Ulta Beauty, Inc. (NASDAQ:ULTA – Free Report) – Equities researchers at William Blair reduced their Q2 2025 earnings per share estimates for shares of Ulta Beauty in a research note issued on Friday, May 31st. William Blair analyst D. Carden now expects that the specialty retailer will earn $5.48 per share for the quarter, down from their prior forecast of $5.84. The consensus estimate for Ulta Beauty’s current full-year earnings is $25.87 per share. William Blair also issued estimates for Ulta Beauty’s Q4 2025 earnings at $8.03 EPS, Q2 2026 earnings at $6.26 EPS and Q3 2026 earnings at $6.14 EPS.
Ulta Beauty (NASDAQ:ULTA – Get Free Report) last announced its quarterly earnings data on Thursday, May 30th. The specialty retailer reported $6.47 earnings per share for the quarter, topping the consensus estimate of $6.19 by $0.28. Ulta Beauty had a return on equity of 59.30% and a net margin of 11.13%. The business had revenue of $2.73 billion during the quarter, compared to the consensus estimate of $2.72 billion. During the same period in the prior year, the company earned $6.88 EPS. Ulta Beauty’s revenue for the quarter was up 3.5% on a year-over-year basis.
Several other equities research analysts have also recently commented on the company. Deutsche Bank Aktiengesellschaft raised their target price on Ulta Beauty from $574.00 to $627.00 in a research note on Friday, March 15th. Robert W. Baird reduced their price objective on Ulta Beauty from $625.00 to $525.00 and set an “outperform” rating for the company in a research note on Wednesday, May 29th. DA Davidson restated a “buy” rating and issued a $595.00 target price on shares of Ulta Beauty in a report on Friday, March 15th. JPMorgan Chase & Co. raised their target price on Ulta Beauty from $530.00 to $544.00 and gave the company an “overweight” rating in a report on Friday. Finally, Telsey Advisory Group reiterated an “outperform” rating and set a $500.00 price target on shares of Ulta Beauty in a report on Friday. One analyst has rated the stock with a sell rating, nine have assigned a hold rating, thirteen have assigned a buy rating and one has given a strong buy rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $507.30.
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Ulta Beauty Trading Up 2.5 %
Ulta Beauty stock opened at $395.09 on Monday. The company has a market capitalization of $18.94 billion, a PE ratio of 15.41, a P/E/G ratio of 1.67 and a beta of 1.36. The stock has a 50-day moving average price of $424.32 and a two-hundred day moving average price of $471.00. Ulta Beauty has a 12 month low of $368.02 and a 12 month high of $574.76.
Institutional Investors Weigh In On Ulta Beauty
Hedge funds have recently modified their holdings of the company. Nvwm LLC increased its holdings in shares of Ulta Beauty by 2.1% during the 4th quarter. Nvwm LLC now owns 1,043 shares of the specialty retailer’s stock worth $511,000 after buying an additional 21 shares during the last quarter. Manchester Capital Management LLC boosted its position in Ulta Beauty by 41.2% in the 4th quarter. Manchester Capital Management LLC now owns 72 shares of the specialty retailer’s stock valued at $35,000 after buying an additional 21 shares during the period. Raleigh Capital Management Inc. lifted its position in shares of Ulta Beauty by 4.3% during the 3rd quarter. Raleigh Capital Management Inc. now owns 535 shares of the specialty retailer’s stock worth $214,000 after purchasing an additional 22 shares during the last quarter. Pinnacle Associates Ltd. lifted its position in shares of Ulta Beauty by 0.8% during the 4th quarter. Pinnacle Associates Ltd. now owns 2,828 shares of the specialty retailer’s stock worth $1,386,000 after purchasing an additional 23 shares during the last quarter. Finally, Nkcfo LLC lifted its position in shares of Ulta Beauty by 14.4% during the 4th quarter. Nkcfo LLC now owns 183 shares of the specialty retailer’s stock worth $90,000 after purchasing an additional 23 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Ulta Beauty
In other Ulta Beauty news, insider Anita Jane Ryan sold 3,102 shares of the company’s stock in a transaction on Tuesday, March 19th. The stock was sold at an average price of $525.25, for a total transaction of $1,629,325.50. Following the completion of the sale, the insider now owns 2,705 shares in the company, valued at $1,420,801.25. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. In other Ulta Beauty news, Director Catherine Ann Halligan sold 500 shares of the stock in a transaction dated Tuesday, March 19th. The stock was sold at an average price of $526.26, for a total transaction of $263,130.00. Following the sale, the director now directly owns 1,665 shares of the company’s stock, valued at approximately $876,222.90. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Anita Jane Ryan sold 3,102 shares of the stock in a transaction dated 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 directly owns 2,705 shares in the company, valued at $1,420,801.25. The disclosure for this sale can be found here. Insiders sold 24,552 shares of company stock worth $12,920,326 over the last 90 days. Company insiders own 0.39% of the company’s stock.
Ulta Beauty announced that its Board of Directors has authorized a share repurchase plan on Thursday, March 14th that authorizes the company to repurchase $2.00 billion in shares. This repurchase authorization authorizes the specialty retailer to purchase up to 7.3% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board of directors believes its shares are undervalued.
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.
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