Ulta Beauty, Inc. (NASDAQ:ULTA) Forecasted to Earn Q3 2025 Earnings of $4.65 Per Share

Ulta Beauty, Inc. (NASDAQ:ULTA) – Research analysts at DA Davidson issued their Q3 2025 EPS estimates for shares of Ulta Beauty in a note issued to investors on Friday, August 30th. DA Davidson analyst M. Baker forecasts that the specialty retailer will post earnings of $4.65 per share for the quarter. DA Davidson currently has a “Buy” rating and a $435.00 target price on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.03 per share.

ULTA has been the subject of several other reports. TD Cowen lowered their price objective on shares of Ulta Beauty from $500.00 to $395.00 and set a “buy” rating for the company in a research note on Friday. BMO Capital Markets decreased their price target on shares of Ulta Beauty from $500.00 to $385.00 and set a “market perform” rating for the company in a research report on Friday. Piper Sandler reaffirmed a “neutral” rating and set a $356.00 price target (down from $404.00) on shares of Ulta Beauty in a research report on Friday. Stifel Nicolaus decreased their price target on shares of Ulta Beauty from $475.00 to $385.00 and set a “hold” rating for the company in a research report on Friday. Finally, Deutsche Bank Aktiengesellschaft decreased their price target on shares of Ulta Beauty from $552.00 to $448.00 and set a “buy” rating for the company in a research report on Wednesday, August 28th. One investment analyst has rated the stock with a sell rating, ten have given a hold rating and thirteen have assigned a buy rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $434.65.

Ulta Beauty Stock Down 4.0 %

Shares of NASDAQ ULTA opened at $352.84 on Monday. Ulta Beauty has a 52-week low of $318.17 and a 52-week high of $574.76. The firm has a fifty day moving average of $371.48 and a 200-day moving average of $423.42. The stock has a market capitalization of $16.63 billion, a PE ratio of 13.76, a P/E/G ratio of 2.04 and a beta of 1.31.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings data on Thursday, August 29th. The specialty retailer reported $5.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $5.47 by ($0.17). Ulta Beauty had a net margin of 10.68% and a return on equity of 54.02%. The company had revenue of $2.55 billion for the quarter, compared to analysts’ expectations of $2.61 billion. During the same period in the prior year, the firm earned $6.02 earnings per share. The firm’s quarterly revenue was up .9% on a year-over-year basis.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. 1832 Asset Management L.P. grew its position in Ulta Beauty by 120.2% in the 4th quarter. 1832 Asset Management L.P. now owns 14,448 shares of the specialty retailer’s stock worth $7,079,000 after purchasing an additional 7,887 shares during the last quarter. Duality Advisers LP grew its position in Ulta Beauty by 92.8% in the 1st quarter. Duality Advisers LP now owns 7,278 shares of the specialty retailer’s stock worth $3,806,000 after purchasing an additional 3,504 shares during the last quarter. Warther Private Wealth LLC bought a new position in Ulta Beauty in the 4th quarter worth about $6,023,000. Broad Bay Capital Management LP bought a new position in Ulta Beauty in the 4th quarter worth about $10,412,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its position in Ulta Beauty by 10.2% in the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 89,799 shares of the specialty retailer’s stock worth $46,954,000 after purchasing an additional 8,337 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Insider Activity

In other news, insider Jodi J. Caro sold 650 shares of the company’s stock in a transaction dated Tuesday, June 25th. The shares were sold at an average price of $388.68, for a total value of $252,642.00. Following the sale, the insider now owns 6,801 shares in the company, valued at approximately $2,643,412.68. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. In related news, insider Jodi J. Caro sold 650 shares of the stock in a transaction dated Tuesday, June 25th. The shares were sold at an average price of $388.68, for a total transaction of $252,642.00. Following the sale, the insider now owns 6,801 shares in the company, valued at $2,643,412.68. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Catherine Ann Halligan sold 100 shares of the stock in a transaction dated Tuesday, July 2nd. The stock was sold at an average price of $390.08, for a total transaction of $39,008.00. Following the sale, the director now owns 2,017 shares in the company, valued at approximately $786,791.36. The disclosure for this sale can be found here. Company 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.