Q4 Earnings Estimate for Ulta Beauty Issued By William Blair

Ulta Beauty, Inc. (NASDAQ:ULTA - Free Report) - Analysts at William Blair decreased their Q4 2026 earnings per share estimates for Ulta Beauty in a research report issued on Friday, December 6th. William Blair analyst D. Carden now expects that the specialty retailer will earn $6.61 per share for the quarter, down from their prior forecast of $6.78. William Blair has a "Market Perform" rating on the stock. The consensus estimate for Ulta Beauty's current full-year earnings is $23.48 per share. William Blair also issued estimates for Ulta Beauty's FY2027 earnings at $26.53 EPS.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last released its quarterly earnings results on Thursday, December 5th. The specialty retailer reported $5.14 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 company had revenue of $2.53 billion for the quarter, compared to analysts' expectations of $2.50 billion. During the same period in the prior year, the firm earned $5.07 earnings per share. The firm's revenue was up 1.7% compared to the same quarter last year.

Several other analysts have also recently issued reports on the company. Barclays increased their price objective on Ulta Beauty from $335.00 to $410.00 and gave the company an "equal weight" rating in a research note on Friday. JPMorgan Chase & Co. increased their price objective on Ulta Beauty from $472.00 to $480.00 and gave the company an "overweight" rating in a research note on Friday. Deutsche Bank Aktiengesellschaft reduced their price objective on Ulta Beauty from $426.00 to $424.00 and set a "buy" rating on the stock in a research note on Wednesday, October 9th. B. Riley increased their price objective on Ulta Beauty from $300.00 to $330.00 and gave the company a "sell" rating in a research note on Friday. Finally, Robert W. Baird reduced their price objective on Ulta Beauty from $525.00 to $485.00 and set an "outperform" rating on the stock in a research note on Friday, August 23rd. Two research analysts have rated the stock with a sell rating, twelve have assigned a hold rating and eleven have given a buy rating to the stock. Based on data from MarketBeat.com, Ulta Beauty currently has a consensus rating of "Hold" and an average target price of $439.30.

Ulta Beauty Stock Down 2.4 %

NASDAQ:ULTA traded down $10.16 during trading hours on Monday, reaching $418.01. 1,181,920 shares of the stock were exchanged, compared to its average volume of 984,311. The business has a 50-day moving average of $374.73 and a two-hundred day moving average of $376.92. Ulta Beauty has a twelve month low of $318.17 and a twelve month high of $574.76. The company has a market capitalization of $19.38 billion, a price-to-earnings ratio of 16.73, a PEG ratio of 2.42 and a beta of 1.33.

Institutional Investors Weigh In On Ulta Beauty

Hedge funds have recently made changes to their positions in the business. Czech National Bank lifted its position in Ulta Beauty by 6.9% in the second quarter. Czech National Bank now owns 9,135 shares of the specialty retailer's stock valued at $3,525,000 after purchasing an additional 591 shares during the period. RFG Advisory LLC lifted its position in Ulta Beauty by 35.9% in the second quarter. RFG Advisory LLC now owns 537 shares of the specialty retailer's stock valued at $207,000 after purchasing an additional 142 shares during the period. Dynamic Advisor Solutions LLC lifted its position in Ulta Beauty by 28.5% in the second quarter. Dynamic Advisor Solutions LLC now owns 826 shares of the specialty retailer's stock valued at $319,000 after purchasing an additional 183 shares during the period. Sequoia Financial Advisors LLC lifted its position in Ulta Beauty by 5.9% in the second quarter. Sequoia Financial Advisors LLC now owns 3,287 shares of the specialty retailer's stock valued at $1,268,000 after purchasing an additional 182 shares during the period. Finally, Cooper Financial Group lifted its position in Ulta Beauty by 66.3% in the second quarter. Cooper Financial Group now owns 690 shares of the specialty retailer's stock valued at $266,000 after purchasing an additional 275 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.