e.l.f. Beauty (ELF) SVP Joshua Allen Franks Sells $873K of Stock

Joshua Allen Franks, SVP of Operations at e.l.f. Beauty, Inc. (ELF), sold 7,926 shares of the company on October 15, 2026. According to a Form 4 filing with the Securities and Exchange Commission, the transaction was executed at a price of $110.15 per share, for a total value of approximately $873,071.89.

ELF e.l.f. Beauty, Inc.

$113.54 ▲ +45.92% year to date

1M 3M YTD

Daily close · Oct 16, 2026

Inside Joshua Allen Franks's e.l.f. Beauty Trade

The sale was carried out under a pre-arranged Rule 10b5-1 trading plan. Following this transaction, Franks directly holds 119,005 shares of the company, cutting his personal stake by about 6.2%. The stock closed at $116.11 on the day of the trade.

Other Institutional Activity in e.l.f. Beauty

Baillie Gifford & Co reduced its holdings by 139,451 shares, ending with 7,048,752 shares worth about $799,892,400 as of June 30, 2026. Ensign Peak Advisors, Inc trimmed its stake by 308,497 shares to finish with 1,589,948 shares valued at roughly $180,427,304. Holocene Advisors, LP grew its position by adding 678,500 shares, bringing its total to 1,356,999 shares worth about $153,922,251.

e.l.f. Beauty, Inc. Stock Up 4.9%

The shares recently traded around $113.48 as of October 19, 2026, sitting about 18.6% below their 52-week high of $139.35 and well above their 52-week low of $48.82. The company has a market capitalization of roughly $6.85 billion and a trailing P/E ratio of 118.48.

Recent Earnings

For the trailing twelve months, e.l.f. Beauty reported revenue of $1.76 billion and earnings of $0.98 per share. The firm generated a net profit margin of 3.4% and a return on equity of 6.0%. Its next quarterly financial update is slated for November 4, 2026.

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

Executive insider activity at the company prior to this transaction included several sales. On September 8, 2026, Joshua Allen Franks sold 200 shares at $110.00 for $22,000. Chief Executive Officer Tarang P Amin sold 47,000 shares on October 1, 2026, valued at $4,855,661. Additionally, Franks sold 8,366 shares at $110.01 on October 12, 2026, in a planned transaction worth $920,310.20, alongside an identical open-market sale of 8,366 shares at $110.01 on the same date worth $920,310.00.

Analysts Set New Price Targets

Analyst coverage includes a series of rating updates ahead of the trade. Bernstein maintained its Outperform rating while raising its target to $127 from $121 on September 17, 2026. Raymond James kept a Strong Buy rating on October 1, 2026, lifting its target from $100 to $117. Baird maintained an Outperform rating and bumped its target to $120 from $105 on October 7, 2026. Citigroup kept a Buy rating and increased its target to $130 from $118 on October 14, 2026. Finally, Morgan Stanley maintained an Equal-Weight rating with a $103 target on October 15, 2026. Overall, the stock carries a consensus buy recommendation from 16 analysts.

About e.l.f. Beauty

e.l.f. Beauty, Inc. operates as a cosmetic and skin care company, providing items such as eye, lip, face, and skin products under brands like e.l.f. Cosmetics, e.l.f. Skin, Well People, Naturium, and Rhode. The Oakland, California-based firm distributes its portfolio through national and international retailers as well as direct-to-consumer e-commerce channels.

Bottom Line

Investors will watch for the company's upcoming earnings report on November 4, 2026, for further updates on financial performance. Future Form 4 filings will provide additional insight into executive stock ownership changes.