Telsey Advisory Group Predicts Ulta Beauty Q4 Earnings

Ulta Beauty, Inc. (NASDAQ:ULTA) – Equities research analysts at Telsey Advisory Group boosted their Q4 2025 earnings per share (EPS) estimates for shares of Ulta Beauty in a note issued to investors on Tuesday, January 7th. Telsey Advisory Group analyst D. Telsey now expects that the specialty retailer will earn $7.17 per share for the quarter, up from their previous forecast of $6.79. Telsey Advisory Group has a “Outperform” rating and a $500.00 price objective on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.57 per share.

Several other brokerages also recently commented on ULTA. TD Cowen boosted their target price on shares of Ulta Beauty from $450.00 to $480.00 and gave the company a “hold” rating in a research note on Wednesday. William Blair cut shares of Ulta Beauty from an “outperform” rating to a “market perform” rating in a research note on Thursday, November 21st. Piper Sandler lifted their price objective on Ulta Beauty from $390.00 to $394.00 and gave the company a “neutral” rating in a research report on Monday. B. Riley upgraded Ulta Beauty from a “sell” rating to a “neutral” rating and raised their target price for the company from $330.00 to $430.00 in a research note on Tuesday. Finally, Loop Capital increased their price objective on shares of Ulta Beauty from $450.00 to $480.00 and gave the stock a “buy” rating in a report on Monday, December 9th. One 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 company. According to MarketBeat, Ulta Beauty has a consensus rating of “Hold” and an average price target of $460.30.

Ulta Beauty Trading Down 3.1 %

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

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

Hedge Funds Weigh In On Ulta Beauty

A number of large investors have recently added to or reduced their stakes in ULTA. Paladin Wealth LLC bought a new position in shares of Ulta Beauty during the third quarter worth about $32,000. Sunbelt Securities Inc. raised its holdings in shares of Ulta Beauty by 118.4% in the third quarter. Sunbelt Securities Inc. now owns 83 shares of the specialty retailer’s stock valued at $32,000 after purchasing an additional 45 shares during the last quarter. Westside Investment Management Inc. lifted its position in shares of Ulta Beauty by 151.5% in the third quarter. Westside Investment Management Inc. now owns 83 shares of the specialty retailer’s stock worth $32,000 after purchasing an additional 50 shares in the last quarter. Harvest Fund Management Co. Ltd acquired a new stake in Ulta Beauty in the 3rd quarter valued at $41,000. Finally, American National Bank & Trust acquired a new position in shares of Ulta Beauty during the 3rd quarter worth about $44,000. Institutional investors own 90.39% of the company’s stock.

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.