Ulta Beauty Q4 EPS Forecast Raised by Telsey Advisory Group

Ulta Beauty, Inc. (NASDAQ:ULTA) – Investment analysts at Telsey Advisory Group boosted their Q4 2025 EPS estimates for Ulta Beauty in a report issued on Tuesday, January 7th. Telsey Advisory Group analyst D. Telsey now expects that the specialty retailer will earn $7.17 per share for the quarter, up from their prior forecast of $6.79. Telsey Advisory Group has a “Outperform” rating and a $500.00 price objective on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.57 per share.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings data on Thursday, December 5th. The specialty retailer reported $5.14 EPS for the quarter, beating the consensus estimate of $4.45 by $0.69. The business had revenue of $2.53 billion during the quarter, compared to the consensus estimate of $2.50 billion. Ulta Beauty had a net margin of 10.58% and a return on equity of 51.95%. The firm’s revenue was up 1.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $5.07 EPS.

Other analysts have also recently issued reports about the company. UBS Group boosted their price target on Ulta Beauty from $470.00 to $490.00 and gave the stock a “buy” rating in a report on Friday, December 6th. Bank of America upped their price target on shares of Ulta Beauty from $460.00 to $475.00 and gave the company a “neutral” rating in a research report on Tuesday. William Blair lowered Ulta Beauty from an “outperform” rating to a “market perform” rating in a research report on Thursday, November 21st. Piper Sandler upped their price objective on shares of Ulta Beauty from $390.00 to $394.00 and gave the company a “neutral” rating in a research note on Monday. Finally, Oppenheimer lifted their target price on shares of Ulta Beauty from $505.00 to $515.00 and gave the stock an “outperform” rating in a research note on Tuesday. One investment analyst has rated the stock with a sell rating, thirteen have assigned a hold rating and eleven have issued a buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $460.30.

Ulta Beauty Stock Down 3.1 %

NASDAQ ULTA opened at $415.14 on Friday. Ulta Beauty has a twelve month low of $318.17 and a twelve month high of $574.76. The business’s fifty day moving average is $401.20 and its 200 day moving average is $383.86. The company has a market cap of $19.25 billion, a price-to-earnings ratio of 16.61, a price-to-earnings-growth ratio of 2.38 and a beta of 1.28.

Institutional Trading of Ulta Beauty

Several institutional investors have recently made changes to their positions in the company. Paladin Wealth LLC purchased a new stake in shares of Ulta Beauty during the third quarter valued at approximately $32,000. Sunbelt Securities Inc. boosted its holdings 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 buying an additional 45 shares during the last quarter. Westside Investment Management Inc. increased its holdings in Ulta Beauty by 151.5% during the third quarter. Westside Investment Management Inc. now owns 83 shares of the specialty retailer’s stock worth $32,000 after buying an additional 50 shares during the last quarter. Harvest Fund Management Co. Ltd bought a new stake in Ulta Beauty in the third quarter worth about $41,000. Finally, American National Bank & Trust bought a new position in shares of Ulta Beauty during the 3rd quarter valued at approximately $44,000. Institutional investors own 90.39% of the company’s stock.

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.