Key Points
- Tarang Amin, e.l.f. Beauty's CEO, sold 52,880 shares on April 1 at an average price of $62.64 for about $3.31M, reducing his stake by 34.95% to 98,416 shares; the transaction was carried out under a pre-arranged Rule 10b5-1 plan.
- e.l.f. Beauty posted strong Q results with EPS of $1.24 (vs. $0.72 expected) and revenue of $489.5M (up 37.8% YoY), and set FY2026 guidance of 3.05–3.10 EPS, while analysts hold a "Moderate Buy" consensus with an average price target of $117.19.
- Institutional ownership is high at 92.44%, with major managers like Vanguard and Price T. Rowe notably increasing their positions in the fourth quarter.
e.l.f. Beauty (NYSE:ELF - Get Free Report) CEO Tarang Amin sold 52,880 shares of the business's stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $62.64, for a total value of $3,312,403.20. Following the completion of the transaction, the chief executive officer directly owned 98,416 shares in the company, valued at approximately $6,164,778.24. This represents a 34.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
e.l.f. Beauty Trading Down 1.8%
Shares of e.l.f. Beauty stock opened at $61.16 on Friday. The firm has a market cap of $3.61 billion, a PE ratio of 34.55, a P/E/G ratio of 3.83 and a beta of 1.83. e.l.f. Beauty has a 1 year low of $49.40 and a 1 year high of $150.99. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.76 and a quick ratio of 1.89. The stock has a fifty day moving average price of $79.25 and a 200-day moving average price of $93.29.
e.l.f. Beauty (NYSE:ELF - Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $1.24 earnings per share for the quarter, topping analysts' consensus estimates of $0.72 by $0.52. The company had revenue of $489.51 million for the quarter, compared to the consensus estimate of $461.78 million. e.l.f. Beauty had a net margin of 6.84% and a return on equity of 15.08%. The firm's quarterly revenue was up 37.8% on a year-over-year basis. During the same period in the previous year, the firm earned $0.74 EPS. e.l.f. Beauty has set its FY 2026 guidance at 3.050-3.100 EPS. Equities research analysts anticipate that e.l.f. Beauty will post 2.38 EPS for the current year.
Institutional Trading of e.l.f. Beauty
Several hedge funds and other institutional investors have recently modified their holdings of ELF. Vanguard Group Inc. boosted its holdings in e.l.f. Beauty by 2.6% in the 4th quarter. Vanguard Group Inc. now owns 5,487,304 shares of the company's stock worth $417,255,000 after buying an additional 140,258 shares during the period. Price T Rowe Associates Inc. MD grew its stake in e.l.f. Beauty by 47.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,197,319 shares of the company's stock valued at $167,086,000 after buying an additional 711,540 shares in the last quarter. State Street Corp raised its holdings in e.l.f. Beauty by 0.8% during the 4th quarter. State Street Corp now owns 1,737,181 shares of the company's stock valued at $132,095,000 after acquiring an additional 13,231 shares during the period. Swedbank AB lifted its position in shares of e.l.f. Beauty by 97.0% during the fourth quarter. Swedbank AB now owns 1,364,801 shares of the company's stock worth $103,779,000 after acquiring an additional 672,071 shares in the last quarter. Finally, Ensign Peak Advisors Inc lifted its position in shares of e.l.f. Beauty by 37.7% during the fourth quarter. Ensign Peak Advisors Inc now owns 1,319,523 shares of the company's stock worth $100,337,000 after acquiring an additional 361,371 shares in the last quarter. Institutional investors own 92.44% of the company's stock.
Analysts Set New Price Targets
A number of research analysts have recently weighed in on the stock. JPMorgan Chase & Co. raised their price target on shares of e.l.f. Beauty from $103.00 to $105.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Evercore began coverage on e.l.f. Beauty in a research note on Thursday. They issued an "inline" rating and a $68.00 price objective on the stock. TD Cowen reduced their price objective on e.l.f. Beauty from $110.00 to $100.00 and set a "buy" rating for the company in a report on Monday, February 9th. Deutsche Bank Aktiengesellschaft decreased their target price on e.l.f. Beauty from $95.00 to $68.00 and set a "hold" rating for the company in a research report on Monday. Finally, Citigroup upped their price target on e.l.f. Beauty from $110.00 to $115.00 and gave the company a "buy" rating in a research report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, e.l.f. Beauty has a consensus rating of "Moderate Buy" and an average price target of $117.19.
Read Our Latest Research Report on ELF
About e.l.f. Beauty
(
Get Free Report)
e.l.f. Beauty (NYSE: ELF) is an American cosmetics company known for offering an extensive range of affordable, trend-driven makeup and skincare products. The company's portfolio spans foundations, lipsticks, mascaras, brushes, serums, masks and other beauty essentials, all positioned at accessible price points. e.l.f. Beauty maintains a direct-to-consumer platform through its e-commerce site and engages in widespread retail partnerships with major chains such as Target, Walmart, Ulta Beauty and Amazon.
Founded in 2004 and headquartered in Oakland, California, e.l.f.
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