e.l.f. Beauty, Inc.
In the published model solve dated 2026-Q2, anchored at $104.44, e.l.f. Beauty, Inc. (ELF) is priced for today's economics sustained for ~11.7 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• Fiscal 2026 net sales rose 25% to $1,636.5 million across five brands, the seventh consecutive year of net sales and market share growth, with the United States at 79% of sales and international at 21% [Source: Q4 FY2026 earnings release, May 20, 2026]. • The cost line grew faster than the top line: selling, general and administrative expenses rose 32% to $1,026.1 million against 25% sales growth, which is why GAAP net income for the year was $26.3 million on $1.6 billion of sales [Source: Q4
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439 institutional managers reported holding ELF in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 50%. 81 opened new positions that quarter. Held by Baillie Gifford, Vanguard Group, BlackRock, among others. On the short side, 11.0M shares were sold short as of the 2026-06-15 count, about 18% of shares outstanding (2.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ELF's share count grew 17.3% over the past five years even with $117.05M spent on repurchases. It pays no dividend. Cash returned over the past three years: $117.05M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ELF over the trailing three years: 2026: 1 buy totaling $465k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ELF's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +14.1% | -26.9% |
| 2023-11-03 | +5.8% | +43.5% |
| 2024-02-08 | -2.9% | -2.5% |
| 2024-05-24 | +16.2% | -4.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ELF's latest 8-K filings: 2026-08-24 (items 5.07, 9.01); 2026-08-05 (items 2.02, 9.01); 2026-05-20 (items 2.02, 9.01); 2026-02-13 (items 5.02); 2026-02-04 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.