SBH Sally Beauty Holdings, Inc.companySEC Filings & Insider Trading Activity 2026
Latest Sally Beauty Holdings, Inc. (SBH) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on November 13, 2025, a 10-Q quarterly report filed on May 11, 2026, an 8-K current report filed on August 3, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Sally Beauty Holdings, Inc. (SBH) (SEC CIK 1368458), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-09-30)
Business Overview
- • Core business: Omni-channel specialty retailer and distributor of professional beauty supplies focusing on hair color and care across Sally Beauty (retail) and Beauty Systems Group (professional distribution)
- • New initiatives: Launched Sally Ignited store refresh program (30 stores refreshed, 50 more planned FY26) and expanded Happy Beauty Co. "Indie Brand Headquarters" concept
- • Strategic shift: Sharpened focus on personalization and bespoke customer journeys, enhanced digital marketing and LCOD live licensed colorist consultation service
- • Quantitative highlights: Store count declined to 3,096 Sally stores and 1,326 BSG stores; global workforce ~27,000 associates with 11,000 full-time; online sales grew to 10.7% of consolidated sales
- • Noteworthy fact: Planning to introduce new fragrance category in select Sally stores starting FY26, expanding beyond core hair and nail categories
Risk Factors
- • Cybersecurity risk managed under CISO reporting quarterly to Board amid evolving threats and third-party assessments
- • Significant U.S. and international store footprint with 3,096 locations, exposing operations to global economic fluctuations
- • Four company-owned warehouses including new Ronse, Belgium facility, critical for supply chain continuity
- • Competitive threat from industry peers noted by CISO learning from data incidents in retail sector
- • Corporate headquarters transition in Texas with Denton sale and temporary lease may disrupt administration continuity
Management Discussion & Analysis
- • Revenue $3,701.4M, down $15.6M or 0.4% YoY; Sally $2,094.4M (-0.6%), BSG $1,607.1M (-0.2%)
- • Operating margin 8.9% vs 7.6% prior year; operating earnings up 15.9% to $327.8M; net earnings $195.9M up 27.7%
- • Best segment: BSG operating earnings up 10.1% to $196.4M; worst segment: Sally operating earnings down 2.3% to $326.7M
- • Operating cash flow $274.8M (+$28.3M); total debt reduced by $119M; share repurchases 5.0M shares at $53.5M cost
- • Management notes inflation fatigue, price sensitivity; focus on personalization, operational efficiencies, and marketing; maintains liquidity $631.6M with ample borrowing capacity
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Annual Reports Archive10-K
AI-powered analysis of Sally Beauty Holdings, Inc. (SBH) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Sally Beauty Holdings, Inc. (SBH) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of Sally Beauty Holdings, Inc. (SBH) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2023 | FY2024 | FY2025 | |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.7B | $3.7B |
| Gross Profit | - | $1.9B | $1.9B |
| Operating Income | - | $282.7M | $327.8M |
| Net Income | - | $153.4M | $195.9M |
| Gross Margin | - | 50.9% | 51.6% |
| Op. Margin | - | 7.6% | 8.9% |
| Net Margin | - | 4.1% | 5.3% |
| Balance Sheet | |||
| Total Assets | $2.7B | $2.8B | $2.9B |
| Equity | $508.7M | $628.5M | $794.2M |
| ROE | - | 24.4% | 24.7% |
| Per Share | |||
| EPS | - | $1.43 | $1.89 |
| Cash Flow | |||
| Operating CF | - | $246.5M | $274.8M |
| CapEx | - | $101.2M | $102.1M |
Source: XBRL financial data from Sally Beauty Holdings, Inc. (SBH) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Aug 3, 2026 | - | - | - |
8-K | May 11, 2026 | - | - | |
10-Q | May 11, 2026 | Mar 31, 2026 | - | |
8-K | Apr 2, 2026 | - | - | - |
8-K | Mar 17, 2026 | - | Analysis | - |
10-Q | Feb 9, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 9, 2026 | - | - | |
8-K | Jan 26, 2026 | - | - | |
10-K | Nov 13, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Aug 5, 2025 | Jun 30, 2025 | - | |
10-Q | May 12, 2025 | Mar 31, 2025 | - | |
10-Q | Feb 13, 2025 | Dec 31, 2024 | - | |
10-K | Nov 14, 2024 | Sep 30, 2024 | - | |
10-Q | Aug 8, 2024 | Jun 30, 2024 | - | |
10-Q | May 9, 2024 | Mar 31, 2024 | - | |
SC 13G | Feb 13, 2024 | - | - | |
10-Q | Feb 1, 2024 | Dec 31, 2023 | - | |
10-K | Nov 16, 2023 | Sep 30, 2023 | - | |
10-Q | Aug 3, 2023 | Jun 30, 2023 | - | |
10-Q | May 4, 2023 | Mar 31, 2023 | - | |
10-Q | Feb 2, 2023 | Dec 31, 2022 | - | |
10-K | Nov 17, 2022 | Sep 30, 2022 | - | |
10-Q | Aug 4, 2022 | Jun 30, 2022 | - | |
10-Q | May 5, 2022 | Mar 31, 2022 | - | |
SC 13G | Feb 14, 2022 | - | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate SBH share value held by 13F filers tracked by SignalX, by quarter.
- D.E. Shaw & Co+440.6K (+19%)
- BlackRock+288.1K (+2%)
- Dimensional Fund Advisors+202.0K (+4%)
- Citadel Advisors LLC+122.6K (+370%)
- Millennium Management+91.4K (+14%)
- Goldman Sachs Group364.6K (-9%)
- State Street Corp227.9K (-5%)
- Wells Fargo & Co74.0K (-63%)
- Morgan Stanley34.5K (-2%)
- BNY Mellon32.5K (-5%)
- Franklin Resources+378.3K
- Bridgewater Associates LP+229.2K
- HANCOCK WHITNEY CORP+29.0K
- Two Sigma Investments+27.7K
- Vanguard Group Inc−11.35M
- Invesco Ltd−1.28M
- JPMorgan Chase & Co−251.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 190 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest SBH SEC filings in 2026?
Sally Beauty Holdings, Inc. (SBH) has filed a 10-K annual report on November 13, 2025, a 10-Q quarterly report on May 11, 2026, an 8-K current report on August 3, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did SBH file its most recent 10-K annual report?
Sally Beauty Holdings, Inc. (SBH) filed its most recent 10-K annual report on November 13, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view SBH 10-Q quarterly reports?
Sally Beauty Holdings, Inc. (SBH)'s most recent 10-Q quarterly report was filed on May 11, 2026. SignalX displays every SBH 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has SBH filed recently?
Sally Beauty Holdings, Inc. (SBH)'s most recent 8-K was filed on August 3, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find SBH insider trading activity (Form 4)?
SignalX aggregates every SBH Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does SBH file with the SEC?
Sally Beauty Holdings, Inc. (SBH) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SBH filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Sally Beauty Holdings, Inc. (SBH).
What is SBH's SEC CIK number?
Sally Beauty Holdings, Inc. (SBH)'s SEC CIK (Central Index Key) number is 1368458. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1368458 to look up all SBH filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find SBH return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Sally Beauty Holdings, Inc. (SBH) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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