Q4 EPS Estimates for Ulta Beauty Boosted by Zacks Research

Ulta Beauty, Inc. (NASDAQ:ULTA) – Equities researchers at Zacks Research upped their Q4 2026 EPS estimates for Ulta Beauty in a report issued on Tuesday, April 1st. Zacks Research analyst R. Department now anticipates that the specialty retailer will post earnings per share of $7.66 for the quarter, up from their prior estimate of $7.01. The consensus estimate for Ulta Beauty’s current full-year earnings is $23.96 per share. Zacks Research also issued estimates for Ulta Beauty’s Q4 2026 earnings at $7.66 EPS.

Ulta Beauty (NASDAQ:ULTA) last released its earnings results on Thursday, March 13th. The specialty retailer reported $8.46 earnings per share for the quarter, topping the consensus estimate of $7.13 by $1.33. Ulta Beauty had a return on equity of 51.95% and a net margin of 10.58%. The firm had revenue of $3.49 billion for the quarter, compared to the consensus estimate of $3.47 billion. During the same period in the prior year, the business posted $8.08 earnings per share. The firm’s revenue for the quarter was down 1.9% compared to the same quarter last year.

ULTA has been the subject of several other reports. TD Cowen boosted their price objective on shares of Ulta Beauty from $450.00 to $480.00 and gave the company a “hold” rating in a research note on Wednesday, January 8th. The Goldman Sachs Group raised Ulta Beauty from a “neutral” rating to a “buy” rating and boosted their price target for the company from $384.00 to $423.00 in a research report on Tuesday. Wells Fargo & Company cut their price objective on Ulta Beauty from $360.00 to $310.00 and set an “underweight” rating on the stock in a report on Friday, March 14th. UBS Group boosted their target price on Ulta Beauty from $470.00 to $490.00 and gave the stock a “buy” rating in a report on Friday, December 6th. Finally, Piper Sandler cut their price target on shares of Ulta Beauty from $425.00 to $364.00 and set a “neutral” rating on the stock in a report on Friday, March 14th. One analyst has rated the stock with a sell rating, eleven have issued a hold rating and thirteen have assigned a buy rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $427.61.

Ulta Beauty Stock Performance

Ulta Beauty stock opened at $367.76 on Friday. Ulta Beauty has a 1 year low of $309.01 and a 1 year high of $467.49. The firm has a 50 day moving average price of $370.20 and a 200 day moving average price of $386.17. The company has a market cap of $17.05 billion, a price-to-earnings ratio of 14.72, a PEG ratio of 0.89 and a beta of 1.34.

Institutional Investors Weigh In On Ulta Beauty

Institutional investors have recently modified their holdings of the stock. Smartleaf Asset Management LLC increased its holdings in Ulta Beauty by 28.7% in the fourth quarter. Smartleaf Asset Management LLC now owns 166 shares of the specialty retailer’s stock valued at $72,000 after buying an additional 37 shares during the last quarter. Savant Capital LLC raised its position in shares of Ulta Beauty by 199.5% during the 4th quarter. Savant Capital LLC now owns 4,646 shares of the specialty retailer’s stock valued at $2,021,000 after acquiring an additional 3,095 shares in the last quarter. Sanctuary Advisors LLC raised its position in shares of Ulta Beauty by 7.8% during the 4th quarter. Sanctuary Advisors LLC now owns 3,973 shares of the specialty retailer’s stock valued at $1,663,000 after acquiring an additional 288 shares in the last quarter. Buckhead Capital Management LLC lifted its stake in Ulta Beauty by 15.6% during the fourth quarter. Buckhead Capital Management LLC now owns 12,088 shares of the specialty retailer’s stock worth $5,257,000 after purchasing an additional 1,633 shares during the last quarter. Finally, Brookstone Capital Management acquired a new position in Ulta Beauty in the fourth quarter worth $348,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

Insider Buying and Selling at Ulta Beauty

In other Ulta Beauty news, insider Jodi J. Caro sold 902 shares of the stock in a transaction on Tuesday, April 1st. The shares were sold at an average price of $369.16, for a total transaction of $332,982.32. Following the transaction, the insider now directly owns 7,632 shares in the company, valued at $2,817,429.12. This represents a 10.57 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.39% of the stock is owned by insiders.

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.