 263,269 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Sally Beauty by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 2,555,955 shares of the specialty retailer’s stock valued at $23,671,000 after acquiring an additional 34,328 shares during the last quarter. Finally, Ranmore Fund Management Ltd boosted its holdings in shares of Sally Beauty by 54.6% in the 2nd quarter. Ranmore Fund Management Ltd now owns 2,196,020 shares of the specialty retailer’s stock valued at $20,335,000 after buying an additional 776,020 shares during the period.

Sally Beauty Trading Down 0.0%

Sally Beauty stock opened at $15.52 on Wednesday. The firm has a market cap of $1.51 billion, a price-to-earnings ratio of 8.21 and a beta of 1.13. Sally Beauty Holdings, Inc. has a 1 year low of $7.54 and a 1 year high of $17.40. The firm’s 50 day moving average price is $15.11 and its two-hundred day moving average price is $12.78. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.54 and a current ratio of 2.26.

Sally Beauty (NYSE:SBH) last announced its quarterly earnings data on Thursday, November 13th. The specialty retailer reported $0.55 EPS for the quarter, beating analysts’ consensus estimates of $0.49 by $0.06. The company had revenue of $947.08 million during the quarter, compared to the consensus estimate of $932.88 million. Sally Beauty had a return on equity of 27.07% and a net margin of 5.29%.The company’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.50 EPS. Sally Beauty has set its FY 2026 guidance at 2.090-2.090 EPS and its Q1 2026 guidance at 0.430-0.470 EPS. On average, research analysts predict that Sally Beauty Holdings, Inc. will post 1.81 EPS for the current fiscal year.

Insider Buying and Selling at Sally Beauty

In related news, SVP Scott C. Sherman sold 15,000 shares of Sally Beauty stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $16.27, for a total value of $244,050.00. Following the transaction, the senior vice president owned 57,585 shares of the company’s stock, valued at approximately $936,907.95. This trade represents a 20.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.56% of the stock is owned by company insiders.

Analyst Ratings Changes

SBH has been the subject of a number of analyst reports. Wall Street Zen upgraded Sally Beauty from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Morgan Stanley raised their target price on Sally Beauty from $10.00 to $13.00 and gave the company an “underweight” rating in a research note on Friday, November 14th. Canaccord Genuity Group boosted their price target on shares of Sally Beauty from $15.00 to $19.00 and gave the company a “buy” rating in a report on Monday, September 15th. Jefferies Financial Group increased their price objective on shares of Sally Beauty from $12.80 to $14.50 and gave the stock a “hold” rating in a report on Tuesday, October 28th. Finally, TD Cowen lifted their price objective on shares of Sally Beauty from $13.00 to $16.00 and gave the company a “buy” rating in a research report on Thursday, September 4th. Three analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $14.60.

Sally Beauty Company Profile

Sally Beauty Holdings, Inc operates as a specialty retailer and distributor of professional beauty supplies. The company operates through two segments, Sally Beauty Supply and Beauty Systems Group. The Sally Beauty Supply segment offers beauty products, including hair color and care products, skin and nail care products, styling tools, and other beauty products for retail customers, salons, and salon professionals.