Sally Beauty (NYSE:SBH) Updates FY 2026 Earnings Guidance

Sally Beauty (NYSE:SBH) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 2.020-2.100 for the period, compared to the consensus earnings per share estimate of 2.070. The company issued revenue guidance of $3.7 billion-$3.8 billion, compared to the consensus revenue estimate of $3.7 billion.

Sally Beauty Trading Down 0.2%

Sally Beauty stock opened at $13.24 on Friday. The firm’s 50-day moving average is $13.59 and its 200-day moving average is $14.74. The company has a debt-to-equity ratio of 0.98, a quick ratio of 0.55 and a current ratio of 2.34. Sally Beauty has a 1 year low of $8.45 and a 1 year high of $17.92. The company has a market cap of $1.26 billion, a P/E ratio of 7.31 and a beta of 1.07.

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

Wall Street Analyst Weigh In

A number of research firms recently weighed in on SBH. TD Cowen dropped their price objective on shares of Sally Beauty from $20.00 to $17.00 and set a “buy” rating on the stock in a report on Tuesday, May 12th. Canaccord Genuity Group increased their price objective on shares of Sally Beauty from $19.00 to $20.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Morgan Stanley dropped their price objective on shares of Sally Beauty from $16.00 to $13.00 and set an “underweight” rating on the stock in a report on Tuesday, May 12th. Weiss Ratings cut shares of Sally Beauty from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, May 22nd. Finally, Wall Street Zen raised shares of Sally Beauty from a “hold” rating to a “buy” rating in a report on Tuesday, March 10th. Three research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $17.00.

Hedge Funds Weigh In On Sally Beauty

Several large investors have recently bought and sold shares of the stock. Mariner LLC boosted its holdings in shares of Sally Beauty by 6.1% in the fourth quarter. Mariner LLC now owns 15,400 shares of the specialty retailer’s stock worth $220,000 after buying an additional 890 shares during the period. Russell Investments Group Ltd. boosted its holdings in shares of Sally Beauty by 0.6% in the fourth quarter. Russell Investments Group Ltd. now owns 183,249 shares of the specialty retailer’s stock worth $2,613,000 after buying an additional 1,081 shares during the period. Larson Financial Group LLC boosted its holdings in shares of Sally Beauty by 392.5% in the third quarter. Larson Financial Group LLC now owns 1,906 shares of the specialty retailer’s stock worth $31,000 after buying an additional 1,519 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Sally Beauty by 3.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,595 shares of the specialty retailer’s stock worth $547,000 after purchasing an additional 2,026 shares during the period. Finally, The Manufacturers Life Insurance Company boosted its holdings in shares of Sally Beauty by 4.3% during the second quarter. The Manufacturers Life Insurance Company now owns 51,011 shares of the specialty retailer’s stock worth $472,000 after purchasing an additional 2,082 shares during the period.

About Sally Beauty

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.