Q3 2025 EPS Estimates for Ulta Beauty, Inc. Cut by Analyst (NASDAQ:ULTA)

Ulta Beauty, Inc. (NASDAQ:ULTA) – Analysts at William Blair decreased their Q3 2025 earnings per share estimates for Ulta Beauty in a report issued on Tuesday, August 27th. William Blair analyst D. Carden now forecasts that the specialty retailer will earn $5.24 per share for the quarter, down from their previous forecast of $5.45. The consensus estimate for Ulta Beauty’s current full-year earnings is $25.48 per share. William Blair also issued estimates for Ulta Beauty’s FY2025 earnings at $24.68 EPS, Q2 2026 earnings at $5.96 EPS and Q3 2026 earnings at $5.61 EPS.

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 the consensus estimate of $5.47 by ($0.17). Ulta Beauty had a net margin of 11.13% and a return on equity of 58.06%. The firm had revenue of $2.55 billion for the quarter, compared to analyst estimates of $2.61 billion. During the same period last year, the company earned $6.02 EPS. The company’s revenue was up .9% compared to the same quarter last year.

Several other equities analysts have also weighed in on the company. The Goldman Sachs Group cut their target price on Ulta Beauty from $475.00 to $412.00 and set a “neutral” rating on the stock in a research note on Monday, August 12th. StockNews.com raised Ulta Beauty from a “sell” rating to a “hold” rating in a research note on Thursday, July 18th. Citigroup cut their target price on Ulta Beauty from $375.00 to $345.00 and set a “neutral” rating on the stock in a research note on Friday. Robert W. Baird cut their target price on Ulta Beauty from $525.00 to $485.00 and set an “outperform” rating on the stock in a research note on Friday, August 23rd. Finally, Canaccord Genuity Group cut their target price on Ulta Beauty from $522.00 to $500.00 and set a “buy” rating on the stock in a research note on Tuesday. One research analyst has rated the stock with a sell rating, ten have assigned a hold rating and thirteen have given a buy rating to the company’s stock. Based on data from MarketBeat, Ulta Beauty presently has an average rating of “Moderate Buy” and a consensus target price of $436.83.

Ulta Beauty Stock Down 4.0 %

Shares of ULTA opened at $352.84 on Thursday. Ulta Beauty has a 12-month low of $318.17 and a 12-month high of $574.76. The firm has a market capitalization of $16.84 billion, a PE ratio of 13.76, a price-to-earnings-growth ratio of 1.75 and a beta of 1.37. The stock’s fifty day simple moving average is $372.83 and its 200-day simple moving average is $427.31.

Insider Buying and Selling

In related news, insider Jodi J. Caro sold 650 shares of the stock in a transaction dated 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 directly owns 6,801 shares in the company, valued at $2,643,412.68. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. In other Ulta Beauty news, insider Jodi J. Caro sold 650 shares of the firm’s stock in a transaction that occurred on Tuesday, June 25th. The stock was sold at an average price of $388.68, for a total value of $252,642.00. Following the completion of the transaction, the insider now directly owns 6,801 shares in the company, valued at $2,643,412.68. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Catherine Ann Halligan sold 100 shares of the firm’s stock in a transaction that occurred on Tuesday, July 2nd. The shares were 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 of the company’s stock, valued at $786,791.36. The disclosure for this sale can be found here. 0.39% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of ULTA. 1832 Asset Management L.P. lifted its position in shares of Ulta Beauty by 120.2% in the fourth quarter. 1832 Asset Management L.P. now owns 14,448 shares of the specialty retailer’s stock valued at $7,079,000 after buying an additional 7,887 shares during the last quarter. Duality Advisers LP lifted its position in shares of Ulta Beauty by 92.8% in the first quarter. Duality Advisers LP now owns 7,278 shares of the specialty retailer’s stock valued at $3,806,000 after buying an additional 3,504 shares during the last quarter. Warther Private Wealth LLC acquired a new stake in shares of Ulta Beauty in the fourth quarter valued at approximately $6,023,000. Broad Bay Capital Management LP acquired a new stake in shares of Ulta Beauty in the fourth quarter valued at approximately $10,412,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Ulta Beauty by 10.2% in the first quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 89,799 shares of the specialty retailer’s stock valued at $46,954,000 after buying an additional 8,337 shares during the last quarter. 90.39% of the stock is currently owned by 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.