35,034 Shares in Sally Beauty Holdings, Inc. $SBH Bought by Bryce Point Capital LLC

Bryce Point Capital LLC purchased a new stake in Sally Beauty Holdings, Inc. (NYSE:SBH) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 35,034 shares of the specialty retailer’s stock, valued at approximately $570,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Commonwealth of Pennsylvania Public School Empls Retrmt SYS raised its stake in shares of Sally Beauty by 6.2% during the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 25,904 shares of the specialty retailer’s stock valued at $240,000 after buying an additional 1,506 shares during the last quarter. Access Investment Management LLC raised its position in Sally Beauty by 0.3% during the third quarter. Access Investment Management LLC now owns 564,055 shares of the specialty retailer’s stock valued at $9,183,000 after acquiring an additional 1,750 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Sally Beauty by 3.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,595 shares of the specialty retailer’s stock valued at $547,000 after acquiring an additional 2,026 shares during the period. The Manufacturers Life Insurance Company boosted its position in Sally Beauty by 4.3% in the 2nd 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 in the last quarter. Finally, Bank of Montreal Can grew its stake in shares of Sally Beauty by 10.8% during the 2nd quarter. Bank of Montreal Can now owns 21,461 shares of the specialty retailer’s stock worth $193,000 after purchasing an additional 2,093 shares during the period.

Insider Transactions at Sally Beauty

In other Sally Beauty news, SVP Scott C. Sherman sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $16.27, for a total value of $244,050.00. Following the transaction, the senior vice president directly owned 57,585 shares of the company’s stock, valued at $936,907.95. This trade represents a 20.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Kim Mcintosh sold 5,900 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $15.71, for a total value of $92,689.00. Following the completion of the sale, the chief accounting officer owned 21,295 shares of the company’s stock, valued at $334,544.45. This trade represents a 21.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 2.00% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research firms recently commented on SBH. Weiss Ratings restated a “hold (c+)” rating on shares of Sally Beauty in a research report on Friday, January 9th. Raymond James Financial upgraded Sally Beauty from a “market perform” rating to an “outperform” rating and set a $19.00 price target for the company in a research note on Wednesday, January 21st. Zacks Research downgraded Sally Beauty from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 21st. Jefferies Financial Group reissued a “hold” rating and issued a $16.00 price objective on shares of Sally Beauty in a report on Wednesday, January 14th. Finally, TD Cowen upped their target price on Sally Beauty from $17.00 to $18.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Three investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $16.08.

Trending Headlines about Sally Beauty

Here are the key news stories impacting Sally Beauty this week:

• Positive Sentiment: Q1 EPS and revenue came in modestly above consensus — EPS $0.48 vs. ~$0.47 est.; revenue $943.2M, roughly in line and up 0.6% year-over-year. That beat/firm top line helped lift sentiment. Zacks: Q1 Earnings Surpass Estimates
• Positive Sentiment: Company reiterated/issued FY 2026 EPS guidance of $2.02–$2.10 (around Street expectations) and management described the quarter as a “strong start,” which supports confidence in the year. Business Wire: Q1 Results & Guidance
• Neutral Sentiment: Management hosted an earnings call with a balanced tone — acknowledging progress but urging caution; full transcript and highlights are available for investors doing diligence. Earnings Call Transcript
• Neutral Sentiment: Analyst coverage and commentary have been active around the print, with some forecasters updating expectations ahead of and after the release — useful for tracking consensus movements. Benzinga: Analyst Updates
• Negative Sentiment: Q2 guidance came in below Street EPS expectations (Q2 EPS guide $0.390–$0.420 vs. consensus ~$0.45) and revenue guidance range is slightly below some estimates — a near-term headwind to upside if demand softness persists. Proactive Investors: Tops Q1, Reaffirms Outlook
• Negative Sentiment: Management’s cautious language on the call and the conservative Q2 guide may temper enthusiasm and could increase volatility in coming sessions as investors parse execution risk. TipRanks: Earnings Call Highlights

Sally Beauty Stock Up 5.5%

NYSE SBH opened at $17.05 on Tuesday. The business has a fifty day moving average price of $15.44 and a 200 day moving average price of $14.67. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.54 and a current ratio of 2.26. The company has a market cap of $1.66 billion, a P/E ratio of 9.02 and a beta of 1.16. Sally Beauty Holdings, Inc. has a one year low of $7.54 and a one year high of $17.92.

Sally Beauty (NYSE:SBH) last announced its earnings results on Monday, February 9th. The specialty retailer reported $0.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.47 by $0.01. The company had revenue of $943.17 million for the quarter, compared to analysts’ expectations of $939.63 million. Sally Beauty had a net margin of 5.29% and a return on equity of 27.07%. The firm’s quarterly revenue was up .6% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.43 EPS. Sally Beauty has set its FY 2026 guidance at 2.020-2.100 EPS and its Q2 2026 guidance at 0.390-0.420 EPS. Research analysts anticipate that Sally Beauty Holdings, Inc. will post 1.81 EPS for the current fiscal year.

Sally Beauty Profile

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.