Q4 EPS Estimates for Ulta Beauty Cut by Analyst

Ulta Beauty, Inc. (NASDAQ:ULTA) – Equities research analysts at Telsey Advisory Group decreased their Q4 2025 earnings per share (EPS) estimates for Ulta Beauty in a research report issued to clients and investors 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 forecast of $7.19. Telsey Advisory Group currently has a “Outperform” rating and a $500.00 target price 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.

Ulta Beauty (NASDAQ:ULTA) last posted 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 company had revenue of $2.53 billion for the quarter, compared to the consensus estimate of $2.50 billion. Ulta Beauty had a return on equity of 51.95% and a net margin of 10.58%. Ulta Beauty’s revenue for the quarter was up 1.7% compared to the same quarter last year. During the same period in the previous year, the business earned $5.07 EPS.

Other equities research analysts also recently issued research reports about the stock. StockNews.com raised shares of Ulta Beauty from a “sell” rating to a “hold” rating in a research report on Saturday, September 28th. UBS Group boosted their price objective on Ulta Beauty from $470.00 to $490.00 and gave the company a “buy” rating in a report on Friday, December 6th. William Blair downgraded Ulta Beauty from an “outperform” rating to a “market perform” rating in a report on Thursday, November 21st. Stifel Nicolaus boosted their price target on Ulta Beauty from $395.00 to $455.00 and gave the company a “hold” rating in a report on Friday, December 6th. Finally, BMO Capital Markets raised their price objective on Ulta Beauty from $385.00 to $420.00 and gave the stock a “market perform” rating in a research note on Friday, December 6th. Two research analysts have rated the stock with a sell rating, twelve have issued a hold rating and eleven have issued a buy rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $439.30.

Ulta Beauty Trading Down 1.5 %

Shares of NASDAQ:ULTA opened at $411.92 on Monday. Ulta Beauty has a 12-month low of $318.17 and a 12-month high of $574.76. The firm has a market cap of $19.10 billion, a PE ratio of 16.48, a price-to-earnings-growth ratio of 2.42 and a beta of 1.33. The company has a fifty day simple moving average of $374.73 and a 200 day simple moving average of $376.92.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of ULTA. Choreo LLC lifted its holdings in Ulta Beauty by 71.7% in the second quarter. Choreo LLC now owns 2,868 shares of the specialty retailer’s stock worth $1,103,000 after purchasing an additional 1,198 shares during the period. Susquehanna Fundamental Investments LLC bought a new position in shares of Ulta Beauty in the second quarter valued at approximately $19,136,000. Whittier Trust Co. of Nevada Inc. boosted its holdings in shares of Ulta Beauty by 5.3% in the second quarter. Whittier Trust Co. of Nevada Inc. now owns 2,778 shares of the specialty retailer’s stock valued at $1,072,000 after acquiring an additional 139 shares in the last quarter. Jensen Investment Management Inc. increased its stake in shares of Ulta Beauty by 17.9% during the third quarter. Jensen Investment Management Inc. now owns 11,330 shares of the specialty retailer’s stock valued at $4,409,000 after acquiring an additional 1,720 shares during the period. Finally, Distillate Capital Partners LLC bought a new stake in Ulta Beauty during the second quarter worth approximately $14,665,000. 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.