FY2025 EPS Estimates for Ulta Beauty Lifted by William Blair

Ulta Beauty, Inc. (NASDAQ:ULTA) – Stock analysts at William Blair lifted their FY2025 earnings per share estimates for shares of Ulta Beauty in a research note issued on Tuesday, January 7th. William Blair analyst D. Carden now forecasts that the specialty retailer will earn $23.87 per share for the year, up from their prior estimate of $23.42. William Blair has a “Market Perform” rating on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.57 per share. William Blair also issued estimates for Ulta Beauty’s Q4 2025 earnings at $6.96 EPS, Q1 2026 earnings at $6.00 EPS, Q2 2026 earnings at $4.90 EPS, Q3 2026 earnings at $5.12 EPS, FY2026 earnings at $23.11 EPS, Q1 2027 earnings at $6.86 EPS and FY2027 earnings at $27.59 EPS.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings results on Thursday, December 5th. The specialty retailer reported $5.14 earnings per share for the quarter, beating the consensus estimate of $4.45 by $0.69. The firm had revenue of $2.53 billion for 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%. The business’s revenue was up 1.7% on a year-over-year basis. During the same period in the prior year, the firm earned $5.07 EPS.

Several other equities analysts also recently commented on the stock. Loop Capital upped their price target on shares of Ulta Beauty from $450.00 to $480.00 and gave the company a “buy” rating in a research note on Monday, December 9th. TD Cowen raised their target price on shares of Ulta Beauty from $450.00 to $480.00 and gave the stock a “hold” rating in a report on Wednesday. Stifel Nicolaus increased their price target on Ulta Beauty from $455.00 to $475.00 and gave the stock a “hold” rating in a research report on Tuesday. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $500.00 price objective on shares of Ulta Beauty in a report on Tuesday. Finally, Deutsche Bank Aktiengesellschaft reduced their target price on Ulta Beauty from $426.00 to $424.00 and set a “buy” rating on the stock in a report on Wednesday, October 9th. One equities research analyst has rated the stock with a sell rating, thirteen have given a hold rating and eleven have issued a buy rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $460.30.

Ulta Beauty Price Performance

Shares of NASDAQ ULTA opened at $415.14 on Friday. Ulta Beauty has a one year low of $318.17 and a one year high of $574.76. The firm has a market cap of $19.25 billion, a price-to-earnings ratio of 16.61, a P/E/G ratio of 2.38 and a beta of 1.28. The stock’s fifty day moving average price is $401.20 and its two-hundred day moving average price is $383.86.

Institutional Trading of Ulta Beauty

Institutional investors and hedge funds have recently bought and sold shares of the stock. Paladin Wealth LLC acquired a new stake in shares of Ulta Beauty during the third quarter worth $32,000. Sunbelt Securities Inc. raised its position in shares of Ulta Beauty by 118.4% in the 3rd quarter. Sunbelt Securities Inc. now owns 83 shares of the specialty retailer’s stock worth $32,000 after acquiring an additional 45 shares in the last quarter. Westside Investment Management Inc. boosted its position in shares of Ulta Beauty by 151.5% during the 3rd quarter. Westside Investment Management Inc. now owns 83 shares of the specialty retailer’s stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Harvest Fund Management Co. Ltd acquired a new stake in Ulta Beauty during the third quarter worth approximately $41,000. Finally, American National Bank & Trust bought a new stake in Ulta Beauty in the third quarter worth approximately $44,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

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.