Q3 2025 EPS Estimates for Ulta Beauty, Inc. (NASDAQ:ULTA) Reduced by William Blair

Ulta Beauty, Inc. (NASDAQ:ULTA - Free Report) - Equities researchers at William Blair lowered their Q3 2025 EPS estimates for Ulta Beauty in a report issued on Wednesday, April 3rd. William Blair analyst D. Carden now expects that the specialty retailer will post earnings of $5.48 per share for the quarter, down from their prior estimate of $5.90. The consensus estimate for Ulta Beauty's current full-year earnings is $26.94 per share. William Blair also issued estimates for Ulta Beauty's FY2025 earnings at $25.61 EPS.

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

Several other research analysts have also recently issued reports on the stock. Piper Sandler lifted their target price on shares of Ulta Beauty from $635.00 to $665.00 and gave the stock an "overweight" rating in a report on Friday, March 15th. UBS Group boosted their price objective on shares of Ulta Beauty from $575.00 to $690.00 and gave the company a "buy" rating in a report on Tuesday, March 5th. JPMorgan Chase & Co. boosted their price objective on shares of Ulta Beauty from $535.00 to $600.00 and gave the company an "overweight" rating in a report on Thursday, February 15th. Stifel Nicolaus boosted their price objective on shares of Ulta Beauty from $505.00 to $565.00 and gave the company a "hold" rating in a report on Friday, March 15th. Finally, Barclays boosted their price objective on shares of Ulta Beauty from $583.00 to $612.00 and gave the company an "overweight" rating in a report on Friday, March 15th. One analyst has rated the stock with a sell rating, six have issued a hold rating, twelve have given a buy rating and one has issued a strong buy rating to the company's stock. According to MarketBeat.com, Ulta Beauty presently has an average rating of "Moderate Buy" and a consensus price target of $575.45.

Ulta Beauty Stock Down 0.9 %

Ulta Beauty stock traded down $3.89 during trading hours on Friday, hitting $444.75. The stock had a trading volume of 1,230,784 shares, compared to its average volume of 764,251. The stock has a market capitalization of $21.47 billion, a P/E ratio of 17.22, a price-to-earnings-growth ratio of 1.74 and a beta of 1.30. Ulta Beauty has a 12-month low of $368.02 and a 12-month high of $574.76. The stock's 50-day moving average price is $527.18 and its 200-day moving average price is $464.85.

Ulta Beauty announced that its Board of Directors has authorized a stock buyback plan on Thursday, March 14th that permits the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization permits the specialty retailer to buy up to 7.3% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company's management believes its stock is undervalued.

Insider Buying and Selling

In related news, insider Anita Jane Ryan sold 3,102 shares of the company's stock in a transaction 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 completion of the transaction, the insider now owns 2,705 shares in the company, valued at $1,420,801.25. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. In other Ulta Beauty news, COO Kecia Steelman sold 20,950 shares of the stock in a transaction on Tuesday, March 19th. The shares were sold at an average price of $526.39, for a total transaction of $11,027,870.50. Following the completion of the transaction, the chief operating officer now owns 10,494 shares in the company, valued at $5,523,936.66. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Anita Jane Ryan sold 3,102 shares of the stock in a transaction 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 transaction, the insider now owns 2,705 shares of the company's stock, valued at approximately $1,420,801.25. The disclosure for this sale can be found here. Over the last quarter, insiders sold 24,552 shares of company stock worth $12,920,326. 0.34% of the stock is owned by insiders.

Hedge Funds Weigh In On Ulta Beauty

Several institutional investors have recently bought and sold shares of ULTA. Nordea Investment Management AB raised its stake in shares of Ulta Beauty by 347.3% in the fourth quarter. Nordea Investment Management AB now owns 71,491 shares of the specialty retailer's stock valued at $35,061,000 after acquiring an additional 55,508 shares during the period. Charles Schwab Investment Management Inc. raised its stake in shares of Ulta Beauty by 0.8% in the third quarter. Charles Schwab Investment Management Inc. now owns 284,442 shares of the specialty retailer's stock valued at $113,620,000 after acquiring an additional 2,126 shares during the period. AdvisorNet Financial Inc raised its stake in shares of Ulta Beauty by 3.4% in the fourth quarter. AdvisorNet Financial Inc now owns 1,188 shares of the specialty retailer's stock valued at $582,000 after acquiring an additional 39 shares during the period. Asio Capital LLC raised its stake in shares of Ulta Beauty by 64.3% in the fourth quarter. Asio Capital LLC now owns 10,171 shares of the specialty retailer's stock valued at $4,984,000 after acquiring an additional 3,980 shares during the period. Finally, AXQ Capital LP purchased a new stake in shares of Ulta Beauty in the third quarter valued at $879,000. Institutional investors own 90.39% of the company's stock.

About Ulta Beauty

Ulta Beauty, Inc operate specialty retail stores selling cosmetics, fragrance, haircare and skincare products, and related accessories and services in the United States. It offers broad assortment of branded and private label beauty products including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools; and salon services, including hair, skin, makeup, and brow services, as well as nail services.