Ulta Beauty, Inc. (NASDAQ:ULTA) Expected to Post Q1 2026 Earnings of $6.40 Per Share

Ulta Beauty, Inc. (NASDAQ:ULTA) – William Blair lowered their Q1 2026 EPS estimates for shares of Ulta Beauty in a report issued on Friday, August 30th. William Blair analyst D. Carden now anticipates that the specialty retailer will post earnings per share of $6.40 for the quarter, down from their previous forecast of $6.96. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.03 per share.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results on Thursday, August 29th. The specialty retailer reported $5.30 earnings per share for the quarter, missing analysts’ consensus estimates of $5.47 by ($0.17). The business had revenue of $2.55 billion for the quarter, compared to analysts’ expectations of $2.61 billion. Ulta Beauty had a return on equity of 54.02% and a net margin of 10.68%. The company’s revenue for the quarter was up .9% compared to the same quarter last year. During the same period in the prior year, the company earned $6.02 EPS.

Several other equities research analysts have also recently issued reports on the stock. UBS Group decreased their target price on shares of Ulta Beauty from $550.00 to $505.00 and set a “buy” rating on the stock in a research report on Friday, August 30th. Barclays lifted their price target on shares of Ulta Beauty from $328.00 to $335.00 and gave the company an “equal weight” rating in a report on Friday, August 30th. Piper Sandler restated a “neutral” rating and set a $356.00 price objective (down from $404.00) on shares of Ulta Beauty in a report on Friday, August 30th. Bank of America cut their target price on Ulta Beauty from $425.00 to $380.00 and set a “neutral” rating on the stock in a research report on Friday, August 30th. Finally, Stifel Nicolaus lowered their price target on Ulta Beauty from $475.00 to $385.00 and set a “hold” rating for the company in a research report on Friday, August 30th. One research analyst has rated the stock with a sell rating, ten have assigned a hold rating and thirteen have assigned a buy rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $430.74.

Ulta Beauty Trading Up 1.7 %

Shares of NASDAQ:ULTA opened at $358.80 on Monday. The firm has a market cap of $16.91 billion, a price-to-earnings ratio of 13.99, a PEG ratio of 2.04 and a beta of 1.31. The stock’s 50-day moving average price is $370.89 and its two-hundred day moving average price is $422.20. Ulta Beauty has a 12-month low of $318.17 and a 12-month high of $574.76.

Insider Activity at Ulta Beauty

In other news, insider Jodi J. Caro sold 650 shares of the firm’s stock in a transaction that occurred on Tuesday, June 25th. The shares were sold at an average price of $388.68, for a total transaction of $252,642.00. Following the completion of the sale, the insider now owns 6,801 shares of the company’s stock, valued at $2,643,412.68. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. In other news, insider Jodi J. Caro sold 650 shares of the company’s stock in a transaction dated Tuesday, June 25th. The shares were sold at an average price of $388.68, for a total value of $252,642.00. Following the sale, the insider now owns 6,801 shares in the company, valued at approximately $2,643,412.68. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Catherine Ann Halligan sold 100 shares of the stock in a transaction dated Tuesday, July 2nd. The stock was sold at an average price of $390.08, for a total transaction of $39,008.00. Following the transaction, the director now directly owns 2,017 shares in the company, valued at approximately $786,791.36. The disclosure for this sale can be found here. 0.39% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Ulta Beauty

Several institutional investors and hedge funds have recently made changes to their positions in ULTA. Nvwm LLC lifted its holdings in Ulta Beauty by 2.1% in the fourth quarter. Nvwm LLC now owns 1,043 shares of the specialty retailer’s stock worth $511,000 after acquiring an additional 21 shares during the last quarter. Manchester Capital Management LLC lifted its holdings in shares of Ulta Beauty by 41.2% in the 4th quarter. Manchester Capital Management LLC now owns 72 shares of the specialty retailer’s stock worth $35,000 after purchasing an additional 21 shares during the last quarter. Nkcfo LLC boosted its position in Ulta Beauty by 14.4% during the 4th quarter. Nkcfo LLC now owns 183 shares of the specialty retailer’s stock valued at $90,000 after purchasing an additional 23 shares during the period. Janiczek Wealth Management LLC grew its stake in Ulta Beauty by 32.5% during the 1st quarter. Janiczek Wealth Management LLC now owns 102 shares of the specialty retailer’s stock worth $53,000 after buying an additional 25 shares during the last quarter. Finally, Bfsg LLC increased its position in Ulta Beauty by 0.4% in the first quarter. Bfsg LLC now owns 6,284 shares of the specialty retailer’s stock worth $3,286,000 after buying an additional 26 shares during the period. 90.39% of the stock is owned by institutional investors and hedge funds.

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.