Brokers Offer Predictions for Ulta Beauty, Inc.’s Q1 2026 Earnings (NASDAQ:ULTA)

Ulta Beauty, Inc. (NASDAQ:ULTA) – Equities researchers at William Blair cut their Q1 2026 EPS estimates for Ulta Beauty in a research report issued on Friday, August 30th. William Blair analyst D. Carden now anticipates that the specialty retailer will post earnings per share of $6.40 for the quarter, down from their previous forecast of $6.96. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.03 per share.

Other research analysts also recently issued research reports about the stock. Wells Fargo & Company reduced their price target on shares of Ulta Beauty from $325.00 to $300.00 and set an “underweight” rating on the stock in a research note on Friday. DA Davidson decreased their price target on shares of Ulta Beauty from $507.00 to $435.00 and set a “buy” rating for the company in a research note on Friday. Stifel Nicolaus dropped their price target on Ulta Beauty from $475.00 to $385.00 and set a “hold” rating on the stock in a research report on Friday. Bank of America reduced 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. Finally, 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 research report on Monday, August 12th. One investment analyst has rated the stock with a sell rating, ten have issued a hold rating and thirteen have issued a buy rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $436.83.

Ulta Beauty Trading Down 4.0 %

NASDAQ:ULTA opened at $352.84 on Monday. The company has a market cap of $16.84 billion, a price-to-earnings ratio of 13.76, a price-to-earnings-growth ratio of 1.86 and a beta of 1.37. Ulta Beauty has a twelve month low of $318.17 and a twelve month high of $574.76. The stock has a fifty day simple moving average of $372.21 and a 200-day simple moving average of $425.38.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results on Thursday, August 29th. The specialty retailer reported $5.30 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $5.47 by ($0.17). The business had revenue of $2.55 billion for the quarter, compared to the consensus estimate of $2.61 billion. Ulta Beauty had a return on equity of 54.91% and a net margin of 10.68%. Ulta Beauty’s revenue was up .9% on a year-over-year basis. During the same period in the prior year, the business posted $6.02 earnings per share.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. UMB Bank n.a. grew its position in Ulta Beauty by 83.3% during the 2nd quarter. UMB Bank n.a. now owns 66 shares of the specialty retailer’s stock worth $25,000 after purchasing an additional 30 shares during the period. Vima LLC acquired a new position in shares of Ulta Beauty in the 4th quarter valued at about $27,000. Riverview Trust Co purchased a new stake in shares of Ulta Beauty in the first quarter worth about $30,000. Sound Income Strategies LLC grew its holdings in Ulta Beauty by 490.0% during the first quarter. Sound Income Strategies LLC now owns 59 shares of the specialty retailer’s stock worth $31,000 after acquiring an additional 49 shares during the period. Finally, LRI Investments LLC purchased a new position in Ulta Beauty during the first quarter valued at approximately $31,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Insiders Place Their Bets

In related news, Director Catherine Ann Halligan sold 100 shares of the firm’s stock in a transaction on Tuesday, July 2nd. The stock was sold at an average price of $390.08, for a total value of $39,008.00. Following the completion of the transaction, the director now owns 2,017 shares in the company, valued at approximately $786,791.36. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. In related news, Director Catherine Ann Halligan sold 100 shares of the company’s stock in a transaction that occurred on Tuesday, July 2nd. The stock was sold at an average price of $390.08, for a total value of $39,008.00. Following the sale, the director now owns 2,017 shares in the company, valued at $786,791.36. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Jodi J. Caro sold 650 shares of the stock in a transaction that occurred on Tuesday, June 25th. The stock was sold at an average price of $388.68, for a total transaction of $252,642.00. Following the completion of the transaction, the insider now owns 6,801 shares in the company, valued at approximately $2,643,412.68. The disclosure for this sale can be found here. Corporate insiders own 0.39% 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.