DA Davidson Issues Positive Outlook for Ulta Beauty Earnings

Ulta Beauty, Inc. (NASDAQ:ULTA) – DA Davidson boosted their FY2025 earnings per share (EPS) estimates for Ulta Beauty in a report released on Friday, December 6th. DA Davidson analyst M. Baker now anticipates that the specialty retailer will earn $23.52 per share for the year, up from their previous forecast of $23.44. DA Davidson currently has a “Buy” rating and a $510.00 price objective on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.48 per share. DA Davidson also issued estimates for Ulta Beauty’s Q4 2025 earnings at $6.60 EPS.

A number of other research analysts also recently issued reports on the company. Bank of America decreased their price objective on Ulta Beauty from $425.00 to $380.00 and set a “neutral” rating for the company in a report on Friday, August 30th. B. Riley increased their price objective on Ulta Beauty from $300.00 to $330.00 and gave the stock a “sell” rating in a report on Friday. Stifel Nicolaus increased their price target on Ulta Beauty from $395.00 to $455.00 and gave the company a “hold” rating in a research report on Friday. Canaccord Genuity Group increased their price target on Ulta Beauty from $442.00 to $476.00 and gave the company a “buy” rating in a research report on Tuesday, December 3rd. Finally, JPMorgan Chase & Co. increased their price target on Ulta Beauty from $472.00 to $480.00 and gave the company an “overweight” rating in a research report on Friday. Two equities research analysts have rated the stock with a sell rating, twelve have assigned a hold rating and eleven have given a buy rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $439.30.

Ulta Beauty Stock Performance

NASDAQ:ULTA opened at $418.01 on Monday. The company has a market cap of $19.38 billion, a PE ratio of 16.73, a PEG ratio of 2.42 and a beta of 1.33. Ulta Beauty has a 52-week low of $318.17 and a 52-week high of $574.76. The stock has a 50-day simple moving average of $374.73 and a 200 day simple moving average of $376.92.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings results on Thursday, December 5th. The specialty retailer reported $5.14 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $2.50 billion. During the same period in the prior year, the company earned $5.07 earnings per share. The company’s revenue for the quarter was up 1.7% compared to the same quarter last year.

Institutional Trading of Ulta Beauty

A number of institutional investors have recently modified their holdings of the stock. Farther Finance Advisors LLC lifted its position in shares of Ulta Beauty by 4.7% during the 3rd quarter. Farther Finance Advisors LLC now owns 627 shares of the specialty retailer’s stock valued at $244,000 after acquiring an additional 28 shares during the period. UMB Bank n.a. lifted its position in shares of Ulta Beauty by 83.3% during the 2nd quarter. UMB Bank n.a. now owns 66 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 30 shares during the period. AdvisorNet Financial Inc raised its holdings in shares of Ulta Beauty by 5.0% during the 2nd quarter. AdvisorNet Financial Inc now owns 695 shares of the specialty retailer’s stock worth $268,000 after buying an additional 33 shares in the last quarter. Nations Financial Group Inc. IA ADV raised its holdings in shares of Ulta Beauty by 1.0% during the 2nd quarter. Nations Financial Group Inc. IA ADV now owns 3,495 shares of the specialty retailer’s stock worth $1,349,000 after buying an additional 33 shares in the last quarter. Finally, Mayflower Financial Advisors LLC raised its holdings in shares of Ulta Beauty by 6.8% during the 2nd quarter. Mayflower Financial Advisors LLC now owns 521 shares of the specialty retailer’s stock worth $201,000 after buying an additional 33 shares in the last quarter. 90.39% of the stock is currently owned by institutional investors.

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.