Ulta Beauty Q4 EPS Estimate Lifted by Telsey Advisory Group

Ulta Beauty, Inc. (NASDAQ:ULTA - Free Report) - Research analysts at Telsey Advisory Group raised 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 anticipates 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.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last released its quarterly earnings data on Thursday, December 5th. The specialty retailer reported $5.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.45 by $0.69. The firm had revenue of $2.53 billion during 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%. Ulta Beauty's revenue was up 1.7% compared to the same quarter last year. During the same period last year, the business earned $5.07 earnings per share.

A number of other research firms have also recently commented on ULTA. UBS Group upped their price target on Ulta Beauty from $470.00 to $490.00 and gave the stock a "buy" rating in a research note on Friday, December 6th. Loop Capital raised their target price on Ulta Beauty from $450.00 to $480.00 and gave the company a "buy" rating in a report on Monday, December 9th. Wells Fargo & Company boosted their price target on shares of Ulta Beauty from $350.00 to $370.00 and gave the stock an "underweight" rating in a research note on Tuesday. BMO Capital Markets upped their price objective on Ulta Beauty from $385.00 to $420.00 and gave the stock a "market perform" rating in a research report on Friday, December 6th. Finally, Barclays boosted their price objective on Ulta Beauty from $410.00 to $445.00 and gave the stock an "equal weight" rating in a research report on Thursday. One investment analyst has rated the stock with a sell rating, thirteen have given a hold rating and eleven have assigned a buy rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $460.30.

Ulta Beauty Stock Up 0.7 %

ULTA stock traded up $3.09 during mid-day trading on Friday, hitting $418.23. 941,134 shares of the company were exchanged, compared to its average volume of 912,436. Ulta Beauty has a 12-month low of $318.17 and a 12-month high of $574.76. The firm has a market capitalization of $19.39 billion, a P/E ratio of 16.74, a PEG ratio of 2.38 and a beta of 1.28. The business has a fifty day simple moving average of $402.01 and a 200-day simple moving average of $384.05.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. International Assets Investment Management LLC grew its holdings in shares of Ulta Beauty by 180,713.0% during the 3rd quarter. International Assets Investment Management LLC now owns 1,238,569 shares of the specialty retailer's stock valued at $481,952,000 after acquiring an additional 1,237,884 shares in the last quarter. Geode Capital Management LLC boosted its position in Ulta Beauty by 0.9% during the third quarter. Geode Capital Management LLC now owns 1,188,730 shares of the specialty retailer's stock valued at $461,059,000 after purchasing an additional 10,153 shares during the last quarter. Ontario Teachers Pension Plan Board acquired a new position in Ulta Beauty in the 3rd quarter worth about $359,480,000. Champlain Investment Partners LLC increased its position in Ulta Beauty by 5.4% in the 3rd quarter. Champlain Investment Partners LLC now owns 610,400 shares of the specialty retailer's stock worth $237,519,000 after purchasing an additional 31,540 shares during the last quarter. Finally, Alecta Tjanstepension Omsesidigt raised its stake in shares of Ulta Beauty by 14.4% during the 3rd quarter. Alecta Tjanstepension Omsesidigt now owns 516,405 shares of the specialty retailer's stock worth $200,944,000 after purchasing an additional 65,000 shares in the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

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.