Market Cap
$6.9B
ELF
e.l.f. Beauty, Inc.
$113.54 ▼ -2.21%
Prev close $116.11Market cap$6.9B
ConsensusBuy
12-mo target$108.88 (-4.1%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders) Consumer & Retail
Snapshot
The big-picture read on ELF right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (70%)
Inst. Holders
7 funds
Inst. Value
$31.6M
Inst. Activity
0 buys / 2 sells
Insider Activity
$0.00 buy / $20.0M sell
Insider Net $
-$20.0M
Social Sentiment
63° Warm
SEC Reports
14
Congressional
1 trades
Price chart 30d +21.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 15, 2026 short_volume
Short Volume: ELF — 59.0% short (0.5M / 0.8M)
Short: 494,383 | Exempt: 3,010 | TRF Vol: 837,428 | Short Ratio: 59.0% | Off-exchange volume (dark p
Oct 12, 2026 Insider
Franks Joshua Allen sold 8,366 shares
SVP, Operations @ $110.01 ($920.3K)
Oct 1, 2026 Insider
AMIN TARANG sold 21,902 shares
Chief Executive Officer @ $103.66 ($2.3M)
Oct 1, 2026 Insider
AMIN TARANG sold 23,072 shares
Chief Executive Officer @ $102.84 ($2.4M)
Sep 30, 2026 Inst.
Vontobel Holding Ltd. — NEAR_EXIT
2,159 shares ($218.0K)
Sep 30, 2026 Inst.
Sep 11, 2026 SEC Farther Finance Advisors, LLC — TRIM
1,243 shares ($125.5K)
Two insiders at e.l.f. Beauty sold a total of ~$849K in open-market sales over a 7-day window. The bulk of the selling (
CLUSTER — Impact 2/10
Two C-suite insiders at e.l.f. Beauty (CEO and CCO) sold a combined $3.29M in open-market sales on July 1, 2026, represe
CLUSTER — Impact 4/10
Analyst ratings buy % -7.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
70% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 15, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Oct 14, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Oct 7, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Oct 1, 2026 | Raymond James | MAINTAIN | Strong Buy | 54% |
| Sep 17, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Sep 16, 2026 | B. Riley Securities | REITERATE | Buy | 54% |
| Sep 15, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 14, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 27, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 19, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 8 | 7 | 0 | 0 | 70% | |
| Aug 1, 2026 | 7 | 7 | 7 | 0 | 0 | 67% | |
| Jul 1, 2026 | 7 | 7 | 7 | 0 | 0 | 67% | |
| Jun 1, 2026 | 7 | 7 | 7 | 0 | 0 | 67% | |
| May 1, 2026 | 7 | 8 | 6 | 0 | 0 | 71% | |
| Apr 1, 2026 | 7 | 8 | 5 | 0 | 0 | 75% | |
| Mar 1, 2026 | 7 | 8 | 5 | 0 | 0 | 75% | |
| Feb 1, 2026 | 7 | 8 | 5 | 0 | 0 | 75% |
Price targets
Where 16 covering analysts think ELF trades over the next 12 months.
$108.88 -4.1% upside Hold
Current$113.54 Low$65.00 Median$114.50 High$130.00 16 analysts
$65.00$130.00
Analyst rating Buy· 1.7/5 as of Oct 19, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
Recent posts
I gonna sell these stocks and they will fly, based on recent data.
▲ 1 · 💬 0· ⚡ 0.5
My Portfolio vs S&P 500 (Last 3 Weeks)
▲ 1 · 💬 8· ⚡ 0.5
Thanks to all the women for using ELF product :)
▲ 1 · 💬 0· ⚡ 0.5
$ELF: My High-Conviction “Value + Growth” Setup Outside the Usual Crowded Trades
▲ 1 · 💬 0· ⚡ 0.5
Bought $now @87
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 0 bullish, 4 bearish, 1 mixed, 9 neutral · avg impact 3.9/10.
NEUTRALCLUSTER2/10
Two insiders at e.l.f. Beauty sold a total of ~$849K in open-market sales over a 7-day window. The b
Sep 11, 2026
NEUTRALCLUSTER4/10
Two C-suite insiders at e.l.f. Beauty (CEO and CCO) sold a combined $3.29M in open-market sales on J
Sep 3, 2026
NEUTRALCLUSTER3/10
Two insiders at e.l.f. Beauty sold a combined $668K in open-market sales over a two-day window. The
Aug 22, 2026
NEUTRALCLUSTER3/10
Two insiders at e.l.f. Beauty sold a total of $668K in open-market transactions over two days. An SV
Aug 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 15, 2026
short_volume
Short Volume: ELF — 59.0% short (0.5M / 0.8M)
Short: 494,383 | Exempt: 3,010 | TRF Vol: 837,428 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Oct 1, 2026
short_volume
Short Volume: ELF — 57.8% short (0.4M / 0.7M)
Short: 391,675 | Exempt: 394 | TRF Vol: 678,078 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
dark_pool
Dark Pool: ELF — 1.7M shares, 49,827 trades
Week starting 2026-09-28. Total ATS volume: 1,713,312 shares across 49,827 trades.
Sep 21, 2026
dark_pool
Dark Pool: ELF — 1.9M shares, 49,645 trades
Week starting 2026-09-21. Total ATS volume: 1,902,781 shares across 49,645 trades.
Sep 18, 2026
short_volume
Short Volume: ELF — 56.3% short (0.3M / 0.6M)
Short: 344,328 | Exempt: 17,972 | TRF Vol: 612,074 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.58 | $0.39–$0.69 | -14.8% | +0.5% | 1↑ 2↓ | $0.5B | 19 |
| Next Q | $0.87 | $0.69–$1.27 | -29.6% | +2.9% | 3↑ 1↓ | $0.5B | 18 |
| Current FY | $3.64 | $3.53–$3.83 | 16.3% | +0.6% | 4↑ 0↓ | $2.0B | 19 |
| Next FY | $3.90 | $3.30–$4.16 | 7.2% | +1.4% | 4↑ 0↓ | $2.1B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.579 | — |
| 7d ago | $0.575 | +0.004 |
| 30d ago | $0.576 | +0.003 |
| 60d ago | $0.585 | -0.005 |
| 90d ago | $0.682 | -0.103 |
Institutional ownership
Which big funds own ELF (from quarterly 13F filings) and who is adding or trimming.
7 institutional holders with $31.6M total value (313,061 shares) as of 2026-Q3. Top holders: CONGRESS, WEALTH, Concurrent. Net selling activity: 2 institutions trimmed/exited vs 0 added.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 299,742 | $30.3M | 95.7% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,702 | $498.2K | 1.6% | — |
| Concurrent Investment Advisors, LLC | 3,455 | $348.9K | 1.1% | — |
| Vontobel Holding Ltd. | 2,159 | $218.0K | 0.7% | NEAR_EXIT -95.5% |
| TD Waterhouse Canada Inc. | 1,639 | $170.6K | 0.5% | — |
| Farther Finance Advisors, LLC | 1,243 | $125.5K | 0.4% | TRIM -25.6% |
| MATHER GROUP, LLC. | 121 | $12.2K | 0.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | NEAR_EXIT | 48,292 | 2,159 | -95.5% | $218.0K |
| Farther Finance Advisors, LLC | TRIM | 1,671 | 1,243 | -25.6% | $125.5K |
| GOLDMAN SACHS GROUP INC | DOUBLED | 698,932 | 1,921,718 | +175.0% | $142.2M |
| Holocene Advisors, LP | NEW | — | 1,356,999 | — | $100.4M |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 531,598 | 1,117,472 | +110.2% | $82.7M |
| PRIMECAP MANAGEMENT CO/CA/ | ADD | 701,710 | 1,056,780 | +50.6% | $78.2M |
| CITADEL ADVISORS LLC | DOUBLED | 168,908 | 966,649 | +472.3% | $71.5M |
| Capital International Investors | TRIM | 1,297,357 | 919,434 | -29.1% | $68.0M |
| UBS Group AG | TRIM | 841,157 | 602,797 | -28.3% | $44.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 338,253 | 588,045 | +73.8% | $43.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$20.0M — $0.00 bought, $20.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 12, 2026 | Franks Joshua Allen | SVP, Operations | SELL | 8,366 | $110.01 | $920.3K |
| Oct 1, 2026 | AMIN TARANG | Chief Executive Officer | SELL | 21,902 | $103.66 | $2.3M |
| Oct 1, 2026 | AMIN TARANG | Chief Executive Officer | SELL | 23,072 | $102.84 | $2.4M |
| Oct 1, 2026 | AMIN TARANG | Chief Executive Officer | EXERCISE | 71,000 | $26.84 | $1.9M |
| Oct 1, 2026 | AMIN TARANG | Chief Executive Officer | SELL | 2,026 | $105.01 | $212.7K |
| Sep 8, 2026 | Franks Joshua Allen | SVP, Operations | SELL | 200 | $110.00 | $22.0K |
| Sep 8, 2026 | FIELDS MANDY J | See Remarks | SELL | 2,850 | $105.65 | $301.1K |
| Sep 8, 2026 | FIELDS MANDY J | See Remarks | SELL | 600 | $106.61 | $64.0K |
| Sep 8, 2026 | FIELDS MANDY J | See Remarks | SELL | 7,965 | $103.83 | $827.0K |
| Sep 8, 2026 | FIELDS MANDY J | See Remarks | SELL | 4,650 | $104.73 | $487.0K |
Congressional trades
ELF trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Dec 16, 2025 | Michael Guest | R | HOUSE | SELL | $1,001 - $15,000 | e.l.f. Beauty Inc | Aug 17, 2026(245d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ELF.
Shares short
4,108,333
Settlement Sep 30, 2026
Change vs prior
-2.6%
Semi-monthly cycle
Days to cover
3.1
At avg daily volume
Of shares outstanding
≈7.0%
Estimate — not % of float
All ELF filing & press-release reports (14)
- CLUSTER reportSep 11, 2026
- CLUSTER reportSep 3, 2026
- CLUSTER reportAug 22, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportJul 3, 2026
- COURT-RULING reportJul 3, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJun 5, 2026
- 8-K reportMay 20, 2026
- CLUSTER reportApr 28, 2026
- CLUSTER reportApr 28, 2026
- CLUSTER reportApr 28, 2026
- 144 reportApr 1, 2026