9,858,415 Shares in Sally Beauty Holdings, Inc. $SBH Acquired by Schroder Investment Management Group

Schroder Investment Management Group acquired a new stake in Sally Beauty Holdings, Inc. (NYSE:SBH) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 9,858,415 shares of the specialty retailer’s stock, valued at approximately $160,495,000. Schroder Investment Management Group owned approximately 9.96% of Sally Beauty at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Osaic Holdings Inc. lifted its holdings in shares of Sally Beauty by 1,365.0% during the second quarter. Osaic Holdings Inc. now owns 2,930 shares of the specialty retailer’s stock worth $27,000 after buying an additional 2,730 shares in the last quarter. Raymond James Financial Inc. acquired a new position in shares of Sally Beauty in the second quarter valued at about $34,000. Jefferies Financial Group Inc. bought a new position in Sally Beauty during the second quarter worth about $95,000. Savant Capital LLC bought a new position in Sally Beauty during the second quarter worth about $115,000. Finally, Wealth Enhancement Advisory Services LLC acquired a new stake in Sally Beauty in the 3rd quarter worth about $119,000.

Insider Transactions at Sally Beauty

In other Sally Beauty news, CAO Kim Mcintosh sold 5,900 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $15.71, for a total transaction of $92,689.00. Following the completion of the transaction, the chief accounting officer directly owned 21,295 shares in the company, valued at $334,544.45. The trade was a 21.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 2.00% of the stock is owned by company insiders.

Sally Beauty Trading Down 1.3%

Shares of Sally Beauty stock opened at $14.59 on Tuesday. The company has a market capitalization of $1.42 billion, a price-to-earnings ratio of 8.29 and a beta of 1.14. The company has a quick ratio of 0.57, a current ratio of 2.37 and a debt-to-equity ratio of 1.02. Sally Beauty Holdings, Inc. has a 12-month low of $7.54 and a 12-month high of $17.92. The firm’s 50-day moving average price is $15.62 and its two-hundred day moving average price is $15.23.

Sally Beauty (NYSE:SBH) last issued its 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 4.87% and a return on equity of 26.07%. The company had revenue of $943.17 million during the quarter, compared to analysts’ expectations of $939.63 million. During the same period in the previous year, the company earned $0.43 EPS. The business’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. On average, analysts forecast that Sally Beauty Holdings, Inc. will post 1.81 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of analysts have issued reports on the stock. Morgan Stanley boosted their price objective on shares of Sally Beauty from $14.00 to $16.00 and gave the company an “underweight” rating in a report on Tuesday, February 10th. TD Cowen raised their target price on shares of Sally Beauty from $17.00 to $18.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sally Beauty in a research report on Friday, January 9th. Canaccord Genuity Group boosted their price target on Sally Beauty from $19.00 to $20.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Finally, Jefferies Financial Group restated a “hold” rating and set a $16.00 price objective on shares of Sally Beauty in a research note on Wednesday, January 14th. Three investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $17.80.

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.