e.l.f. Beauty (NYSE:ELF) Insider Kory Marchisotto Sells 23,796 Shares of Stock

e.l.f. Beauty (NYSE:ELFGet Free Report) insider Kory Marchisotto sold 23,796 shares of e.l.f. Beauty stock in a transaction dated Monday, April 27th. The shares were sold at an average price of $63.66, for a total value of $1,514,853.36. Following the completion of the transaction, the insider directly owned 152,417 shares of the company’s stock, valued at $9,702,866.22. This represents a 13.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

e.l.f. Beauty Stock Performance

e.l.f. Beauty stock opened at $62.85 on Wednesday. The stock has a 50-day simple moving average of $73.02 and a 200 day simple moving average of $83.51. The company has a quick ratio of 1.89, a current ratio of 2.76 and a debt-to-equity ratio of 0.70. e.l.f. Beauty has a 12-month low of $58.05 and a 12-month high of $150.99. The stock has a market capitalization of $3.71 billion, a price-to-earnings ratio of 35.51, a P/E/G ratio of 3.44 and a beta of 1.83.

e.l.f. Beauty (NYSE:ELFGet Free Report) last released its quarterly earnings results on Wednesday, February 4th. The company reported $1.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.72 by $0.52. e.l.f. Beauty had a return on equity of 15.08% and a net margin of 6.84%.The business had revenue of $489.51 million during the quarter, compared to analysts’ expectations of $461.78 million. During the same period in the previous year, the business posted $0.74 earnings per share. The firm’s revenue for the quarter was up 37.8% compared to the same quarter last year. e.l.f. Beauty has set its FY 2026 guidance at 3.050-3.100 EPS. On average, research analysts anticipate that e.l.f. Beauty will post 1.88 earnings per share for the current fiscal year.

Hedge Funds Weigh In On e.l.f. Beauty

A number of large investors have recently bought and sold shares of ELF. EverSource Wealth Advisors LLC raised its stake in shares of e.l.f. Beauty by 97.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 260 shares of the company’s stock worth $32,000 after purchasing an additional 128 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in shares of e.l.f. Beauty by 58.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 317 shares of the company’s stock worth $39,000 after purchasing an additional 117 shares in the last quarter. Migdal Insurance & Financial Holdings Ltd. bought a new stake in e.l.f. Beauty in the 4th quarter valued at $26,000. Whittier Trust Co. of Nevada Inc. raised its stake in e.l.f. Beauty by 29.3% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 384 shares of the company’s stock valued at $52,000 after acquiring an additional 87 shares during the period. Finally, Hilton Head Capital Partners LLC bought a new stake in e.l.f. Beauty in the 4th quarter valued at $32,000. Institutional investors and hedge funds own 92.44% of the company’s stock.

e.l.f. Beauty News Roundup

Here are the key news stories impacting e.l.f. Beauty this week:

  • Positive Sentiment: Brand marketing boost — e.l.f. announced a high‑visibility sponsorship for driver Katherine Legge at the Indianapolis 500, which supports brand awareness and female-focused marketing that could help mid/long‑term demand in the core mass‑beauty channel. e.l.f. Cosmetics Fuels Katherine Legge’s Return to the Indianapolis 500
  • Neutral Sentiment: Price target cut but rating maintained — Robert W. Baird trimmed its price target from $115 to $90 but kept an Outperform rating, signaling reduced near‑term upside expectations while still believing in the company’s longer‑term thesis. This is a mixed signal for traders weighing near‑term valuation vs. recovery potential. Baird lowers ELF price target
  • Neutral Sentiment: Market commentary noting a pullback — recent coverage (Zacks/market reports) highlights yesterday’s share decline, offering context but no new company fundamentals; useful for momentum traders rather than a catalyst. Zacks: ELF stock declines
  • Negative Sentiment: Large, coordinated insider selling — multiple executives (including CEO Tarang Amin and several senior officers) sold significant blocks of shares on April 27. The filings show individual sales of tens of thousands of shares at ~ $63.66 each, substantially reducing insider holdings. Large concurrent insider sales can raise red flags for investors about near‑term conviction and add selling pressure. SEC Form 4 (CEO sale)
  • Negative Sentiment: Tariff‑driven margin concerns — analysis and market commentary highlight that higher expected tariff costs and a China‑concentrated supply base could pressure gross margins in FY2026 even if revenue stays resilient. This risk is a primary reason investors are sensitive to cost/guidance updates and is likely weighing on the stock. QuiverQuant: tariff-driven cost pressure analysis

Analyst Ratings Changes

ELF has been the subject of several recent research reports. Zacks Research raised e.l.f. Beauty from a “strong sell” rating to a “hold” rating in a report on Monday, January 5th. UBS Group dropped their price objective on e.l.f. Beauty from $102.00 to $70.00 and set a “neutral” rating for the company in a report on Tuesday, April 7th. Weiss Ratings reissued a “hold (c)” rating on shares of e.l.f. Beauty in a report on Wednesday, January 21st. Robert W. Baird dropped their price objective on e.l.f. Beauty from $115.00 to $90.00 and set an “outperform” rating for the company in a report on Tuesday. Finally, Citigroup dropped their price objective on e.l.f. Beauty from $115.00 to $87.00 and set a “buy” rating for the company in a report on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $106.44.

Check Out Our Latest Report on ELF

About e.l.f. Beauty

(Get Free Report)

e.l.f. Beauty (NYSE: ELF) is an American cosmetics company known for offering an extensive range of affordable, trend-driven makeup and skincare products. The company’s portfolio spans foundations, lipsticks, mascaras, brushes, serums, masks and other beauty essentials, all positioned at accessible price points. e.l.f. Beauty maintains a direct-to-consumer platform through its e-commerce site and engages in widespread retail partnerships with major chains such as Target, Walmart, Ulta Beauty and Amazon.

Founded in 2004 and headquartered in Oakland, California, e.l.f.

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