Universal Beteiligungs und Servicegesellschaft mbH Buys 84,763 Shares of Sally Beauty Holdings, Inc. $SBH

Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Sally Beauty Holdings, Inc. (NYSE:SBH) by 43.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 277,926 shares of the specialty retailer’s stock after purchasing an additional 84,763 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Sally Beauty were worth $4,525,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in SBH. Royal Bank of Canada boosted its stake in shares of Sally Beauty by 150,390.9% in the 1st quarter. Royal Bank of Canada now owns 33,108 shares of the specialty retailer’s stock worth $299,000 after buying an additional 33,086 shares during the last quarter. AQR Capital Management LLC boosted its position in Sally Beauty by 53.7% in the first quarter. AQR Capital Management LLC now owns 476,966 shares of the specialty retailer’s stock worth $4,188,000 after purchasing an additional 166,637 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Sally Beauty by 3.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,595 shares of the specialty retailer’s stock worth $547,000 after purchasing an additional 2,026 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Sally Beauty by 10.6% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 324,906 shares of the specialty retailer’s stock valued at $2,934,000 after purchasing an additional 31,040 shares during the period. Finally, GAMMA Investing LLC increased its position in shares of Sally Beauty by 170.5% during the 2nd quarter. GAMMA Investing LLC now owns 12,746 shares of the specialty retailer’s stock valued at $118,000 after purchasing an additional 8,034 shares during the last quarter.

Sally Beauty Trading Down 1.5%

Shares of Sally Beauty stock opened at $15.21 on Wednesday. Sally Beauty Holdings, Inc. has a fifty-two week low of $7.54 and a fifty-two week high of $17.92. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.54 and a current ratio of 2.26. The company has a market capitalization of $1.48 billion, a P/E ratio of 8.05 and a beta of 1.12. The company has a fifty day moving average of $15.34 and a 200 day moving average of $14.28.

Sally Beauty (NYSE:SBH) last announced its quarterly earnings data on Thursday, November 13th. The specialty retailer reported $0.55 EPS for the quarter, beating the consensus estimate of $0.49 by $0.06. The business had revenue of $947.08 million for the quarter, compared to the consensus estimate of $932.88 million. Sally Beauty had a return on equity of 27.07% and a net margin of 5.29%.The business’s revenue was up 1.3% on a year-over-year basis. During the same period in the previous year, the business earned $0.50 earnings per share. Sally Beauty has set its FY 2026 guidance at 2.090-2.090 EPS and its Q1 2026 guidance at 0.430-0.470 EPS. On average, sell-side analysts anticipate that Sally Beauty Holdings, Inc. will post 1.81 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

SBH has been the topic of a number of research reports. Zacks Research downgraded shares of Sally Beauty from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 21st. Wall Street Zen upgraded shares of Sally Beauty from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Morgan Stanley reissued an “underweight” rating and set a $14.00 price objective on shares of Sally Beauty in a research report on Thursday, January 15th. TD Cowen upped their price objective on Sally Beauty from $17.00 to $18.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Finally, Raymond James Financial upgraded Sally Beauty from a “market perform” rating to an “outperform” rating and set a $19.00 target price on the stock in a research report on Wednesday, January 21st. Three equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $16.08.

Insider Buying and Selling

In related 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 transaction of $92,689.00. Following the completion of the transaction, the chief accounting officer directly owned 21,295 shares of the company’s stock, valued at approximately $334,544.45. This trade represents a 21.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Scott C. Sherman sold 15,000 shares of the stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $16.27, for a total transaction of $244,050.00. Following the transaction, the senior vice president directly owned 57,585 shares of the company’s stock, valued at $936,907.95. This trade represents a 20.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 2.00% of the company’s stock.

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.