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

Ulta Beauty, Inc. (NASDAQ:ULTA) – Stock analysts at Zacks Research reduced their Q2 2025 earnings estimates for Ulta Beauty in a research note issued to investors on Monday, June 17th. Zacks Research analyst A. Mohta now expects that the specialty retailer will earn $5.56 per share for the quarter, down from their prior 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.

Other equities research analysts also recently issued reports about the stock. Bank of America lowered their target price on shares of Ulta Beauty from $575.00 to $425.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 28th. Morgan Stanley raised their target price on shares of Ulta Beauty from $480.00 to $525.00 and gave the company an “equal weight” rating in a research note on Friday, March 15th. TD Cowen decreased their price target on shares of Ulta Beauty from $520.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday, May 31st. JPMorgan Chase & Co. lifted their price target on shares of Ulta Beauty from $530.00 to $544.00 and gave the stock an “overweight” rating in a research note on Friday, May 31st. Finally, Telsey Advisory Group reissued an “outperform” rating and set a $500.00 price target on shares of Ulta Beauty in a research note on Friday, May 31st. One research analyst has rated the stock with a sell rating, nine have assigned a hold rating, thirteen have given a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $507.30.

Ulta Beauty Price Performance

Shares of ULTA opened at $382.59 on Wednesday. The firm’s 50 day simple moving average is $398.64 and its 200 day simple moving average is $467.89. The company has a market capitalization of $18.26 billion, a P/E ratio of 14.92, a P/E/G ratio of 1.69 and a beta of 1.36. Ulta Beauty has a 1-year low of $368.02 and a 1-year high of $574.76.

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

Ulta Beauty announced that its board has initiated a stock buyback program on Thursday, March 14th that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the specialty retailer to purchase up to 7.3% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s management believes its stock is undervalued.

Institutional Trading of Ulta Beauty

Large investors have recently added to or reduced their stakes in the stock. Turtle Creek Wealth Advisors LLC bought a new stake in Ulta Beauty in the fourth quarter valued at $25,000. Loomis Sayles & Co. L P grew its stake in shares of Ulta Beauty by 364.3% during the 3rd quarter. Loomis Sayles & Co. L P now owns 65 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 51 shares during the period. Vima LLC bought a new stake in shares of Ulta Beauty during the 4th quarter valued at about $27,000. BKM Wealth Management LLC purchased a new stake in Ulta Beauty in the 4th quarter worth approximately $28,000. Finally, VisionPoint Advisory Group LLC increased its holdings in Ulta Beauty by 7,300.0% in the 3rd quarter. VisionPoint Advisory Group LLC now owns 74 shares of the specialty retailer’s stock worth $30,000 after acquiring an additional 73 shares in the last quarter. Institutional investors 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.