Sally Beauty Holdings (SBH) reported fiscal fourth-quarter net sales of $953 million, up 0.6% from a year earlier, for the quarter ended September 30, 2026. GAAP net earnings were $57.7 million, while diluted earnings per share rose 22% to $0.60.
For fiscal 2026, the company reported net sales of $3.73 billion, up 0.9%, and GAAP diluted EPS of $2.02, up 7%.
- Fourth-quarter comparable sales increased 0.9%.
- Fourth-quarter GAAP operating earnings were $92 million, with a 9.7% operating margin.
- Global e-commerce sales increased 8% to $113 million in the fourth quarter.
- Full-year cash flow from operations totaled $323 million.
- The company repurchased $42 million of shares and repaid $20 million of term loan debt during the fourth quarter.
- Fiscal 2027 guidance calls for consolidated net sales of $3.77 billion to $3.81 billion.
$SBH Insider Trading Activity
$SBH insiders have traded $SBH stock on the open market 1 times in the past 6 months. Of those trades, 0 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:
- MARLO MICHELLE CORMIER PLATZ (Former SVP & CFO) sold 42,771 shares for an estimated $543,191
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SBH Hedge Fund Activity
We have seen 134 institutional investors add shares of $SBH stock to their portfolio, and 118 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,023,476 shares (+inf%) to their portfolio in Q2 2026, for an estimated $28,611,950
- GOLDMAN SACHS GROUP INC removed 1,164,535 shares (-32.2%) from their portfolio in Q2 2026, for an estimated $16,466,524
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 924,744 shares (-82.9%) from their portfolio in Q2 2026, for an estimated $13,075,880
- LAZARD ASSET MANAGEMENT LLC removed 826,994 shares (-98.4%) from their portfolio in Q2 2026, for an estimated $11,693,695
- PUBLIC SECTOR PENSION INVESTMENT BOARD removed 749,749 shares (-56.9%) from their portfolio in Q2 2026, for an estimated $10,601,450
- CAMBRIA INVESTMENT MANAGEMENT, L.P. added 678,407 shares (+3445.3%) to their portfolio in Q2 2026, for an estimated $9,592,674
- D. E. SHAW & CO., INC. added 618,056 shares (+26.7%) to their portfolio in Q2 2026, for an estimated $8,739,311
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
