Key Points
- Insider sale: Mandy Fields sold 16,065 e.l.f. Beauty shares at an average price of $104.52, generating approximately $1.68 million. Her remaining stake fell 15.02% to 90,896 shares.
- Strong quarterly results: e.l.f. Beauty reported adjusted earnings of $1.75 per share, $1.04 above estimates, while revenue rose 35.5% year over year to $479.37 million.
- Investor outlook: Institutional investors own 92.44% of the stock, and analysts maintain a “Moderate Buy” consensus with a $92.12 target price, despite valuation concerns and recent insider selling.
e.l.f. Beauty (NYSE:ELF - Get Free Report) insider Mandy Fields sold 16,065 shares of the firm's stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $104.52, for a total transaction of $1,679,113.80. Following the completion of the transaction, the insider directly owned 90,896 shares of the company's stock, valued at $9,500,449.92. This represents a 15.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.
e.l.f. Beauty Stock Performance
NYSE:ELF opened at $95.92 on Friday. The company has a fifty day simple moving average of $90.16 and a two-hundred day simple moving average of $74.39. The company has a market cap of $5.66 billion, a price-to-earnings ratio of 95.92, a price-to-earnings-growth ratio of 3.11 and a beta of 1.60. The company has a quick ratio of 1.82, a current ratio of 2.55 and a debt-to-equity ratio of 0.69. e.l.f. Beauty has a 52 week low of $48.82 and a 52 week high of $150.99.
e.l.f. Beauty (NYSE:ELF - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $1.75 earnings per share for the quarter, topping analysts' consensus estimates of $0.71 by $1.04. The business had revenue of $479.37 million for the quarter, compared to analyst estimates of $431.20 million. e.l.f. Beauty had a return on equity of 14.07% and a net margin of 3.38%.The company's revenue was up 35.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.89 earnings per share. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. As a group, equities analysts anticipate that e.l.f. Beauty will post 2.64 earnings per share for the current fiscal year.
Institutional Investors Weigh In On e.l.f. Beauty
Large investors have recently modified their holdings of the company. BlackRock Inc. purchased a new position in shares of e.l.f. Beauty during the second quarter worth approximately $428,262,000. California State Teachers Retirement System raised its position in e.l.f. Beauty by 7,535.2% in the 2nd quarter. California State Teachers Retirement System now owns 5,073,366 shares of the company's stock valued at $375,429,000 after purchasing an additional 5,006,919 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its stake in e.l.f. Beauty by 47.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,197,319 shares of the company's stock worth $167,086,000 after purchasing an additional 711,540 shares during the period. State Street Corp boosted its stake 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 worth $132,095,000 after purchasing an additional 13,231 shares during the period. Finally, Swedbank AB grew its position in e.l.f. Beauty by 97.0% during the 4th quarter. Swedbank AB now owns 1,364,801 shares of the company's stock worth $103,779,000 after purchasing an additional 672,071 shares during the last quarter. 92.44% of the stock is owned by institutional investors and hedge funds.
More e.l.f. Beauty News
Here are the key news stories impacting e.l.f. Beauty this week:
- Positive Sentiment: International sales are reportedly growing 61%, supported by broader retail distribution, stronger trends in key markets and new product launches. This suggests e.l.f. Beauty’s global expansion remains a potential growth driver. e.l.f. Beauty's International Sales Jump 61%: What's Driving It?
- Positive Sentiment: The company’s Naturium skincare brand is expanding its Sephora presence in Canada and launching in Mexico, increasing access to consumers and reinforcing skincare as an important growth engine. Naturium Expands North American Retail Presence
- Neutral Sentiment: Recent company coverage highlights rapid product innovation and skincare acquisitions, including Rhode, as key elements of e.l.f. Beauty’s long-term strategy. These initiatives could support growth but also require successful execution and integration. e.l.f. Beauty Sees Skincare as Growth Engine
- Negative Sentiment: Several insiders sold shares, including SVP Joshua Franks, who sold 200 shares after previously selling larger blocks, and Mandy Fields, who reduced her position by roughly 15%. Although insiders retain substantial holdings, the transactions may reinforce near-term selling pressure. e.l.f. Beauty Insider Trading Activity
- Negative Sentiment: ELF’s recent decline comes as investors reassess valuation and market performance. The stock trades at a high earnings multiple despite its growth profile, making it vulnerable to profit-taking when momentum weakens. e.l.f. Beauty Registers a Bigger Fall Than the Market
Analyst Upgrades and Downgrades
ELF has been the topic of a number of recent research reports. JPMorgan Chase & Co. cut their target price on shares of e.l.f. Beauty from $111.00 to $106.00 and set an "overweight" rating on the stock in a research note on Wednesday, August 19th. Sanford C. Bernstein increased their target price on e.l.f. Beauty from $113.00 to $121.00 and gave the company an "outperform" rating in a report on Thursday, August 6th. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and set a $64.00 price target on shares of e.l.f. Beauty in a report on Tuesday, June 16th. TD Cowen increased their price objective on e.l.f. Beauty from $85.00 to $110.00 and gave the company a "buy" rating in a report on Monday, August 10th. Finally, Piper Sandler raised their target price on e.l.f. Beauty from $50.00 to $65.00 and gave the stock a "neutral" rating in a research report on Thursday, August 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, e.l.f. Beauty presently has an average rating of "Moderate Buy" and a consensus target price of $92.12.
View Our Latest Analysis on ELF
e.l.f. Beauty Company Profile
(
Get Free Report)
e.l.f. Beauty, Inc develops, markets and sells cosmetics, skin care and beauty products. Its portfolio includes e.l.f. Cosmetics, which offers makeup, skin care, tools and accessories, as well as brands such as Naturium, W3LL PEOPLE and Keys Soulcare. The company positions its products as accessible and affordable alternatives across a range of beauty categories.
Founded in 2004, e.l.f. Beauty distributes its products through mass retailers, specialty beauty stores, direct-to-consumer websites and other digital channels.
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