SBC Medical Group (NASDAQ:SBC) Announces Quarterly Earnings Results, Beats Estimates By $0.01 EPS

SBC Medical Group (NASDAQ:SBC) released its quarterly earnings data on Thursday. The company reported $0.11 EPS for the quarter, topping the consensus estimate of $0.10 by $0.01, FiscalAI reports. SBC Medical Group had a return on equity of 20.76% and a net margin of 29.37%.The business had revenue of $43.06 million for the quarter, compared to analyst estimates of $41.66 million.

Here are the key takeaways from SBC Medical Group’s conference call:

• Q1 2026 revenue was $43 million, down 9% year over year, but management said the decline was mainly due to prior fee-structure revisions and a one-time gain in the prior-year quarter.
• Excluding the fee-structure impact and AHH consolidation timing, management said underlying revenue grew 111% YoY and underlying EBITDA grew 117% YoY, highlighting strong core growth.
• Management said clinic traffic, repeat visits, and average spend per visit improved, and that competitive pressure in the Japanese and global aesthetics market has eased somewhat.
• The company expects margins to remain stable and improve over time, supported by AI initiatives aimed at boosting customer experience and lowering labor and operating costs.
• On capital allocation, SBC Medical said growth investment and disciplined M&A remain the priority, while share buybacks are not a high priority right now and the company is focused instead on improving liquidity and float.

SBC Medical Group Stock Down 0.3%

Shares of SBC traded down $0.01 during midday trading on Friday, hitting $2.97. The company had a trading volume of 122,552 shares, compared to its average volume of 70,183. The company’s 50-day simple moving average is $3.77 and its 200-day simple moving average is $3.94. The company has a debt-to-equity ratio of 0.13, a quick ratio of 3.74 and a current ratio of 3.78. The firm has a market capitalization of $304.66 million, a P/E ratio of 6.06 and a beta of 0.61. SBC Medical Group has a 1 year low of $2.95 and a 1 year high of $5.75.

Analyst Ratings Changes

SBC has been the topic of a number of recent analyst reports. BTIG Research initiated coverage on SBC Medical Group in a research report on Friday, March 6th. They set a “buy” rating and a $8.00 target price on the stock. Weiss Ratings upgraded SBC Medical Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, May 8th. Finally, Wall Street Zen raised SBC Medical Group to a “hold” rating in a research report on Saturday, May 9th. Two analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $8.50.

Insiders Place Their Bets

In related news, CEO Yoshiyuki Aikawa sold 465,000 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $3.02, for a total transaction of $1,404,300.00. Following the completion of the sale, the chief executive officer owned 78,839,460 shares in the company, valued at $238,095,169.20. The trade was a 0.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders sold a total of 7,987,900 shares of company stock worth $20,142,848 in the last three months. 89.47% of the stock is owned by insiders.

Institutional Investors Weigh In On SBC Medical Group

Several institutional investors have recently added to or reduced their stakes in SBC. Goldman Sachs Group Inc. acquired a new position in SBC Medical Group during the fourth quarter worth approximately $49,000. Russell Investments Group Ltd. increased its position in SBC Medical Group by 292.0% during the fourth quarter. Russell Investments Group Ltd. now owns 11,775 shares of the company’s stock worth $51,000 after buying an additional 8,771 shares during the period. Nuveen LLC acquired a new position in SBC Medical Group during the fourth quarter worth approximately $53,000. Wells Fargo & Company MN increased its position in SBC Medical Group by 195.1% during the fourth quarter. Wells Fargo & Company MN now owns 12,626 shares of the company’s stock worth $54,000 after buying an additional 8,348 shares during the period. Finally, XTX Topco Ltd acquired a new position in SBC Medical Group during the second quarter worth approximately $64,000. Hedge funds and other institutional investors own 60.82% of the company’s stock.

About SBC Medical Group

SBC Medical Group, Inc is a publicly traded healthcare management services company listed on the Nasdaq under the ticker SBC. The company specializes in supporting in-office ancillary service providers by offering a suite of administrative and operational solutions designed to streamline practice management and enhance revenue performance. Its core mission is to help physician practices, imaging centers and other ancillary service providers focus on patient care while outsourcing complex back-office functions.

The company’s primary offerings include revenue cycle management, medical billing and coding, compliance oversight and transcription services.