Ulta Beauty (NASDAQ:ULTA) Updates FY 2025 Earnings Guidance

by · The Cerbat Gem

Ulta Beauty (NASDAQ:ULTA – Get Free Report) updated its FY 2025 earnings guidance on Thursday. The company provided EPS guidance of 25.200-25.500 for the period, compared to the consensus EPS estimate of 24.430. The company issued revenue guidance of $12.3 billion-$12.3 billion, compared to the consensus revenue estimate of $12.1 billion.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on ULTA shares. The Goldman Sachs Group upped their target price on Ulta Beauty from $530.00 to $584.00 and gave the company a “buy” rating in a report on Friday, August 29th. Weiss Ratings restated a “hold (c)” rating on shares of Ulta Beauty in a report on Wednesday, October 8th. JPMorgan Chase & Co. lifted their target price on shares of Ulta Beauty from $600.00 to $606.00 and gave the company an “overweight” rating in a research note on Monday. Argus upgraded shares of Ulta Beauty from a “hold” rating to a “buy” rating and set a $570.00 price target on the stock in a research report on Thursday, September 25th. Finally, Citigroup raised their price objective on shares of Ulta Beauty from $450.00 to $550.00 and gave the stock a “neutral” rating in a report on Monday, August 18th. Fourteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Ulta Beauty presently has an average rating of “Moderate Buy” and a consensus price target of $554.88.

View Our Latest Stock Analysis on Ulta Beauty

Ulta Beauty Price Performance

NASDAQ:ULTA opened at $533.95 on Friday. The firm has a market capitalization of $23.94 billion, a P/E ratio of 20.47, a PEG ratio of 3.60 and a beta of 0.87. Ulta Beauty has a one year low of $309.01 and a one year high of $572.23. The company’s 50-day simple moving average is $531.45 and its 200 day simple moving average is $504.63.

Ulta Beauty (NASDAQ:ULTA – Get Free Report) last released its earnings results on Thursday, December 4th. The specialty retailer reported $5.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.61 by $0.53. Ulta Beauty had a net margin of 10.31% and a return on equity of 48.78%. The firm had revenue of $2.86 billion during the quarter, compared to analyst estimates of $2.70 billion. During the same period last year, the business earned $5.14 earnings per share. The business’s revenue was up 12.9% on a year-over-year basis. Ulta Beauty has set its FY 2025 guidance at 25.200-25.500 EPS. On average, equities research analysts expect that Ulta Beauty will post 23.96 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Ulta Beauty

A number of hedge funds have recently bought and sold shares of the company. State Street Corp increased its stake in Ulta Beauty by 2.3% during the 3rd quarter. State Street Corp now owns 1,975,260 shares of the specialty retailer’s stock valued at $1,079,973,000 after purchasing an additional 44,182 shares in the last quarter. Invesco Ltd. lifted its stake in shares of Ulta Beauty by 33.6% in the third quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock worth $459,479,000 after buying an additional 211,485 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of Ulta Beauty by 76.6% during the second quarter. AQR Capital Management LLC now owns 477,504 shares of the specialty retailer’s stock valued at $222,794,000 after buying an additional 207,084 shares during the last quarter. Alyeska Investment Group L.P. increased its position in shares of Ulta Beauty by 74.6% during the third quarter. Alyeska Investment Group L.P. now owns 456,613 shares of the specialty retailer’s stock valued at $249,653,000 after acquiring an additional 195,041 shares in the last quarter. Finally, Caisse de depot et placement du Quebec raised its holdings in Ulta Beauty by 249.8% in the 3rd quarter. Caisse de depot et placement du Quebec now owns 295,833 shares of the specialty retailer’s stock worth $161,747,000 after acquiring an additional 211,266 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Company Profile

(Get Free Report)

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.

Read More