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

Sally Beauty (NYSE:SBH) issued an update on its second quarter 2026 earnings guidance on Monday morning. The company provided EPS guidance of 0.390-0.420 for the period, compared to the consensus EPS estimate of 0.450. The company issued revenue guidance of $895.0 million-$905.0 million, compared to the consensus revenue estimate of $899.7 million. Sally Beauty also updated its FY 2026 guidance to 2.020-2.100 EPS.

Sally Beauty Trading Down 2.3%

NYSE:SBH opened at $16.23 on Monday. The company has a market cap of $1.58 billion, a P/E ratio of 8.59 and a beta of 1.16. Sally Beauty has a twelve month low of $7.54 and a twelve month high of $17.92. The business has a 50 day moving average price of $15.42 and a two-hundred day moving average price of $14.63. The company has a quick ratio of 0.54, a current ratio of 2.26 and a debt-to-equity ratio of 1.09.

Sally Beauty (NYSE:SBH) last announced its quarterly earnings data on Monday, February 9th. The specialty retailer reported $0.48 EPS for the quarter, topping analysts’ consensus estimates of $0.47 by $0.01. The business had revenue of $947.08 million for 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 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, analysts expect that Sally Beauty will post 1.81 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sally Beauty in a research report on Friday, January 9th. Raymond James Financial raised Sally Beauty from a “market perform” rating to an “outperform” rating and set a $19.00 price target on the stock in a research report on Wednesday, January 21st. TD Cowen raised their target price on shares of Sally Beauty from $17.00 to $18.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Zacks Research downgraded shares of Sally Beauty from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 21st. Finally, Morgan Stanley reiterated an “underweight” rating and issued a $14.00 price target on shares of Sally Beauty in a research note on Thursday, January 15th. Three research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $16.08.

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 shares were sold at an average price of $16.27, for a total transaction of $244,050.00. Following the completion of the sale, the senior vice president owned 57,585 shares of the company’s stock, valued at approximately $936,907.95. The trade was a 20.67% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Kim Mcintosh sold 5,900 shares of the business’s stock in a transaction that occurred on 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 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 disclosure for this sale is available in the SEC filing. Company insiders own 2.00% of the company’s stock.

Institutional Investors Weigh In On Sally Beauty

A number of hedge funds and other institutional investors have recently modified their holdings of SBH. CIBC Bancorp USA Inc. acquired a new position in shares of Sally Beauty in the third quarter valued at about $176,000. Man Group plc acquired a new position in shares of Sally Beauty during the 3rd quarter worth approximately $202,000. Jefferies Financial Group Inc. grew its position in shares of Sally Beauty by 153.1% during the 3rd quarter. Jefferies Financial Group Inc. now owns 25,901 shares of the specialty retailer’s stock worth $422,000 after purchasing an additional 15,669 shares in the last quarter. Rafferty Asset Management LLC raised its position in shares of Sally Beauty by 15.4% in the second quarter. Rafferty Asset Management LLC now owns 39,228 shares of the specialty retailer’s stock valued at $363,000 after buying an additional 5,249 shares in the last quarter. Finally, Quantinno Capital Management LP bought a new stake in shares of Sally Beauty in the second quarter valued at approximately $327,000.

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.