Armistice Capital LLC Has $50.03 Million Stock Position in e.l.f. Beauty $ELF

Armistice Capital LLC increased its holdings in shares of e.l.f. Beauty (NYSE:ELF) by 394.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 657,983 shares of the company’s stock after buying an additional 525,018 shares during the quarter. e.l.f. Beauty accounts for about 0.6% of Armistice Capital LLC’s holdings, making the stock its 23rd biggest holding. Armistice Capital LLC’s holdings in e.l.f. Beauty were worth $50,033,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. BNP Paribas Financial Markets lifted its position in shares of e.l.f. Beauty by 3,131.7% during the 4th quarter. BNP Paribas Financial Markets now owns 924,902 shares of the company’s stock worth $70,330,000 after buying an additional 896,282 shares during the last quarter. Vanguard Group Inc. increased its stake in shares of e.l.f. Beauty by 2.6% in the fourth quarter. Vanguard Group Inc. now owns 5,487,304 shares of the company’s stock valued at $417,255,000 after buying an additional 140,258 shares during the period. Norges Bank acquired a new stake in shares of e.l.f. Beauty in the fourth quarter valued at about $38,895,000. SG Americas Securities LLC increased its stake in shares of e.l.f. Beauty by 1,967.8% in the fourth quarter. SG Americas Securities LLC now owns 155,253 shares of the company’s stock valued at $11,805,000 after buying an additional 147,745 shares during the period. Finally, Jacobson & Schmitt Advisors LLC increased its stake in shares of e.l.f. Beauty by 34.5% in the fourth quarter. Jacobson & Schmitt Advisors LLC now owns 188,924 shares of the company’s stock valued at $14,366,000 after buying an additional 48,504 shares during the period. 92.44% of the stock is currently owned by institutional investors.

e.l.f. Beauty Price Performance

Shares of NYSE ELF opened at $62.18 on Thursday. The stock has a market cap of $3.70 billion, a PE ratio of 135.17, a price-to-earnings-growth ratio of 2.75 and a beta of 1.63. e.l.f. Beauty has a fifty-two week low of $48.82 and a fifty-two week high of $150.99. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.69 and a current ratio of 2.35. The stock has a fifty day moving average of $59.60 and a 200-day moving average of $72.66.

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, beating the consensus estimate of $0.29 by $0.03. The company had revenue of $449.29 million during the quarter, compared to analysts’ expectations of $423.06 million. e.l.f. Beauty had a return on equity of 11.02% and a net margin of 1.61%.The firm’s quarterly revenue was up 35.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.78 earnings per share. e.l.f. Beauty has set its FY 2027 guidance at 3.270-3.320 EPS. Equities research analysts anticipate that e.l.f. Beauty will post 2.42 earnings per share for the current year.

Trending Headlines about e.l.f. Beauty

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

• Positive Sentiment: New coverage says e.l.f. Beauty beat estimates, which supports the idea that recent selling may be overdone and could help sentiment stabilize. e.l.f. beats estimates
• Positive Sentiment: Analysts and industry commentary continue to highlight favorable cosmetics trends, including skincare demand, product innovation, and e-commerce growth, which could support longer-term revenue growth. 4 Cosmetics Stocks Worth Watching on Favorable Industry Trends
• Positive Sentiment: Investors are encouraged by e.l.f.’s expansion into haircare, which analysts see as a strategic fit and a new growth engine alongside the Rhode brand momentum. e.l.f. Beauty bets on hair as its next growth engine
• Positive Sentiment: Recent trading commentary points to renewed buying interest tied to Rhode brand momentum and strong results, helping explain why the stock has attracted attention despite broader market weakness. e.l.f. Beauty Stock Shows Exceptional Strength: What’s Fueling The Momentum?
• Neutral Sentiment: The stock has also been drawing elevated investor attention and discussion, which can amplify volatility without necessarily changing the underlying fundamentals. e.l.f. Beauty (ELF) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Despite the growth story, investors remain worried about softer fiscal 2027 profit guidance, tariff exposure from China sourcing, and margin pressure, which likely explains the recent weakness in the shares. e.l.f. Beauty Slides as Investors Reassess Growth, Margins, and Tariff Risk
• Negative Sentiment: Recent insider and hedge fund activity shows substantial selling by some holders, which may be adding to investor caution around the stock. e.l.f. Beauty Slides as Investors Reassess Growth, Margins, and Tariff Risk

Insider Buying and Selling at e.l.f. Beauty

In related news, CEO Tarang Amin sold 52,880 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $62.64, for a total transaction of $3,312,403.20. Following the completion of the transaction, the chief executive officer directly owned 98,416 shares in the company, valued at $6,164,778.24. The trade was a 34.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kory Marchisotto sold 23,796 shares of the business’s stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $63.66, for a total value of $1,514,853.36. Following the transaction, the insider owned 152,417 shares of the company’s stock, valued at approximately $9,702,866.22. The trade was a 13.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 256,347 shares of company stock valued at $15,713,592 over the last 90 days. Insiders own 3.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on ELF. Citigroup decreased their target price on e.l.f. Beauty from $115.00 to $87.00 and set a “buy” rating for the company in a research note on Wednesday, April 15th. Bank of America dropped their target price on e.l.f. Beauty from $93.00 to $85.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Evercore initiated coverage on e.l.f. Beauty in a report on Thursday, April 2nd. They issued an “inline” rating and a $68.00 target price on the stock. UBS Group set a $80.00 price target on e.l.f. Beauty in a report on Thursday, May 21st. Finally, Robert W. Baird dropped their price target on e.l.f. Beauty from $115.00 to $90.00 and set an “outperform” rating on the stock in a report on Tuesday, April 28th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $78.31.

e.l.f. Beauty Profile

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.