Ulta Beauty Q4 EPS Estimate Lifted by Telsey Advisory Group

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

ULTA has been the subject of several other reports. Barclays boosted their target price on Ulta Beauty from $410.00 to $445.00 and gave the stock an “equal weight” rating in a research report on Thursday. DA Davidson boosted their target price on Ulta Beauty from $435.00 to $510.00 and gave the stock a “buy” rating in a research report on Friday, December 6th. B. Riley upgraded Ulta Beauty from a “sell” rating to a “neutral” rating and upped their price objective for the stock from $330.00 to $430.00 in a report on Tuesday, January 7th. Oppenheimer upped their price objective on Ulta Beauty from $505.00 to $515.00 and gave the stock an “outperform” rating in a report on Tuesday, January 7th. Finally, Wells Fargo & Company upped their price objective on Ulta Beauty from $350.00 to $370.00 and gave the stock an “underweight” rating in a report on Tuesday, January 7th. One analyst has rated the stock with a sell rating, thirteen have issued a hold rating and eleven have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, Ulta Beauty has an average rating of “Hold” and a consensus target price of $460.30.

Ulta Beauty Stock Up 0.7 %

Ulta Beauty stock opened at $418.23 on Friday. Ulta Beauty has a 52 week low of $318.17 and a 52 week high of $574.76. The business has a 50-day simple moving average of $402.01 and a 200 day simple moving average of $384.03. The stock has a market cap of $19.39 billion, a price-to-earnings ratio of 16.74, a PEG ratio of 2.38 and a beta of 1.28.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Thursday, December 5th. The specialty retailer reported $5.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.45 by $0.69. Ulta Beauty had a return on equity of 51.95% and a net margin of 10.58%. The company had revenue of $2.53 billion for the quarter, compared to analyst estimates of $2.50 billion. During the same period in the previous year, the company posted $5.07 EPS. The firm’s revenue for the quarter was up 1.7% compared to the same quarter last year.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Paladin Wealth LLC bought a new position in shares of Ulta Beauty in the 3rd quarter worth approximately $32,000. Sunbelt Securities Inc. boosted its stake in Ulta Beauty by 118.4% during the 3rd quarter. Sunbelt Securities Inc. now owns 83 shares of the specialty retailer’s stock valued at $32,000 after purchasing an additional 45 shares during the last quarter. Westside Investment Management Inc. boosted its stake in shares of Ulta Beauty by 151.5% in the 3rd 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 purchased a new position in shares of Ulta Beauty in the 3rd quarter worth $41,000. Finally, American National Bank & Trust purchased a new position in shares of Ulta Beauty in the 3rd quarter worth $44,000. Institutional investors own 90.39% of the company’s stock.

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.