SBH
Sally Beauty Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jun 8 1 insider sell $543.2K at $12.70
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $543.2K.
- InstitutionsMIXED
Q2 2026: 22 added (1 new), 15 trimmed or exited. Largest new: Vanguard Capital Management $60.0M.
- AnalystsBULLISH
6 of 9 rate it Buy or better. Median target $18.00 (+3%).
- Short sellersSTEADY
Short interest −6.8% to 18.54M shares. 13.3 days to cover, ≈19.8% of shares.
- TrendUPTREND
7% above its 50-day average. New closing high $17.62 on Oct 22.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | NEW | $60.0M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | $46.1M |
| GOLDMAN SACHS GROUP INC | TRIM | $34.7M |
| MARSHALL WACE, LLP | DOUBLED | $16.3M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | TRIM | $8.0M |
| Qube Research & Technologies Ltd | DOUBLED | $6.4M |
| Squarepoint Ops LLC | TRIM | $5.3M |
| FIRST TRUST ADVISORS LP | ADD | $5.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
9 analystsPrice is inside the target range. Median implies +3%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 4, 2026 | TD Cowen MAINTAIN | Buy |
| May 12, 2026 | TD Cowen MAINTAIN | Buy |
| May 12, 2026 | Morgan Stanley MAINTAIN | Underweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | Platz Marlo Michelle Cormier Former SVP & CFO | EXERCISE | $282.0K |
| Jun 8, 2026 | Platz Marlo Michelle Cormier Former SVP & CFO | SELL | $543.2K |
| Jun 8, 2026 | Platz Marlo Michelle Cormier Former SVP & CFO | EXERCISE | $138.4K |
| May 13, 2026 | Lee Adrianne SVP & CFO | AWARD | 98,280 sh |
| Apr 21, 2026 | Cox Erin Nealy Director | EXERCISE | 14,532 sh |
| Apr 21, 2026 | Cox Erin Nealy Director | EXERCISE | 15,470 sh |
| Apr 21, 2026 | Cox Erin Nealy Director | EXERCISE | 12,458 sh |
| Apr 21, 2026 | Cox Erin Nealy Director | EXERCISE | 50,505 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
5 filings · 0 bullish · 0 bearish · 1 mixed · 4 neutral- NEUTRAL SC 13G/AOct 8, 2026
Dimensional Fund Advisors LP filed an amended Schedule 13G disclosing a 6.5% passive stake in…
Dimensional's passive stake disclosure is routine for a large asset manager. Monitor for any subsequent conversion to a 13D filing, which would signal activist intent — unlikely given Dimensional's…
- NEUTRAL 8-KAug 3, 2026
Sally Beauty Holdings reported Q3 fiscal 2026 results with consolidated net sales of $935 million…
The flat comparable sales and BSG segment weakness suggest consumer demand in the professional beauty channel remains soft, offset by strong margin execution and cash flow. The narrowed guidance…
- MIXED INST-CLUSTERJun 11, 2026
In Q3 2025, two institutions (D.E. Shaw and Morgan Stanley) added to SBH positions totaling $33.1M…
The cluster shows mixed conviction: D.E. Shaw's active quant add is a positive signal, but the larger passive trims from UBS and BofA suggest no broad institutional catalyst. Monitor for a follow-up…
- NEUTRAL 8-KMay 11, 2026
Sally Beauty Holdings reported Q2 FY2026 results with net sales of $903M (+2.3% YoY), GAAP diluted…
Results are solid but unexciting — the 2.3% revenue growth and 13% GAAP EPS growth are in line with the company's long-term algorithm. The guidance tightening is a minor positive but not a catalyst…
All SBH filing & press-release reports (5)
- SC 13G/A reportOct 8, 2026
- 8-K reportAug 3, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 11, 2026
- 8-K reportApr 2, 2026