34,844 Shares in Sally Beauty Holdings, Inc. $SBH Acquired by Semanteon Capital Management LP

Semanteon Capital Management LP acquired a new position in shares of Sally Beauty Holdings, Inc. (NYSE:SBH) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 34,844 shares of the specialty retailer’s stock, valued at approximately $567,000.

Other institutional investors also recently bought and sold shares of the company. LSV Asset Management raised its stake in shares of Sally Beauty by 7.5% during the 3rd quarter. LSV Asset Management now owns 3,359,340 shares of the specialty retailer’s stock worth $54,690,000 after buying an additional 234,019 shares during the last quarter. Geode Capital Management LLC grew its stake in Sally Beauty by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 2,555,955 shares of the specialty retailer’s stock valued at $23,671,000 after acquiring an additional 34,328 shares during the last quarter. Ranmore Fund Management Ltd increased its holdings in Sally Beauty by 54.6% during the 2nd quarter. Ranmore Fund Management Ltd now owns 2,196,020 shares of the specialty retailer’s stock valued at $20,335,000 after acquiring an additional 776,020 shares in the last quarter. Lightrock Netherlands B.V. lifted its holdings in shares of Sally Beauty by 31.4% in the second quarter. Lightrock Netherlands B.V. now owns 1,943,202 shares of the specialty retailer’s stock valued at $17,994,000 after purchasing an additional 463,895 shares in the last quarter. Finally, Invesco Ltd. raised its position in shares of Sally Beauty by 21.7% during the 2nd quarter. Invesco Ltd. now owns 1,788,951 shares of the specialty retailer’s stock worth $16,566,000 after purchasing an additional 319,025 shares during the last quarter.

Insider Activity

In other news, CAO Kim Mcintosh sold 5,900 shares of the firm’s 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 transaction, the chief accounting officer owned 21,295 shares of the company’s stock, valued at approximately $334,544.45. This trade represents a 21.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Scott C. Sherman sold 15,000 shares of the firm’s stock in a transaction dated 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 transaction, the senior vice president directly owned 57,585 shares in the company, valued at $936,907.95. This trade represents a 20.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 2.00% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have weighed in on SBH shares. Weiss Ratings reissued a “hold (c+)” rating on shares of Sally Beauty in a research report on Friday, January 9th. Morgan Stanley increased their price objective on Sally Beauty from $14.00 to $16.00 and gave the company an “underweight” rating in a research note on Tuesday, February 10th. Wall Street Zen upgraded Sally Beauty from a “hold” rating to a “buy” rating in a research report on Sunday. Jefferies Financial Group reiterated a “hold” rating and set a $16.00 price target on shares of Sally Beauty in a report on Wednesday, January 14th. Finally, Canaccord Genuity Group boosted their price objective on shares of Sally Beauty from $19.00 to $20.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Three analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $17.80.

Sally Beauty Trading Up 0.5%

NYSE SBH opened at $15.84 on Friday. The company has a market cap of $1.54 billion, a P/E ratio of 9.00 and a beta of 1.16. Sally Beauty Holdings, Inc. has a 12 month low of $7.54 and a 12 month high of $17.92. The company has a debt-to-equity ratio of 1.02, a current ratio of 2.37 and a quick ratio of 0.57. The company has a 50-day moving average of $15.47 and a 200-day moving average of $14.99.

Sally Beauty (NYSE:SBH) last issued its quarterly 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 net margin of 4.87% and a return on equity of 26.07%. The firm had revenue of $943.17 million during the quarter, compared to analyst estimates of $939.63 million. During the same quarter in the prior year, the business posted $0.43 earnings per share. Sally Beauty’s revenue for the quarter was up .6% compared to the same quarter last year. 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, equities analysts predict that Sally Beauty Holdings, Inc. will post 1.81 earnings per share for the current year.

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.