Sally Beauty Holdings (SBH)

• Market cap: $902M
• 1 day: -3.17%
• 5 days: 1.72%
• 1 month: -1.88%
• 3 months: -11.50%
• 6 months: -34.78%
• Year to date: -17.13%
• 1 year: -28.74%
• 5 years: 0.80%
• 10 years: -74.45%
• Sector: Consumer Discretionary
• Industry: Retail Stores

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

56% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 66

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

3% more funds holding

Funds holding: 240 [Q3] → 246 (+6) [Q4]

1.02% more ownership

Funds ownership: 107.67% [Q3] → 108.69% (+1.02%) [Q4]

21% less call options, than puts

Call options by funds: $844K | Put options by funds: $1.07M

22% less capital invested

Capital invested by funds: $1.5B [Q3] → $1.16B (-$335M) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $10 13% upside
• Avg. target: $11.50 30% upside
• High target: $14 58% upside

3 analyst ratings

• positive: 1 33%
• neutral: 1 33%
• negative: 1 33%

DA Davidson Linda Bolton Weiser 21% 1-year accuracy 22 / 105 met price target	19% upside $10.50	Neutral Maintained	18 Feb 2025
Morgan Stanley Simeon Gutman 53% 1-year accuracy 18 / 34 met price target	13% upside $10	Underweight Maintained	21 Jan 2025
Canaccord Genuity Susan Anderson 29% 1-year accuracy 11 / 38 met price target	58% upside $14	Buy Initiated	16 Jan 2025