SBHNYSERetail-Retail Stores, NECFiscal year ends September 30
Sally Beauty Holdings, Inc.
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$16.46−0.19 (-1.14%)
Close on Oct 19, 2026
- Market cap
- $1.61B
- P/E (TTM)
- 8.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
104M of 94M shares
Institutional holders
249
35 new, 44 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $879.93K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 9,548,717 | 9.30% | 13G (passive) amendment | Dec 31, 2024 |
| Schroder Investment Management Group | 8,442,182 | 8.60% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Portfolio Management | 6,448,325 | 6.64% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 6,103,240 | 6.50% | 13G (passive) amendment | Sep 30, 2026 |
| Schroder Investment Management Limited | 5,472,490 | 5.10% | 13G (passive) | Dec 29, 2023 |
| Vanguard Capital Management | 4,981,417 | 5.13% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 15,501,039 | 15.20% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SBH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,783,038 | 16.86% | $223.17M | +605,587 | 0.00% |
| Vanguard Portfolio Management LLC | 6,428,015 | 6.87% | $90.89M | +129,870 | 0.00% |
| Dimensional Fund Advisors LP | 6,054,462 | 6.47% | $85.61M | +182,483 | 0.02% |
| Lsv Asset Management | 4,457,727 | 4.76% | $63.03K | +578,332 | 0.11% |
| State Street Corp | 4,439,992 | 4.74% | $62.78M | +61,145 | 0.00% |
| Vanguard Capital Management LLC | 4,243,510 | 4.53% | $60.00M | −18,861 | 0.00% |
| Fisher Asset Management, LLC | 3,759,581 | 4.02% | $53.16M | −93,098 | 0.02% |
| FMR LLC | 3,735,366 | 3.99% | $52.82M | +103,344 | 0.00% |
| American Century Companies Inc | 3,371,070 | 3.60% | $47.67M | +535,455 | 0.02% |
| Victory Capital Management Inc | 3,313,531 | 3.54% | $46.85M | +252,822 | 0.03% |
| Wasatch Advisors LP | 3,305,986 | 3.53% | $46.75M | −87,753 | 0.31% |
| Geode Capital Management, LLC | 3,257,918 | 3.48% | $46.07M | +718,455 | 0.00% |
| Ranmore Fund Management Ltd | 2,995,854 | 3.20% | $42.36M | +568,267 | 4.69% |
| D. E. Shaw & Co., Inc. | 2,933,962 | 3.13% | $41.49M | +177,411 | 0.02% |
| Goldman Sachs Group Inc | 2,452,890 | 2.62% | $34.68M | −1,164,535 | 0.00% |
| Charles Schwab Investment Management Inc | 2,023,476 | 2.16% | $28.61M | −408,804 | 0.00% |
| Morgan Stanley | 1,583,616 | 1.69% | $22.39M | −56,047 | 0.00% |
| Jupiter Asset Management Ltd | 1,403,200 | 1.50% | $19.84M | −3,732 | 0.10% |
| Invesco Ltd. | 1,340,691 | 1.43% | $18.96M | +185,378 | 0.00% |
| Marshall Wace, Llp | 1,153,626 | 1.23% | $16.31M | +602,094 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 249 | 104M | 100.0% | 35 / 86 | 88 / 44 | 8M | 8M |
| Q1 2026 | 263 | 103M | 100.0% | 47 / 76 | 93 / 29 | 20M | 10M |
| Q4 2025 | 250 | 105M | 100.0% | 42 / 83 | 85 / 39 | 9M | 12M |
| Q3 2025 | 250 | 108M | 100.0% | 48 / 82 | 88 / 29 | 15M | 14M |
| Q2 2025 | 234 | 108M | 100.0% | 34 / 87 | 84 / 43 | 9M | 16M |
| Q1 2025 | 245 | 114M | 100.0% | 35 / 97 | 78 / 35 | 19M | 14M |
| Q4 2024 | 248 | 112M | 100.0% | 40 / 104 | 67 / 32 | 17M | 16M |
| Q3 2024 | 242 | 111M | 100.0% | 39 / 74 | 93 / 36 | 25M | 12M |
| Q2 2024 | 240 | 115M | 100.0% | 39 / 83 | 82 / 25 | 11M | 17M |
| Q1 2024 | 229 | 121M | 100.0% | 41 / 67 | 81 / 13 | 12M | 9M |
| Q4 2023 | 205 | 118M | 100.0% | 39 / 68 | 74 / 39 | 19M | 13M |
| Q3 2023 | 207 | 112M | 100.0% | 35 / 66 | 74 / 23 | 11M | 15M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SBH | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5,749,324 | 6.14% | $81.30M | 0.07% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,048,501 | 3.26% | $43.11M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 2,580,868 | 2.76% | $34.27M | 0.13% | May 31, 2026 |
| iShares Russell 2000 ETF | 2,563,128 | 2.74% | $36.24M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,185,930 | 2.33% | $30.91M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,386,070 | 1.48% | $19.60M | 0.03% | Jun 30, 2026 |
| Wasatch Small Cap Value Fund | 1,370,971 | 1.46% | $19.39M | 1.38% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,279,552 | 1.37% | $19.15M | 0.10% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,095,743 | 1.17% | $15.49M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,062,519 | 1.13% | $15.91M | 0.05% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 985,776 | 1.05% | $13.94M | 0.24% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 936,201 | 1.00% | $12.43M | 0.14% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 911,543 | 0.97% | $12.89M | 0.09% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 875,931 | 0.94% | $12.39M | 0.07% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 821,332 | 0.88% | $11.61M | 0.14% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Denise Paulonis | President & CEO, Director | 607,103 | 0.65% | Nov 18, 2025 |
| Marlo Michelle Cormier Platz | Former SVP & CFO | 138,145 | 0.15% | Jun 9, 2026 |
| Adrianne Lee | SVP & CFO | – | – | May 15, 2026 |
| Kim McIntosh | GVP, CONTROLLER & CAO | 21,295 | 0.02% | Dec 12, 2025 |
| Scott C. Sherman | SVP, CLO and CHRO | 57,585 | 0.06% | Dec 3, 2025 |
| John Howard Goss JR | SVP & President Sally Beauty | 115,484 | 0.12% | Nov 18, 2025 |
| Mark Gregory Spinks | President Beauty Systems Group | 131,259 | 0.14% | Nov 18, 2025 |
| Mary Beth Beth Edwards | See remarks | 48,271 | 0.05% | Nov 19, 2024 |
| Erin Nealy Cox | Director | 55,969 | 0.06% | Apr 22, 2026 |
| Max R. Rangel | Director | 3,500 | 0.00% | Jan 26, 2026 |
| Diana Sue Ferguson | Director | 7,912 | 0.01% | Jan 26, 2026 |
| Jeffrey N. Boyer | Director | 42,460 | 0.05% | Jan 26, 2026 |
| Lawrence Molloy | Director | 30,002 | 0.03% | Jan 26, 2026 |
| Debra Golding Perelman | Director | 2,300 | 0.00% | Jan 26, 2026 |
| Dorlisa K. Flur | Director | 57,138 | 0.06% | Jan 26, 2026 |
| Rachel Rothe Bishop | Director | 36,231 | 0.04% | Jan 26, 2026 |
| James M. Head | Director | 51 | 0.00% | Jan 26, 2026 |
| James Grant Conroy | Director | 12,376 | 0.01% | Jan 27, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Marlo Michelle Cormier Platz Former SVP & CFO | Jun 8, 2026 | Sale | −42,771 | $12.70 | $543.19K | 138,145 |
| Marlo Michelle Cormier Platz Former SVP & CFO | Jun 8, 2026 | Option exercise | +31,024 | $9.09 | $282.01K | 169,169 |
| Marlo Michelle Cormier Platz Former SVP & CFO | Jun 8, 2026 | Option exercise | +11,747 | $11.78 | $138.38K | 180,916 |
| Erin Nealy Cox Director | Apr 21, 2026 | Option exercise | +50,505 | – | – | 55,969 |
| Lawrence Molloy Director | Jan 22, 2026 | Option exercise | +14,532 | – | – | 30,002 |
| Jeffrey N. Boyer Director | Jan 22, 2026 | Option exercise | +14,532 | – | – | 42,460 |
| Rachel Rothe Bishop Director | Jan 22, 2026 | Option exercise | +14,532 | – | – | 36,231 |
| Dorlisa K. Flur Director | Jan 22, 2026 | Option exercise | +14,532 | – | – | 57,138 |
| Kim McIntosh GVP, CONTROLLER & CAO | Dec 11, 2025 | Sale | −5,900 | $15.71 | $92.69K | 21,295 |
| Scott C. Sherman SVP, CLO and CHRO | Dec 1, 2025 | Sale | −15,000 | $16.27 | $244.05K | 57,585 |
| John Howard Goss JR SVP & President Sally Beauty | Nov 15, 2025 | Tax withholding | −24,657 | $14.18 | $349.64K | 115,484 |
| John Howard Goss JR SVP & President Sally Beauty | Nov 15, 2025 | Option exercise | +66,007 | – | – | 140,141 |
| Marlo Michelle Cormier Platz SVP & CFO | Nov 15, 2025 | Option exercise | +77,496 | – | – | 167,232 |
| Marlo Michelle Cormier Platz SVP & CFO | Nov 15, 2025 | Tax withholding | −29,087 | $14.18 | $412.45K | 138,145 |
| Scott C. Sherman SVP, CLO and CHRO | Nov 15, 2025 | Tax withholding | −17,984 | $14.18 | $255.01K | 72,585 |
| Scott C. Sherman SVP, CLO and CHRO | Nov 15, 2025 | Option exercise | +48,138 | – | – | 90,569 |
| Kim McIntosh GVP, CONTROLLER & CAO | Nov 15, 2025 | Option exercise | +16,782 | – | – | 33,467 |
| Kim McIntosh GVP, CONTROLLER & CAO | Nov 15, 2025 | Tax withholding | −6,272 | $14.18 | $88.94K | 27,195 |
| Mark Gregory Spinks President Beauty Systems Group | Nov 15, 2025 | Tax withholding | −24,657 | $14.18 | $349.64K | 128,976 |
| Mark Gregory Spinks President Beauty Systems Group | Nov 15, 2025 | Option exercise | +66,007 | – | – | 15,633 |
| Denise Paulonis President & CEO, Director | Nov 15, 2025 | Tax withholding | −153,547 | $14.18 | $2.18M | 607,103 |
| Denise Paulonis President & CEO, Director | Nov 15, 2025 | Option exercise | +361,697 | – | – | 760,650 |
| Max R. Rangel Director | Sep 4, 2025 | Buy | +3,500 | $14.07 | $49.25K | 3,500 |
| Debra Golding Perelman Director | Aug 13, 2025 | Buy | +2,300 | $13.48 | $31.00K | 2,300 |
| Denise Paulonis President & CEO, Director | Aug 8, 2025 | Buy | +4,500 | $11.74 | $52.83K | 366,865 |
| Diana Sue Ferguson Director | Aug 7, 2025 | Buy | +2,500 | $12.02 | $30.05K | 7,912 |
| Rachel Rothe Bishop Director | Jan 24, 2025 | Option exercise | +15,470 | – | – | 21,699 |
| Jeffrey N. Boyer Director | Jan 24, 2025 | Option exercise | +15,470 | – | – | 27,928 |
| Dorlisa K. Flur Director | Jan 24, 2025 | Option exercise | +15,470 | – | – | 42,606 |
| James Grant Conroy Director | Jan 24, 2025 | Option exercise | +12,376 | – | – | 12,376 |
| Lawrence Molloy Director | Jan 24, 2025 | Option exercise | +15,470 | – | – | 15,470 |
| Scott C. Sherman See Remarks | Nov 25, 2024 | Sale | −13,500 | $14.49 | $195.62K | 42,431 |
| Kim McIntosh GVP, CONTROLLER & CAO | Nov 25, 2024 | Sale | −4,300 | $14.53 | $62.48K | 16,685 |
| Scott C. Sherman See Remarks | Nov 15, 2024 | Option exercise | +33,391 | – | – | 68,405 |
| Scott C. Sherman See Remarks | Nov 15, 2024 | Tax withholding | −12,474 | $13.41 | $167.28K | 55,931 |
| Denise Paulonis President & CEO | Nov 15, 2024 | Option exercise | +284,141 | – | – | 472,685 |
| Denise Paulonis President & CEO | Nov 15, 2024 | Tax withholding | −110,320 | $13.41 | $1.48M | 362,365 |
| Marlo Michelle Cormier Platz SVP & CFO | Nov 15, 2024 | Option exercise | +55,413 | – | – | 110,436 |
| Marlo Michelle Cormier Platz SVP & CFO | Nov 15, 2024 | Tax withholding | −20,700 | $13.41 | $277.59K | 89,736 |
| Kim McIntosh GVP, CONTROLLER & CAO | Nov 15, 2024 | Tax withholding | −3,131 | $13.41 | $41.99K | 20,985 |
| Kim McIntosh GVP, CONTROLLER & CAO | Nov 15, 2024 | Option exercise | +12,844 | – | – | 24,116 |
| John Howard Goss JR SVP & President Sally Beauty | Nov 15, 2024 | Option exercise | +45,023 | – | – | 90,953 |
| John Howard Goss JR SVP & President Sally Beauty | Nov 15, 2024 | Tax withholding | −16,819 | $13.41 | $225.54K | 74,134 |
| Mark Gregory Spinks See remarks | Nov 15, 2024 | Tax withholding | −16,819 | $13.41 | $225.54K | 87,626 |
| Mark Gregory Spinks See remarks | Nov 15, 2024 | Option exercise | +45,023 | – | – | 104,445 |
| Mary Beth Beth Edwards See remarks | Nov 15, 2024 | Tax withholding | −12,474 | $13.41 | $167.28K | 48,171 |
| Mary Beth Beth Edwards See remarks | Nov 15, 2024 | Option exercise | +33,391 | – | – | 60,645 |
| Denise Paulonis President & CEO, Director | Oct 1, 2024 | Option exercise | +28,282 | – | – | 199,108 |
| Denise Paulonis President & CEO, Director | Oct 1, 2024 | Tax withholding | −10,564 | $13.49 | $142.51K | 188,544 |
| Scott C. Sherman See Remarks | Feb 22, 2024 | Sale | −2,003 | $12.96 | $25.96K | 35,014 |
| Scott C. Sherman See Remarks | Feb 22, 2024 | Sale | −7,997 | $12.95 | $103.56K | 37,017 |
| Linda Heasley Director | Jan 25, 2024 | Option exercise | +26,741 | – | – | 62,290 |
| Denise Paulonis President & CEO, Director | Dec 12, 2023 | Buy | +4,000 | $11.29 | $45.16K | 170,826 |
| John Howard Goss JR SVP & President Sally Beauty | Nov 23, 2023 | Tax withholding | −387 | $9.85 | $3.81K | 45,930 |
| John Howard Goss JR SVP & President Sally Beauty | Nov 23, 2023 | Option exercise | +1,588 | – | – | 46,317 |
| Mary Beth Beth Edwards See Remarks | Nov 23, 2023 | Option exercise | +234 | – | – | 27,311 |
| Mary Beth Beth Edwards See Remarks | Nov 23, 2023 | Tax withholding | −57 | $9.85 | $561 | 27,254 |
| Marlo Michelle Cormier Platz SVP, CFO | Nov 23, 2023 | Tax withholding | −398 | $9.85 | $3.92K | 55,023 |
| Marlo Michelle Cormier Platz SVP, CFO | Nov 23, 2023 | Option exercise | +1,634 | – | – | 55,421 |
| Marlo Michelle Cormier Platz SVP, CFO | Nov 15, 2023 | Option exercise | +7,663 | – | – | 47,702 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Cormier Marlo Officer | Jun 8, 2026 | 42,771 | $534.64K | Jun 8, 2026 | Emp Stk Opt Exercise |
| McIntosh Kim Officer | Dec 11, 2025 | 5,900 | $92.93K | Dec 11, 2025 | Rest Stk Vesting |
| C. Sherman Scott Officer | Dec 1, 2025 | 15,000 | $244.05K | Dec 1, 2025 | Rest Stk Award Vest |
| Beth Edwards Mary Officer | Feb 13, 2025 | 26,592 | $252.62K | Feb 13, 2025 | Stk Opt Exercise |
| Sherman Scott Officer | Nov 25, 2024 | 13,500 | $195.75K | Nov 25, 2024 | Rest Stk Award Vest |
| McIntosh Kim Director | Nov 25, 2024 | 4,300 | $62.48K | Nov 25, 2024 | Restricted stock award vesting |
| Henrich John Officer | Feb 23, 2024 | 39,888 | $525.39K | Feb 23, 2024 | Stock Option Exercise |
| Sherman Scott Officer | Feb 22, 2024 | 10,000 | $129.51K | Feb 22, 2024 | RSU Vesting |