Equities Analysts Set Expectations for Ulta Beauty, Inc.’s Q2 2025 Earnings (NASDAQ:ULTA)

Ulta Beauty, Inc. (NASDAQ:ULTA) – Analysts at Zacks Research lowered their Q2 2025 EPS estimates for Ulta Beauty in a report released on Monday, June 17th. Zacks Research analyst A. Mohta now expects that the specialty retailer will post earnings of $5.56 per share for the quarter, down from their previous estimate of $6.05. The consensus estimate for Ulta Beauty’s current full-year earnings is $25.76 per share. Zacks Research also issued estimates for Ulta Beauty’s FY2025 earnings at $25.79 EPS, Q3 2026 earnings at $6.05 EPS, Q1 2027 earnings at $7.55 EPS and FY2027 earnings at $30.20 EPS.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings results on Thursday, May 30th. The specialty retailer reported $6.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.19 by $0.28. The firm had revenue of $2.73 billion for the quarter, compared to analyst estimates of $2.72 billion. Ulta Beauty had a net margin of 11.13% and a return on equity of 58.06%. The firm’s quarterly revenue was up 3.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $6.88 earnings per share.

Other equities analysts have also recently issued reports about the stock. Canaccord Genuity Group lowered their price target on shares of Ulta Beauty from $575.00 to $522.00 and set a “buy” rating on the stock in a report on Wednesday, May 29th. Stifel Nicolaus lowered their price target on shares of Ulta Beauty from $565.00 to $475.00 and set a “hold” rating on the stock in a report on Tuesday, May 14th. UBS Group boosted their price target on shares of Ulta Beauty from $575.00 to $690.00 and gave the company a “buy” rating in a report on Tuesday, March 5th. Evercore ISI lowered their price target on shares of Ulta Beauty from $630.00 to $500.00 and set an “outperform” rating on the stock in a report on Friday, May 31st. Finally, Raymond James lowered their price target on shares of Ulta Beauty from $630.00 to $610.00 and set a “strong-buy” rating on the stock in a report on Wednesday, April 3rd. One investment analyst has rated the stock with a sell rating, nine have issued a hold rating, thirteen have given a buy rating and one has given a strong buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $507.30.

Ulta Beauty Stock Performance

Ulta Beauty stock opened at $382.59 on Wednesday. The company has a 50 day moving average price of $398.64 and a 200 day moving average price of $467.89. Ulta Beauty has a 52 week low of $368.02 and a 52 week high of $574.76. The firm has a market capitalization of $18.26 billion, a price-to-earnings ratio of 14.92, a P/E/G ratio of 1.69 and a beta of 1.36.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Loomis Sayles & Co. L P raised its position in Ulta Beauty by 364.3% in the third quarter. Loomis Sayles & Co. L P now owns 65 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 51 shares in the last quarter. PNC Financial Services Group Inc. raised its position in Ulta Beauty by 19.2% in the third quarter. PNC Financial Services Group Inc. now owns 18,898 shares of the specialty retailer’s stock worth $7,549,000 after purchasing an additional 3,040 shares in the last quarter. Kestra Advisory Services LLC raised its position in Ulta Beauty by 54.9% in the third quarter. Kestra Advisory Services LLC now owns 3,717 shares of the specialty retailer’s stock worth $1,485,000 after purchasing an additional 1,317 shares in the last quarter. Envestnet Portfolio Solutions Inc. acquired a new position in Ulta Beauty in the third quarter worth about $1,357,000. Finally, Invesco Ltd. raised its position in Ulta Beauty by 6.2% in the third quarter. Invesco Ltd. now owns 570,913 shares of the specialty retailer’s stock worth $228,051,000 after purchasing an additional 33,508 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty declared that its board has initiated a stock buyback program on Thursday, March 14th that allows the company to repurchase $2.00 billion in shares. This repurchase authorization allows the specialty retailer to buy up to 7.3% of its shares through open market purchases. Shares repurchase programs are typically a sign 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.