Welcome to our dedicated page for Sally Beauty Hldgs SEC filings (Ticker: SBH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Sally Beauty Holdings, Inc. filings document formal disclosures for a NYSE-listed professional beauty-products retailer with common stock traded under the symbol SBH. Recent Form 8-K reports cover quarterly operating results, Regulation FD updates, strategy and business outlook commentary, earnings-release exhibits, and capital-allocation details such as debt repayment and share repurchases.
The company’s governance filings include Item 5.02 reports on executive and director changes, related compensatory arrangements, and board composition. Proxy and annual meeting records document director elections, advisory votes on executive compensation, auditor ratification, stockholder voting results, and executive compensation disclosures.
Schroder Investment Management Group filed an amended Schedule 13G reporting a significant passive stake in Sally Beauty Holdings, Inc. As of December 31, 2025, Schroders beneficially owned 8,442,182 shares, representing 8.6% of the common stock.
The group reports sole power to vote and dispose of all 8,442,182 shares and no shared voting or dispositive power. Subsidiaries including Schroder Investment Management Limited, Schroder & Co. Limited, and Schroder Investment Management North America Limited report sub‑allocations of this total. Schroders certifies the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Sally Beauty.
Sally Beauty Holdings reported modest sales growth but lower profit for the quarter ended December 31, 2025. Net sales rose 0.6% to $943.2 million, with consolidated comparable sales flat. Foreign currency added $8.5 million to revenue.
Gross profit increased to $483.3 million and gross margin improved 40 bps to 51.2%, helped by higher product margins from the Fuel for Growth initiative. However, operating earnings fell 24.3% to $75.9 million, and net earnings declined 25.3% to $45.6 million, or $0.45 diluted EPS, partly due to a prior-year headquarters sale gain.
Cash flow strengthened, with cash provided by operating activities rising to $93.2 million from $33.5 million. The company ended the quarter with $639.6 million of liquidity, including $157.2 million in cash and no ABL borrowings, and outstanding debt of $855.0 million. Sally Beauty repurchased 1.4 million shares for $20.7 million, leaving $446.6 million authorized under its buyback program.
Sally Beauty Holdings reported first quarter fiscal 2026 net sales of $943.2 million, up 0.6% from a year earlier, with consolidated gross margin improving to 51.2%. GAAP net earnings were $45.6 million, down 25.3%, and diluted EPS was $0.45, down 22.4%.
On a non-GAAP basis, adjusted net earnings were $48.5 million and adjusted diluted EPS was $0.48. Adjusted EBITDA was $111.0 million, representing an 11.8% margin. Free cash flow reached $57.5 million, supported by $93.2 million of operating cash flow.
The company ended December 31, 2025 with $157 million in cash, inventory of $978.8 million, total assets of $2.85 billion and a net debt leverage ratio of 1.5x. Management reaffirmed most fiscal 2026 guidance and nudged full-year adjusted diluted EPS to $2.02–$2.10.
Sally Beauty Holdings director Max R. Rangel received a new equity award in the form of restricted stock units. On 1/22/2026, he was granted 9,975 RSUs at a stated price of $0 per unit, meaning there was no cash paid for the award. Each RSU represents the right to receive one share of SBH common stock.
All 9,975 RSUs will vest on the earlier of 1/22/2027 or the date of Sally Beauty Holdings’ next annual meeting of stockholders, so the award is subject to continued service through that time. Following this grant, Rangel beneficially holds 9,975 derivative securities directly in the form of these RSUs, with settlement in common stock upon vesting.
Sally Beauty Holdings director Debra Golding Perelman received a new equity grant in the form of restricted stock units. On 01/22/2026, she was awarded 9,975 restricted stock units at a price of $0 per unit, reported as a derivative security. These units convert into Sally Beauty common stock on a one-for-one basis.
All 9,975 restricted stock units will vest in full on the earlier of January 22, 2027 or the date of the company’s next annual meeting of stockholders. Following this grant, Perelman beneficially owns 9,975 derivative securities directly in the form of these restricted stock units, reflecting routine director equity compensation.
Sally Beauty Holdings director Erin Nealy Cox received a new equity award in the form of restricted stock units (RSUs). On January 22, 2026, she was granted 9,975 RSUs at a price of $0 per unit, reported as a derivative security.
The RSUs convert into Sally Beauty common stock on a one-for-one basis, meaning each unit represents one share when settled. According to the disclosure, 100% of the RSUs vest when her service as a director ends. After this grant, she beneficially owns 9,975 derivative securities directly.
James M. Head, a director of Sally Beauty Holdings, Inc. (SBH), received 9,975 restricted stock units (RSUs) on 01/22/2026. The RSUs were acquired at a price of $0 per unit and are held directly. Each RSU converts into one share of SBH common stock, so this grant represents 9,975 underlying shares of common stock. According to the terms, 100% of the RSUs vest when Mr. Head’s service as a director has terminated, meaning he must remain on the board until his service ends to receive the full benefit of this equity award.
Sally Beauty Holdings director Rachel Rothe Bishop reported equity-based compensation and a related share conversion. On 01/22/2026, she received 9,975 restricted stock units (RSUs), which each convert into one share of SBH common stock. All of these RSUs are scheduled to vest on the earlier of 01/22/2027 or the company’s next annual meeting of stockholders. The same day, 14,532 RSUs were converted into 14,532 shares of common stock at a stated price of $0 per share, increasing her directly held common stock to 36,231 shares.
Sally Beauty Holdings director Jeffrey N. Boyer reported equity transactions dated 01/22/2026. He acquired 9,975 restricted stock units (RSUs) at an exercise price of $0, which will vest in full on the earlier of 01/22/2027 or the company’s next annual meeting of stockholders. RSUs convert into Sally Beauty common stock on a one-for-one basis.
On the same date, Boyer also exercised 14,532 RSUs at $0 per share, receiving 14,532 shares of common stock. Following these transactions, he directly holds 42,460 shares of common stock and 9,975 RSUs.
Sally Beauty Holdings director Dorlisa K. Flur reported equity-based compensation activity involving company stock. On 01/22/2026, 14,532 Restricted Stock Units were exercised at $0 into 14,532 shares of common stock, increasing her directly held common shares to 57,138 after the transaction. The same day, she received a new grant of 9,975 Restricted Stock Units at $0, each convertible into one share of Sally Beauty common stock.
All 9,975 new RSUs are scheduled to vest on the earlier of 01/22/2027 or the date of Sally Beauty’s next Annual Meeting of Stockholders. These transactions reflect routine director compensation and equity vesting rather than open-market buying or selling.