e.l.f. Beauty (NYSE:ELF) Trading Down 4.7% – Time to Sell?

e.l.f. Beauty (NYSE:ELF)’s share price dropped 4.7% on Monday . The stock traded as low as $63.16 and last traded at $63.1580. Approximately 454,445 shares traded hands during trading, a decline of 80% from the average daily volume of 2,228,573 shares. The stock had previously closed at $66.28.

Key Headlines Impacting e.l.f. Beauty

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

• Positive Sentiment: Brand marketing pick‑up — e.l.f. announced a founding partnership with the International Dance League, a high‑visibility sponsorship that supports brand awareness and engagement in entertainment/sport intersections and could help long‑term demand. e.l.f. Cosmetics Joins the International Dance League
• Neutral Sentiment: Analyst price‑target trim but positive stance retained — Robert W. Baird cut its target from $115 to $90 while keeping an Outperform rating, signaling reduced near‑term upside expectations but continued confidence in recovery potential. Baird lowers ELF price target
• Neutral Sentiment: Market coverage noting recent pullback — outlets like Zacks highlighted yesterday’s decline, which can amplify momentum trading but didn’t add new company fundamentals. Zacks: ELF stock declines
• Negative Sentiment: Coordinated insider selling — multiple senior executives, including CEO Tarang Amin and other officers, sold sizable blocks of shares on April 27 at ~ $63.66, materially reducing their holdings; large, concurrent insider sales can create near‑term selling pressure and raise investor concern about insider conviction. Insider Selling: e.l.f. Beauty Insider Sells Shares
• Negative Sentiment: Tariff‑related margin risk remains a focal concern — commentary and analysis point to higher expected tariff costs and a China‑concentrated supply base that could pressure FY2026 gross margins even if revenue growth holds, increasing sensitivity to cost and guidance updates. QuiverQuant: tariff-driven cost pressure analysis

Analysts Set New Price Targets

Several research analysts recently commented on the company. UBS Group cut their price target on e.l.f. Beauty from $102.00 to $70.00 and set a “neutral” rating on the stock in a research note on Tuesday, April 7th. TD Cowen dropped their price objective on e.l.f. Beauty from $110.00 to $100.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Evercore started coverage on e.l.f. Beauty in a research report on Thursday, April 2nd. They issued an “inline” rating and a $68.00 target price on the stock. Deutsche Bank Aktiengesellschaft reduced their target price on e.l.f. Beauty from $95.00 to $68.00 and set a “hold” rating for the company in a research note on Monday, March 30th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of e.l.f. Beauty in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $106.44.

e.l.f. Beauty Stock Down 1.4%

The company has a quick ratio of 1.89, a current ratio of 2.76 and a debt-to-equity ratio of 0.70. The firm has a market capitalization of $3.67 billion, a price-to-earnings ratio of 35.06, a P/E/G ratio of 3.44 and a beta of 1.83. The stock has a 50 day moving average of $73.02 and a 200 day moving average of $83.51.

e.l.f. Beauty (NYSE:ELF) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $1.24 earnings per share (EPS) for the quarter, topping the consensus estimate 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 firm had revenue of $489.51 million for the quarter, compared to analysts’ expectations of $461.78 million. During the same period last year, the business posted $0.74 earnings per share. The firm’s revenue for the quarter was up 37.8% on a year-over-year basis. e.l.f. Beauty has set its FY 2026 guidance at 3.050-3.100 EPS. As a group, analysts expect that e.l.f. Beauty will post 1.88 earnings per share for the current fiscal year.

Insider Transactions at e.l.f. Beauty

In other news, insider Mandy J. Fields sold 23,656 shares of the stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $63.66, for a total transaction of $1,505,940.96. Following the sale, the insider directly owned 77,437 shares in the company, valued at approximately $4,929,639.42. This represents a 23.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Joshua Allen Franks sold 23,535 shares of the firm’s stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $63.66, for a total value of $1,498,238.10. Following the completion of the sale, the senior vice president directly owned 118,071 shares in the company, valued at approximately $7,516,399.86. This trade represents a 16.62% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 210,013 shares of company stock valued at $13,315,490 over the last ninety days. Insiders own 3.90% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in ELF. Royal Bank of Canada boosted its holdings in shares of e.l.f. Beauty by 9.9% during the first quarter. Royal Bank of Canada now owns 153,682 shares of the company’s stock valued at $9,650,000 after acquiring an additional 13,851 shares during the period. Integrated Wealth Concepts LLC increased its holdings in shares of e.l.f. Beauty by 168.6% in the 1st quarter. Integrated Wealth Concepts LLC now owns 6,483 shares of the company’s stock worth $407,000 after acquiring an additional 4,069 shares during the period. NewEdge Advisors LLC lifted its position in e.l.f. Beauty by 176.4% in the 1st quarter. NewEdge Advisors LLC now owns 4,677 shares of the company’s stock valued at $294,000 after purchasing an additional 2,985 shares during the last quarter. United Services Automobile Association bought a new stake in e.l.f. Beauty in the 1st quarter valued at about $240,000. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in 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 valued at $39,000 after purchasing an additional 117 shares during the period. 92.44% of the stock is currently owned by institutional investors.

e.l.f. Beauty Company Profile

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.