DA Davidson Has Positive View of Ulta Beauty FY2025 Earnings

Ulta Beauty, Inc. (NASDAQ:ULTA) – Stock analysts at DA Davidson upped their FY2025 EPS estimates for Ulta Beauty in a report released on Tuesday, January 7th. DA Davidson analyst M. Baker now anticipates that the specialty retailer will earn $24.00 per share for the year, up from their previous estimate of $23.52. DA Davidson currently has a “Buy” rating and a $510.00 target price on the stock. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.57 per share. DA Davidson also issued estimates for Ulta Beauty’s Q4 2025 earnings at $7.10 EPS and FY2026 earnings at $22.81 EPS.

A number of other brokerages have also commented on ULTA. UBS Group boosted their price objective on Ulta Beauty from $470.00 to $490.00 and gave the stock a “buy” rating in a report on Friday, December 6th. Piper Sandler upped their price target on Ulta Beauty from $390.00 to $394.00 and gave the stock a “neutral” rating in a report on Monday. StockNews.com raised shares of Ulta Beauty from a “sell” rating to a “hold” rating in a report on Tuesday. Deutsche Bank Aktiengesellschaft dropped their price target on shares of Ulta Beauty from $426.00 to $424.00 and set a “buy” rating on the stock in a research report on Wednesday, October 9th. Finally, Canaccord Genuity Group upped their price objective on shares of Ulta Beauty from $500.00 to $538.00 and gave the stock a “buy” rating in a research report on Tuesday. One investment analyst has rated the stock with a sell rating, thirteen have issued a hold rating and eleven have issued a buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $454.43.

Ulta Beauty Price Performance

Shares of NASDAQ ULTA opened at $428.27 on Wednesday. The company has a 50-day moving average price of $399.50 and a 200-day moving average price of $383.42. The stock has a market capitalization of $19.86 billion, a P/E ratio of 17.14, a P/E/G ratio of 2.38 and a beta of 1.28. Ulta Beauty has a 1 year low of $318.17 and a 1 year high of $574.76.

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

Institutional Trading of Ulta Beauty

A number of institutional investors have recently added to or reduced their stakes in the stock. Choreo LLC lifted its holdings in shares of Ulta Beauty by 71.7% in the second quarter. Choreo LLC now owns 2,868 shares of the specialty retailer’s stock worth $1,103,000 after buying an additional 1,198 shares in the last quarter. Susquehanna Fundamental Investments LLC purchased a new position in Ulta Beauty during the second quarter worth about $19,136,000. Jensen Investment Management Inc. increased its stake in Ulta Beauty by 17.9% in the 3rd 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. Distillate Capital Partners LLC purchased a new stake in shares of Ulta Beauty in the 2nd quarter valued at about $14,665,000. Finally, Versor Investments LP bought a new stake in shares of Ulta Beauty during the 3rd quarter valued at about $793,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

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.