FY2025 EPS Estimate for Ulta Beauty Increased by Analyst

Ulta Beauty, Inc. (NASDAQ:ULTA) – Stock analysts at William Blair boosted their FY2025 earnings estimates for Ulta Beauty in a research report issued to clients and investors on Tuesday, January 7th. William Blair analyst D. Carden now forecasts that the specialty retailer will post earnings of $23.87 per share for the year, up from their previous estimate of $23.42. William Blair has a “Market Perform” rating on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.57 per share. William Blair also issued estimates for Ulta Beauty’s Q4 2025 earnings at $6.96 EPS, Q1 2026 earnings at $6.00 EPS, Q2 2026 earnings at $4.90 EPS, Q3 2026 earnings at $5.12 EPS, FY2026 earnings at $23.11 EPS, Q1 2027 earnings at $6.86 EPS and FY2027 earnings at $27.59 EPS.

ULTA has been the subject of several other reports. Canaccord Genuity Group lifted their price objective on Ulta Beauty from $500.00 to $538.00 and gave the stock a “buy” rating in a report on Tuesday, January 7th. TD Cowen lifted their price target on shares of Ulta Beauty from $450.00 to $480.00 and gave the stock a “hold” rating in a research note on Wednesday. B. Riley upgraded shares of Ulta Beauty from a “sell” rating to a “neutral” rating and increased their price objective for the company from $330.00 to $430.00 in a research report on Tuesday, January 7th. Barclays lifted their target price on shares of Ulta Beauty from $410.00 to $445.00 and gave the stock an “equal weight” rating in a research report on Thursday. Finally, Citigroup increased their price target on Ulta Beauty from $450.00 to $457.00 and gave the company a “neutral” rating in a report on Tuesday, January 7th. One investment analyst has rated the stock with a sell rating, thirteen have assigned a hold rating and eleven have assigned a buy rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $460.30.

Ulta Beauty Price Performance

ULTA stock opened at $418.23 on Friday. The stock has a market capitalization of $19.39 billion, a P/E ratio of 16.74, a P/E/G ratio of 2.38 and a beta of 1.28. Ulta Beauty has a 1-year low of $318.17 and a 1-year high of $574.76. The business has a fifty day moving average price of $402.01 and a 200-day moving average price of $384.03.

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

Institutional Investors Weigh In On Ulta Beauty

Institutional investors and hedge funds have recently bought and sold shares of the business. HBW Advisory Services LLC raised its position in shares of Ulta Beauty by 11.3% during the fourth quarter. HBW Advisory Services LLC now owns 6,478 shares of the specialty retailer’s stock valued at $2,817,000 after buying an additional 658 shares during the last quarter. ORG Partners LLC bought a new stake in Ulta Beauty in the 4th quarter valued at $57,000. Douglas Lane & Associates LLC lifted its stake in Ulta Beauty by 5.4% in the 4th quarter. Douglas Lane & Associates LLC now owns 2,109 shares of the specialty retailer’s stock worth $917,000 after purchasing an additional 108 shares in the last quarter. Nordea Investment Management AB boosted its holdings in shares of Ulta Beauty by 14.0% during the 4th quarter. Nordea Investment Management AB now owns 32,031 shares of the specialty retailer’s stock valued at $14,015,000 after purchasing an additional 3,935 shares during the last quarter. Finally, GAMMA Investing LLC grew its position in shares of Ulta Beauty by 170.4% during the fourth quarter. GAMMA Investing LLC now owns 1,141 shares of the specialty retailer’s stock valued at $496,000 after purchasing an additional 719 shares in the last quarter. 90.39% of the stock is owned by institutional investors.

Ulta Beauty Company Profile

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.