Telsey Advisory Group Comments on Ulta Beauty Q4 Earnings

Ulta Beauty, Inc. (NASDAQ:ULTA) – Analysts at Telsey Advisory Group reduced their Q4 2025 earnings estimates for shares of Ulta Beauty in a research report issued to clients and investors on Friday, December 6th. Telsey Advisory Group analyst D. Telsey now expects that the specialty retailer will post earnings per share of $6.79 for the quarter, down from their prior estimate of $7.19. 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 $23.48 per share. Telsey Advisory Group also issued estimates for Ulta Beauty’s Q4 2026 earnings at $6.64 EPS.

Other research analysts also recently issued research reports about the stock. Bank of America lowered their price target on shares of Ulta Beauty from $425.00 to $380.00 and set a “neutral” rating for the company in a report on Friday, August 30th. Loop Capital cut their target price on Ulta Beauty from $520.00 to $450.00 and set a “buy” rating on the stock in a research report on Tuesday, September 3rd. Oppenheimer lifted their price objective on shares of Ulta Beauty from $435.00 to $505.00 and gave the stock an “outperform” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft dropped their price target on shares of Ulta Beauty from $426.00 to $424.00 and set a “buy” rating for the company in a research note on Wednesday, October 9th. Finally, JPMorgan Chase & Co. boosted their target price on Ulta Beauty from $472.00 to $480.00 and gave the company an “overweight” rating in a research report on Friday. Two analysts have rated the stock with a sell rating, twelve have issued a hold rating and eleven have assigned a buy rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $438.00.

Ulta Beauty Trading Up 9.0 %

NASDAQ:ULTA opened at $428.17 on Monday. The business’s 50-day moving average is $374.15 and its 200 day moving average is $376.63. Ulta Beauty has a 12 month low of $318.17 and a 12 month high of $574.76. The company has a market capitalization of $20.18 billion, a P/E ratio of 17.13, a P/E/G ratio of 2.46 and a beta of 1.32.

Ulta Beauty (NASDAQ:ULTA) last issued its earnings results on Thursday, December 5th. The specialty retailer reported $5.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.45 by $0.69. The company had revenue of $2.53 billion for the quarter, compared to the consensus estimate of $2.50 billion. Ulta Beauty had a return on equity of 52.06% and a net margin of 10.58%. The firm’s quarterly revenue was up 1.7% on a year-over-year basis. During the same quarter last year, the company earned $5.07 EPS.

Institutional Trading of Ulta Beauty

Hedge funds and other institutional investors have recently made changes to their positions in the business. Czech National Bank lifted its holdings in Ulta Beauty by 6.9% in the second quarter. Czech National Bank now owns 9,135 shares of the specialty retailer’s stock valued at $3,525,000 after acquiring an additional 591 shares during the period. RFG Advisory LLC raised its holdings in Ulta Beauty by 35.9% in the 2nd quarter. RFG Advisory LLC now owns 537 shares of the specialty retailer’s stock worth $207,000 after purchasing an additional 142 shares during the period. Dynamic Advisor Solutions LLC grew its holdings in Ulta Beauty by 28.5% in the second quarter. Dynamic Advisor Solutions LLC now owns 826 shares of the specialty retailer’s stock valued at $319,000 after purchasing an additional 183 shares during the period. Sequoia Financial Advisors LLC lifted its position in shares of Ulta Beauty by 5.9% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 3,287 shares of the specialty retailer’s stock valued at $1,268,000 after buying an additional 182 shares in the last quarter. Finally, Cooper Financial Group grew its stake in Ulta Beauty by 66.3% in the 2nd quarter. Cooper Financial Group now owns 690 shares of the specialty retailer’s stock valued at $266,000 after acquiring an additional 275 shares during the period. Institutional investors and hedge funds 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.