LSV Asset Management Has $54.09 Million Position in Sally Beauty Holdings, Inc. $SBH

LSV Asset Management increased its position in shares of Sally Beauty Holdings, Inc. (NYSE:SBH) by 12.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,793,195 shares of the specialty retailer’s stock after acquiring an additional 433,855 shares during the quarter. LSV Asset Management’s holdings in Sally Beauty were worth $54,091,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the company. Schroder Investment Management Group acquired a new position in shares of Sally Beauty during the third quarter valued at $160,495,000. Dimensional Fund Advisors LP lifted its stake in shares of Sally Beauty by 1.8% during the third quarter. Dimensional Fund Advisors LP now owns 5,547,324 shares of the specialty retailer’s stock valued at $90,311,000 after acquiring an additional 100,091 shares during the period. Wasatch Advisors LP acquired a new position in shares of Sally Beauty during the third quarter valued at $74,842,000. Invesco Ltd. lifted its stake in shares of Sally Beauty by 21.7% during the second quarter. Invesco Ltd. now owns 1,788,951 shares of the specialty retailer’s stock valued at $16,566,000 after acquiring an additional 319,025 shares during the period. Finally, American Century Companies Inc. lifted its stake in shares of Sally Beauty by 174.4% during the third quarter. American Century Companies Inc. now owns 1,660,831 shares of the specialty retailer’s stock valued at $27,038,000 after acquiring an additional 1,055,669 shares during the period.

Analysts Set New Price Targets

Several brokerages have recently issued reports on SBH. Weiss Ratings raised Sally Beauty from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, May 11th. Morgan Stanley cut their price target on Sally Beauty from $16.00 to $13.00 and set an “underweight” rating on the stock in a research note on Tuesday, May 12th. Canaccord Genuity Group upped their price target on Sally Beauty from $19.00 to $20.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. TD Cowen cut their price target on Sally Beauty from $20.00 to $17.00 and set a “buy” rating on the stock in a research note on Tuesday, May 12th. Finally, Wall Street Zen raised Sally Beauty from a “hold” rating to a “buy” rating in a research note on Tuesday, March 10th. Three analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $17.00.

Sally Beauty Trading Up 0.9%

NYSE SBH opened at $12.61 on Friday. The stock has a 50-day simple moving average of $13.69 and a 200 day simple moving average of $14.77. The company has a market capitalization of $1.20 billion, a PE ratio of 6.97 and a beta of 1.07. The company has a current ratio of 2.34, a quick ratio of 0.55 and a debt-to-equity ratio of 0.98. Sally Beauty Holdings, Inc. has a 12 month low of $8.45 and a 12 month high of $17.92.

Sally Beauty (NYSE:SBH) last released its quarterly earnings data on Monday, May 11th. The specialty retailer reported $0.44 EPS for the quarter, beating analysts’ consensus estimates of $0.41 by $0.03. The business had revenue of $903.38 million during the quarter, compared to the consensus estimate of $901.43 million. Sally Beauty had a return on equity of 24.95% and a net margin of 4.93%.The firm’s revenue was up 2.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.42 earnings per share. Sally Beauty has set its Q3 2026 guidance at 0.520-0.560 EPS. Research analysts forecast that Sally Beauty Holdings, Inc. will post 2.06 EPS for the current year.

Sally Beauty Profile

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.