Ulta Beauty (NASDAQ:ULTA) Issues Quarterly Earnings Results

Ulta Beauty (NASDAQ:ULTA) issued its quarterly earnings data on Thursday. The specialty retailer reported $6.55 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $3.04 billion for 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 Price Performance

ULTA traded down $3.09 on Thursday, reaching $540.10. The company’s stock had a trading volume of 1,105,910 shares, compared to its average volume of 693,326. Ulta Beauty has a 1 year low of $443.60 and a 1 year high of $714.97. The business’s 50 day moving average is $494.65 and its 200 day moving average is $535.92. 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.

Insider Activity at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the stock in a transaction that occurred 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 transaction, the director directly owned 2,404 shares in the company, valued at approximately $1,143,919.36. This represents a 13.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.20% of the company’s stock.

Institutional Trading of Ulta Beauty

Several institutional investors have recently added to or reduced their stakes in the stock. Sivia Capital Partners LLC bought a new position in shares of Ulta Beauty during the second quarter valued at approximately $466,000. Meeder Asset Management Inc. boosted its position in Ulta Beauty by 812.5% during the 4th quarter. Meeder Asset Management Inc. now owns 219 shares of the specialty retailer’s stock valued at $132,000 after purchasing an additional 195 shares during the period. Zions Bancorporation National Association UT grew its stake in Ulta Beauty by 247.4% during the 4th quarter. Zions Bancorporation National Association UT now owns 337 shares of the specialty retailer’s stock worth $204,000 after buying an additional 240 shares during the last quarter. Synergy Financial Group LTD acquired a new stake in Ulta Beauty in the third quarter worth $207,000. Finally, CYBER HORNET ETFs LLC lifted its stake in Ulta Beauty by 67.7% in the third quarter. CYBER HORNET ETFs LLC now owns 208 shares of the specialty retailer’s stock valued at $114,000 after buying an additional 84 shares during the last quarter. 90.39% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently commented on ULTA. TD Cowen reiterated a “buy” rating on shares of Ulta Beauty in a report on Tuesday, July 21st. Robert W. Baird decreased their price target on Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating for the company in a report on Wednesday, June 3rd. Wells Fargo & Company lowered their price objective on shares of Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating for the company in a research report on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Ulta Beauty from $692.00 to $695.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, Piper Sandler decreased their target price on shares of Ulta Beauty from $725.00 to $600.00 and set an “overweight” rating for the company in a research note on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $636.41.

Ulta Beauty News Roundup

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

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.