Ulta Beauty, Inc. (NASDAQ:ULTA) to Post Q2 2025 Earnings of $6.05 Per Share, Zacks Research Forecasts

Ulta Beauty, Inc. (NASDAQ:ULTA) – Research analysts at Zacks Research decreased their Q2 2025 earnings estimates for Ulta Beauty in a note issued to investors on Thursday, April 4th. Zacks Research analyst A. Mohta now forecasts that the specialty retailer will post earnings of $6.05 per share for the quarter, down from their prior estimate of $6.19. The consensus estimate for Ulta Beauty’s current full-year earnings is $26.81 per share. Zacks Research also issued estimates for Ulta Beauty’s Q3 2025 earnings at $5.70 EPS, Q1 2026 earnings at $7.28 EPS, Q2 2026 earnings at $6.75 EPS, Q3 2026 earnings at $6.22 EPS, Q4 2026 earnings at $9.32 EPS, FY2026 earnings at $29.58 EPS and FY2027 earnings at $31.48 EPS.

Several other brokerages have also issued reports on ULTA. Robert W. Baird upped their target price on Ulta Beauty from $575.00 to $625.00 and gave the company an “outperform” rating in a research report on Friday, March 15th. Loop Capital upgraded shares of Ulta Beauty from a “hold” rating to a “buy” rating and set a $540.00 price objective on the stock in a report on Monday. Jefferies Financial Group lifted their target price on shares of Ulta Beauty from $587.00 to $610.00 and gave the stock a “buy” rating in a research note on Friday, March 15th. UBS Group upped their price target on shares of Ulta Beauty from $575.00 to $690.00 and gave the company a “buy” rating in a research note on Tuesday, March 5th. Finally, Stifel Nicolaus lifted their price objective on shares of Ulta Beauty from $505.00 to $565.00 and gave the stock a “hold” rating in a research note on Friday, March 15th. One research analyst has rated the stock with a sell rating, five have given a hold rating, thirteen have given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $571.95.

Ulta Beauty Trading Up 0.4 %

NASDAQ ULTA opened at $454.80 on Monday. Ulta Beauty has a 12-month low of $368.02 and a 12-month high of $574.76. The firm’s fifty day simple moving average is $524.02 and its two-hundred day simple moving average is $466.60. The firm has a market capitalization of $21.95 billion, a P/E ratio of 17.46, a P/E/G ratio of 1.77 and a beta of 1.30.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings data on Thursday, March 14th. The specialty retailer reported $8.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.49 by $0.59. Ulta Beauty had a net margin of 11.52% and a return on equity of 61.64%. The firm had revenue of $3.55 billion for the quarter, compared to the consensus estimate of $3.53 billion. During the same quarter in the previous year, the firm earned $6.68 EPS. The company’s quarterly revenue was up 10.2% compared to the same quarter last year.

Ulta Beauty announced that its board has approved a stock buyback program on Thursday, March 14th that permits the company to buyback $2.00 billion in shares. This buyback authorization permits the specialty retailer to repurchase up to 7.3% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling at Ulta Beauty

In other news, insider Anita Jane Ryan sold 3,102 shares of the firm’s stock in a transaction that occurred on Tuesday, March 19th. The shares were sold at an average price of $525.25, for a total transaction of $1,629,325.50. Following the sale, the insider now owns 2,705 shares of the company’s stock, valued at approximately $1,420,801.25. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. In other Ulta Beauty news, Director Catherine Ann Halligan sold 500 shares of the stock in a transaction that occurred on Tuesday, March 19th. The stock was sold at an average price of $526.26, for a total transaction of $263,130.00. Following the transaction, the director now owns 1,665 shares in the company, valued at $876,222.90. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Anita Jane Ryan sold 3,102 shares of the firm’s stock in a transaction that occurred on Tuesday, March 19th. The shares were sold at an average price of $525.25, for a total value of $1,629,325.50. Following the completion of the sale, the insider now directly owns 2,705 shares in the company, valued at $1,420,801.25. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 24,552 shares of company stock valued at $12,920,326. 0.34% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Mather Group LLC. purchased a new stake in Ulta Beauty in the 1st quarter worth $45,000. Rowlandmiller & PARTNERS.ADV grew its position in shares of Ulta Beauty by 27.1% in the first quarter. Rowlandmiller & PARTNERS.ADV now owns 890 shares of the specialty retailer’s stock valued at $465,000 after purchasing an additional 190 shares during the period. First Hawaiian Bank increased its stake in shares of Ulta Beauty by 1.0% during the first quarter. First Hawaiian Bank now owns 6,835 shares of the specialty retailer’s stock worth $3,574,000 after purchasing an additional 66 shares in the last quarter. GAMMA Investing LLC raised its position in shares of Ulta Beauty by 30.1% during the 1st quarter. GAMMA Investing LLC now owns 242 shares of the specialty retailer’s stock worth $127,000 after purchasing an additional 56 shares during the last quarter. Finally, Los Angeles Capital Management LLC lifted its stake in Ulta Beauty by 210.4% in the 1st quarter. Los Angeles Capital Management LLC now owns 271,550 shares of the specialty retailer’s stock valued at $141,988,000 after buying an additional 184,060 shares in the last quarter. Hedge funds and other 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.