Sally Beauty Holdings, Inc. (SBH) Stock Price & Analysis
Sally Beauty Holdings, Inc. (SBH) closed at USD 17.62 on Thursday, October 22, 2026, up 6.14% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 16.6; the Oct 22, 2026 session ranged USD 16.54–17.69 on volume of 1,169,047 shares. Market capitalization is $1.65B, with a 52-week range of USD 11.54–17.92 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 12:46 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SBH.md
Key facts (SBH)
- Last four reported quarters (through Jun 30, 2026): revenue $3.73B, net income $192M (5.2% margin), free cash flow $241M (SEC filings).
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $543K; 1 not under a Rule 10b5-1 plan ($543K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.40 on a 1–5 scale) (5 analysts), mean target USD 17 (range 13–20).
- Total return with dividends: 1Y +17.0% vs S&P 500 +14.9%; 5Y +10.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-10, EPS estimate USD 0.6, revenue estimate $950M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SBH)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.87B | $3.82B | $3.73B | $3.72B | $3.70B | $3.73B |
| Gross profit | $1.95B | $1.92B | $1.90B | $1.89B | $1.91B | — |
| Operating income | $418M | $338M | $325M | $283M | $328M | $314M |
| Net income | $240M | $184M | $185M | $153M | $196M | $192M |
| EPS (diluted) | $2.10 | $1.66 | $1.69 | $1.43 | $1.89 | — |
| Free cash flow | $308M | $57.3M | $159M | $145M | $173M | $241M |
| Gross margin | 50.4% | 50.3% | 50.9% | 50.9% | 51.6% | — |
| Operating margin | 10.8% | 8.8% | 8.7% | 7.6% | 8.9% | 8.4% |
| Net margin | 6.2% | 4.8% | 5.0% | 4.1% | 5.3% | 5.2% |
| Revenue growth | +10.3% | -1.5% | -2.3% | -0.3% | -0.4% | — |
| Cash + short-term investments | $401M | $70.6M | $123M | $108M | $149M | — |
| Total debt | $1.39B | $1.09B | $1.08B | $994M | $875M | — |
Fiscal years end Sep. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SBH)
P/E at fiscal year-ends: Sep 2025 8.6x, Sep 2024 9.5x, Sep 2023 5.0x.
Insider sales (SEC Form 4, open-market, last ~7 months) (SBH)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-08 | Platz Marlo Michelle Cormier | Former SVP & CFO | 42,771 | $543K | 23.6% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (SBH)
Consensus Buy (mean 2.40 on a 1–5 scale), 5 analysts; mean target USD 17 (low 13, high 20).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-04 | TD Cowen | Target raised | Buy | $17 → $19 |
Total return (dividends reinvested) (SBH)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +17.0% | +10.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +17.1% | +1.9% |
| Volatility (annualized) | 42.7% | 44.4% |
| Max drawdown | -30.5% (Feb 2026→May 2026) | -65.3% (Dec 2021→Oct 2023) |
SBH revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| SBS | $538.6M | 57.6% | +2.2% |
| BSG | $396.9M | 42.4% | -2.4% |
| Total revenue | $935.5M | 100% | — |
SBH revenue by region (fiscal year ended Sep 30, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $3.03B | 81.8% | +0.1% |
| Other Countries | $672.3M | 18.2% | -2.6% |
| Total revenue | $3.70B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
SBH suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Henkel | “For fiscal year 2025, our five largest suppliers – Henkel AG & Co. KGaA; the Professional Products Division of L'Oreal USA S/D, Inc.;” |
| Customer | Amazon (AMZN) | “Furthermore, over the past few years, we launched digital marketplaces with Walmart.com, Amazon, DoorDash, Uber Eats and Instacart, to help fuel digital sales growth and attract new customers to our Sally brands.” |
| Customer | Uber (UBER) | “Furthermore, over the past few years, we launched digital marketplaces with Walmart.com, Amazon, DoorDash, Uber Eats and Instacart, to help fuel digital sales growth and attract new customers to our Sally brands.” |
| Customer | Walmart (WMT) | “Furthermore, over the past few years, we launched digital marketplaces with Walmart.com, Amazon, DoorDash, Uber Eats and Instacart, to help fuel digital sales growth and attract new customers to our Sally brands.” |
| Customer | ByteDance | “We use marketing, advertising and promotional programs to attract customers through various media, including social media (e.g., Instagram, TikTok, Facebook), websites, streaming services, mobile applications, e-mail, and print.” |
| Customer | Meta Platforms (META) | “We use marketing, advertising and promotional programs to attract customers through various media, including social media (e.g., Instagram, TikTok, Facebook), websites, streaming services, mobile applications, e-mail, and print.” |
| Competitor | Shopify (SHOP) | “Furthermore, our e-commerce businesses face significant competition from larger retailers with more established e-commerce platforms, as well as online retailers, including Amazon, and online store e-commerce platforms, such as Shopify.” |
Quoted from the company's 10-K filed Nov 13, 2025.
SBH company outlook (results filed Aug 3, 2026)
- “Within Prior Guidance Ranges PLANO, Texas, August 3, 2026 – Sally Beauty Holdings, Inc.”
Quoted word-for-word from the SEC 8-K results press release.
SBH analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.60 | $0.61 | -1.3% | $950.1M | 5 |
| Next quarter (ends Dec 2026) | $0.53 | $0.53 | -0.5% | $947.3M | 4 |
| Current fiscal year (ends Sep 2026) | $2.07 | $2.06 | +0.4% | $3.73B | 5 |
| Next fiscal year (ends Sep 2027) | $2.23 | $2.24 | -0.3% | $3.78B | 5 |
SBH options: expected move
Options price a move of about ±13.6% (±$2.40) by Nov 20, 2026, which includes earnings on Nov 10, 2026. Over the last 8 reports the stock moved ±9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 60.8% | ±13.6% |
| Dec 18, 2026 | 56 | 50.4% | ±15.7% |
| Mar 19, 2027 | 147 | 49.7% | ±24.7% |
| Jun 17, 2027 | 237 | 51.0% | ±31.8% |
30-day implied volatility 54.9% vs 39.8% realized over the last 30 trading days. Put/call ratio (volume) 0.01. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 12:46 UTC)
| Price | USD 17.62 |
|---|---|
| Change | ▲ 6.14% (up) |
| Previous Close | USD 16.6 |
| Open | USD 16.59 |
| Day Range | USD 16.54 – 17.69 |
| 52-Week Range | USD 11.54 – 17.92 |
| Volume | 1,169,047 shares |
| Market Cap | $1.65B |
| Exchange | NYQ |
Technical Analysis (SBH)
Nexqual's technical model rates SBH "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 12:46 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 60.35 (neutral) |
| vs SMA50 | Above (USD 16.39) |
| MACD | 0.19 (positive) |
Analyst Ratings (SBH)
Wall Street analysts rate SBH "Buy" based on 5 analysts, with a mean price target of USD 17 (range USD 13–20), per Nexqual as of October 23, 2026 at 12:46 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 5 |
| Mean Target | USD 17 |
| High Target | USD 20 |
| Low Target | USD 13 |
| Buy / Hold / Sell | 3 / 1 / 1 |
Earnings (SBH)
| Next Earnings Date | 2026-11-10 |
|---|---|
| EPS Estimate | USD 0.6 |
| Revenue Estimate | $950.08M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.55 vs est 0.53 ▲ beat |
| 2026-03-31 | USD 0.44 vs est 0.41 ▲ beat |
| 2025-12-31 | USD 0.48 vs est 0.46 ▲ beat |
| 2025-09-30 | USD 0.55 vs est 0.48 ▲ beat |
Source: Nexqual, October 23, 2026 at 12:46 UTC.
Financials & Fundamentals (SBH)
| Total Revenue | $3.73B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +0.20% |
| Gross Margin | +52.11% |
| Operating Margin | +9.27% |
| Profit Margin | +5.16% |
| ROE | +23.53% |
| Debt / Equity | 1.74 |
| Current Ratio | 2.37 |
| Total Cash | $173.10M |
| Total Debt | $1.52B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $241.21M (6.5% of revenue) |
Source: Nexqual, October 23, 2026 at 12:46 UTC.
Financial Health Score (SBH)
Nexqual rates Sally Beauty Holdings, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 12:46 UTC.
| Growth | Weak — Revenue -0% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 52%, operating 9% (last 12 months) |
| Balance Sheet | Weak — $173M cash and investments vs $815M debt (Jun 2026, SEC) |
| Cash Flow | Solid — FCF $241M (last 4 quarters to Jun 2026, SEC), 6% margin |
| Efficiency | Strong — ROE 24%, ROA 6.4% |
Ownership (SBH)
| Insider Ownership | +1.40% |
|---|---|
| Institutional Ownership | +123.98% |
| Shares Outstanding | 93.62M |
| Float | 92.12M |
| Short % of Float | +28.63% |
Source: Nexqual, October 23, 2026 at 12:46 UTC.
Leadership (SBH)
Sally Beauty Holdings, Inc. is led by Denise A. Paulonis, President, CEO & Director, per Nexqual as of October 23, 2026 at 12:46 UTC.
| President, CEO & Director | Denise A. Paulonis |
|---|---|
| President of Beauty Systems Group LLC | Mark Gregory Spinks |
| President of Sally Beauty Supply | John Howard Goss |
| Senior VP & CFO | Adrianne B. Lee |
| Vice President of Investor Relations & Strategic Planning | Jeff Harkins |
Major Backers & Investors (SBH)
Notable institutional backers of Sally Beauty Holdings, Inc. include Schroder Investment Management Group, LSV Asset Management, Fisher Asset Management, LLC, according to Nexqual as of October 23, 2026 at 12:46 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Schroder Investment Management Group | 9.19% |
| LSV Asset Management | 4.76% |
| Fisher Asset Management, LLC | 4.02% |
| FMR, LLC | 3.99% |
| American Century Companies Inc | 3.6% |
| WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund | 1.46% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 16.86% |
| Vanguard Group | 11.4% |
| Dimensional Fund Advisors | 6.47% |
| State Street | 4.74% |
Source: Nexqual, October 23, 2026 at 12:46 UTC.
From Sally Beauty Holdings, Inc.'s Latest SEC 10-K Filing (filed 2025-11-13)
Key Strengths & Strategy (as disclosed to the SEC)
- Over the past several years, we have made significant investments in our end-to-end supply chain systems and processes to build a best-in-class merchandising and supply chain platform for the future.
- Some of these manufacturers are vertically integrated through the acquisition of distributors and stores.
- At SBH, we consider the whole end-to-end talent cycle of an associate to ensure we select exceptional people to represent our business and best serve our customer.
- We have developed long-standing relationships, some of which are exclusive, with these suppliers and many others, which we believe are core to our competitive advantage.
Legal & Regulatory Risks (Item 1A, quoted)
- Legal proceedings, including litigation, regulatory proceedings, and other claims, and the outcome of such proceedings, litigation or claims, could have a material adverse effect on our business, financial condition, and cash flows.
- Any actual defects or allegations of defects in products sold by us could result in adverse publicity and could harm our reputation or the reputation of the manufacturer, which could adversely affect our business, financial condition and results of operations.
- We could be adversely affected if we do not comply with current laws and regulations or if we become subject to additional or more stringent laws and regulations.
- Environmental impacts, and increased focus by stakeholders on environmental issues, could adversely affect our business, financial condition, and operating results.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| ARHS | Arhaus, Inc. | USD 11.53 | ▲ 5.39% |
| SVV | Savers Value Village, Inc. | USD 9.85 | ▼ 0.3% |
| EYE | National Vision Holdings, Inc. | USD 18.87 | ▲ 6.49% |
| BOBS | Bob's Discount Furniture, Inc. | USD 16.31 | ▲ 8.16% |
| HZO | MarineMax, Inc. (FL) | USD 52.38 | ▼ 0.08% |
| WINA | Winmark Corporation | USD 285.97 | ▲ 1.85% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 12:46 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt