Analysis Analysts Provide Predictions for Ulta Magnificence, Inc.’s Q1 2025 Earnings (NASDAQ:ULTA)
Ulta Beauty, Inc. (NASDAQ:ULTA – Free Report) – Stock analysts at Telsey Advisory Group lowered their Q1 2025 earnings per share (EPS) estimates for Ulta Beauty in a research note issued to investors on Friday, May 24th. Telsey Advisory Group analyst D. Telsey now anticipates that the specialty retailer will post earnings per share of $6.27 for the quarter, down from their previous estimate of $6.48. 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 $26.35 per share. Telsey Advisory Group also issued estimates for Ulta Beauty’s Q2 2025 earnings at $6.02 EPS, FY2025 earnings at $26.54 EPS, Q1 2026 earnings at $6.98 EPS, Q2 2026 earnings at $6.57 EPS, Q3 2026 earnings at $6.04 EPS, Q4 2026 earnings at $9.59 EPS and FY2026 earnings at $29.16 EPS.
Ulta Beauty (NASDAQ:ULTA – Get Free Report) last announced its quarterly earnings data on Thursday, March 14th. The specialty retailer reported $8.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.49 by $0.59. The business had revenue of $3.55 billion for the quarter, compared to analysts’ expectations of $3.53 billion. Ulta Beauty had a return on equity of 61.64% and a net margin of 11.52%. The company’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period last year, the firm earned $6.68 earnings per share.
Other analysts also recently issued reports about the company. Robert W. Baird lifted their price target on Ulta Beauty from $575.00 to $625.00 and gave the stock an “outperform” rating in a report on Friday, March 15th. Deutsche Bank Aktiengesellschaft boosted their target price on Ulta Beauty from $574.00 to $627.00 in a report on Friday, March 15th. Barclays downgraded Ulta Beauty from an “overweight” rating to an “equal weight” rating and reduced their target price for the company from $612.00 to $434.00 in a report on Monday, April 29th. Wells Fargo & Company reduced their target price on Ulta Beauty from $450.00 to $350.00 and set an “underweight” rating for the company in a report on Wednesday, April 24th. Finally, Loop Capital raised Ulta Beauty from a “hold” rating to a “buy” rating and set a $540.00 target price for the company in a report on Monday, April 8th. One equities research analyst has rated the stock with a sell rating, eight have assigned a hold rating, twelve have issued a buy rating and one has given a strong buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $527.57.
View Our Latest Stock Report on ULTA
Ulta Beauty Price Performance
Shares of NASDAQ ULTA opened at $381.78 on Monday. The company has a market capitalization of $18.30 billion, a price-to-earnings ratio of 14.66, a price-to-earnings-growth ratio of 1.58 and a beta of 1.36. The business has a 50-day moving average of $438.47 and a two-hundred day moving average of $471.43. Ulta Beauty has a 1 year low of $368.02 and a 1 year high of $574.76.
Institutional Inflows and Outflows
A number of large investors have recently made changes to their positions in the business. Morgan Stanley lifted its stake in shares of Ulta Beauty by 56.7% during the 3rd quarter. Morgan Stanley now owns 1,538,533 shares of the specialty retailer’s stock worth $614,568,000 after purchasing an additional 556,809 shares during the period. Northern Trust Corp increased its holdings in shares of Ulta Beauty by 3.9% during the 3rd quarter. Northern Trust Corp now owns 575,658 shares of the specialty retailer’s stock worth $229,947,000 after buying an additional 21,828 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Ulta Beauty by 6.2% during the 3rd quarter. Invesco Ltd. now owns 570,913 shares of the specialty retailer’s stock worth $228,051,000 after buying an additional 33,508 shares during the last quarter. TD Asset Management Inc increased its holdings in shares of Ulta Beauty by 33.6% during the 1st quarter. TD Asset Management Inc now owns 544,072 shares of the specialty retailer’s stock worth $284,484,000 after buying an additional 136,725 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Ulta Beauty during the 4th quarter worth $263,192,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.
Insider Transactions at Ulta Beauty
In related news, insider Anita Jane Ryan sold 3,102 shares of the company’s stock in a transaction that occurred on Tuesday, March 19th. The stock was sold at an average price of $525.25, for a total value of $1,629,325.50. Following the sale, the insider now owns 2,705 shares of the company’s stock, valued at approximately $1,420,801.25. The transaction was disclosed in a filing with the SEC, which is available through this link. In other Ulta Beauty news, COO Kecia Steelman sold 20,950 shares of the stock in a transaction on Tuesday, March 19th. The stock was sold at an average price of $526.39, for a total transaction of $11,027,870.50. Following the transaction, the chief operating officer now owns 10,494 shares of the company’s stock, valued at approximately $5,523,936.66. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Anita Jane Ryan sold 3,102 shares of the stock in a transaction on Tuesday, March 19th. The stock was sold at an average price of $525.25, for a total value of $1,629,325.50. Following the transaction, the insider now directly owns 2,705 shares in the company, valued at approximately $1,420,801.25. The disclosure for this sale can be found here. Insiders have sold 24,552 shares of company stock valued at $12,920,326 in the last quarter. 0.39% of the stock is currently owned by corporate insiders.
Ulta Beauty announced that its board has approved a share repurchase program on Thursday, March 14th that permits the company to buyback $2.00 billion in shares. This buyback authorization permits the specialty retailer to purchase up to 7.3% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.
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.
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