Prescott Group Capital Management L.L.C. Invests $4.56 Million in e.l.f. Beauty $ELF

Prescott Group Capital Management L.L.C. purchased a new position in shares of e.l.f. Beauty (NYSE:ELF) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 60,000 shares of the company’s stock, valued at approximately $4,562,000.

A number of other large investors have also made changes to their positions in the business. Vanguard Group Inc. increased its position in shares of e.l.f. Beauty by 2.6% during the fourth quarter. Vanguard Group Inc. now owns 5,487,304 shares of the company’s stock worth $417,255,000 after purchasing an additional 140,258 shares in the last quarter. Swedbank AB increased its position in shares of e.l.f. Beauty by 97.0% in the 4th quarter. Swedbank AB now owns 1,364,801 shares of the company’s stock valued at $103,779,000 after acquiring an additional 672,071 shares during the period. Capital International Investors increased its position in shares of e.l.f. Beauty by 11.9% in the 3rd quarter. Capital International Investors now owns 936,831 shares of the company’s stock valued at $124,111,000 after acquiring an additional 99,594 shares during the period. Capital World Investors increased its position in shares of e.l.f. Beauty by 2.1% in the 3rd quarter. Capital World Investors now owns 661,936 shares of the company’s stock valued at $87,693,000 after acquiring an additional 13,880 shares during the period. Finally, Bank of America Corp DE increased its position in shares of e.l.f. Beauty by 22.7% in the 2nd quarter. Bank of America Corp DE now owns 567,582 shares of the company’s stock valued at $70,630,000 after acquiring an additional 105,031 shares during the period. 92.44% of the stock is owned by institutional investors and hedge funds.

e.l.f. Beauty News Roundup

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

• Positive Sentiment: e.l.f. Beauty beat fiscal Q4 estimates on both EPS and revenue, with quarterly revenue rising 35.1% year over year, and management highlighted a seventh straight year of net sales and market share growth. Article Title
• Positive Sentiment: The company said all five of its brands grew this year, including strong contributions from rhode and Naturium, which supports the long-term growth story. Article Title
• Neutral Sentiment: The earnings call emphasized both growth and caution, suggesting management remains constructive on the business but is watching macro and margin pressures closely. Article Title
• Neutral Sentiment: e.l.f. Beauty also launched a marketing partnership tied to the SURVIVOR 50 finale, which may help brand visibility but is not likely driving the stock move by itself. Article Title
• Negative Sentiment: Investors were disappointed by fiscal 2027 guidance, which came in below Wall Street expectations for both EPS and revenue. Article Title
• Negative Sentiment: Management said it plans to reverse some tariff-related price increases as consumers pull back, and warned that higher oil prices linked to the Iran war could trim fiscal 2027 results by $15 million to $20 million, adding to sentiment pressure. Article Title
• Negative Sentiment: Sentiment was also softened by a recent Piper Sandler price-target cut to $60 from $85, reflecting more caution ahead of the report. Article Title

e.l.f. Beauty Price Performance

Shares of ELF opened at $50.66 on Thursday. The business’s 50-day moving average is $64.64 and its two-hundred day moving average is $76.45. The company has a market capitalization of $2.99 billion, a P/E ratio of 28.62, a P/E/G ratio of 3.26 and a beta of 1.71. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.89 and a current ratio of 2.76. e.l.f. Beauty has a fifty-two week low of $50.13 and a fifty-two week high of $150.99.

e.l.f. Beauty (NYSE:ELF) last announced its quarterly earnings results on Wednesday, May 20th. The company reported $0.32 earnings per share for the quarter, topping the consensus estimate of $0.29 by $0.03. The company had revenue of $449.29 million for the quarter, compared to the consensus estimate of $423.06 million. e.l.f. Beauty had a return on equity of 15.08% and a net margin of 6.84%.The firm’s revenue for the quarter was up 35.1% compared to the same quarter last year. During the same period last year, the firm earned $0.78 EPS. e.l.f. Beauty has set its FY 2027 guidance at 3.270-3.320 EPS. Research analysts predict that e.l.f. Beauty will post 1.88 earnings per share for the current year.

Insider Activity at e.l.f. Beauty

In other e.l.f. Beauty news, insider Kory Marchisotto sold 23,796 shares of the stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $63.66, for a total transaction of $1,514,853.36. Following the sale, the insider directly owned 152,417 shares of the company’s stock, valued at approximately $9,702,866.22. This trade represents a 13.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Mandy J. Fields sold 23,656 shares of the stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $63.66, for a total transaction of $1,505,940.96. Following the sale, the insider directly owned 77,437 shares in the company, valued at approximately $4,929,639.42. The trade was a 23.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 210,013 shares of company stock worth $13,315,490 in the last three months. Company insiders own 3.90% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Piper Sandler cut their target price on e.l.f. Beauty from $85.00 to $60.00 and set a “neutral” rating on the stock in a research report on Tuesday. Bank of America cut their target price on e.l.f. Beauty from $115.00 to $93.00 and set a “buy” rating on the stock in a research report on Friday, April 10th. Deutsche Bank Aktiengesellschaft set a $65.00 target price on e.l.f. Beauty in a research report on Thursday, May 14th. Canaccord Genuity Group cut their target price on e.l.f. Beauty from $121.00 to $100.00 and set a “buy” rating on the stock in a research report on Monday. Finally, Morgan Stanley reissued an “equal weight” rating and issued a $67.00 target price (down from $80.00) on shares of e.l.f. Beauty in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $99.06.

About e.l.f. Beauty

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.