Ulta Beauty (ULTA) Expected to Announce Quarterly Earnings on Thursday

Ulta Beauty (NASDAQ:ULTA) is anticipated to release its Q4 2026 results after the market closes on Thursday, March 12th. Analysts expect the company to announce earnings of $7.93 per share and revenue of $3.8066 billion for the quarter. Investors may visit the the company’s upcoming Q4 2026 earning results page for the latest details on the call scheduled for Thursday, March 12, 2026 at 4:30 PM ET.

Ulta Beauty Price Performance

NASDAQ:ULTA opened at $642.22 on Tuesday. Ulta Beauty has a 1-year low of $309.01 and a 1-year high of $714.97. The firm has a market capitalization of $28.49 billion, a price-to-earnings ratio of 24.63, a PEG ratio of 3.01 and a beta of 0.82. The company’s 50-day moving average is $665.13 and its two-hundred day moving average is $585.21.

Hedge Funds Weigh In On Ulta Beauty

Several institutional investors have recently bought and sold shares of ULTA. BOKF NA purchased a new position in shares of Ulta Beauty in the third quarter valued at approximately $31,000. Virtus Advisers LLC purchased a new stake in Ulta Beauty during the 4th quarter worth approximately $33,000. Greenline Wealth Management LLC purchased a new stake in Ulta Beauty during the 4th quarter worth approximately $37,000. DV Equities LLC acquired a new stake in Ulta Beauty during the 4th quarter worth approximately $38,000. Finally, Darwin Wealth Management LLC purchased a new position in Ulta Beauty in the 2nd quarter valued at approximately $50,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Ulta Beauty

Here are the key news stories impacting Ulta Beauty this week:

• Positive Sentiment: Morgan Stanley reaffirmed a Buy and kept a $750 price target, signaling confidence in near‑term outperformance and 2026 targets. Article Title
• Positive Sentiment: Telsey Advisory raised its price target to $715 and kept an Outperform rating, supporting upside expectations ahead of earnings. Article Title
• Positive Sentiment: Barclays lifted its target to $712 with an Overweight rating — another vote of confidence that suggests analyst buy‑side support. Article Title
• Positive Sentiment: Ulta is expanding exclusive brand partnerships (Hairstory into 300+ stores, NassifMD on UB Marketplace) and running the multi‑week “21 Days of Beauty” promotion — moves that can boost traffic, margins on exclusives and loyalty. Article Title
• Neutral Sentiment: Ulta is on a crowded earnings calendar this week; investors will be parsing guidance, comp trends, loyalty metrics and any AI/tech‑driven commentary. This creates event risk but also upside if results beat. Article Title
• Neutral Sentiment: Wall Street previews (Yahoo/Zacks) urge focus beyond headline revenue/EPS to metrics such as comp sales, average ticket, loyalty growth and gross margin mix — items that will drive the stock post‑earnings. Article Title Article Title
• Neutral Sentiment: High‑profile media commentary (Jim Cramer) has increased attention ahead of the print; such coverage can amplify intraday moves but is not a direct indicator of fundamentals. Article Title
• Negative Sentiment: Wells Fargo moved its target up to $500 but kept an Underweight rating — the low target and bearish stance create downward pressure and give investors a reason to take profits or trim positions. Article Title

Analyst Upgrades and Downgrades

ULTA has been the topic of several recent analyst reports. Evercore upped their price target on Ulta Beauty from $640.00 to $660.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Zacks Research downgraded Ulta Beauty from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 6th. Bank of America boosted their price objective on shares of Ulta Beauty from $610.00 to $685.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. UBS Group increased their target price on shares of Ulta Beauty from $690.00 to $780.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Finally, Canaccord Genuity Group lifted their price target on shares of Ulta Beauty from $653.00 to $674.00 and gave the company a “buy” rating in a research report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $633.12.

Ulta Beauty Company Profile

Ulta Beauty, Inc (NASDAQ: ULTA) is a U.S.-based specialty retailer and beauty services provider focused on cosmetics, fragrance, skin care, hair care, bath and body, and beauty tools. The company operates a dual-format business that combines brick-and-mortar retail stores with an e-commerce platform, offering a broad assortment of national, prestige and mass-market brands alongside its own private-label products. In many locations Ulta also provides full-service salon treatments, positioning the company as a one-stop destination for product discovery and in-store services.

The retailer’s product mix spans color cosmetics, haircare and styling products, skin and body care, fragrance, and accessories, catering to a wide range of consumer preferences and price points.