B. Riley Issues Optimistic Estimate for Ulta Beauty Earnings

Ulta Beauty, Inc. (NASDAQ:ULTA) – Equities research analysts at B. Riley lifted their FY2025 EPS estimates for Ulta Beauty in a research note issued to investors on Tuesday, January 7th. B. Riley analyst A. Glaessgen now forecasts that the specialty retailer will post earnings of $24.07 per share for the year, up from their prior estimate of $23.45. B. Riley has a “Neutral” rating and a $430.00 price target on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.57 per share. B. Riley also issued estimates for Ulta Beauty’s Q1 2026 earnings at $6.29 EPS, Q2 2026 earnings at $5.22 EPS and Q3 2026 earnings at $5.21 EPS.

ULTA has been the topic of several other research reports. BMO Capital Markets upped their price target on Ulta Beauty from $385.00 to $420.00 and gave the company a “market perform” rating in a research note on Friday, December 6th. Loop Capital increased their target price on shares of Ulta Beauty from $450.00 to $480.00 and gave the stock a “buy” rating in a research note on Monday, December 9th. Stifel Nicolaus boosted their price target on shares of Ulta Beauty from $455.00 to $475.00 and gave the company a “hold” rating in a research note on Tuesday, January 7th. Piper Sandler upped their price objective on shares of Ulta Beauty from $390.00 to $394.00 and gave the stock a “neutral” rating in a report on Monday, January 6th. Finally, Barclays lifted their target price on shares of Ulta Beauty from $410.00 to $445.00 and gave the company an “equal weight” rating in a report on Thursday. One analyst has rated the stock with a sell rating, thirteen have assigned a hold rating and eleven have issued a buy rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $460.30.

Ulta Beauty Stock Performance

ULTA stock opened at $418.23 on Friday. The firm has a market cap of $19.39 billion, a PE ratio of 16.74, a PEG ratio of 2.38 and a beta of 1.28. Ulta Beauty has a one year low of $318.17 and a one year high of $574.76. The firm’s 50 day moving average price is $402.01 and its 200-day moving average price is $384.03.

Ulta Beauty (NASDAQ:ULTA) last issued its earnings results on Thursday, December 5th. The specialty retailer reported $5.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.45 by $0.69. Ulta Beauty had a return on equity of 51.95% and a net margin of 10.58%. The business had revenue of $2.53 billion during the quarter, compared to the consensus estimate of $2.50 billion. During the same period last year, the company earned $5.07 EPS. The company’s revenue for the quarter was up 1.7% on a year-over-year basis.

Institutional Trading of Ulta Beauty

Hedge funds and other institutional investors have recently made changes to their positions in the company. Farther Finance Advisors LLC raised its holdings in shares of Ulta Beauty by 4.7% during the 3rd quarter. Farther Finance Advisors LLC now owns 627 shares of the specialty retailer’s stock valued at $244,000 after buying an additional 28 shares during the period. Brighton Jones LLC grew its position in Ulta Beauty by 1.8% in the second quarter. Brighton Jones LLC now owns 1,826 shares of the specialty retailer’s stock valued at $705,000 after acquiring an additional 33 shares in the last quarter. Daymark Wealth Partners LLC grew its position in Ulta Beauty by 3.0% in the second quarter. Daymark Wealth Partners LLC now owns 1,221 shares of the specialty retailer’s stock valued at $471,000 after acquiring an additional 36 shares in the last quarter. Trust Investment Advisors lifted its position in shares of Ulta Beauty by 2.5% during the second quarter. Trust Investment Advisors now owns 1,491 shares of the specialty retailer’s stock worth $575,000 after purchasing an additional 37 shares in the last quarter. Finally, Global Trust Asset Management LLC boosted its stake in shares of Ulta Beauty by 39.6% in the third quarter. Global Trust Asset Management LLC now owns 141 shares of the specialty retailer’s stock valued at $55,000 after purchasing an additional 40 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

About Ulta Beauty

Ulta Beauty, Inc operates as a specialty beauty retailer in the United States. The company offers branded and private label beauty products, including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools through its Ulta Beauty stores, shop-in-shops, Ulta.com website, and its mobile applications.