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SBH · NYSE · Specialty Retail

Sally Beauty

Sells professional beauty products through Sally stores and BSG salon channels.

$16.55

After-hours close−0.02 (−0.12%)

At close$16.57(+0.91%)

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Profile

Sally Beauty Holdings, Inc.SBHConsumer Discretionary

Runs two professional-beauty supply segments: Sally serves retail customers and salon professionals, while BSG supplies salons and licensed professionals through CosmoProf, Armstrong McCall, direct sales, and digital channels. Hair color and hair care are the core categories across the business.

Sells professional beauty products through two segments: Sally, an omnichannel retail business for consumers and salon professionals, and BSG, a professional-only distributor for salons and licensed beauty professionals. Sally stores and e-commerce carry hair color, hair care, skin, nails, styling tools, and proprietary brands including Ion and Generic Value Products.

BSG reaches salon customers through CosmoProf and Armstrong McCall stores, e-commerce platforms, direct sales consultants, and franchised units. The footprint is concentrated in North America with selected operations in Europe, South America, and Puerto Rico.

Execution depends on store availability, product assortment, service, inventory, e-commerce checkout and delivery, and access to professional brands. Hair color and hair care make up the main product base.

Company facts

CEODenise A. Paulonis

ListedNov 16, 2006

ExchangeNYSE

HeadquartersPlano, TX

CountryUnited States

Employees27,000

CIK0001368458

ISINUS79546E1047

Key statistics

Market cap$1.58B

EPS (ttm)$1.92

P/E (ttm)8.62

ROE23.1%

P/B1.81

P/S0.4234

Dividend yield—

Beta0.87vs XLY 1.05

Year to date +14.4% · Average volume (30d) 1.3M

Analysts

Price target, next 12 months$16.00−3.3%Median of 30 analysts · vs the Aug 28 close

ConsensusHold9 of 30 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $16.55

High$20.00+20.8%

Median$16.00−3.3%

Low$13.00−21.5%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Feb 10, 2026	Morgan Stanley	Reiterate		Underweight	$14	$16
Feb 10, 2026	Canaccord Genuity	Reiterate		Buy		$20
Jan 21, 2026	Raymond James	Upgrade	Market Perform	Outperform		$19
Jan 15, 2026	Morgan Stanley	Target			$13	$14
Jan 14, 2026	Jefferies	Target			$14.50	$16

Earnings

EPS

Estimate$0.61

ReportedDue Nov 12, 2026

Revenue

Estimate$951.0M

ReportedDue Nov 12, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 3, 2026Q3 FY26	$0.55	$0.55	+0.9%	$938.4M	$935.5M	−0.3%	+7.75%
May 11, 2026Q2 FY26	$0.41	$0.44	+7.3%	$901.4M	$903.4M	+0.2%	−3.70%
Feb 9, 2026Q1 FY26	$0.47	$0.48	+2.1%	$940.2M	$943.2M	+0.3%	−8.24%
Nov 13, 2025Q4 FY25	$0.48	$0.55	+15.1%	$933.2M	$947.1M	+1.5%	−1.87%

View details

Financial highlights

	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26
Revenue	$883.1M	$933.3M	$947.1M	$943.2M	$903.4M	$935.5M
Gross profit	$458.8M	$481.0M	$494.1M	$483.3M	$475.3M	$490.2M
Operating income	$69.4M	$78.2M	$79.9M	$75.9M	$72.5M	$86.4M
Net income	$39.2M	$45.7M	$49.9M	$45.6M	$42.7M	$54.1M
Diluted EPS	$0.38	$0.44	$0.49	$0.45	$0.43	$0.55
Gross margin	52.0%	51.5%	52.2%	51.2%	52.6%	52.4%
Operating margin	7.9%	8.4%	8.4%	8.1%	8.0%	9.2%

Fiscal years (4-quarter sums)FY21 $3.87B · FY22 $3.82B · FY23 $3.73B · FY24 $3.72B · FY25 $3.70B

Revenue by product · Q3 FY26

Sally Beauty Supply$538.6M · 58%

Beauty Systems Group$396.9M · 42%

Revenue by geography · FY25

United States$3.03B · 82%

Other Countries$672.3M · 18%

Balance sheet, Jun 30, 2026Cash & short-term investments $173.1M · Total debt $1.52B · Total assets $2.88B · Shareholders' equity $871.5M

Dividends

No dividends on record.

Ownership

Institutions 112.29%Insiders 1.25%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 95.41M · Float 94.09M · 98.6% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	15.78M	16.54%	13F	Aug 7, 2026
Schroder Investment Management Group	8.44M	8.60%	13G	Feb 13, 2026
Vanguard Portfolio Management LLC	6.43M	6.74%	13F	Aug 13, 2026
Dimensional Fund Advisors LP	6.05M	6.35%	13F	Aug 11, 2026
LSV Asset Management	4.46M	4.67%	13F	Aug 6, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Jun 8, 2026	Marlo Michelle Cormier Platz	officer: Former SVP & CFO	−42,771	$12.70
Dec 11, 2025	Kim McIntosh	officer: GVP, CONTROLLER & CAO	−5,900	$15.71
Dec 1, 2025	Scott C. Sherman	officer: SVP, CLO and CHRO	−15,000	$16.27
Sep 4, 2025	Max R. Rangel	director	+3,500	$14.07