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

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

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 shares were sold at an average price of $51.53, for a total value of $224,258.56.

e.l.f. Beauty Stock Performance

Shares of NYSE:ELF traded up $5.90 during mid-day trading on Thursday, reaching $92.27. 5,694,332 shares of the company traded hands, compared to its average volume of 2,867,669. The company’s 50 day moving average price is $69.81 and its 200-day moving average price is $71.54. The firm has a market cap of $5.44 billion, a PE 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 current ratio of 2.35 and a quick ratio of 1.69. e.l.f. Beauty has a 52 week low of $48.82 and a 52 week high of $150.99.

e.l.f. Beauty (NYSE:ELF) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $1.75 earnings per share for the quarter, beating the consensus estimate of $0.71 by $1.04. e.l.f. Beauty had a net margin of 1.61% and a return on equity of 11.02%. e.l.f. Beauty’s revenue was up 35.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.89 EPS. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. On average, equities analysts expect that e.l.f. Beauty will post 2.42 EPS for the current fiscal year.

Key e.l.f. Beauty News

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.

Wall Street Analyst Weigh In

ELF has been the subject of a number of analyst reports. TD Cowen reiterated a “buy” rating and issued a $85.00 price target (up from $65.00) on shares of e.l.f. Beauty in a research note on Tuesday, July 21st. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $64.00 price objective on shares of e.l.f. Beauty in a research report on Tuesday, June 16th. Sanford C. Bernstein upped their price objective on e.l.f. Beauty from $113.00 to $121.00 and gave the stock an “outperform” rating in a research note on Thursday. Jefferies Financial Group increased their target price on e.l.f. Beauty from $72.00 to $100.00 and gave the stock a “buy” rating in a research report on Tuesday, July 28th. Finally, JPMorgan Chase & Co. lifted their target price on e.l.f. Beauty from $80.00 to $94.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. One research 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 assigned a Sell rating to the stock. According to MarketBeat.com, e.l.f. Beauty presently has a consensus rating of “Moderate Buy” and a consensus price target of $88.19.

Institutional Investors Weigh In On e.l.f. Beauty

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Bank of New York Mellon Corp bought a new stake in shares of e.l.f. Beauty in the 2nd quarter valued at approximately $23,624,000. State of Wyoming bought a new position in shares of e.l.f. Beauty during the 2nd quarter valued at approximately $40,000. GSA Capital Partners LLP purchased a new stake in e.l.f. Beauty during the 2nd quarter valued at $2,889,000. Handelsbanken Fonder AB lifted its position in e.l.f. Beauty by 27.8% in the second quarter. Handelsbanken Fonder AB now owns 21,600 shares of the company’s stock worth $1,598,000 after buying an additional 4,700 shares during the last quarter. Finally, White Wing Wealth Management boosted its stake in e.l.f. Beauty by 17.2% during the second quarter. White Wing Wealth Management now owns 9,476 shares of the company’s stock worth $701,000 after buying an additional 1,391 shares during the period. 92.44% of the stock is currently owned by hedge funds and other institutional investors.

e.l.f. Beauty Company 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.