Ulta Beauty (ULTA) Projected to Post Quarterly Earnings on Thursday

Key Points

• Ulta Beauty is expected to report Q2 2027 results on August 27 after the market close, with analysts forecasting earnings of $6.18 per share and revenue of approximately $2.98 billion.
• The company’s previous quarter exceeded expectations, delivering $7.74 EPS versus the $6.89 consensus and $3.16 billion in revenue, up 11.1% year over year. Analysts expect about $29 EPS for the current fiscal year and $32 next year.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $638.09, although several firms recently lowered their targets. Ulta is adding exclusive beauty brands, while the loss of its Target shop-in-shop partnership represents a potential headwind.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) is expected to post its Q2 2027 results after the market closes on Thursday, August 27th. Analysts expect the company to post earnings of $6.18 per share and revenue of $2.9831 billion for the quarter. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. Interested persons can check the company's upcoming Q2 2027 earning results page for the latest details on the call scheduled for Thursday, August 27, 2026 at 4:30 PM ET.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last posted its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, topping analysts' consensus estimates of $6.89 by $0.85. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The business had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same quarter last year, the company earned $6.70 EPS. The company's quarterly revenue was up 11.1% compared to the same quarter last year. On average, analysts expect Ulta Beauty to post $29 EPS for the current fiscal year and $32 EPS for the next fiscal year.

Ulta Beauty Stock Performance

Shares of NASDAQ:ULTA opened at $527.85 on Thursday. The firm has a market cap of $22.69 billion, a price-to-earnings ratio of 19.79, a price-to-earnings-growth ratio of 1.61 and a beta of 0.87. The business has a 50-day simple moving average of $488.14 and a two-hundred day simple moving average of $540.76. Ulta Beauty has a fifty-two week low of $443.60 and a fifty-two week high of $714.97.

Insider Buying and Selling at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the business's stock in a transaction on Monday, June 15th. The shares were sold at an average price of $475.84, for a total transaction of $182,246.72. Following the completion of the sale, the director owned 2,404 shares of the company's stock, valued at $1,143,919.36. The trade was a 13.74% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.20% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Ulta Beauty

A number of institutional investors have recently bought and sold shares of ULTA. Corient Private Wealth LLC lifted its position in Ulta Beauty by 1,837.4% during the fourth quarter. Corient Private Wealth LLC now owns 230,998 shares of the specialty retailer's stock valued at $139,756,000 after purchasing an additional 219,075 shares during the last quarter. Invesco Ltd. grew its stake in shares of Ulta Beauty by 33.6% in the 3rd quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer's stock worth $459,479,000 after buying an additional 211,485 shares in the last quarter. Caisse de depot et placement du Quebec raised its position in shares of Ulta Beauty by 249.8% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 295,833 shares of the specialty retailer's stock valued at $161,747,000 after buying an additional 211,266 shares in the last quarter. AQR Capital Management LLC raised its position in shares of Ulta Beauty by 76.6% during the 2nd quarter. AQR Capital Management LLC now owns 477,504 shares of the specialty retailer's stock valued at $222,794,000 after buying an additional 207,084 shares in the last quarter. Finally, Alyeska Investment Group L.P. lifted its holdings in shares of Ulta Beauty by 74.6% in the 3rd quarter. Alyeska Investment Group L.P. now owns 456,613 shares of the specialty retailer's stock valued at $249,653,000 after acquiring an additional 195,041 shares during the last quarter. 90.39% of the stock is owned by institutional investors.

More Ulta Beauty News

Here are the key news stories impacting Ulta Beauty this week:

• Positive Sentiment: Ulta announced an exclusive U.S. partnership with hair-wellness brand Nutrire. The brand will launch on Ulta.com before expanding to approximately 250 stores, while skincare brand Dr. Reju-All is making its nationwide retail debut through Ulta. The launches could strengthen Ulta’s assortment, attract new customers and support its emerging-brand “Sparked” strategy. Ulta Beauty Adds Exclusive Brand Launch And 250 Store Rollout
• Positive Sentiment: China’s largest beauty company is reportedly expanding in the U.S. through a deal with Ulta. The partnership may increase product selection and international beauty-brand traffic across Ulta’s digital and store network. China’s Biggest Beauty Firm to Expand in US With Ulta Deal
• Positive Sentiment: Investors are focused on Ulta’s August 27 earnings release, with expectations for year-over-year earnings and revenue growth. Recent analysis also points to resilient loyalty-program performance, supporting the view that customer engagement remains a key strength. Is Ulta Beauty Below Fair Value Following Earnings Hopes and the Nutrire Launch? Ulta Beauty Stock May Be 10% Undervalued as Loyalty Growth Holds Up
• Neutral Sentiment: Ulta and Estée Lauder announced new executive appointments. The changes could affect strategy over time, but the available report does not indicate an immediate financial impact. Ulta Beauty and Estée Lauder Name New Executives
• Negative Sentiment: Target has ended its Ulta shop-in-shop arrangement and plans to replace it with its own Beauty Studio concept in roughly 600 locations. Losing that distribution channel could reduce Ulta’s reach and sales potential, although the company is simultaneously adding exclusive brands and other growth partners. Ulta’s Target Exit and Nutrire Deal Might Change the Case for Investing in Ulta Beauty

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. The Goldman Sachs Group lowered their price objective on shares of Ulta Beauty from $741.00 to $652.00 and set a "buy" rating on the stock in a research report on Wednesday, June 3rd. Evercore set a $635.00 target price on shares of Ulta Beauty in a research report on Wednesday, June 3rd. Morgan Stanley decreased their target price on shares of Ulta Beauty from $700.00 to $630.00 and set an "overweight" rating for the company in a research note on Wednesday, June 3rd. JPMorgan Chase & Co. lowered their price target on Ulta Beauty from $750.00 to $631.00 and set an "overweight" rating on the stock in a report on Wednesday, June 3rd. Finally, Wells Fargo & Company dropped their price target on Ulta Beauty from $475.00 to $450.00 and set an "underweight" rating on the stock in a research note on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $638.09.

Ulta Beauty Company Profile

Ulta Beauty, Inc NASDAQ: ULTA is a U.S.-based specialty retailer and beauty services provider focused on cosmetics, fragrance, skin care, hair care, bath and body, and beauty tools. The company operates a dual-format business that combines brick-and-mortar retail stores with an e-commerce platform, offering a broad assortment of national, prestige and mass-market brands alongside its own private-label products. In many locations Ulta also provides full-service salon treatments, positioning the company as a one-stop destination for product discovery and in-store services.

The retailer's product mix spans color cosmetics, haircare and styling products, skin and body care, fragrance, and accessories, catering to a wide range of consumer preferences and price points.

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