Ulta Beauty Q4 EPS Forecast Raised by Telsey Advisory Group

Ulta Beauty Inc. (NASDAQ:ULTA) – Stock analysts at Telsey Advisory Group lifted their Q4 2027 EPS estimates for Ulta Beauty in a report released on Monday, December 1st. Telsey Advisory Group analyst D. Telsey now forecasts that the specialty retailer will post earnings per share of $8.18 for the quarter, up from their previous estimate of $8.14. Telsey Advisory Group has a “Outperform” rating and a $610.00 price objective on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.96 per share.

A number of other research analysts also recently issued reports on the company. Raymond James Financial reiterated an “outperform” rating and set a $605.00 price objective (up from $580.00) on shares of Ulta Beauty in a research note on Friday, August 29th. Bank of America upped their price target on shares of Ulta Beauty from $500.00 to $575.00 and gave the stock a “neutral” rating in a research report on Friday, August 29th. Jefferies Financial Group raised their price objective on shares of Ulta Beauty from $425.00 to $550.00 and gave the company a “hold” rating in a research report on Tuesday, August 26th. Wells Fargo & Company lifted their target price on shares of Ulta Beauty from $425.00 to $450.00 and gave the company an “underweight” rating in a research note on Thursday, October 16th. Finally, JPMorgan Chase & Co. upped their target price on shares of Ulta Beauty from $600.00 to $606.00 and gave the stock an “overweight” rating in a report on Monday. Fourteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $549.83.

Ulta Beauty Stock Down 1.9%

Shares of ULTA opened at $533.95 on Wednesday. The business has a 50-day simple moving average of $531.45 and a two-hundred day simple moving average of $504.63. Ulta Beauty has a 52 week low of $309.01 and a 52 week high of $572.23. The stock has a market cap of $23.94 billion, a price-to-earnings ratio of 20.47, a PEG ratio of 3.60 and a beta of 0.87.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings data on Thursday, December 4th. The specialty retailer reported $5.14 EPS for the quarter, topping the consensus estimate of $4.61 by $0.53. The firm had revenue of $2.86 billion during the quarter, compared to analyst estimates of $2.70 billion. Ulta Beauty had a return on equity of 48.78% and a net margin of 10.31%.Ulta Beauty’s revenue was up 12.9% on a year-over-year basis. During the same period in the prior year, the business posted $5.14 EPS. Ulta Beauty has set its FY 2025 guidance at 25.200-25.500 EPS.

Institutional Investors Weigh In On Ulta Beauty

Large investors have recently made changes to their positions in the company. J. Safra Sarasin Holding AG boosted its stake in Ulta Beauty by 167.8% during the 2nd quarter. J. Safra Sarasin Holding AG now owns 4,513 shares of the specialty retailer’s stock valued at $2,111,000 after purchasing an additional 2,828 shares during the period. Ascent Group LLC acquired a new stake in shares of Ulta Beauty during the second quarter worth $395,000. Allegiance Financial Group Advisory Services LLC purchased a new stake in Ulta Beauty during the second quarter valued at about $306,000. Atria Investments Inc lifted its position in shares of Ulta Beauty by 14.7% in the 2nd quarter. Atria Investments Inc now owns 4,051 shares of the specialty retailer’s stock valued at $1,895,000 after acquiring an additional 518 shares in the last quarter. Finally, Venturi Wealth Management LLC acquired a new stake in Ulta Beauty during the 2nd quarter worth about $262,000. 90.39% of the stock is owned by 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.