Q3 EPS Estimates for Ulta Beauty Decreased by William Blair

Ulta Beauty, Inc. (NASDAQ:ULTA) – William Blair lowered their Q3 2025 earnings per share estimates for Ulta Beauty in a research report issued on Thursday, October 17th. William Blair analyst D. Carden now forecasts that the specialty retailer will post earnings of $4.54 per share for the quarter, down from their previous estimate of $4.57. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.10 per share. William Blair also issued estimates for Ulta Beauty’s Q4 2025 earnings at $6.46 EPS, FY2025 earnings at $22.76 EPS, Q3 2026 earnings at $4.37 EPS, Q4 2026 earnings at $6.78 EPS, FY2027 earnings at $25.79 EPS and FY2028 earnings at $29.10 EPS.

Ulta Beauty (NASDAQ:ULTA) last released its earnings results 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 firm had revenue of $2.55 billion during the quarter, compared to analysts’ expectations of $2.61 billion. Ulta Beauty had a return on equity of 54.02% and a net margin of 10.68%. The company’s revenue was up .9% compared to the same quarter last year. During the same period in the prior year, the company posted $6.02 earnings per share.

ULTA has been the topic of several other reports. Canaccord Genuity Group lowered their price objective on Ulta Beauty from $522.00 to $500.00 and set a “buy” rating on the stock in a research report on Tuesday, August 27th. Deutsche Bank Aktiengesellschaft lowered their price target on Ulta Beauty from $426.00 to $424.00 and set a “buy” rating on the stock in a report on Wednesday, October 9th. Stifel Nicolaus increased their price objective on shares of Ulta Beauty from $385.00 to $395.00 and gave the company a “hold” rating in a report on Thursday. Loop Capital lowered their target price on shares of Ulta Beauty from $520.00 to $450.00 and set a “buy” rating on the stock in a report on Tuesday, September 3rd. Finally, B. Riley assumed coverage on shares of Ulta Beauty in a research report on Tuesday, September 10th. They set a “sell” rating and a $300.00 target price for the company. Two research analysts have rated the stock with a sell rating, eleven have issued a hold rating and twelve have given a buy rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $423.71.

Ulta Beauty Stock Performance

ULTA opened at $371.72 on Friday. Ulta Beauty has a fifty-two week low of $318.17 and a fifty-two week high of $574.76. The stock has a market cap of $17.52 billion, a price-to-earnings ratio of 14.92, a price-to-earnings-growth ratio of 2.12 and a beta of 1.32. The firm’s fifty day moving average is $372.98 and its 200 day moving average is $388.43.

Institutional Trading of Ulta Beauty

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. UMB Bank n.a. grew its stake in shares of Ulta Beauty by 83.3% during the second quarter. UMB Bank n.a. now owns 66 shares of the specialty retailer’s stock valued at $25,000 after buying an additional 30 shares during the last quarter. Riverview Trust Co bought a new position in Ulta Beauty in the 1st quarter valued at $30,000. Sound Income Strategies LLC increased its stake in Ulta Beauty by 490.0% in the first quarter. Sound Income Strategies LLC now owns 59 shares of the specialty retailer’s stock worth $31,000 after purchasing an additional 49 shares during the period. LRI Investments LLC bought a new stake in shares of Ulta Beauty during the first quarter worth $31,000. Finally, Innealta Capital LLC purchased a new stake in shares of Ulta Beauty during the second quarter valued at $32,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

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.