Key Points
- e.l.f. Beauty SVP Joshua Franks sold 7,926 shares for approximately $873,049, reducing his position by 6.24% while retaining 119,005 shares.
- The company reported strong quarterly results, with revenue up 35.5% year over year and EPS of $1.75 versus the $0.71 consensus estimate.
- Analysts remain broadly optimistic, with a consensus “Moderate Buy” rating, although the stock’s elevated valuation and consumer sensitivity to price increases present risks.
e.l.f. Beauty (NYSE:ELF - Get Free Report) SVP Joshua Franks sold 7,926 shares of the stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $110.15, for a total transaction of $873,048.90. Following the transaction, the senior vice president directly owned 119,005 shares of the company's stock, valued at approximately $13,108,400.75. This trade represents a 6.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.
Joshua Allen Franks also recently made the following trade(s):
- On Monday, October 12th, Joshua Franks sold 8,366 shares of e.l.f. Beauty stock. The shares were sold at an average price of $110.01, for a total transaction of $920,343.66.
- On Tuesday, September 8th, Joshua Franks sold 200 shares of e.l.f. Beauty stock. The shares were sold at an average price of $110.00, for a total transaction of $22,000.00.
- On Tuesday, September 1st, Joshua Franks sold 5,512 shares of e.l.f. Beauty stock. The stock was sold at an average price of $110.00, for a total transaction of $606,320.00.
- On Wednesday, August 19th, Joshua Franks sold 5,718 shares of e.l.f. Beauty stock. The stock was sold at an average price of $100.00, for a total transaction of $571,800.00.
e.l.f. Beauty Stock Performance
NYSE:ELF opened at $113.34 on Tuesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.82 and a current ratio of 2.55. The stock has a market capitalization of $6.69 billion, a P/E ratio of 42.05, a PEG ratio of 3.20 and a beta of 1.61. The company has a 50 day moving average price of $102.37 and a 200 day moving average price of $79.36. e.l.f. Beauty has a fifty-two week low of $48.82 and a fifty-two week high of $137.52.
e.l.f. Beauty (NYSE:ELF - Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $1.75 earnings per share for the quarter, beating the consensus estimate of $0.71 by $1.04. The firm had revenue of $479.37 million during the quarter, compared to the consensus estimate of $431.20 million. e.l.f. Beauty had a net margin of 3.38% and a return on equity of 14.07%. The firm's revenue for the quarter was up 35.5% on a year-over-year basis. During the same quarter last year, the firm earned $0.89 EPS. e.l.f. Beauty has set its FY 2027 guidance at 3.500-3.550 EPS. Equities research analysts forecast that e.l.f. Beauty will post 2.65 EPS for the current year.
Institutional Trading of e.l.f. Beauty
Hedge funds have recently modified their holdings of the stock. Legal & General Group Plc acquired a new position in shares of e.l.f. Beauty during the second quarter worth $5,684,000. Delta Global Management LP purchased a new position in e.l.f. Beauty in the first quarter valued at $1,227,000. State Street Corp increased its holdings in e.l.f. Beauty by 4.2% in the second quarter. State Street Corp now owns 1,874,997 shares of the company's stock valued at $138,647,000 after buying an additional 75,842 shares during the last quarter. Aurora Investment Counsel purchased a new position in e.l.f. Beauty in the second quarter valued at $2,868,000. Finally, SummitTX Capital L.P. raised its stake in e.l.f. Beauty by 222.3% in the first quarter. SummitTX Capital L.P. now owns 29,240 shares of the company's stock valued at $1,772,000 after buying an additional 20,169 shares in the last quarter. 92.44% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about e.l.f. Beauty
Here are the key news stories impacting e.l.f. Beauty this week:
- Positive Sentiment: Analyst price targets raised: JPMorgan lifted its target from $106 to $130 while maintaining an “overweight” rating. Jefferies raised its target from $100 to $132 and assigned a “buy” rating. The revisions indicate that analysts see additional upside for e.l.f. Beauty, likely supporting the stock’s recent strength.
- Positive Sentiment: Roblox and Sanrio collaboration expands consumer engagement: e.l.f. Cosmetics is bringing Sanrio’s Kuromi character into its “Glow Up!” beauty experience on Roblox. The limited-time Halloween-themed activation could increase brand visibility and attract younger consumers, though the direct financial impact was not disclosed. e.l.f. Cosmetics Welcomes Kuromi to Glow Up
- Positive Sentiment: Strong consumer and investor interest: Zacks reported elevated attention toward ELF, while media coverage highlighted positive consumer reactions to the company’s drugstore beauty products. These developments reinforce e.l.f.’s growing brand momentum, although they are not substitutes for reported financial results. Zacks e.l.f. Beauty Investor Attention
- Neutral Sentiment: Executive share sale: Senior Vice President Joshua Franks sold 7,926 shares for approximately $873,000, reducing his holdings by 6.24%. The sale may concern some investors, but he still retained 119,005 shares and the transaction does not necessarily indicate a change in the company’s outlook.
- Negative Sentiment: Pricing sensitivity remains a risk: e.l.f.’s CFO reportedly said a $1 price increase cost the company sales, suggesting consumers may be highly sensitive to price changes. This could constrain future pricing power and profit-margin expansion. e.l.f. Beauty CFO on Price Increase
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently weighed in on ELF shares. Citigroup lifted their price objective on e.l.f. Beauty from $118.00 to $130.00 and gave the company a "buy" rating in a research note on Wednesday, October 14th. Zacks Research upgraded e.l.f. Beauty from a "hold" rating to a "strong-buy" rating in a report on Friday, October 9th. TD Cowen increased their target price on e.l.f. Beauty from $85.00 to $110.00 and gave the stock a "buy" rating in a research note on Monday, August 10th. Piper Sandler increased their target price on e.l.f. Beauty from $50.00 to $65.00 and gave the stock a "neutral" rating in a research note on Thursday, August 6th. Finally, UBS Group restated a "neutral" rating and set a $116.00 target price on shares of e.l.f. Beauty in a report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $108.62.
Read Our Latest Analysis on ELF
e.l.f. Beauty Company Profile
(
Get Free Report)
e.l.f. Beauty, Inc is a cosmetics and skincare company that develops, markets and sells beauty products under a portfolio of brands. Its offerings include makeup, skin care, hair care and other personal-care products designed to provide accessible, trend-focused beauty options across a range of categories.
The company's portfolio includes e.l.f. Cosmetics, Well People, Keys Soulcare and Naturium. Its products are sold through mass retailers, specialty beauty stores, e-commerce platforms and the brands' direct-to-consumer websites.
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