Hussman Strategic Advisors Inc. Acquires New Holdings in Sally Beauty Holdings, Inc. $SBH

Hussman Strategic Advisors Inc. bought a new stake in shares of Sally Beauty Holdings, Inc. (NYSE:SBH) in the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 63,000 shares of the specialty retailer’s stock, valued at approximately $1,026,000. Hussman Strategic Advisors Inc. owned 0.06% of Sally Beauty as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Royal Bank of Canada boosted its position in shares of Sally Beauty by 150,390.9% during the first 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 period. AQR Capital Management LLC raised its stake in Sally Beauty by 53.7% during the 1st quarter. AQR Capital Management LLC now owns 476,966 shares of the specialty retailer’s stock valued at $4,188,000 after acquiring an additional 166,637 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Sally Beauty by 3.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,595 shares of the specialty retailer’s stock worth $547,000 after acquiring an additional 2,026 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Sally Beauty by 10.6% in 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 worth $2,934,000 after purchasing an additional 31,040 shares in the last quarter. Finally, GAMMA Investing LLC increased its holdings in shares of Sally Beauty by 170.5% during the second 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 period.

Insiders Place Their Bets

In other news, SVP Scott C. Sherman sold 15,000 shares of the company’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $16.27, for a total transaction of $244,050.00. Following the completion of the sale, the senior vice president directly owned 57,585 shares of the company’s stock, valued at $936,907.95. This represents a 20.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Kim Mcintosh sold 5,900 shares of Sally Beauty stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $15.71, for a total value of $92,689.00. Following the completion of the transaction, the chief accounting officer directly owned 21,295 shares in the company, valued at $334,544.45. This represents a 21.70% decrease in their position. The SEC filing for this sale provides additional information. 2.00% of the stock is owned by insiders.

Sally Beauty Stock Down 1.4%

SBH stock opened at $15.00 on Thursday. The firm has a market cap of $1.46 billion, a PE ratio of 7.93 and a beta of 1.12. Sally Beauty Holdings, Inc. has a 12 month low of $7.54 and a 12 month high of $17.92. 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 50 day simple moving average of $15.36 and a 200 day simple moving average of $14.29.

Sally Beauty (NYSE:SBH) last posted its quarterly earnings results on Thursday, November 13th. The specialty retailer reported $0.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.49 by $0.06. Sally Beauty had a return on equity of 27.07% and a net margin of 5.29%.The company had revenue of $947.08 million for the quarter, compared to analysts’ expectations of $932.88 million. During the same quarter in the prior year, the company earned $0.50 earnings per share. The firm’s revenue was up 1.3% on a year-over-year basis. 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. Equities research analysts forecast that Sally Beauty Holdings, Inc. will post 1.81 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on SBH. Zacks Research downgraded shares of Sally Beauty from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 21st. Jefferies Financial Group restated a “hold” rating and set a $16.00 price target on shares of Sally Beauty in a research report on Wednesday, January 14th. TD Cowen increased their price objective on shares of Sally Beauty from $17.00 to $18.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Morgan Stanley reissued an “underweight” rating and set a $14.00 target price on shares of Sally Beauty in a report on Thursday, January 15th. Finally, Wall Street Zen raised Sally Beauty from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Three investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $16.08.

Sally Beauty Company 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.