Telsey Advisory Group Predicts Ulta Beauty Q4 Earnings

Ulta Beauty, Inc. (NASDAQ:ULTA) – Analysts at Telsey Advisory Group decreased their Q4 2025 earnings estimates for shares of Ulta Beauty in a report issued on Friday, December 6th. Telsey Advisory Group analyst D. Telsey now expects that the specialty retailer will post earnings per share of $6.79 for the quarter, down from their previous estimate of $7.19. Telsey Advisory Group currently has a “Outperform” rating and a $500.00 target price on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.48 per share. Telsey Advisory Group also issued estimates for Ulta Beauty’s Q4 2026 earnings at $6.64 EPS.

A number of other equities research analysts have also issued reports on the stock. Barclays boosted their price target on shares of Ulta Beauty from $335.00 to $410.00 and gave the company an “equal weight” rating in a report on Friday, December 6th. Piper Sandler upped their price target on shares of Ulta Beauty from $357.00 to $360.00 and gave the stock a “neutral” rating in a research note on Tuesday, December 3rd. Robert W. Baird reduced their price objective on Ulta Beauty from $525.00 to $485.00 and set an “outperform” rating for the company in a research report on Friday, August 23rd. DA Davidson upped their target price on Ulta Beauty from $435.00 to $510.00 and gave the stock a “buy” rating in a research report on Friday, December 6th. Finally, Citigroup raised their price target on Ulta Beauty from $390.00 to $450.00 and gave the stock a “neutral” rating in a research note on Friday, December 6th. Two equities research analysts have rated the stock with a sell rating, twelve have given a hold rating and eleven have issued a buy rating to the stock. Based on data from MarketBeat, Ulta Beauty currently has a consensus rating of “Hold” and an average target price of $439.30.

Ulta Beauty Stock Down 1.5 %

Shares of Ulta Beauty stock opened at $411.92 on Monday. Ulta Beauty has a 12-month low of $318.17 and a 12-month high of $574.76. The firm has a market capitalization of $19.10 billion, a PE ratio of 16.48, a price-to-earnings-growth ratio of 2.42 and a beta of 1.33. The stock’s fifty day moving average is $374.73 and its 200-day moving average is $376.92.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings results on Thursday, December 5th. The specialty retailer reported $5.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.45 by $0.69. Ulta Beauty had a net margin of 10.58% and a return on equity of 51.95%. The firm had revenue of $2.53 billion for the quarter, compared to analyst estimates of $2.50 billion. During the same quarter in the previous year, the business posted $5.07 earnings per share. The firm’s quarterly revenue was up 1.7% compared to the same quarter last year.

Hedge Funds Weigh In On Ulta Beauty

A number of institutional investors have recently made changes to their positions in the business. Choreo LLC boosted its stake in Ulta Beauty by 71.7% during the 2nd quarter. Choreo LLC now owns 2,868 shares of the specialty retailer’s stock valued at $1,103,000 after purchasing an additional 1,198 shares during the period. Susquehanna Fundamental Investments LLC acquired a new position in shares of Ulta Beauty during the second quarter worth approximately $19,136,000. Whittier Trust Co. of Nevada Inc. grew its stake in shares of Ulta Beauty by 5.3% in the second quarter. Whittier Trust Co. of Nevada Inc. now owns 2,778 shares of the specialty retailer’s stock worth $1,072,000 after acquiring an additional 139 shares during the last quarter. Jensen Investment Management Inc. grew its stake in shares of Ulta Beauty by 17.9% in the third quarter. Jensen Investment Management Inc. now owns 11,330 shares of the specialty retailer’s stock worth $4,409,000 after acquiring an additional 1,720 shares during the last quarter. Finally, Distillate Capital Partners LLC bought a new position in Ulta Beauty during the second quarter worth $14,665,000. 90.39% of the stock is currently owned by 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.