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

Sally Beauty (NYSE:SBH) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 2.020-2.100 for the period, compared to the consensus earnings per share estimate of 2.070. The company issued revenue guidance of $3.7 billion-$3.8 billion, compared to the consensus revenue estimate of $3.7 billion. Sally Beauty also updated its Q2 2026 guidance to 0.390-0.420 EPS.

Analyst Ratings Changes

SBH has been the subject of a number of research analyst reports. Raymond James Financial raised Sally Beauty from a “market perform” rating to an “outperform” rating and set a $19.00 price target for the company in a research report on Wednesday, January 21st. Canaccord Genuity Group lifted their target price on Sally Beauty from $19.00 to $20.00 and gave the stock a “buy” rating in a research note on Tuesday. Jefferies Financial Group reissued a “hold” rating and issued a $16.00 price target on shares of Sally Beauty in a report on Wednesday, January 14th. TD Cowen raised 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. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sally Beauty in a research report on Friday, January 9th. Three research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Sally Beauty presently has an average rating of “Hold” and a consensus target price of $16.58.

Sally Beauty Trading Down 8.4%

Shares of Sally Beauty stock opened at $15.57 on Wednesday. The stock has a market capitalization of $1.52 billion, a P/E ratio of 8.85 and a beta of 1.16. Sally Beauty has a 52-week low of $7.54 and a 52-week high of $17.92. The company has a debt-to-equity ratio of 1.02, a quick ratio of 0.54 and a current ratio of 2.37. The stock’s 50-day simple moving average is $15.44 and its 200 day simple moving average is $14.71.

Sally Beauty (NYSE:SBH) last posted its earnings results on Monday, February 9th. The specialty retailer reported $0.48 earnings per share for the quarter, topping the consensus estimate of $0.47 by $0.01. The firm had revenue of $943.17 million during the quarter, compared to the consensus estimate of $939.63 million. Sally Beauty had a net margin of 4.87% and a return on equity of 26.07%. The company’s revenue was up .6% on a year-over-year basis. During the same quarter last year, the company earned $0.43 earnings per share. 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, research analysts anticipate that Sally Beauty will post 1.81 EPS for the current year.

Insiders Place Their Bets

In related news, CAO Kim Mcintosh sold 5,900 shares of the business’s stock in a transaction 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 sale, the chief accounting officer directly owned 21,295 shares in the company, valued at approximately $334,544.45. The trade was a 21.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Scott C. Sherman sold 15,000 shares of the firm’s stock in a transaction dated 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 owned 57,585 shares of the company’s stock, valued at approximately $936,907.95. This represents a 20.67% decrease in their position. The SEC filing for this sale provides additional information. 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 and management lifted the low end of FY‑2026 EPS guidance, supporting the earnings story and free cash flow prospects. Sally Beauty Lifts EPS Outlook After Solid Q1 Results
• Positive Sentiment: Margins are expanding and management is pushing category expansion and digital initiatives that helped keep sales roughly flat while improving profitability — positive for longer‑term margin trajectory. Sally Beauty (NYSE:SBH) Margins Expand, Tracks NYSE Composite
• Neutral Sentiment: Analyst writeups and deep dives highlight new category expansion and digital work that anchor flat sales — suggests steady execution but not a clear accelerator for near‑term revenue growth. SBH Q4 Deep Dive: New Category Expansion and Digital Initiatives Anchor Flat Sales
• Neutral Sentiment: Company released an earnings‑call summary that balances operational progress with caution — management is constructive but cautious on near‑term trends. Sally Beauty Earnings Call Balances Progress With Caution
• Neutral Sentiment: Company disclosed a new Regulation‑category risk but said its overall risk profile remains anchored to the 2025 Form 10‑K with no material changes — worth monitoring but not an immediate financial impact. Sally Beauty Holdings: Risk Profile Still Anchored to 2025 Form 10‑K With No New Material Changes
• Negative Sentiment: Q2 guidance (EPS 0.390–0.420) is below street expectations (consensus ~0.45), and revenue guidance is essentially in line but not upside — the conservative near‑term outlook likely pressured the stock. Sally Beauty Raises Low End of FY26 EPS View on Q1 Earnings Beat

Institutional Trading of Sally Beauty

Hedge funds and other institutional investors have recently bought and sold shares of the company. Royal Bank of Canada lifted its stake in 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 purchasing an additional 33,086 shares in the last quarter. AQR Capital Management LLC increased its holdings in shares of 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 period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of 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 buying an additional 2,026 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Sally Beauty by 10.6% during the first 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 buying an additional 31,040 shares during the period. Finally, Hsbc Holdings PLC boosted its stake in Sally Beauty by 11.5% during the second quarter. Hsbc Holdings PLC now owns 57,640 shares of the specialty retailer’s stock valued at $530,000 after buying an additional 5,956 shares during the period.

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.