Key Points
- Insider sale: Kory Marchisotto sold 12,173 e.l.f. Beauty shares for approximately $1.07 million at an average price of $88.02, reducing her ownership by 6.69% while retaining 169,695 shares.
- Strong quarterly results: e.l.f. Beauty reported EPS of $1.75 versus analyst expectations of $0.71, while revenue rose 35.5% year over year to $479.37 million, beating estimates.
- Positive outlook, valuation concerns: Analysts generally rate the stock a “Moderate Buy,” and the company raised its fiscal 2027 growth outlook. However, shares trade at a high earnings multiple, and investors remain cautious about tariff refunds being nonrecurring, acquisition-related leverage and continued insider selling.
e.l.f. Beauty (NYSE:ELF - Get Free Report) insider Kory Marchisotto sold 12,173 shares of the company's stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $88.02, for a total transaction of $1,071,467.46. Following the completion of the transaction, the insider owned 169,695 shares of the company's stock, valued at $14,936,553.90. This trade represents a 6.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website.
Kory Marchisotto also recently made the following trade(s):
- On Tuesday, June 9th, Kory Marchisotto sold 4,352 shares of e.l.f. Beauty stock. The stock was sold at an average price of $51.53, for a total transaction of $224,258.56.
e.l.f. Beauty Trading Up 6.8%
Shares of ELF opened at $92.27 on Friday. The firm's 50-day moving average price is $70.51 and its 200-day moving average price is $71.55. The firm has a market capitalization of $5.44 billion, a price-to-earnings ratio of 92.27, a PEG ratio of 3.36 and a beta of 1.58. The company has a current ratio of 2.35, a quick ratio of 1.69 and a debt-to-equity ratio of 0.72. e.l.f. Beauty has a 1-year low of $48.82 and a 1-year high of $150.99.
e.l.f. Beauty (NYSE:ELF - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $1.75 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.71 by $1.04. e.l.f. Beauty had a net margin of 3.38% and a return on equity of 14.15%. The company had revenue of $479.37 million during the quarter, compared to the consensus estimate of $431.20 million. During the same period in the prior year, the firm earned $0.89 earnings per share. e.l.f. Beauty's revenue was up 35.5% on a year-over-year basis. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. Sell-side analysts anticipate that e.l.f. Beauty will post 2.42 EPS for the current year.
Wall Street Analysts Forecast Growth
ELF has been the subject of a number of research analyst reports. Jefferies Financial Group raised their target price on e.l.f. Beauty from $72.00 to $100.00 and gave the company a "buy" rating in a research note on Tuesday, July 28th. Robert W. Baird set a $105.00 price target on e.l.f. Beauty in a research note on Thursday. Bank of America decreased their price objective on e.l.f. Beauty from $93.00 to $85.00 and set a "buy" rating for the company in a report on Thursday, May 21st. Weiss Ratings raised e.l.f. Beauty from a "sell (d)" rating to a "sell (d+)" rating in a research report on Thursday, July 30th. Finally, Citigroup boosted their target price on shares of e.l.f. Beauty from $87.00 to $92.00 and gave the company a "buy" rating in a report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $89.25.
Check Out Our Latest Report on ELF
Hedge Funds Weigh In On e.l.f. Beauty
Institutional investors and hedge funds have recently made changes to their positions in the business. Global Retirement Partners LLC purchased a new position in shares of e.l.f. Beauty during the second quarter valued at approximately $329,000. Bank of New York Mellon Corp purchased a new stake in shares of e.l.f. Beauty in the 2nd quarter worth approximately $23,624,000. State of Wyoming purchased a new stake in shares of e.l.f. Beauty in the 2nd quarter worth approximately $40,000. GSA Capital Partners LLP bought a new position in e.l.f. Beauty during the 2nd quarter valued at approximately $2,889,000. Finally, Handelsbanken Fonder AB increased its position in e.l.f. Beauty by 27.8% during the 2nd quarter. Handelsbanken Fonder AB now owns 21,600 shares of the company's stock valued at $1,598,000 after buying an additional 4,700 shares in the last quarter. Institutional investors own 92.44% of the company's stock.
Key e.l.f. Beauty News
Here are the key news stories impacting e.l.f. Beauty this week:
- Positive Sentiment: Raised fiscal 2027 outlook: e.l.f. now expects 18%–20% net sales growth, up from 12%–14% previously, with revenue projected at approximately $1.9 billion–$2.0 billion and EPS of $3.50–$3.55, above analyst expectations. e.l.f. Beauty projects fiscal 2027 sales growth
- Positive Sentiment: Rhode is adding significant momentum: The acquired brand generated roughly $160 million in quarterly sales, while international revenue jumped 61%. Management plans to reinvest $50 million of tariff refunds to support global expansion and brand growth. e.l.f. Beauty Q1 earnings beat
- Positive Sentiment: Analyst targets moved higher: JPMorgan raised its target from $94 to $111 and maintained an overweight rating. B. Riley raised its target from $70 to $100 and assigned a buy rating, reinforcing optimism around the raised guidance and growth strategy.
- Neutral Sentiment: Tariff refunds boosted profitability: Approximately $50 million in refunds helped lift gross margin and nearly double net income. While this improved the quarter, investors may view the benefit as partly non-recurring as refunds wind down. e.l.f. Beauty tariff refunds
- Negative Sentiment: Some caution remains: UBS raised its target from $80 to $89 but kept a neutral rating, implying limited upside at recent levels. Investors are also monitoring the underlying performance of the legacy e.l.f. brand, post-acquisition leverage and continued insider selling. Kory Marchisotto sold 12,173 shares worth approximately $1.1 million, although she retained a substantial position.
e.l.f. Beauty Company Profile
(
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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