Earnings Beat Sparks Buzz: Recent discussions on X about Sally Beauty Holdings (SBH) have centered on the company’s strong Q4 2025 earnings report, which showed an adjusted EPS of $0.55, surpassing forecasts. Many users are highlighting the revenue growth to $947 million as a sign of robust performance. The stock saw a notable uptick following this news, fueling active chatter.
Insider Sale Raises Eyebrows: Another focal point on X is the recent sale of $244,000 in stock by a senior executive, sparking mixed reactions. Some users question the timing of the sale despite the positive earnings, while others see it as routine and unrelated to company health. This has added a layer of intrigue to the ongoing dialogue.
Market Outlook Debates: Conversations also touch on broader market volatility and institutional moves, like stake adjustments by major investors. Posts on X reflect curiosity about whether these shifts signal confidence or caution for SBH’s future. The discussion remains dynamic as investors weigh the latest developments.
Note: This discussion summary was generated from an AI condensation of post data.
Sally Beauty Holdings Insider Trading Activity
Sally Beauty Holdings insiders have traded $SBH stock on the open market 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SBH stock by insiders over the last 6 months:
- SCOTT C SHERMAN (SVP, CLO and CHRO) sold 15,000 shares for an estimated $244,086
- DENISE PAULONIS (President & CEO) purchased 4,500 shares for an estimated $52,830
- MAX R. RANGEL purchased 3,500 shares for an estimated $49,239
- DEBRA GOLDING PERELMAN purchased 2,300 shares for an estimated $31,011
- DIANA SUE FERGUSON purchased 2,500 shares for an estimated $30,049
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Sally Beauty Holdings Revenue
Sally Beauty Holdings had revenues of $947.1M in Q4 2025. This is an increase of 1.29% from the same period in the prior year.
You can track SBH financials on Quiver Quantitative's SBH stock page.
Sally Beauty Holdings Hedge Fund Activity
We have seen 128 institutional investors add shares of Sally Beauty Holdings stock to their portfolio, and 148 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WASATCH ADVISORS LP added 4,597,162 shares (+inf%) to their portfolio in Q3 2025, for an estimated $74,841,797
- GOLDMAN SACHS GROUP INC added 2,094,427 shares (+330.6%) to their portfolio in Q3 2025, for an estimated $34,097,271
- UBS GROUP AG removed 1,361,482 shares (-53.2%) from their portfolio in Q3 2025, for an estimated $22,164,926
- ARROWMARK COLORADO HOLDINGS LLC removed 1,153,869 shares (-36.0%) from their portfolio in Q3 2025, for an estimated $18,784,987
- SG CAPITAL MANAGEMENT LLC removed 1,116,672 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $10,340,382
- AMERICAN CENTURY COMPANIES INC added 1,055,669 shares (+174.4%) to their portfolio in Q3 2025, for an estimated $17,186,291
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,039,272 shares (-64.6%) from their portfolio in Q3 2025, for an estimated $16,919,348
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Sally Beauty Holdings Analyst Ratings
Wall Street analysts have issued reports on $SBH in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 11/14/2025
- Canaccord Genuity issued a "Buy" rating on 09/15/2025
- TD Cowen issued a "Buy" rating on 09/04/2025
To track analyst ratings and price targets for Sally Beauty Holdings, check out Quiver Quantitative's $SBH forecast page.
Sally Beauty Holdings Price Targets
Multiple analysts have issued price targets for $SBH recently. We have seen 4 analysts offer price targets for $SBH in the last 6 months, with a median target of $15.25.
Here are some recent targets:
- Simeon Gutman from Morgan Stanley set a target price of $13.0 on 11/14/2025
- Stephanie Wissink from Jefferies set a target price of $14.5 on 10/28/2025
- Susan Anderson from Canaccord Genuity set a target price of $19.0 on 09/15/2025
- Oliver Chen from TD Cowen set a target price of $16.0 on 09/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
