SBH at a glance
Sally Beauty Holdings, Inc. (SBH, SEC CIK 1368458) filed its latest 10-K annual report on November 13, 2025, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as June 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), Sally Beauty Holdings, Inc. (SBH) reported revenue of $3.7 billion (down 0.4% from FY2024) and net income of $195.9 million. Diluted EPS was $1.89.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Sally Beauty Holdings, Inc. (SBH) shares worth $774.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Platz Marlo Michelle Cormier on June 8, 2026 of 42,771 shares at $12.70 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.7B
- −0.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $774.3M · −1 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
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
AI summary of the SBH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $935.5M, up $2.2M or 0.2% YoY; comparable sales flat
- Gross margin 52.4% vs 51.5%; operating margin 9.2% vs 8.4% YoY
- Sally strongest: sales $538.6M, up 2.2%; comparable sales up 1.6%
- BSG weakest: sales $396.9M, down 2.4%; comparable sales down 2.1%
- Operating cash flow $80.9M vs $69.4M YoY; interest expense down 12.8% to $13.7M
- Headwinds: hair-care softness, European full-service exits, BSG transaction declines and higher SG&A at 27.8% of sales
Risk Factors
- Risk Factors section not provided; supplied text covers share repurchases, trading arrangements, exhibits, and signatures
- Share repurchases totaled 1,899,940 shares at average $13.34 during the quarter
- Remaining repurchase authorization $395,936,131 through September 30, 2029
- No director or officer adopted, modified, or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the SBH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q3 fiscal 2026 results for quarter ended June 30, 2026
- Earnings Release issued August 3, 2026 and furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q3 net sales $935M, up 0.2%, while comparable sales were flat, indicating limited top-line momentum
- GAAP diluted EPS $0.55, up 25%; adjusted EPS $0.55, up 8%, supported by gross-margin expansion to 52.4%
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results covered quarter ended March 31, 2026
- Earnings Release issued May 11, 2026, with financial details in Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Marlo Cormier departs April 11, 2026, with $881,250 severance representing 15 months’ salary
- Incoming CFO Adrianne Lee starts April 28, 2026, creating a 17-day interim period
AI summaries of SBH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SBH
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- Alerts as it files. A push when SBH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SBH, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Platz Marlo Michelle Cormier | M | Jun 8, 2026 | 11,747 | $11.78 |
| Platz Marlo Michelle Cormier | Sell | Jun 8, 2026 | 42,771 | $12.70 |
| Platz Marlo Michelle Cormier | M | Jun 8, 2026 | 11,747 | - |
| Platz Marlo Michelle Cormier | M | Jun 8, 2026 | 31,024 | - |
| Platz Marlo Michelle Cormier | M | Jun 8, 2026 | 31,024 | $9.09 |
| Lee Adrianne | A | May 13, 2026 | 98,280 | - |
| Cox Erin Nealy | M | Apr 21, 2026 | 14,532 | - |
| Cox Erin Nealy | M | Apr 21, 2026 | 8,045 | - |
Financial SummaryXBRL
| Metric | 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 data in Sally Beauty Holdings, Inc. (SBH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SBH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $774.3M |
| Q1 2026 | 31 | $759.6M |
| Q4 2025 | 26 | $778.8M |
| Q3 2025 | 28 | $883.7M |
| Q2 2025 | 27 | $477.4M |
| Q1 2025 | 25 | $345.8M |
| Q4 2024 | 22 | $412.1M |
| Q3 2024 | 18 | $198.8M |
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- D.E. Shaw & Co+177.4K (+6%)
- Vanguard Portfolio Management LLC+129.9K (+2%)
- Goldman Sachs Group−1.16M (-32%)
- Bank of America Corp−235.1K (-61%)
- Morgan Stanley−56.0K (-3%)
- Prudential Financial−53.9K (-21%)
- Raymond James Financial−43.9K (-13%)
- Bridgewater Associates LP−229.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SBH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 22, 2026 | - | - | - |
| 8-K | Apr 2, 2026 | - | Analysis | - |
| 8-K | Mar 17, 2026 | - | Analysis | - |
| 10-Q | Feb 9, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 9, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 8-K | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Jan 26, 2026 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 3, 2025 | - | - |
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SBH SEC filings: frequently asked questions
Which institutions hold SBH stock?
As of June 30, 2026, the largest Sally Beauty Holdings, Inc. (SBH) holders among the 13F filers tracked by SignalX were BlackRock ($223.2 million), Vanguard Portfolio Management LLC ($90.9 million), Dimensional Fund Advisors ($85.6 million), State Street Corp ($62.8 million), Vanguard Capital Management LLC ($60.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SBH's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), Sally Beauty Holdings, Inc. (SBH) reported revenue of $3.7 billion (down 0.4% from FY2024) and net income of $195.9 million. Diluted EPS was $1.89. The figures come from the XBRL data in the 10-K.
What are the main risks in SBH's latest 10-K?
In the 10-K filed November 13, 2025, Sally Beauty Holdings, Inc. (SBH) flagged: 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. (AI summary of the Risk Factors section.)
What did SBH report in its latest 8-K?
Sally Beauty Holdings, Inc. (SBH) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q3 fiscal 2026 results for quarter ended June 30, 2026.
What are the latest SBH SEC filings?
Sally Beauty Holdings, Inc. (SBH) filed its latest 10-K annual report on November 13, 2025, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on June 9, 2026.
What is SBH's SEC CIK number?
Sally Beauty Holdings, Inc. (SBH)'s SEC Central Index Key (CIK) is 1368458. EDGAR lists every SBH filing under that number.
Ask anything about SBH
The research agent reads SBH's filings, financials, insider trades and 13F holders, then answers with sources.