e.l.f. Beauty (ELF)
Builds accessible beauty through a five-brand portfolio.
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Groups e.l.f. Cosmetics, e.l.f. SKIN, Naturium, rhode, and Well People in an accessible-beauty platform. A digital launch evolved into retail and international expansion, while acquisitions expanded the five-brand portfolio.
Built around accessible beauty, the portfolio combines e.l.f. Cosmetics and e.l.f. SKIN with Naturium, rhode, and Well People. Its roots are digital: an online launch used prestige-inspired products and low prices to reach consumers outside traditional channels. Later retail expansion and an international office broadened the platform beyond its original online model.
Naturium joined in 2023 and rhode in 2025, adding new brands through acquisition. The company frames its operating identity around accessibility, inclusivity, positivity, disruption, and community; those are management-stated commitments rather than independently measured performance claims. The business is structured as a five-brand portfolio rather than a direct-to-consumer-only model.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Bernstein | Reiterate | Rating: —Target: $121 | Target: $127 |
| Aug 27, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $110 | Target: $123 |
| Aug 19, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $90 | Target: $110 |
| Aug 6, 2026 | Piper Sandler | Reiterate | Rating: —Target: $50 | Target: $65 |
| Aug 6, 2026 | Robert W. Baird | Target | Target: $115 | Target: $105 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $344.2M · Total debt $921.7M · Total assets $2.46B · Shareholders' equity $1.17B
- Revenue
- $479.4M
- Operating income
- $102.4M
- Net income
- $66.6M
No dividends on record.
| Institutions | 88.84% | 52.43M shares | |
|---|---|---|---|
| 473 holders · as of Jun 30, 2026 | |||
| Insiders | 2.27% | 1.34M shares | |
| 15 holders · as of Sep 10, 2026 | |||
| Strategic holders | 19.73% | 11.64M shares | |
| 2 holders · as of Aug 17, 2026 | |||
| Adds to | 110.84% | ||
59.01M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 110.84%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Strategic | 12.23% | 7.22M | filed Jan 25, 2022 |
Baillie Gifford & CoInstitution | 11.95% | 7.05M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.81% | 5.79M | as of Jun 30, 2026 |
Fenelon Opportunity Fund Inc.Strategic | 7.49% | 4.42M | filed Aug 17, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.67% | 2.75M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Mandy J. Fields | officer: See Remarks | −16,065 | $104.52 |
| Sep 8, 2026 | Joshua Allen Franks | officer: SVP, Operations | −200 | $110.00 |
| Sep 1, 2026 | Joshua Allen Franks | officer: SVP, Operations | −5,512 | $110.00 |
| Aug 19, 2026 | Joshua Allen Franks | officer: SVP, Operations | −5,718 | $100.00 |
| Aug 18, 2026 | Lauren Cooks Levitan | director | −1,034 | $93.15 |
- Coty
Mass color cosmetics through COVERGIRL, Rimmel and Kylie Cosmetics
- Estée Lauder Companies
Prestige makeup and skincare through M·A·C, Clinique and The Ordinary
- Oddity Tech
Digital-first makeup and skincare through IL MAKIAGE
- The Honest Company
Clean skincare and color cosmetics sold under the Honest brand
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| e.l.f. Beauty | $100.32 | +2.59% | $5.76B | 97.8 | 32.4 | 3.3 | +35.5% |
| Coty | $2.60 | +3.59% | $2.21B | — | 8.2 | 0.4 | +1.3% |
| Estée Lauder Companies | $98.78 | +2.53% | $34.84B | 192.7 | 29.8 | 2.3 | +6.5% |
| Oddity Tech | $18.43 | +0.77% | $1.04B | 77.5 | 18.2 | 1.5 | −25.1% |
| The Honest Company | $5.30 | −0.56% | $586.7M | — | 74.8 | 1.7 | −10.9% |
| Median | 135.1 | 24.0 | 1.6 | −4.8% |