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

Ulta Beauty (NASDAQ:ULTA) is expected to post 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. Parties can find conference call details on the company’s upcoming Q4 2026 earning report page for the latest details on the call scheduled for Thursday, March 12, 2026 at 4:30 PM ET.

Ulta Beauty Stock Performance

ULTA opened at $647.23 on Wednesday. Ulta Beauty has a 52-week low of $309.01 and a 52-week high of $714.97. The stock has a market capitalization of $28.71 billion, a PE ratio of 24.82, a price-to-earnings-growth ratio of 2.99 and a beta of 0.82. The stock’s 50 day moving average price is $665.94 and its 200-day moving average price is $586.04.

Ulta Beauty News Summary

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

• Positive Sentiment: Canaccord raised its price target sharply to $799 and kept a Buy rating, signaling sizable upside versus the current stock level. Article Title
• Positive Sentiment: Telsey and Barclays also lifted targets (Telsey to $715; Barclays to $712), reinforcing analyst conviction ahead of Ulta’s earnings. Article Title
• Positive Sentiment: Ulta is expanding exclusive brands (adding Hairstory and NassifMD to more doors/marketplace) and running its multi‑week “21 Days of Beauty” promotion — moves that can lift in‑store and online traffic and deepen loyalty. Ulta Beauty Expands Exclusive Brands This Week’s Best Deals at Ulta
• Neutral Sentiment: Earnings season is imminent; several outlets highlight Ulta on the calendar — upcoming results and guidance will be the near‑term catalyst and could drive volatility in either direction. Earnings Calendar Wall Street Insights
• Neutral Sentiment: Broader press coverage notes multiple firms lifting targets ahead of earnings, reflecting heightened analyst focus rather than new company fundamentals. Wall Street Lifts Targets
• Negative Sentiment: Wells Fargo raised its target to $500 but kept an Underweight rating, highlighting divergent analyst views and the potential for downside if results disappoint. Article Title
• Negative Sentiment: Technically the stock sits below its 50‑day moving average (short‑term resistance), which could cap near‑term upside if post‑earnings momentum fades — watch guidance and comp metrics closely.

Institutional Investors Weigh In On Ulta Beauty

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

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Raymond James Financial reissued a “strong-buy” rating on shares of Ulta Beauty in a research report on Tuesday. William Blair reaffirmed a “market perform” rating on shares of Ulta Beauty in a research note on Monday. Weiss Ratings reiterated a “hold (c)” rating on shares of Ulta Beauty in a research report on Wednesday, January 21st. Guggenheim restated a “neutral” rating on shares of Ulta Beauty in a report on Friday, December 5th. Finally, Wells Fargo & Company lifted their price objective on Ulta Beauty from $450.00 to $500.00 and gave the company an “underweight” rating in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Ulta Beauty has an average rating of “Moderate Buy” and an average price target of $638.12.

About Ulta Beauty

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.