e.l.f. Beauty (NYSE:ELF) Issues Quarterly Earnings Results, Beats Estimates By $0.03 EPS

e.l.f. Beauty (NYSE:ELF) issued its quarterly earnings results on Wednesday. The company reported $0.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.29 by $0.03, FiscalAI reports. The firm had revenue of $449.29 million for the quarter, compared to analysts’ expectations of $423.06 million. e.l.f. Beauty had a return on equity of 15.08% and a net margin of 6.84%.The firm’s revenue for the quarter was up 35.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.78 EPS. e.l.f. Beauty updated its FY 2027 guidance to 3.270-3.320 EPS.

Here are the key takeaways from e.l.f. Beauty’s conference call:

• e.l.f. Beauty posted another strong year, with fiscal 2026 net sales up 25% and adjusted EBITDA up 13%, while Q4 marked the company’s 29th consecutive quarter of sales growth.
• Rhode and Naturium remain major growth drivers. Rhode delivered over $500 million in annualized global retail sales and is still under 20% of Sephora’s global stores, while Naturium nearly reached $250 million in global retail sales.
• The core e.l.f. brand is seeing slower momentum, with consumption moderating to low single digits in the last 12 weeks and spring innovation starting more slowly than expected.
• The company is responding to value pressure with pricing actions, including cutting Halo Glow Skin Tint from $18 to $14, which management said drove strong unit lift in tests across Amazon, retail, and TikTok Shop.
• FY2027 guidance reflects continued growth but also costs and uncertainty: management expects 12%-14% sales growth, roughly flat gross margin, and higher costs from tariffs and potential oil-related inflation, while also planning continued investment in marketing, technology, and infrastructure.

e.l.f. Beauty Stock Performance

Shares of ELF stock opened at $50.66 on Thursday. The company has a market cap of $2.99 billion, a price-to-earnings ratio of 28.62, a price-to-earnings-growth ratio of 3.26 and a beta of 1.71. The stock has a 50 day simple moving average of $64.64 and a 200-day simple moving average of $76.45. e.l.f. Beauty has a 12-month low of $50.13 and a 12-month high of $150.99. The company has a current ratio of 2.76, a quick ratio of 1.89 and a debt-to-equity ratio of 0.70.

Insider Buying and Selling at e.l.f. Beauty

In other news, insider Kory Marchisotto sold 23,796 shares of the stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $63.66, for a total transaction of $1,514,853.36. Following the completion of the transaction, the insider directly owned 152,417 shares of the company’s stock, valued at approximately $9,702,866.22. This represents a 13.50% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Mandy J. Fields sold 23,656 shares of the stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $63.66, for a total value of $1,505,940.96. Following the transaction, the insider directly owned 77,437 shares of the company’s stock, valued at approximately $4,929,639.42. This trade represents a 23.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 210,013 shares of company stock worth $13,315,490. 3.90% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On e.l.f. Beauty

A number of large investors have recently modified their holdings of ELF. Price T Rowe Associates Inc. MD grew its holdings in shares of e.l.f. Beauty by 47.9% in 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 acquiring an additional 711,540 shares during the period. Atreides Management LP acquired a new stake in shares of e.l.f. Beauty in the 2nd quarter worth approximately $61,479,000. Man Group plc acquired a new stake in shares of e.l.f. Beauty in the 2nd quarter worth approximately $52,316,000. Woodline Partners LP acquired a new stake in shares of e.l.f. Beauty in the 3rd quarter worth approximately $52,613,000. Finally, Ensign Peak Advisors Inc grew its holdings in shares of e.l.f. Beauty by 37.7% in the 4th quarter. Ensign Peak Advisors Inc now owns 1,319,523 shares of the company’s stock worth $100,337,000 after acquiring an additional 361,371 shares during the period. 92.44% of the stock is owned by hedge funds and other institutional investors.

Key e.l.f. Beauty News

Here are the key news stories impacting e.l.f. Beauty this week:

• Positive Sentiment: e.l.f. Beauty beat estimates with adjusted EPS of $0.32 versus $0.29 expected and revenue of $449.29 million versus $423.06 million expected, with sales up 35.1% year over year. e.l.f. Beauty Announces Fourth Quarter Fiscal 2026 Results
• Positive Sentiment: Pre-market trading rose sharply after the earnings beat, suggesting investors are rewarding the company’s strong top- and bottom-line performance. Why e.l.f. Beauty Shares Are Trading Higher By 10%; Here Are 20 Stocks Moving Premarket
• Neutral Sentiment: Management’s FY2027 outlook was below Street expectations, with EPS guidance of $3.27-$3.32 versus a higher consensus estimate, which may temper enthusiasm despite the earnings beat. e.l.f. Beauty beats FQ4 expectations but sets FY27 outlook below street view – update
• Neutral Sentiment: The company said it plans more price cuts on some products to address cost-conscious shoppers, which could support unit growth but also signals ongoing pricing pressure. e.l.f. Beauty plans more price cuts to court increasingly cost-conscious shoppers
• Negative Sentiment: e.l.f. Beauty warned that surging oil prices linked to the Iran war could hurt fiscal 2027 results by $15 million to $20 million, adding uncertainty around margins and future earnings. Elf Beauty forecasts weak year, flags up to $20 million hit from Iran war

Wall Street Analyst Weigh In

ELF has been the topic of several recent research reports. UBS Group dropped their price target on e.l.f. Beauty from $102.00 to $70.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 7th. Bank of America dropped their price target on e.l.f. Beauty from $115.00 to $93.00 and set a “buy” rating on the stock in a research report on Friday, April 10th. Jefferies Financial Group restated a “buy” rating on shares of e.l.f. Beauty in a research report on Thursday. JPMorgan Chase & Co. dropped their price target on e.l.f. Beauty from $105.00 to $85.00 and set an “overweight” rating on the stock in a research report on Friday, April 17th. Finally, Piper Sandler dropped their price target on e.l.f. Beauty from $85.00 to $60.00 and set a “neutral” rating on the stock in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $99.06.

e.l.f. Beauty Company Profile

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.