What is B. Riley’s Forecast for Ulta Beauty FY2025 Earnings?

Ulta Beauty, Inc. (NASDAQ:ULTA) – Investment analysts at B. Riley upped their FY2025 earnings per share estimates for shares of Ulta Beauty in a report released on Friday, December 6th. B. Riley analyst A. Glaessgen now forecasts that the specialty retailer will post earnings of $23.45 per share for the year, up from their previous estimate of $23.00. B. Riley currently has a “Sell” rating and a $330.00 price target on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.48 per share. B. Riley also issued estimates for Ulta Beauty’s Q4 2025 earnings at $6.54 EPS, Q1 2026 earnings at $6.11 EPS, Q2 2026 earnings at $5.13 EPS, Q3 2026 earnings at $5.17 EPS, Q4 2026 earnings at $6.44 EPS and FY2026 earnings at $22.85 EPS.

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

Several other research firms have also recently commented on ULTA. StockNews.com raised Ulta Beauty from a “sell” rating to a “hold” rating in a report on Saturday, September 28th. Evercore ISI lowered their price objective on Ulta Beauty from $500.00 to $430.00 and set an “outperform” rating on the stock in a research note on Monday, August 26th. Robert W. Baird lowered their price objective on Ulta Beauty from $525.00 to $485.00 and set an “outperform” rating on the stock in a research note on Friday, August 23rd. Telsey Advisory Group upped their price objective on Ulta Beauty from $450.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, December 6th. Finally, Bank of America lowered their price objective on Ulta Beauty from $425.00 to $380.00 and set a “neutral” rating on the stock in a research note on Friday, August 30th. Two investment analysts have rated the stock with a sell rating, twelve have assigned a hold rating and eleven have given a buy rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $439.30.

Ulta Beauty Stock Down 1.5 %

Ulta Beauty stock opened at $411.92 on Monday. The business has a 50 day moving average price of $374.73 and a two-hundred day moving average price of $376.92. The stock has a market cap of $19.10 billion, a price-to-earnings ratio of 16.48, a price-to-earnings-growth ratio of 2.42 and a beta of 1.33. Ulta Beauty has a 12 month low of $318.17 and a 12 month high of $574.76.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. International Assets Investment Management LLC lifted its stake in shares of Ulta Beauty by 180,713.0% in the 3rd quarter. International Assets Investment Management LLC now owns 1,238,569 shares of the specialty retailer’s stock valued at $481,952,000 after purchasing an additional 1,237,884 shares during the period. Geode Capital Management LLC lifted its stake in shares of Ulta Beauty by 0.9% in the 3rd quarter. Geode Capital Management LLC now owns 1,188,730 shares of the specialty retailer’s stock valued at $461,059,000 after purchasing an additional 10,153 shares during the period. Ontario Teachers Pension Plan Board acquired a new position in shares of Ulta Beauty in the 3rd quarter valued at $359,480,000. TD Asset Management Inc lifted its stake in shares of Ulta Beauty by 14.1% in the 2nd quarter. TD Asset Management Inc now owns 620,793 shares of the specialty retailer’s stock valued at $239,545,000 after purchasing an additional 76,721 shares during the period. Finally, Champlain Investment Partners LLC lifted its stake in shares of Ulta Beauty by 5.4% in the 3rd quarter. Champlain Investment Partners LLC now owns 610,400 shares of the specialty retailer’s stock valued at $237,519,000 after purchasing an additional 31,540 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

About Ulta Beauty

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.