Jacobson & Schmitt Advisors Increases Stake in e.l.f. Beauty

Institutional investor boosts position in cosmetics company by 34.5% in Q4

Apr. 6, 2026 at 10:20am

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Jacobson & Schmitt Advisors LLC, an investment management firm, increased its holdings in e.l.f. Beauty (NYSE: ELF) by 34.5% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 188,924 shares of the cosmetics company's stock, valued at $14.4 million.

Why it matters

The increased stake by Jacobson & Schmitt Advisors suggests continued institutional confidence in e.l.f. Beauty's growth potential, even as the stock has faced some short-term volatility and insider selling. This backing from a major investor could provide stability and support for the share price going forward.

The details

Jacobson & Schmitt Advisors, which owns approximately 0.32% of e.l.f. Beauty, added 48,504 shares to its position during the fourth quarter. The firm's total holdings now account for 2.4% of its investment portfolio. e.l.f. Beauty, known for its affordable, trend-driven makeup and skincare products, has seen its stock price fluctuate in recent months amid a mix of positive and negative sentiment from analysts and investors.

  • Jacobson & Schmitt Advisors increased its stake in e.l.f. Beauty during the fourth quarter of 2025.

The players

Jacobson & Schmitt Advisors LLC

An investment management firm that has increased its holdings in e.l.f. Beauty, a cosmetics company known for its affordable and trend-driven products.

e.l.f. Beauty

An American cosmetics company that offers a range of makeup and skincare products at accessible price points, with a direct-to-consumer platform and widespread retail partnerships.

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The takeaway

The increased stake by Jacobson & Schmitt Advisors in e.l.f. Beauty suggests that institutional investors remain confident in the company's long-term growth potential, despite some recent volatility in the stock price. This backing from a major investor could provide stability and support for e.l.f. Beauty's share price going forward.