Ulta Beauty (ULTA) Projected to Post Earnings on Thursday

Key Points

• Ulta Beauty is set to report its Q2 2026 earnings on August 28th, with analysts projecting earnings of $4.92 per share and revenue of $2.6591 billion for the quarter.
• The company recently posted Q1 earnings of $6.70 per share, exceeding estimates of $5.73, and reported a 4.5% increase in revenue compared to the same quarter last year.
• Analysts have recently adjusted price targets for Ulta Beauty, with the average target now at $475.17, indicating a strong investment interest with 12 buy ratings and 12 hold ratings.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) is anticipated to post its Q2 2026 results after the market closes on Thursday, August 28th. Analysts expect Ulta Beauty to post earnings of $4.92 per share and revenue of $2.6591 billion for the quarter. Ulta Beauty has set its FY 2025 guidance at 22.650-23.200 EPS.Individuals may review the information on the company's upcoming Q2 2026 earningreport for the latest details on the call scheduled for Thursday, August 28, 2025 at 4:30 PM ET.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last announced its earnings results on Thursday, May 29th. The specialty retailer reported $6.70 earnings per share for the quarter, topping the consensus estimate of $5.73 by $0.97. Ulta Beauty had a net margin of 10.45% and a return on equity of 49.73%. The business had revenue of $2.85 billion during the quarter, compared to the consensus estimate of $2.79 billion. During the same quarter in the prior year, the firm earned $6.47 earnings per share. The business's quarterly revenue was up 4.5% compared to the same quarter last year. On average, analysts expect Ulta Beauty to post $24 EPS for the current fiscal year and $24 EPS for the next fiscal year.

Ulta Beauty Stock Performance

Shares of ULTA opened at $516.69 on Thursday. Ulta Beauty has a fifty-two week low of $309.01 and a fifty-two week high of $534.10. The company has a market capitalization of $23.23 billion, a price-to-earnings ratio of 20.18, a price-to-earnings-growth ratio of 3.11 and a beta of 1.12. The firm has a 50-day simple moving average of $491.57 and a 200-day simple moving average of $420.54.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. Robert W. Baird raised their price objective on shares of Ulta Beauty from $440.00 to $525.00 and gave the company an "outperform" rating in a research report on Friday, May 30th. Canaccord Genuity Group raised their price objective on shares of Ulta Beauty from $542.00 to $600.00 and gave the company a "buy" rating in a research report on Friday, August 1st. DA Davidson raised their price objective on shares of Ulta Beauty from $550.00 to $585.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Loop Capital restated a "hold" rating and issued a $510.00 price objective on shares of Ulta Beauty in a research report on Friday, July 25th. Finally, Telsey Advisory Group restated an "outperform" rating and issued a $520.00 price objective on shares of Ulta Beauty in a research report on Friday, July 11th. Twelve analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Ulta Beauty presently has an average rating of "Hold" and an average target price of $475.17.

Institutional Trading of Ulta Beauty

Several institutional investors have recently made changes to their positions in ULTA. AQR Capital Management LLC lifted its holdings in Ulta Beauty by 76.6% in the 2nd quarter. AQR Capital Management LLC now owns 477,504 shares of the specialty retailer's stock worth $222,794,000 after buying an additional 207,084 shares in the last quarter. Shellback Capital LP grew its position in Ulta Beauty by 133.3% in the 2nd quarter. Shellback Capital LP now owns 138,020 shares of the specialty retailer's stock worth $64,569,000 after purchasing an additional 78,870 shares during the last quarter. Quantinno Capital Management LP grew its position in Ulta Beauty by 45.0% in the 2nd quarter. Quantinno Capital Management LP now owns 72,010 shares of the specialty retailer's stock worth $33,688,000 after purchasing an additional 22,342 shares during the last quarter. Ieq Capital LLC boosted its holdings in shares of Ulta Beauty by 138.4% in the second quarter. Ieq Capital LLC now owns 37,269 shares of the specialty retailer's stock valued at $17,435,000 after acquiring an additional 21,635 shares in the last quarter. Finally, Treasurer of the State of North Carolina lifted its stake in Ulta Beauty by 52.4% during the second quarter. Treasurer of the State of North Carolina now owns 45,217 shares of the specialty retailer's stock valued at $21,153,000 after purchasing an additional 15,554 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

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.

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