Ulta Beauty, Inc. (NASDAQ:ULTA – Free Report) – Investment analysts at William Blair cut their Q3 2025 earnings estimates for Ulta Beauty in a research report issued on Wednesday, April 3rd. William Blair analyst D. Carden now expects that the specialty retailer will post earnings per share of $5.48 for the quarter, down from their previous forecast of $5.90. The consensus estimate for Ulta Beauty’s current full-year earnings is $26.82 per share. William Blair also issued estimates for Ulta Beauty’s FY2025 earnings at $25.61 EPS.
Other equities analysts have also issued reports about the stock. Piper Sandler boosted their price target on shares of Ulta Beauty from $635.00 to $665.00 and gave the stock an “overweight” rating in a research report on Friday, March 15th. Loop Capital boosted their price target on shares of Ulta Beauty from $530.00 to $540.00 and gave the stock a “hold” rating in a research report on Friday, March 15th. Barclays boosted their price target on shares of Ulta Beauty from $583.00 to $612.00 and gave the stock an “overweight” rating in a research report on Friday, March 15th. Stifel Nicolaus boosted their price target on shares of Ulta Beauty from $505.00 to $565.00 and gave the stock a “hold” rating in a research report on Friday, March 15th. Finally, Wells Fargo & Company boosted their price target on shares of Ulta Beauty from $400.00 to $450.00 and gave the stock an “underweight” rating in a research report on Friday, March 15th. One analyst has rated the stock with a sell rating, six have assigned a hold rating, twelve have issued a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $575.45.
View Our Latest Report on ULTA
Ulta Beauty Stock Down 0.9 %
Shares of NASDAQ ULTA opened at $444.75 on Friday. The firm has a market cap of $21.47 billion, a price-to-earnings ratio of 17.07, a price-to-earnings-growth ratio of 1.78 and a beta of 1.30. Ulta Beauty has a 52-week low of $368.02 and a 52-week high of $574.76. The company’s 50-day simple moving average is $526.20 and its 200-day simple moving average is $465.11.
Ulta Beauty (NASDAQ:ULTA – Get Free Report) last announced its earnings results 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. Ulta Beauty had a net margin of 11.52% and a return on equity of 61.64%. The business had revenue of $3.55 billion for the quarter, compared to analyst estimates of $3.53 billion. During the same quarter last year, the business earned $6.68 earnings per share. The company’s revenue for the quarter was up 10.2% compared to the same quarter last year.
Ulta Beauty declared that its board has approved a stock 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 reacquire up to 7.3% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s leadership believes its stock is undervalued.
Insider Activity
In other news, COO Kecia Steelman sold 20,950 shares of the business’s stock in a transaction that occurred on Tuesday, March 19th. The shares were sold at an average price of $526.39, for a total value of $11,027,870.50. Following the sale, the chief operating officer now directly owns 10,494 shares of the company’s stock, valued at approximately $5,523,936.66. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. In related news, Director Catherine Ann Halligan sold 500 shares of the company’s stock in a transaction that occurred on Tuesday, March 19th. The shares were 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 SEC, which is available through this link. Also, COO Kecia Steelman sold 20,950 shares of the company’s stock in a transaction that occurred 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 sale, the chief operating officer now directly owns 10,494 shares in the company, valued at $5,523,936.66. The disclosure for this sale can be found here. In the last three months, insiders have sold 24,552 shares of company stock valued at $12,920,326. Company insiders own 0.34% of the company’s stock.
Institutional Investors Weigh In On Ulta Beauty
Large investors have recently added to or reduced their stakes in the business. Turtle Creek Wealth Advisors LLC purchased a new stake in Ulta Beauty during the 4th quarter worth approximately $25,000. Loomis Sayles & Co. L P increased its stake in Ulta Beauty by 364.3% during the 3rd quarter. Loomis Sayles & Co. L P now owns 65 shares of the specialty retailer’s stock worth $26,000 after buying an additional 51 shares during the period. Coppell Advisory Solutions LLC purchased a new stake in Ulta Beauty during the 2nd quarter worth approximately $26,000. Vima LLC acquired a new position in Ulta Beauty during the 4th quarter worth approximately $27,000. Finally, BKM Wealth Management LLC acquired a new position in Ulta Beauty during the 4th quarter worth approximately $28,000. 90.39% of the stock is owned by hedge funds and other institutional investors.
About Ulta Beauty
Ulta Beauty, Inc operate specialty retail stores selling cosmetics, fragrance, haircare and skincare products, and related accessories and services in the United States. It offers broad assortment of branded and private label beauty products including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools; and salon services, including hair, skin, makeup, and brow services, as well as nail services.
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