FY2025 EPS Estimates for Ulta Beauty Boosted by DA Davidson

Ulta Beauty, Inc. (NASDAQ:ULTA) – Research analysts at DA Davidson raised their FY2025 EPS estimates for Ulta Beauty in a report released on Tuesday, January 7th. DA Davidson analyst M. Baker now expects that the specialty retailer will post earnings per share of $24.00 for the year, up from their previous forecast of $23.52. DA Davidson has a “Buy” rating and a $510.00 price target on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.57 per share. DA Davidson also issued estimates for Ulta Beauty’s Q4 2025 earnings at $7.10 EPS and FY2026 earnings at $22.81 EPS.

Other equities research analysts also recently issued reports about the company. Piper Sandler increased their price objective on Ulta Beauty from $390.00 to $394.00 and gave the company a “neutral” rating in a report on Monday. William Blair cut Ulta Beauty from an “outperform” rating to a “market perform” rating in a research note on Thursday, November 21st. Deutsche Bank Aktiengesellschaft lowered their price objective on Ulta Beauty from $426.00 to $424.00 and set a “buy” rating on the stock in a report on Wednesday, October 9th. TD Cowen upped their price target on shares of Ulta Beauty from $450.00 to $480.00 and gave the stock a “hold” rating in a research note on Wednesday. Finally, Canaccord Genuity Group raised their price objective on Ulta Beauty from $500.00 to $538.00 and gave the company a “buy” rating in a research note on Tuesday. One analyst has rated the stock with a sell rating, thirteen have issued a hold rating and eleven have assigned a buy rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $460.30.

Ulta Beauty Price Performance

Shares of NASDAQ:ULTA opened at $415.14 on Wednesday. The firm has a market capitalization of $19.25 billion, a P/E ratio of 16.61, a P/E/G ratio of 2.38 and a beta of 1.28. Ulta Beauty has a 12 month low of $318.17 and a 12 month high of $574.76. The company’s fifty day moving average price is $401.20 and its 200 day moving average price is $383.86.

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

Institutional Investors Weigh In On Ulta Beauty

A number of institutional investors have recently bought and sold shares of ULTA. Douglas Lane & Associates LLC boosted its holdings in shares of Ulta Beauty by 5.4% in the 4th quarter. Douglas Lane & Associates LLC now owns 2,109 shares of the specialty retailer’s stock valued at $917,000 after purchasing an additional 108 shares during the last quarter. Nordea Investment Management AB raised its position in shares of Ulta Beauty by 14.0% in the 4th quarter. Nordea Investment Management AB now owns 32,031 shares of the specialty retailer’s stock worth $14,015,000 after buying an additional 3,935 shares during the period. GAMMA Investing LLC boosted its holdings in Ulta Beauty by 170.4% in the fourth quarter. GAMMA Investing LLC now owns 1,141 shares of the specialty retailer’s stock valued at $496,000 after acquiring an additional 719 shares during the last quarter. Synovus Financial Corp grew its position in Ulta Beauty by 5.2% during the third quarter. Synovus Financial Corp now owns 2,556 shares of the specialty retailer’s stock valued at $995,000 after acquiring an additional 126 shares during the period. Finally, World Investment Advisors LLC purchased a new stake in Ulta Beauty during the third quarter valued at about $212,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

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.