Ulta Beauty (ULTA) to Release Quarterly Earnings on Thursday

Ulta Beauty (NASDAQ:ULTA) is anticipated to release its Q2 2026 results after the market closes on Thursday, August 28th. Analysts expect Ulta Beauty to post earnings of $4.92 per share and revenue of $2.6591 billion for the quarter. Ulta Beauty has set its FY 2025 guidance at 22.650-23.200 EPS.Interested persons may review the information on the company’s upcoming Q2 2026 earningreport for the latest details on the call scheduled for Thursday, August 28, 2025 at 4:30 PM ET.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results on Thursday, May 29th. The specialty retailer reported $6.70 earnings per share for the quarter, topping analysts’ consensus estimates of $5.73 by $0.97. Ulta Beauty had a net margin of 10.45% and a return on equity of 49.73%. The company had revenue of $2.85 billion during the quarter, compared to the consensus estimate of $2.79 billion. During the same quarter in the prior year, the firm posted $6.47 EPS. The firm’s quarterly revenue was up 4.5% on a year-over-year basis. On average, analysts expect Ulta Beauty to post $24 EPS for the current fiscal year and $24 EPS for the next fiscal year.

Ulta Beauty Trading Down 1.0%

Shares of Ulta Beauty stock opened at $524.37 on Tuesday. The company has a 50 day moving average of $495.18 and a 200-day moving average of $423.41. Ulta Beauty has a 1-year low of $309.01 and a 1-year high of $534.10. The company has a market cap of $23.57 billion, a PE ratio of 20.48, a price-to-earnings-growth ratio of 3.19 and a beta of 1.12.

Hedge Funds Weigh In On Ulta Beauty

Several institutional investors and hedge funds have recently added to or reduced their stakes in ULTA. AQR Capital Management LLC increased its position in Ulta Beauty by 76.6% in the 2nd quarter. AQR Capital Management LLC now owns 477,504 shares of the specialty retailer’s stock valued at $222,794,000 after acquiring an additional 207,084 shares during the period. Shellback Capital LP increased its position in Ulta Beauty by 133.3% in the 2nd quarter. Shellback Capital LP now owns 138,020 shares of the specialty retailer’s stock valued at $64,569,000 after acquiring an additional 78,870 shares during the period. Quantinno Capital Management LP increased its position in Ulta Beauty by 45.0% in the 2nd quarter. Quantinno Capital Management LP now owns 72,010 shares of the specialty retailer’s stock valued at $33,688,000 after acquiring an additional 22,342 shares during the period. Ieq Capital LLC increased its position in shares of Ulta Beauty by 138.4% during the second quarter. Ieq Capital LLC now owns 37,269 shares of the specialty retailer’s stock worth $17,435,000 after buying an additional 21,635 shares during the period. Finally, Treasurer of the State of North Carolina increased its position in shares of Ulta Beauty by 52.4% during the second quarter. Treasurer of the State of North Carolina now owns 45,217 shares of the specialty retailer’s stock worth $21,153,000 after buying an additional 15,554 shares during the period. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have recently weighed in on ULTA. Barclays raised shares of Ulta Beauty from an “equal weight” rating to an “overweight” rating and upped their price target for the stock from $518.00 to $589.00 in a report on Friday. Evercore ISI upped their price target on shares of Ulta Beauty from $465.00 to $490.00 and gave the stock an “outperform” rating in a report on Friday, May 30th. UBS Group upped their price target on shares of Ulta Beauty from $525.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, August 21st. Oppenheimer upped their price target on shares of Ulta Beauty from $510.00 to $600.00 and gave the stock an “outperform” rating in a report on Tuesday, August 12th. Finally, DA Davidson increased their price objective on shares of Ulta Beauty from $550.00 to $585.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Thirteen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Ulta Beauty has an average rating of “Hold” and a consensus price target of $495.35.

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.