Q4 EPS Estimates for Ulta Beauty Decreased by William Blair

Ulta Beauty, Inc. (NASDAQ:ULTA) – Stock analysts at William Blair lowered their Q4 2026 EPS estimates for shares of Ulta Beauty in a report issued on Friday, December 6th. William Blair analyst D. Carden now anticipates that the specialty retailer will post earnings per share of $6.61 for the quarter, down from their previous estimate of $6.78. William Blair has a “Market Perform” rating on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.48 per share. William Blair also issued estimates for Ulta Beauty’s FY2027 earnings at $26.53 EPS.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results on Thursday, December 5th. The specialty retailer reported $5.14 EPS for the quarter, topping analysts’ consensus estimates 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 52.06%. The company’s quarterly revenue was up 1.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.07 earnings per share.

ULTA has been the subject of a number of other reports. The Goldman Sachs Group lowered their price target on shares of Ulta Beauty from $475.00 to $412.00 and set a “neutral” rating for the company in a report on Monday, August 12th. Barclays lifted their price target on shares of Ulta Beauty from $335.00 to $410.00 and gave the stock an “equal weight” rating in a report on Friday. Citigroup lifted their price target on shares of Ulta Beauty from $390.00 to $450.00 and gave the stock a “neutral” rating in a report on Friday. Raymond James lowered their target price on shares of Ulta Beauty from $450.00 to $440.00 and set an “outperform” rating for the company in a report on Monday, October 14th. Finally, Telsey Advisory Group boosted their target price on shares of Ulta Beauty from $450.00 to $500.00 and gave the company an “outperform” rating in a report on Friday. Two investment analysts have rated the stock with a sell rating, twelve have given a hold rating and eleven have issued a buy rating to the stock. According to MarketBeat, Ulta Beauty has a consensus rating of “Hold” and a consensus target price of $438.00.

Ulta Beauty Price Performance

Shares of NASDAQ ULTA opened at $428.17 on Monday. The company has a market cap of $20.18 billion, a PE ratio of 17.13, a price-to-earnings-growth ratio of 2.46 and a beta of 1.32. Ulta Beauty has a 12 month low of $318.17 and a 12 month high of $574.76. The company has a 50-day simple moving average of $374.15 and a 200-day simple moving average of $376.63.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Choreo LLC lifted its position in shares of Ulta Beauty by 71.7% during the second quarter. Choreo LLC now owns 2,868 shares of the specialty retailer’s stock worth $1,103,000 after purchasing an additional 1,198 shares in the last quarter. Susquehanna Fundamental Investments LLC acquired a new position in shares of Ulta Beauty during the second quarter worth $19,136,000. Whittier Trust Co. of Nevada Inc. lifted its position in shares of Ulta Beauty by 5.3% during the second quarter. Whittier Trust Co. of Nevada Inc. now owns 2,778 shares of the specialty retailer’s stock worth $1,072,000 after purchasing an additional 139 shares in the last quarter. Jensen Investment Management Inc. lifted its position in shares of Ulta Beauty by 17.9% during the third quarter. Jensen Investment Management Inc. now owns 11,330 shares of the specialty retailer’s stock worth $4,409,000 after purchasing an additional 1,720 shares in the last quarter. Finally, Distillate Capital Partners LLC bought a new stake in shares of Ulta Beauty in the second quarter worth $14,665,000. 90.39% of the stock is owned by institutional investors and hedge funds.

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.