Q4 EPS Estimates for Ulta Beauty Decreased by Analyst

Ulta Beauty, Inc. (NASDAQ:ULTA) – Research analysts at Telsey Advisory Group lowered their Q4 2025 earnings estimates for shares of Ulta Beauty in a report released on Friday, December 6th. Telsey Advisory Group analyst D. Telsey now anticipates that the specialty retailer will post earnings per share of $6.79 for the quarter, down from their previous forecast of $7.19. Telsey Advisory Group has a “Outperform” rating and a $500.00 price objective on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.48 per share. Telsey Advisory Group also issued estimates for Ulta Beauty’s Q4 2026 earnings at $6.64 EPS.

Other research analysts have also recently issued research reports about the company. Robert W. Baird decreased their target price on Ulta Beauty from $525.00 to $485.00 and set an “outperform” rating on the stock in a research report on Friday, August 23rd. William Blair lowered shares of Ulta Beauty from an “outperform” rating to a “market perform” rating in a report on Thursday, November 21st. B. Riley increased their price objective on shares of Ulta Beauty from $300.00 to $330.00 and gave the company a “sell” rating in a research note on Friday. Stifel Nicolaus boosted their target price on shares of Ulta Beauty from $395.00 to $455.00 and gave the stock a “hold” rating in a research note on Friday. Finally, Piper Sandler increased their price target on Ulta Beauty from $357.00 to $360.00 and gave the company a “neutral” rating in a research note on Tuesday, December 3rd. Two analysts have rated the stock with a sell rating, twelve have assigned a hold rating and eleven have issued a buy rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $439.30.

Ulta Beauty Stock Performance

Ulta Beauty stock opened at $418.01 on Monday. Ulta Beauty has a 52 week low of $318.17 and a 52 week high of $574.76. The stock has a market capitalization of $19.38 billion, a P/E ratio of 16.73, a price-to-earnings-growth ratio of 2.42 and a beta of 1.33. The stock has a fifty day moving average of $374.73 and a 200-day moving average of $376.92.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings data on Thursday, December 5th. The specialty retailer reported $5.14 EPS for the quarter, beating the consensus estimate of $4.45 by $0.69. The business had revenue of $2.53 billion during the quarter, compared to the consensus estimate of $2.50 billion. Ulta Beauty had a net margin of 10.58% and a return on equity of 51.95%. The company’s revenue was up 1.7% on a year-over-year basis. During the same period in the previous year, the business earned $5.07 earnings per share.

Hedge Funds Weigh In On Ulta Beauty

Several hedge funds and other institutional investors have recently bought and sold shares of the company. International Assets Investment Management LLC raised its position in shares of Ulta Beauty by 180,713.0% in the 3rd quarter. International Assets Investment Management LLC now owns 1,238,569 shares of the specialty retailer’s stock worth $481,952,000 after acquiring an additional 1,237,884 shares in the last quarter. Geode Capital Management LLC grew its stake in Ulta Beauty by 0.9% during the third quarter. Geode Capital Management LLC now owns 1,188,730 shares of the specialty retailer’s stock worth $461,059,000 after purchasing an additional 10,153 shares during the period. Ontario Teachers Pension Plan Board bought a new stake in Ulta Beauty in the third quarter worth approximately $359,480,000. TD Asset Management Inc lifted its stake in Ulta Beauty by 14.1% in the second quarter. TD Asset Management Inc now owns 620,793 shares of the specialty retailer’s stock valued at $239,545,000 after buying an additional 76,721 shares during the period. Finally, Champlain Investment Partners LLC boosted its holdings in shares of Ulta Beauty by 5.4% during the 3rd quarter. Champlain Investment Partners LLC now owns 610,400 shares of the specialty retailer’s stock worth $237,519,000 after buying an additional 31,540 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty Company Profile

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.