Sally Beauty Holdings, Inc. (NYSE:SBH) Receives $16.08 Average Target Price from Analysts

Sally Beauty Holdings, Inc. (NYSE:SBH) has earned an average recommendation of “Hold” from the eight analysts that are covering the firm, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell rating, four have assigned a hold rating and three have issued a buy rating on the company. The average 12-month target price among analysts that have covered the stock in the last year is $16.5833.

Several equities research analysts have recently commented on SBH shares. Raymond James Financial upgraded shares of Sally Beauty from a “market perform” rating to an “outperform” rating and set a $19.00 target price on the stock in a research note on Wednesday, January 21st. Jefferies Financial Group reissued a “hold” rating and set a $16.00 price target on shares of Sally Beauty in a report on Wednesday, January 14th. TD Cowen upped their price objective on shares of Sally Beauty from $17.00 to $18.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Canaccord Genuity Group raised their price objective on shares of Sally Beauty from $19.00 to $20.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Sally Beauty in a research note on Friday, January 9th.

Trending Headlines about Sally Beauty

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

• Positive Sentiment: Q1 beat — SBH reported fiscal Q1 results that topped EPS and revenue estimates (EPS $0.48 vs. $0.47 est.; revenue ~$943M, +0.6% y/y), showing operating leverage and improved margins. Read More.
• Positive Sentiment: Raised FY26 EPS floor — management raised the low end of its FY2026 EPS guidance after the quarter (FY26 EPS guide 2.020–2.100), signaling confidence in full-year profitability. Read More.
• Positive Sentiment: Margin expansion and efficiency — commentary and coverage note expanding margins and solid ROE, supporting cash generation that could fund buybacks/dividends or reinvestment. Read More.
• Neutral Sentiment: Category expansion & digital initiatives — company cited new category launches and digital investments as anchors for sales stability, but top-line growth remained essentially flat in the quarter. Read More.
• Neutral Sentiment: Long-term growth thesis highlighted — some analysts continue to flag SBH as a long-term growth/quality pick based on execution and industry position, but that narrative hasn’t erased near-term uncertainty. Read More.
• Negative Sentiment: Conservative near-term guidance — management set Q2 EPS guidance below Street expectations (Q2 EPS guide 0.390–0.420 vs. consensus ~0.45) and provided a revenue range that only marginally covers estimates, which appears to be the main catalyst for the sell-off. Read More.
• Negative Sentiment: Cautious tone on the call — the earnings call balanced progress with caution on macro/retail trends and inventory/assortment work, reinforcing near-term uncertainty for investors. Read More.

Insider Buying and Selling at Sally Beauty

In other Sally Beauty news, CAO Kim Mcintosh sold 5,900 shares of the business’s stock in a transaction 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 transaction, the chief accounting officer owned 21,295 shares of the company’s stock, valued at approximately $334,544.45. The trade was a 21.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Scott C. Sherman sold 15,000 shares of the firm’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $16.27, for a total value 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. This trade represents a 20.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 2.00% of the company’s stock.

Hedge Funds Weigh In On Sally Beauty

Institutional investors have recently modified their holdings of the stock. Royal Bank of Canada lifted its position in shares of Sally Beauty by 150,390.9% during the first quarter. Royal Bank of Canada now owns 33,108 shares of the specialty retailer’s stock worth $299,000 after purchasing an additional 33,086 shares in the last quarter. AQR Capital Management LLC lifted its holdings in Sally Beauty by 53.7% during the 1st quarter. AQR Capital Management LLC now owns 476,966 shares of the specialty retailer’s stock worth $4,188,000 after buying an additional 166,637 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Sally Beauty by 3.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,595 shares of the specialty retailer’s stock valued at $547,000 after buying an additional 2,026 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Sally Beauty by 10.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 324,906 shares of the specialty retailer’s stock valued at $2,934,000 after buying an additional 31,040 shares during the last quarter. Finally, Janney Montgomery Scott LLC acquired a new stake in shares of Sally Beauty in the 2nd quarter valued at $344,000.

Sally Beauty Stock Down 8.4%

NYSE SBH opened at $15.57 on Friday. Sally Beauty has a 1-year low of $7.54 and a 1-year high of $17.92. The company has a market capitalization of $1.52 billion, a price-to-earnings ratio of 8.85 and a beta of 1.16. The stock’s 50 day moving average is $15.44 and its two-hundred day moving average is $14.71. The company has a current ratio of 2.37, a quick ratio of 0.54 and a debt-to-equity ratio of 1.02.

Sally Beauty (NYSE:SBH) last posted its earnings results 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 return on equity of 26.07% and a net margin of 4.87%.The business had revenue of $943.17 million during the quarter, compared to the consensus estimate of $939.63 million. During the same quarter last year, the company earned $0.43 EPS. Sally Beauty’s revenue was up .6% on a year-over-year basis. 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. Equities analysts forecast that Sally Beauty will post 1.81 earnings per share for the current fiscal year.

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.