Ulta Beauty Q4 EPS Forecast Reduced by Telsey Advisory Group

Ulta Beauty, Inc. (NASDAQ:ULTA - Free Report) - Telsey Advisory Group decreased their Q4 2025 earnings per share estimates for Ulta Beauty in a report released on Friday, December 6th. Telsey Advisory Group analyst D. Telsey now forecasts that the specialty retailer will post earnings per share of $6.79 for the quarter, down from their previous estimate of $7.19. 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 $23.48 per share. Telsey Advisory Group also issued estimates for Ulta Beauty's Q4 2026 earnings at $6.64 EPS.

A number of other equities analysts also recently weighed in on the stock. Wells Fargo & Company lifted their target price on shares of Ulta Beauty from $300.00 to $350.00 and gave the stock an "underweight" rating in a research note on Friday. Barclays lifted their price target on Ulta Beauty from $335.00 to $410.00 and gave the company an "equal weight" rating in a research note on Friday. Oppenheimer boosted their price target on shares of Ulta Beauty from $435.00 to $505.00 and gave the stock an "outperform" rating in a report on Friday. William Blair lowered Ulta Beauty from an "outperform" rating to a "market perform" rating in a report on Thursday, November 21st. Finally, JPMorgan Chase & Co. lifted their price target on Ulta Beauty from $472.00 to $480.00 and gave the stock an "overweight" rating in a report on Friday. Two equities research analysts have rated the stock with a sell rating, twelve have given a hold rating and eleven have assigned a buy rating to the company's stock. According to data from MarketBeat.com, Ulta Beauty has an average rating of "Hold" and an average price target of $439.30.

Ulta Beauty Price Performance

NASDAQ ULTA traded down $10.16 on Monday, reaching $418.01. The company had a trading volume of 1,164,083 shares, compared to its average volume of 982,704. The firm has a market cap of $19.38 billion, a price-to-earnings ratio of 17.13, a P/E/G ratio of 2.42 and a beta of 1.33. Ulta Beauty has a fifty-two week low of $318.17 and a fifty-two week high of $574.76. The business has a 50 day moving average of $374.15 and a two-hundred day moving average of $376.63.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last posted its earnings results on Thursday, December 5th. The specialty retailer reported $5.14 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $2.50 billion. During the same period last year, the company earned $5.07 EPS. The firm's revenue was up 1.7% compared to the same quarter last year.

Institutional Trading of Ulta Beauty

A number of hedge funds and other institutional investors have recently made changes to their positions in ULTA. UMB Bank n.a. grew its holdings in Ulta Beauty by 83.3% during the 2nd quarter. UMB Bank n.a. now owns 66 shares of the specialty retailer's stock valued at $25,000 after buying an additional 30 shares in the last quarter. Innealta Capital LLC purchased a new stake in shares of Ulta Beauty in the second quarter worth about $32,000. Paladin Wealth LLC bought a new position in shares of Ulta Beauty in the third quarter valued at approximately $32,000. Westside Investment Management Inc. grew its stake in Ulta Beauty by 151.5% during the third quarter. Westside Investment Management Inc. now owns 83 shares of the specialty retailer's stock valued at $32,000 after acquiring an additional 50 shares in the last quarter. Finally, Sunbelt Securities Inc. increased its holdings in Ulta Beauty by 118.4% during the 3rd quarter. Sunbelt Securities Inc. now owns 83 shares of the specialty retailer's stock worth $32,000 after acquiring an additional 45 shares during the period. 90.39% of the stock is currently 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.