Ulta Beauty (NASDAQ:ULTA) Releases Earnings Results, Beats Estimates By $0.35 EPS

Ulta Beauty (NASDAQ:ULTA) released its quarterly earnings data on Thursday. The specialty retailer reported $6.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.20 by $0.35, FiscalAI reports. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The firm had revenue of $3.04 billion during the quarter, compared to analysts’ expectations of $2.99 billion. Ulta Beauty updated its FY 2026 guidance to 28.700-29.000 EPS.

Ulta Beauty Trading Down 0.6%

Shares of ULTA traded down $3.09 during mid-day trading on Thursday, reaching $540.10. The company had a trading volume of 1,105,910 shares, compared to its average volume of 693,326. The stock has a market cap of $23.22 billion, a price-to-earnings ratio of 20.25, a price-to-earnings-growth ratio of 1.67 and a beta of 0.87. The firm has a fifty day simple moving average of $494.65 and a 200-day simple moving average of $535.92. Ulta Beauty has a fifty-two week low of $443.60 and a fifty-two week high of $714.97.

Insider Activity at Ulta Beauty

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

Institutional Investors Weigh In On Ulta Beauty

Institutional investors have recently added to or reduced their stakes in the company. Focus Partners Wealth increased its position in Ulta Beauty by 231.6% during the 1st quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock worth $1,372,000 after purchasing an additional 2,615 shares in the last quarter. Intech Investment Management LLC lifted its position in Ulta Beauty by 48.9% during the first quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer’s stock valued at $1,758,000 after buying an additional 1,574 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in Ulta Beauty during the second quarter worth approximately $466,000. Jump Financial LLC acquired a new stake in shares of Ulta Beauty in the second quarter worth $1,196,000. Finally, Daiwa Securities Group Inc. increased its position in shares of Ulta Beauty by 0.9% in the second quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock worth $3,497,000 after acquiring an additional 70 shares in the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Ulta Beauty News Summary

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

• Positive Sentiment: Deutsche Bank expects Ulta’s fiscal second-quarter comparable-store sales to exceed consensus estimates, offering a potential catalyst if confirmed in the earnings report. Ulta Beauty Second-Quarter Same-Store Sales Poised for Beat
• Positive Sentiment: Ulta has exceeded Wall Street’s EPS estimates for four consecutive quarters. Analysts remain constructive despite the recent decline, and the stock is trading roughly 17% below published price targets, suggesting potential upside if results and guidance are solid. Ulta Beauty Earnings Preview
• Positive Sentiment: The retailer is broadening its assortment with The Potion Studio’s climate-adaptive hair-care products and Bio Ionic’s limited-edition styling tools. It also appointed retail executive Brieane L. Olson to its board, potentially adding useful industry experience. Ulta Beauty Products and Director Appointment

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Argus set a $550.00 price target on shares of Ulta Beauty in a research report on Thursday, June 18th. Piper Sandler lowered their price target on shares of Ulta Beauty from $725.00 to $600.00 and set an “overweight” rating for the company in a report on Wednesday, June 3rd. JPMorgan Chase & Co. reduced their price target on Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating on the stock in a research note on Wednesday, June 3rd. Loop Capital restated a “hold” rating and set a $550.00 price objective on shares of Ulta Beauty in a report on Wednesday, June 3rd. Finally, Wells Fargo & Company dropped their target price on Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating for the company in a research note on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $636.41.

About Ulta Beauty

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.