Ulta Beauty (NASDAQ:ULTA) Releases FY26 Earnings Guidance

Ulta Beauty (NASDAQ:ULTA) issued an update on its FY26 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of $22.50-22.90 for the period, compared to the consensus estimate of $23.51. The company issued revenue guidance of $11.5-11.6 billion, compared to the consensus revenue estimate of $11.67 billion. Ulta Beauty also updated its FY 2025 guidance to 22.500-22.900 EPS.

Ulta Beauty Trading Down 4.5 %

ULTA stock opened at $314.47 on Friday. The firm has a 50 day moving average of $386.49 and a 200-day moving average of $386.82. Ulta Beauty has a 12 month low of $309.01 and a 12 month high of $574.76. The firm has a market capitalization of $14.58 billion, a P/E ratio of 12.58, a price-to-earnings-growth ratio of 0.89 and a beta of 1.34.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Thursday, March 13th. The specialty retailer reported $8.46 EPS for the quarter, beating analysts’ consensus estimates of $7.13 by $1.33. Ulta Beauty had a net margin of 10.58% and a return on equity of 51.95%. The company had revenue of $3.49 billion during the quarter, compared to analyst estimates of $3.47 billion. During the same period last year, the business earned $8.08 earnings per share. Ulta Beauty’s revenue was down 1.9% compared to the same quarter last year. Sell-side analysts predict that Ulta Beauty will post 23.96 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on ULTA shares. B. Riley raised shares of Ulta Beauty from a “sell” rating to a “neutral” rating and raised their target price for the company from $330.00 to $430.00 in a research note on Tuesday, January 7th. Oppenheimer raised their target price on shares of Ulta Beauty from $505.00 to $515.00 and gave the company an “outperform” rating in a research note on Tuesday, January 7th. Wells Fargo & Company raised their target price on shares of Ulta Beauty from $350.00 to $370.00 and gave the company an “underweight” rating in a research note on Tuesday, January 7th. DA Davidson raised their target price on shares of Ulta Beauty from $435.00 to $510.00 and gave the company a “buy” rating in a research note on Friday, December 6th. Finally, Piper Sandler raised their target price on shares of Ulta Beauty from $390.00 to $394.00 and gave the company a “neutral” rating in a research note on Monday, January 6th. One analyst has rated the stock with a sell rating, twelve have assigned a hold rating and twelve have assigned a buy rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $459.22.

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.