Ulta Beauty, Inc. (NASDAQ:ULTA) to Post Q3 2025 Earnings of $4.53 Per Share, Zacks Research Forecasts

Ulta Beauty, Inc. (NASDAQ:ULTA) – Equities research analysts at Zacks Research lowered their Q3 2025 earnings per share (EPS) estimates for Ulta Beauty in a research note issued to investors on Tuesday, September 10th. Zacks Research analyst A. Mohta now anticipates that the specialty retailer will post earnings of $4.53 per share for the quarter, down from their prior forecast of $5.52. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.24 per share. Zacks Research also issued estimates for Ulta Beauty’s Q4 2025 earnings at $6.67 EPS, FY2025 earnings at $22.97 EPS, Q2 2026 earnings at $5.75 EPS, Q3 2026 earnings at $4.94 EPS, Q4 2026 earnings at $8.00 EPS, FY2026 earnings at $25.41 EPS, Q2 2027 earnings at $6.06 EPS and FY2027 earnings at $26.42 EPS.

Other equities research analysts have also issued reports about the company. B. Riley started coverage on Ulta Beauty in a research report on Tuesday. They set a “sell” rating and a $300.00 target price on the stock. Piper Sandler restated a “neutral” rating and set a $356.00 price objective (down previously from $404.00) on shares of Ulta Beauty in a report on Friday, August 30th. Loop Capital decreased their target price on shares of Ulta Beauty from $520.00 to $450.00 and set a “buy” rating for the company in a report on Tuesday, September 3rd. Barclays boosted their price target on shares of Ulta Beauty from $328.00 to $335.00 and gave the company an “equal weight” rating in a report on Friday, August 30th. Finally, Jefferies Financial Group decreased their price objective on shares of Ulta Beauty from $438.00 to $412.00 and set a “hold” rating for the company in a research note on Friday, May 24th. Three analysts have rated the stock with a sell rating, nine have given a hold rating and thirteen have given a buy rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $425.29.

Ulta Beauty Stock Performance

Shares of NASDAQ:ULTA opened at $378.34 on Friday. The company has a market capitalization of $17.83 billion, a PE ratio of 14.76, a price-to-earnings-growth ratio of 2.12 and a beta of 1.31. The stock has a fifty day moving average of $368.16 and a 200-day moving average of $414.31. Ulta Beauty has a one year low of $318.17 and a one year high of $574.76.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings data 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). The business had revenue of $2.55 billion during the quarter, compared to analyst estimates of $2.61 billion. Ulta Beauty had a return on equity of 54.02% and a net margin of 10.68%. The business’s revenue for the quarter was up .9% on a year-over-year basis. During the same period in the prior year, the firm earned $6.02 EPS.

Insider Transactions at Ulta Beauty

In related news, Director Catherine Ann Halligan sold 100 shares of Ulta Beauty stock in a transaction 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 transaction, the director now owns 2,017 shares in the company, valued at approximately $786,791.36. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In related news, insider Jodi J. Caro sold 650 shares of the stock in a transaction that occurred on 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 sale, the insider now owns 6,801 shares in the company, valued at approximately $2,643,412.68. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Catherine Ann Halligan sold 100 shares of Ulta Beauty stock in a transaction that occurred on Tuesday, July 2nd. The stock was 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 directly owns 2,017 shares in the company, valued at $786,791.36. The disclosure for this sale can be found here. 0.39% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Ulta Beauty

Several large investors have recently bought and sold shares of ULTA. Avantax Advisory Services Inc. lifted its position in shares of Ulta Beauty by 6.7% in the 4th quarter. Avantax Advisory Services Inc. now owns 1,227 shares of the specialty retailer’s stock worth $601,000 after acquiring an additional 77 shares during the period. Fiera Capital Corp boosted its stake in Ulta Beauty by 2.0% during the fourth quarter. Fiera Capital Corp now owns 1,945 shares of the specialty retailer’s stock worth $953,000 after buying an additional 38 shares in the last quarter. Main Street Financial Solutions LLC increased its holdings in Ulta Beauty by 6.6% in the 4th quarter. Main Street Financial Solutions LLC now owns 1,833 shares of the specialty retailer’s stock valued at $898,000 after buying an additional 113 shares during the period. Sheaff Brock Investment Advisors LLC bought a new stake in Ulta Beauty in the 4th quarter valued at $209,000. Finally, Manchester Capital Management LLC raised its stake in shares of Ulta Beauty by 41.2% in the 4th quarter. Manchester Capital Management LLC now owns 72 shares of the specialty retailer’s stock valued at $35,000 after buying an additional 21 shares in the last quarter. 90.39% of the stock is currently owned by institutional investors and hedge funds.

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.