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

Sally Beauty (NYSE:SBH) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 2.020-2.100 for the period, compared to the consensus EPS estimate of 2.070. The company issued revenue guidance of $3.7 billion-$3.8 billion, compared to the consensus revenue estimate of $3.7 billion. Sally Beauty also updated its Q2 2026 guidance to 0.390-0.420 EPS.

Sally Beauty Stock Performance

NYSE:SBH opened at $17.05 on Tuesday. The company has a current ratio of 2.26, a quick ratio of 0.54 and a debt-to-equity ratio of 1.09. The company has a market capitalization of $1.66 billion, a P/E ratio of 9.02 and a beta of 1.16. The firm has a 50-day moving average price of $15.44 and a two-hundred day moving average price of $14.67. Sally Beauty has a twelve month low of $7.54 and a twelve month high of $17.92.

Sally Beauty (NYSE:SBH) last released its quarterly earnings results on Monday, February 9th. The specialty retailer reported $0.48 EPS for the quarter, beating the consensus estimate of $0.47 by $0.01. Sally Beauty had a net margin of 5.29% and a return on equity of 27.07%. The business had revenue of $943.17 million for the quarter, compared to analyst estimates of $939.63 million. During the same period in the prior year, the business earned $0.43 earnings per share. The company’s quarterly 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. As a group, research analysts expect that Sally Beauty will post 1.81 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have weighed in on SBH. Morgan Stanley reissued an “underweight” rating and set a $14.00 price target on shares of Sally Beauty in a research report on Thursday, January 15th. TD Cowen lifted their price objective on Sally Beauty from $17.00 to $18.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Zacks Research lowered shares of Sally Beauty from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 21st. Jefferies Financial Group reaffirmed a “hold” rating and set a $16.00 price target on shares of Sally Beauty in a research note on Wednesday, January 14th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Sally Beauty in a report on Friday, January 9th. Three analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $16.08.

Insiders Place Their Bets

In other news, SVP Scott C. Sherman sold 15,000 shares of the business’s stock in a transaction on 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 directly owned 57,585 shares of the company’s stock, valued at $936,907.95. The trade was a 20.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CAO Kim Mcintosh sold 5,900 shares of Sally Beauty stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $15.71, for a total value of $92,689.00. Following the completion of the transaction, the chief accounting officer owned 21,295 shares in the company, valued at $334,544.45. The trade was a 21.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 2.00% of the stock is owned by company insiders.

Key Stories Impacting Sally Beauty

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

• Positive Sentiment: Q1 results beat expectations: Sally Beauty reported $0.48 EPS vs. a $0.47 consensus and revenue of ~$943.2M (up 0.6% YoY), showing modest top- and bottom-line upside. Business Wire Release
• Positive Sentiment: Management lifted its FY 2026 EPS outlook (range 2.020–2.100), which investors interpreted as confidence in margin execution following the quarter. TipRanks: Lifts EPS Outlook
• Positive Sentiment: Shares reacted positively in early trading after the print and commentary, reflecting relief that results beat and management maintained a constructive view for the year. Proactive: Market Reaction
• Neutral Sentiment: Full earnings call and transcript are available — useful for digging into category trends, inventory, and margin drivers but offering a balanced (cautious) tone from management. Seeking Alpha: Call Transcript
• Neutral Sentiment: Analyst write-ups and metric breakdowns highlight the modest nature of the beat (small EPS beat and essentially flat revenue growth), so this quarter is more confirmation than a breakout. Zacks: Key Metrics
• Negative Sentiment: Mixed/soft near-term guidance: Q2 EPS guidance of $0.390–0.420 is below the consensus (~$0.45) and revenue guidance is narrowly ranged, which tempers the beat and signals possible near-term softness. Press Release / Guidance Details
• Negative Sentiment: Underlying growth remains modest (0.6% revenue growth YoY) and margins/returns are being watched closely; investors may rotate away if upcoming quarters don’t show acceleration. TipRanks: Call Highlights

Institutional Investors Weigh In On Sally Beauty

Several institutional investors and hedge funds have recently modified their holdings of the stock. HighTower Advisors LLC raised its holdings in shares of Sally Beauty by 24.6% during the 4th quarter. HighTower Advisors LLC now owns 15,648 shares of the specialty retailer’s stock valued at $223,000 after buying an additional 3,088 shares during the period. CIBC Bancorp USA Inc. acquired a new position in shares of Sally Beauty during the third quarter worth $176,000. Caxton Associates LLP acquired a new position in shares of Sally Beauty during the third quarter worth $721,000. Dark Forest Capital Management LP boosted its stake in shares of Sally Beauty by 99.1% in the third quarter. Dark Forest Capital Management LP now owns 121,489 shares of the specialty retailer’s stock valued at $1,978,000 after purchasing an additional 60,472 shares during the period. Finally, XTX Topco Ltd acquired a new stake in Sally Beauty during the 3rd quarter valued at $817,000.

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.