Sally Beauty (NYSE:SBH) Updates Q2 2026 Earnings Guidance

Sally Beauty (NYSE:SBH) updated its second quarter 2026 earnings guidance on Monday. The company provided earnings per share guidance of 0.390-0.420 for the period, compared to the consensus earnings per share estimate of 0.450. The company issued revenue guidance of $895.0 million-$905.0 million, compared to the consensus revenue estimate of $899.7 million. Sally Beauty also updated its FY 2026 guidance to 2.020-2.100 EPS.

Sally Beauty Price Performance

Shares of NYSE:SBH opened at $17.05 on Tuesday. The company’s fifty day moving average price is $15.44 and its 200-day moving average price is $14.67. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.26 and a quick ratio of 0.54. The firm has a market capitalization of $1.66 billion, a price-to-earnings ratio of 9.02 and a beta of 1.16. Sally Beauty has a one year low of $7.54 and a one year high of $17.92.

Sally Beauty (NYSE:SBH) last posted its quarterly earnings data on Monday, February 9th. The specialty retailer reported $0.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.47 by $0.01. Sally Beauty had a net margin of 5.29% and a return on equity of 27.07%. The company had revenue of $943.17 million during the quarter, compared to the consensus estimate of $939.63 million. During the same period in the previous year, the firm posted $0.43 EPS. The firm’s revenue 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, equities research analysts anticipate that Sally Beauty will post 1.81 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

SBH has been the subject of a number of research reports. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sally Beauty in a report on Friday, January 9th. Zacks Research downgraded Sally Beauty from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 21st. Jefferies Financial Group reaffirmed a “hold” rating and issued a $16.00 target price on shares of Sally Beauty in a research note on Wednesday, January 14th. Morgan Stanley reissued an “underweight” rating and set a $14.00 price target on shares of Sally Beauty in a research note on Thursday, January 15th. Finally, TD Cowen boosted their price objective 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. Three equities research analysts have rated the stock with a Buy rating, four have given 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 an average target price of $16.08.

Insider Activity

In related news, CAO Kim Mcintosh sold 5,900 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $15.71, for a total transaction of $92,689.00. Following the transaction, the chief accounting officer directly owned 21,295 shares in the company, valued at $334,544.45. This trade represents a 21.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Scott C. Sherman sold 15,000 shares of Sally Beauty stock in a transaction that occurred on Monday, December 1st. The stock was 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 disclosure for this sale is available in the SEC filing. Corporate insiders own 2.00% of the company’s stock.

More Sally Beauty News

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

• Positive Sentiment: Q1 results beat expectations: Sally Beauty reported $0.48 EPS vs. a $0.47 consensus and revenue of ~$943.2M (up 0.6% YoY), showing modest top- and bottom-line upside. Business Wire Release
• Positive Sentiment: Management lifted its FY 2026 EPS outlook (range 2.020–2.100), which investors interpreted as confidence in margin execution following the quarter. TipRanks: Lifts EPS Outlook
• Positive Sentiment: Shares reacted positively in early trading after the print and commentary, reflecting relief that results beat and management maintained a constructive view for the year. Proactive: Market Reaction
• Neutral Sentiment: Full earnings call and transcript are available — useful for digging into category trends, inventory, and margin drivers but offering a balanced (cautious) tone from management. Seeking Alpha: Call Transcript
• Neutral Sentiment: Analyst write-ups and metric breakdowns highlight the modest nature of the beat (small EPS beat and essentially flat revenue growth), so this quarter is more confirmation than a breakout. Zacks: Key Metrics
• Negative Sentiment: Mixed/soft near-term guidance: Q2 EPS guidance of $0.390–0.420 is below the consensus (~$0.45) and revenue guidance is narrowly ranged, which tempers the beat and signals possible near-term softness. Press Release / Guidance Details
• Negative Sentiment: Underlying growth remains modest (0.6% revenue growth YoY) and margins/returns are being watched closely; investors may rotate away if upcoming quarters don’t show acceleration. TipRanks: Call Highlights

Institutional Investors Weigh In On Sally Beauty

A number of large investors have recently added to or reduced their stakes in the company. CIBC Bancorp USA Inc. bought a new stake in shares of Sally Beauty during the third quarter valued at approximately $176,000. Man Group plc purchased a new position in Sally Beauty during the third quarter valued at $202,000. Jefferies Financial Group Inc. lifted its position in Sally Beauty by 153.1% during the third quarter. Jefferies Financial Group Inc. now owns 25,901 shares of the specialty retailer’s stock valued at $422,000 after buying an additional 15,669 shares during the period. Rafferty Asset Management LLC boosted its holdings in shares of Sally Beauty by 15.4% during the 2nd quarter. Rafferty Asset Management LLC now owns 39,228 shares of the specialty retailer’s stock valued at $363,000 after buying an additional 5,249 shares in the last quarter. Finally, Quantinno Capital Management LP purchased a new stake in shares of Sally Beauty in the 2nd quarter worth about $327,000.

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.