Telsey Advisory Group Estimates Ulta Beauty Q4 Earnings

Ulta Beauty, Inc. (NASDAQ:ULTA) – Investment analysts at Telsey Advisory Group upped their Q4 2025 earnings per share estimates for shares of Ulta Beauty in a research note issued on Tuesday, January 7th. Telsey Advisory Group analyst D. Telsey now anticipates that the specialty retailer will post earnings per share of $7.17 for the quarter, up from their previous estimate of $6.79. 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 $23.57 per share.

Other research analysts have also recently issued reports about the stock. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Ulta Beauty from $426.00 to $424.00 and set a “buy” rating for the company in a research report on Wednesday, October 9th. TD Cowen boosted their price target on Ulta Beauty from $450.00 to $480.00 and gave the stock a “hold” rating in a research report on Wednesday. DA Davidson raised their price objective on Ulta Beauty from $435.00 to $510.00 and gave the company a “buy” rating in a research report on Friday, December 6th. Canaccord Genuity Group boosted their target price on Ulta Beauty from $500.00 to $538.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, UBS Group increased their target price on Ulta Beauty from $470.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, December 6th. One investment analyst has rated the stock with a sell rating, thirteen have issued a hold rating and eleven have issued a buy rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $460.30.

Ulta Beauty Trading Up 0.7 %

ULTA opened at $418.23 on Friday. The company has a market cap of $19.39 billion, a price-to-earnings ratio of 16.74, a price-to-earnings-growth ratio of 2.38 and a beta of 1.28. The stock has a fifty day simple moving average of $402.01 and a two-hundred day simple moving average of $384.05. Ulta Beauty has a 12-month low of $318.17 and a 12-month high of $574.76.

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

Hedge Funds Weigh In On Ulta Beauty

Several institutional investors have recently made changes to their positions in the business. HBW Advisory Services LLC grew its holdings in Ulta Beauty by 11.3% during the fourth quarter. HBW Advisory Services LLC now owns 6,478 shares of the specialty retailer’s stock valued at $2,817,000 after purchasing an additional 658 shares during the period. ORG Partners LLC bought a new position in shares of Ulta Beauty during the 4th quarter valued at approximately $57,000. Douglas Lane & Associates LLC raised its stake in Ulta Beauty by 5.4% during the 4th quarter. Douglas Lane & Associates LLC now owns 2,109 shares of the specialty retailer’s stock worth $917,000 after acquiring an additional 108 shares during the period. Nordea Investment Management AB lifted its holdings in Ulta Beauty by 14.0% during the fourth quarter. Nordea Investment Management AB now owns 32,031 shares of the specialty retailer’s stock valued at $14,015,000 after purchasing an additional 3,935 shares in the last quarter. Finally, GAMMA Investing LLC boosted its position in shares of Ulta Beauty by 170.4% in the fourth quarter. GAMMA Investing LLC now owns 1,141 shares of the specialty retailer’s stock worth $496,000 after purchasing an additional 719 shares during the period. Institutional investors 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.