Q4 EPS Estimates for Ulta Beauty Boosted by Zacks Research

Ulta Beauty, Inc. (NASDAQ:ULTA) – Investment analysts at Zacks Research boosted their Q4 2026 earnings estimates for shares of Ulta Beauty in a report issued on Tuesday, April 1st. Zacks Research analyst R. Department now forecasts that the specialty retailer will earn $7.66 per share for the quarter, up from their prior estimate of $7.01. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.96 per share. Zacks Research also issued estimates for Ulta Beauty’s Q4 2026 earnings at $7.66 EPS.

Several other research firms have also weighed in on ULTA. Morgan Stanley cut their target price on shares of Ulta Beauty from $500.00 to $460.00 and set an “overweight” rating on the stock in a report on Friday, March 14th. Piper Sandler cut their price objective on Ulta Beauty from $425.00 to $364.00 and set a “neutral” rating on the stock in a report on Friday, March 14th. The Goldman Sachs Group upgraded Ulta Beauty from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $384.00 to $423.00 in a research report on Tuesday. DA Davidson cut their price target on shares of Ulta Beauty from $510.00 to $415.00 and set a “buy” rating on the stock in a research note on Friday, March 14th. Finally, B. Riley reduced their price target on shares of Ulta Beauty from $430.00 to $330.00 and set a “neutral” rating for the company in a report on Friday, March 14th. One equities research analyst has rated the stock with a sell rating, eleven have issued a hold rating and thirteen have issued a buy rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $427.61.

Ulta Beauty Trading Down 2.3 %

Ulta Beauty stock opened at $359.36 on Friday. The firm has a market capitalization of $16.66 billion, a P/E ratio of 14.38, a PEG ratio of 0.89 and a beta of 1.34. The business has a 50-day moving average of $369.03 and a 200-day moving average of $385.97. Ulta Beauty has a 1 year low of $309.01 and a 1 year high of $460.00.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings data on Thursday, March 13th. The specialty retailer reported $8.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.13 by $1.33. The firm had revenue of $3.49 billion for the quarter, compared to analysts’ expectations of $3.47 billion. Ulta Beauty had a net margin of 10.58% and a return on equity of 51.95%. The business’s revenue for the quarter was down 1.9% on a year-over-year basis. During the same period last year, the firm earned $8.08 earnings per share.

Insider Transactions at Ulta Beauty

In related news, insider Jodi J. Caro sold 902 shares of Ulta Beauty stock in a transaction dated Tuesday, April 1st. The stock was sold at an average price of $369.16, for a total transaction of $332,982.32. Following the completion of the transaction, the insider now owns 7,632 shares in the company, valued at approximately $2,817,429.12. This trade represents a 10.57 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.39% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Prestige Wealth Management Group LLC increased its holdings in shares of Ulta Beauty by 121.4% in the fourth quarter. Prestige Wealth Management Group LLC now owns 62 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 34 shares during the last quarter. Sunbelt Securities Inc. raised its holdings in Ulta Beauty by 118.4% in the 3rd quarter. Sunbelt Securities Inc. now owns 83 shares of the specialty retailer’s stock valued at $32,000 after acquiring an additional 45 shares during the period. Westside Investment Management Inc. lifted its position 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 acquiring an additional 50 shares during the last quarter. Future Financial Wealth Managment LLC acquired a new position in shares of Ulta Beauty in the fourth quarter valued at approximately $43,000. Finally, Ameliora Wealth Management Ltd. bought a new position in shares of Ulta Beauty during the fourth quarter worth approximately $43,000. 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.