CX Institutional Purchases 32,740 Shares of Sally Beauty Holdings, Inc. $SBH

CX Institutional boosted its position in shares of Sally Beauty Holdings, Inc. (NYSE:SBH) by 7.8% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 450,630 shares of the specialty retailer’s stock after purchasing an additional 32,740 shares during the quarter. CX Institutional’s holdings in Sally Beauty were worth $6,372,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. SG Americas Securities LLC boosted its position in shares of Sally Beauty by 864.1% during the fourth quarter. SG Americas Securities LLC now owns 83,189 shares of the specialty retailer’s stock worth $1,186,000 after purchasing an additional 74,560 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in shares of Sally Beauty by 45.4% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 404,212 shares of the specialty retailer’s stock valued at $5,771,000 after buying an additional 126,286 shares during the period. LSV Asset Management increased its position in shares of Sally Beauty by 12.9% in the 4th quarter. LSV Asset Management now owns 3,793,195 shares of the specialty retailer’s stock valued at $54,091,000 after buying an additional 433,855 shares in the last quarter. Hsbc Holdings PLC bought a new stake in shares of Sally Beauty in the 1st quarter valued at $2,587,000. Finally, Dimensional Fund Advisors LP raised its stake in Sally Beauty by 3.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,871,979 shares of the specialty retailer’s stock worth $81,323,000 after buying an additional 202,020 shares during the period.

Sally Beauty Stock Up 2.6%

Shares of SBH stock opened at $16.54 on Wednesday. The firm has a fifty day moving average of $14.10 and a 200-day moving average of $14.40. The company has a quick ratio of 0.55, a current ratio of 2.37 and a debt-to-equity ratio of 0.92. Sally Beauty Holdings, Inc. has a 12-month low of $10.80 and a 12-month high of $17.92. The company has a market capitalization of $1.58 billion, a price-to-earnings ratio of 9.14 and a beta of 1.03.

Sally Beauty (NYSE:SBH) last issued its quarterly earnings data on Monday, August 3rd. The specialty retailer reported $0.55 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.02. The business had revenue of $935.49 million for the quarter, compared to analyst estimates of $938.45 million. Sally Beauty had a net margin of 5.16% and a return on equity of 24.36%. The firm’s quarterly revenue was up .3% on a year-over-year basis. During the same period last year, the business posted $0.51 earnings per share. Sally Beauty has set its FY 2026 guidance at 2.040-2.080 EPS. As a group, equities research analysts predict that Sally Beauty Holdings, Inc. will post 2.06 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Weiss Ratings upgraded Sally Beauty from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Morgan Stanley lowered their price target on Sally Beauty from $16.00 to $13.00 and set an “underweight” rating for the company in a report on Tuesday, May 12th. Wall Street Zen raised Sally Beauty from a “hold” rating to a “buy” rating in a research report on Saturday, June 13th. Finally, TD Cowen lifted their price objective on Sally Beauty from $17.00 to $19.00 and gave the company a “buy” rating in a report on Tuesday. Three analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $17.40.

Key Sally Beauty News

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

• Positive Sentiment: Quarterly earnings beat expectations. Sally Beauty reported adjusted earnings of $0.55 per share, above the $0.53 consensus estimate and up from $0.51 a year earlier. The results reflected margin improvement and progress on the company’s operating strategy. Sally Beauty Holdings Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Improving margins, digital sales and cash flow supported sentiment. Investors responded favorably to profitability gains, digital growth and solid cash generation. The company also continues to benefit from share repurchases, while its low valuation may be attracting buyers. Sally Beauty Stock Jumps After Q3 Earnings Beat
• Neutral Sentiment: Full-year guidance was maintained near analyst expectations. Fiscal 2026 EPS guidance is $2.04-$2.08, compared with consensus of $2.06, while revenue guidance of approximately $3.7 billion is in line with estimates. The relatively narrow outlook limits the potential for a major earnings-driven revaluation. Sally Beauty Stock Outlook
• Negative Sentiment: Sales slightly missed expectations. Quarterly revenue was $935.5 million, below the $938.5 million estimate, and increased only 0.3% year over year. Investors are also monitoring weakness in the Beauty Systems Group, which could constrain growth despite stronger margins and cash flow. Sally Beauty Fiscal Q3 Earnings Snapshot

Insider Transactions at Sally Beauty

In other Sally Beauty news, CFO Marlo Michelle Cormier Platz sold 42,771 shares of the stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $12.70, for a total transaction of $543,191.70. Following the completion of the transaction, the chief financial officer owned 138,145 shares in the company, valued at approximately $1,754,441.50. This represents a 23.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 2.00% of the company’s stock.

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.