Kory Marchisotto Sells 12,173 Shares of e.l.f. Beauty (NYSE:ELF) Stock

e.l.f. Beauty (NYSE:ELF) insider Kory Marchisotto sold 12,173 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $88.02, for a total transaction of $1,071,467.46. Following the completion of the transaction, the insider owned 169,695 shares of the company’s stock, valued at $14,936,553.90. This trade represents a 6.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink.

Kory Marchisotto also recently made the following trade(s):

• On Tuesday, June 9th, Kory Marchisotto sold 4,352 shares of e.l.f. Beauty stock. The stock was sold at an average price of $51.53, for a total transaction of $224,258.56.

e.l.f. Beauty Trading Up 6.8%

NYSE:ELF traded up $5.90 during trading hours on Thursday, reaching $92.27. The company’s stock had a trading volume of 5,694,332 shares, compared to its average volume of 2,867,669. The firm has a 50-day simple moving average of $69.81 and a 200-day simple moving average of $71.54. e.l.f. Beauty has a 1 year low of $48.82 and a 1 year high of $150.99. The firm has a market capitalization of $5.44 billion, a price-to-earnings ratio of 200.58, a PEG ratio of 3.42 and a beta of 1.58. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.69 and a current ratio of 2.35.

e.l.f. Beauty (NYSE:ELF) last released its earnings results on Wednesday, August 5th. The company reported $1.75 earnings per share for the quarter, beating analysts’ consensus estimates of $0.71 by $1.04. e.l.f. Beauty had a return on equity of 11.02% and a net margin of 1.61%.The business’s quarterly revenue was up 35.5% on a year-over-year basis. During the same period last year, the firm posted $0.89 earnings per share. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. Research analysts expect that e.l.f. Beauty will post 2.42 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the stock. Migdal Insurance & Financial Holdings Ltd. bought a new position in shares of e.l.f. Beauty during the 4th quarter valued at $26,000. Hilton Head Capital Partners LLC purchased a new stake in e.l.f. Beauty during the fourth quarter valued at $32,000. EverSource Wealth Advisors LLC lifted its holdings in e.l.f. Beauty by 97.0% in the second quarter. EverSource Wealth Advisors LLC now owns 260 shares of the company’s stock valued at $32,000 after acquiring an additional 128 shares during the period. Northwestern Mutual Wealth Management Co. boosted its position in e.l.f. Beauty by 58.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 317 shares of the company’s stock worth $39,000 after purchasing an additional 117 shares during the last quarter. Finally, State of Wyoming bought a new stake in shares of e.l.f. Beauty during the 2nd quarter valued at about $40,000. 92.44% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Weiss Ratings raised shares of e.l.f. Beauty from a “sell (d)” rating to a “sell (d+)” rating in a research note on Thursday, July 30th. Bank of America dropped their price objective on e.l.f. Beauty from $93.00 to $85.00 and set a “buy” rating for the company in a report on Thursday, May 21st. TD Cowen restated a “buy” rating and set a $85.00 target price (up from $65.00) on shares of e.l.f. Beauty in a report on Tuesday, July 21st. Sanford C. Bernstein raised their price target on e.l.f. Beauty from $113.00 to $121.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, JPMorgan Chase & Co. boosted their price objective on shares of e.l.f. Beauty from $80.00 to $94.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $88.19.

Trending Headlines about e.l.f. Beauty

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

• Positive Sentiment: Q1 results exceeded expectations: Adjusted earnings were $1.75 per share versus the $0.71 consensus estimate, while revenue rose 35.5% year over year to $479.4 million, above expectations of approximately $431 million. e.l.f. Beauty quarterly earnings report
• Positive Sentiment: Rhode is driving growth: The acquired brand generated about $160 million in quarterly sales, while international revenue increased 61%. Management said Rhode, improving organic trends and global expansion contributed substantially to sales growth. e.l.f. Beauty Q1 earnings beat
• Positive Sentiment: Fiscal 2027 outlook was raised: e.l.f. now expects net sales growth of 18% to 20%, compared with its prior 12% to 14% forecast, implying revenue near the $2 billion milestone. EPS guidance of $3.50 to $3.55 also exceeds the roughly $3.12 analyst consensus. e.l.f. Beauty raises fiscal 2027 outlook
• Positive Sentiment: Analyst support improved: B. Riley raised its price target from $70 to $100 and maintained a buy rating, reinforcing the bullish reaction to the earnings release. B. Riley price target report
• Neutral Sentiment: Tariff refunds boosted profitability: Approximately $50 million of IEEPA tariff refunds helped lift gross margin and nearly double net income. e.l.f. plans to reinvest the refunds, but investors may discount some of the earnings benefit because it is not expected to recur.
• Negative Sentiment: Execution risks remain: Investors continue to watch whether the core e.l.f. brand can regain momentum without relying on Rhode, particularly after earlier price increases affected unit volume. Elevated debt following the Rhode acquisition and substantial recent insider selling may also temper enthusiasm.

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.