13FPulse
中
SB

SBH SALLY BEAUTY HOLDINGS INC

2026Q2 · CUSIP 79546E104 · Sector: Consumer

Normal

Fund flows are within the usual range

Funds that own it
243
Institutions that reported holding it to the SEC
Net decrease in holders
9
Last quarter 252 → now 243
How unusual is that
Bottom 20%
Stronger than only 14% of US stocks
What the filings say, in one paragraph

243 funds held SBH at the end of 2026Q2, down 9 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $3.7B(YoY +1.1%), the P/E is 8.6x, return on equity is 22.1%. SBH has had 8 buying rushes in its history, and the price moved +9.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=211 2013Q4: holders=199 2014Q1: holders=210 2014Q2: holders=205 2014Q3: holders=194 2014Q4: holders=215 2015Q1: holders=218 2015Q2: holders=227 2015Q3: holders=217 2015Q4: holders=205 2016Q1: holders=228 2016Q2: holders=218 2016Q3: holders=231 2016Q4: holders=231 2017Q1: holders=225 2017Q2: holders=214 2017Q3: holders=221 2017Q4: holders=225 2018Q1: holders=249 2018Q2: holders=231 2018Q3: holders=221 2018Q4: holders=247 2019Q1: holders=237 2019Q2: holders=221 2019Q3: holders=216 2019Q4: holders=218 2020Q1: holders=206 2020Q2: holders=209 2020Q3: holders=204 2020Q4: holders=186 2021Q1: holders=198 2021Q2: holders=200 2021Q3: holders=196 2021Q4: holders=203 2022Q1: holders=207 2022Q2: holders=193 2022Q3: holders=201 2022Q4: holders=216 2023Q1: holders=214 2023Q2: holders=194 2023Q3: holders=205 2023Q4: holders=203 2024Q1: holders=226 2024Q2: holders=239 2024Q3: holders=239 2024Q4: holders=248 2025Q1: holders=239 2025Q2: holders=234 2025Q3: holders=250 2025Q4: holders=248 2026Q1: holders=252 2026Q2: holders=243 -26 -13 +0 +13 +26 167216265 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q1 Top 20% +0.2% +17.0%
2023Q3 Top 20% +47.0% +58.2%
2022Q3 Top 20% +20.5% +45.6%
2018Q4 Top 10% -1.7% -12.7%
2018Q1 Top 10% -1.4% -8.0%
2016Q3 Top 20% +3.1% -12.4%
2016Q1 Top 10% +2.9% -2.6%
2014Q4 Top 20% +0.5% -5.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
138
Change in large funds
+9
Total value they hold
$1.5B
Funds buying for the first time
42
Funds that sold out entirely
51
Price change that quarter
+40.0%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
8.6
EPS (TTM)
$1.92
EPS YoY
+3.8%
Revenue (TTM)
$3.7B
Revenue YoY
+1.1%
Net margin
5.2%
ROE
22.1%
Debt ratio
69.8%
FCF (TTM)
$241M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.60 2021-12-31: EPS 0.60 2022-03-31: EPS 0.42 2022-06-30: EPS 0.43 2022-09-30: EPS 0.21 2022-12-31: EPS 0.46 2023-03-31: EPS 0.37 2023-06-30: EPS 0.46 2023-09-30: EPS 0.40 2023-12-31: EPS 0.35 2024-03-31: EPS 0.27 2024-06-30: EPS 0.36 2024-09-30: EPS 0.45 2024-12-31: EPS 0.58 2025-03-31: EPS 0.38 2025-06-30: EPS 0.44 2025-09-30: EPS 0.49 2025-12-31: EPS 0.45 2026-03-31: EPS 0.43 2026-06-30: EPS 0.55 0B 0.5B 1.0B $B 0.00 0.33 0.66 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 8 5 8 12 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-32M74M180M 20162017201820192020202120222023202420252026
Latest quarter $44M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.