Bryce Point Capital LLC Takes $570,000 Position in Sally Beauty Holdings, Inc. $SBH

Bryce Point Capital LLC acquired a new position in Sally Beauty Holdings, Inc. (NYSE:SBH) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 35,034 shares of the specialty retailer’s stock, valued at approximately $570,000.

Other institutional investors also recently bought and sold shares of the company. Osaic Holdings Inc. grew its position in shares of Sally Beauty by 1,365.0% during the 2nd quarter. Osaic Holdings Inc. now owns 2,930 shares of the specialty retailer’s stock worth $27,000 after buying an additional 2,730 shares in the last quarter. Raymond James Financial Inc. purchased a new stake in Sally Beauty in the second quarter worth about $34,000. Wealth Enhancement Advisory Services LLC bought a new position in Sally Beauty during the 3rd quarter worth about $119,000. Jefferies Financial Group Inc. purchased a new position in Sally Beauty during the 2nd quarter valued at about $95,000. Finally, Vanguard Personalized Indexing Management LLC purchased a new position in Sally Beauty during the 2nd quarter valued at about $111,000.

More Sally Beauty News

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

• Positive Sentiment: Q1 EPS and revenue came in modestly above consensus — EPS $0.48 vs. ~$0.47 est.; revenue $943.2M, roughly in line and up 0.6% year-over-year. That beat/firm top line helped lift sentiment. Zacks: Q1 Earnings Surpass Estimates
• Positive Sentiment: Company reiterated/issued FY 2026 EPS guidance of $2.02–$2.10 (around Street expectations) and management described the quarter as a “strong start,” which supports confidence in the year. Business Wire: Q1 Results & Guidance
• Neutral Sentiment: Management hosted an earnings call with a balanced tone — acknowledging progress but urging caution; full transcript and highlights are available for investors doing diligence. Earnings Call Transcript
• Neutral Sentiment: Analyst coverage and commentary have been active around the print, with some forecasters updating expectations ahead of and after the release — useful for tracking consensus movements. Benzinga: Analyst Updates
• Negative Sentiment: Q2 guidance came in below Street EPS expectations (Q2 EPS guide $0.390–$0.420 vs. consensus ~$0.45) and revenue guidance range is slightly below some estimates — a near-term headwind to upside if demand softness persists. Proactive Investors: Tops Q1, Reaffirms Outlook
• Negative Sentiment: Management’s cautious language on the call and the conservative Q2 guide may temper enthusiasm and could increase volatility in coming sessions as investors parse execution risk. TipRanks: Earnings Call Highlights

Analysts Set New Price Targets

Several brokerages have recently weighed in on SBH. Morgan Stanley reaffirmed an “underweight” rating and issued a $14.00 price target on shares of Sally Beauty in a research report on Thursday, January 15th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sally Beauty in a research report on Friday, January 9th. TD Cowen boosted 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. Jefferies Financial Group reaffirmed a “hold” rating and set a $16.00 price objective on shares of Sally Beauty in a research report on Wednesday, January 14th. Finally, Zacks Research lowered Sally Beauty from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 21st. Three equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $16.08.

Sally Beauty Price Performance

Shares of NYSE SBH opened at $17.05 on Tuesday. Sally Beauty Holdings, Inc. has a fifty-two week low of $7.54 and a fifty-two week high of $17.92. The company has a market cap of $1.66 billion, a PE ratio of 9.02 and a beta of 1.16. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.54 and a current ratio of 2.26. The business has a 50-day simple moving average of $15.44 and a two-hundred day simple moving average of $14.67.

Sally Beauty (NYSE:SBH) last announced its quarterly earnings data on Monday, February 9th. The specialty retailer reported $0.48 EPS for the quarter, beating the consensus estimate of $0.47 by $0.01. The firm had revenue of $943.17 million during the quarter, compared to analyst estimates of $939.63 million. Sally Beauty had a net margin of 5.29% and a return on equity of 27.07%. Sally Beauty’s revenue was up .6% on a year-over-year basis. During the same period last 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. As a group, equities analysts expect that Sally Beauty Holdings, Inc. will post 1.81 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, SVP Scott C. Sherman sold 15,000 shares of the company’s stock in a transaction on 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 directly owned 57,585 shares of the company’s stock, valued at $936,907.95. This represents a 20.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Kim Mcintosh sold 5,900 shares of Sally Beauty stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $15.71, for a total value of $92,689.00. Following the sale, the chief accounting officer directly owned 21,295 shares of the company’s stock, valued at approximately $334,544.45. This represents a 21.70% decrease in their position. The SEC filing for this sale provides additional information. 2.00% of the stock is owned by insiders.

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.