FY2025 EPS Estimates for Ulta Beauty Boosted by Analyst

Ulta Beauty, Inc. (NASDAQ:ULTA) – Research analysts at William Blair boosted their FY2025 earnings estimates for Ulta Beauty in a research report issued on Tuesday, January 7th. William Blair analyst D. Carden now expects that the specialty retailer will post earnings per share of $23.87 for the year, up from their previous estimate of $23.42. William Blair currently 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 Beauty (NASDAQ:ULTA) last announced its quarterly earnings data on Thursday, December 5th. The specialty retailer reported $5.14 EPS for the quarter, beating 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 business had revenue of $2.53 billion during the quarter, compared to analyst estimates of $2.50 billion. During the same quarter in the prior year, the business earned $5.07 earnings per share. The firm’s revenue for the quarter was up 1.7% on a year-over-year basis.

Other equities analysts have also recently issued research reports about the stock. Wells Fargo & Company increased their price objective on shares of Ulta Beauty from $350.00 to $370.00 and gave the company an “underweight” rating in a research note on Tuesday. Citigroup lifted their price objective on Ulta Beauty from $450.00 to $457.00 and gave the company a “neutral” rating in a report on Tuesday. TD Cowen upped their price objective on shares of Ulta Beauty from $450.00 to $480.00 and gave the stock a “hold” rating in a research note on Wednesday. Canaccord Genuity Group raised their price objective on shares of Ulta Beauty from $500.00 to $538.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, StockNews.com upgraded Ulta Beauty from a “sell” rating to a “hold” rating in a research report on Tuesday. One equities research analyst has rated the stock with a sell rating, thirteen have issued a hold rating and eleven have assigned a buy rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $460.30.

Ulta Beauty Trading Down 3.1 %

ULTA opened at $415.14 on Friday. The stock has a market cap of $19.25 billion, a PE ratio of 16.61, 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 stock’s 50 day simple moving average is $401.20 and its 200-day simple moving average is $383.86.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the business. Choreo LLC grew its holdings in shares of Ulta Beauty by 71.7% in the 2nd quarter. Choreo LLC now owns 2,868 shares of the specialty retailer’s stock valued at $1,103,000 after acquiring an additional 1,198 shares in the last quarter. Susquehanna Fundamental Investments LLC acquired a new position in shares of Ulta Beauty during the 2nd quarter worth approximately $19,136,000. Jensen Investment Management Inc. increased its position in shares of Ulta Beauty by 17.9% during the 3rd quarter. Jensen Investment Management Inc. now owns 11,330 shares of the specialty retailer’s stock worth $4,409,000 after purchasing an additional 1,720 shares during the last quarter. Distillate Capital Partners LLC bought a new stake in shares of Ulta Beauty during the 2nd quarter worth approximately $14,665,000. Finally, Versor Investments LP acquired a new stake in shares of Ulta Beauty in the 3rd quarter valued at approximately $793,000. Institutional investors 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.