34,954 Shares in e.l.f. Beauty $ELF Acquired by Trillium Asset Management LLC

Trillium Asset Management LLC bought a new position in e.l.f. Beauty (NYSE:ELF) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 34,954 shares of the company’s stock, valued at approximately $2,587,000. Trillium Asset Management LLC owned 0.06% of e.l.f. Beauty at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. BlackRock Inc. bought a new stake in shares of e.l.f. Beauty in the 2nd quarter worth $428,262,000. BNP Paribas Financial Markets boosted its stake in e.l.f. Beauty by 3,131.7% during the fourth quarter. BNP Paribas Financial Markets now owns 924,902 shares of the company’s stock valued at $70,330,000 after buying an additional 896,282 shares in the last quarter. Price T Rowe Associates Inc. MD grew its holdings in e.l.f. Beauty by 47.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,197,319 shares of the company’s stock worth $167,086,000 after acquiring an additional 711,540 shares during the period. Swedbank AB grew its holdings in e.l.f. Beauty by 97.0% during the fourth quarter. Swedbank AB now owns 1,364,801 shares of the company’s stock worth $103,779,000 after acquiring an additional 672,071 shares during the period. Finally, Prime Capital Management Co Ltd bought a new stake in e.l.f. Beauty in the second quarter worth about $44,736,000. 92.44% of the stock is owned by institutional investors.

e.l.f. Beauty Stock Up 3.3%

NYSE:ELF opened at $101.68 on Friday. The business’s fifty day moving average price is $79.48 and its 200 day moving average price is $72.18. The firm has a market capitalization of $6.00 billion, a price-to-earnings ratio of 101.68, a PEG ratio of 3.10 and a beta of 1.58. The company has a current ratio of 2.55, a quick ratio of 1.82 and a debt-to-equity ratio of 0.69. e.l.f. Beauty has a 1-year low of $48.82 and a 1-year high of $150.99.

e.l.f. Beauty (NYSE:ELF) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $1.75 EPS for the quarter, topping analysts’ consensus estimates of $0.71 by $1.04. e.l.f. Beauty had a return on equity of 14.07% and a net margin of 3.38%.The firm had revenue of $479.37 million during the quarter, compared to analyst estimates of $431.20 million. During the same period last year, the company posted $0.89 EPS. The business’s quarterly revenue was up 35.5% compared to the same quarter last year. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. On average, sell-side analysts forecast that e.l.f. Beauty will post 2.61 earnings per share for the current fiscal year.

Insider Buying and Selling at e.l.f. Beauty

In other e.l.f. Beauty news, Director Lauren Cooks Levitan sold 1,034 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $93.15, for a total value of $96,317.10. Following the transaction, the director owned 10,516 shares in the company, valued at approximately $979,565.40. This represents a 8.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Tarang Amin sold 50,164 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $78.24, for a total transaction of $3,924,831.36. Following the completion of the sale, the chief executive officer owned 110,496 shares of the company’s stock, valued at approximately $8,645,207.04. The trade was a 31.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 140,780 shares of company stock valued at $10,091,078 in the last 90 days. Corporate insiders own 3.50% of the company’s stock.

Trending Headlines about e.l.f. Beauty

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

• Positive Sentiment: Rhode is driving substantial growth. The Hailey Bieber-founded brand, acquired by e.l.f. for $1 billion, generated approximately $160 million of the company’s $479.4 million in latest-quarter sales. Total revenue rose 35.5% year over year, supporting the broader growth narrative. Rhode and e.l.f. Beauty growth article
• Positive Sentiment: Recent financial results were well ahead of expectations. e.l.f. reported quarterly EPS of $1.75 versus the $0.71 consensus and revenue of $479.37 million versus estimates of $431.21 million. Management’s fiscal 2027 EPS guidance is $3.50–$3.55, while analysts maintain a generally positive “Moderate Buy” consensus.

Analyst Ratings Changes

A number of equities research analysts have weighed in on ELF shares. Piper Sandler upped their price target on shares of e.l.f. Beauty from $50.00 to $65.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $64.00 price objective on shares of e.l.f. Beauty in a research note on Tuesday, June 16th. Morgan Stanley dropped their target price on shares of e.l.f. Beauty from $67.00 to $59.00 and set an “equal weight” rating on the stock in a report on Thursday, May 21st. TD Cowen increased their target price on shares of e.l.f. Beauty from $85.00 to $110.00 and gave the company a “buy” rating in a research note on Monday, August 10th. Finally, UBS Group raised their target price on shares of e.l.f. Beauty from $80.00 to $89.00 and gave the stock a “neutral” rating in a report on Thursday, August 6th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $91.31.

e.l.f. Beauty 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.