Price
$559.64+21.60%Social Signal Score
Analyst Ratings
47 analysts52-week range
- Last close
- $559.64
- Off 52w high
- -20.8%
- 200-day average
- $557.46
- vs 200-day
- +0.4%
Revenue
$3.04B+168.35%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Kecia L. Steelman
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- Employees
- 65,000
- Beta
- 0.85
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 6.33
Financials
Revenue
$3.04B+168.4%Net Income
$282.01M+222.1%EBITDA
$465.49M+140.8%Free Cash Flow
$38.44MEPS (diluted)
$6.57+369.3%Shares Outstanding (diluted)
43.51M-30.6%Operating Expenses
$802.78MCash & Debt
$213.45MReturn of Capital
$247.96MRevenue by Segment (annual)
$26.97MDividend per Share
$1.00Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $12.39B | $1.15B | $25.72 |
| 2024 | $11.30B | $1.20B | $25.44 |
| 2023 | $11.21B | $1.29B | $26.18 |
| 2022 | $10.21B | $1.24B | $24.17 |
| 2021 | $8.63B | $985.84M | $18.09 |
| 2020 | $6.15B | $175.84M | $3.12 |
| 2019 | $7.40B | $705.95M | $12.21 |
| 2018 | $6.72B | $658.56M | $11.00 |
| 2017 | $5.88B | $555.23M | $9.02 |
| 2016 | $4.85B | $409.76M | $6.55 |
| 2015 | $3.92B | $320.01M | $5.00 |
| 2014 | $3.24B | $257.13M | $4.00 |
| 2013 | $2.67B | $202.85M | $3.17 |
| 2012 | $2.22B | $172.55M | $2.73 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ULTA's reported EPS growth of 18.8% a year over 13 years.
- EPS in 5 years
- $60.87
- Implied price
- $1,522
- Return from $543.69
- 22.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $756.59 — today's price is already 28.1% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 17 | 21 | 25 | 29 | 33 |
|---|---|---|---|---|---|
| 8.8% | 4.2% | 8.7% | 12.5% | 15.9% | 18.9% |
| 13.8% | 8.9% | 13.7% | 17.7% | 21.2% | 24.4% |
| 18.8% | 13.7% | 18.6% | 22.9% | 26.6% | 29.9% |
| 23.8% | 18.5% | 23.6% | 28.0% | 31.9% | 35.3% |
| 28.8% | 23.3% | 28.6% | 33.2% | 37.2% | 40.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
60+0.00%Social Signal Score
Mentions (55)
- News (RSS)businessinsider·1d ago·Neutral
Ulta Beauty tops consumer discretionary gainers in Q3; MGM Resorts declines
View source ↗ - News (RSS)seekingalpha·1d ago·Neutral
Ulta Beauty tops consumer discretionary gainers in Q3; MGM Resorts declines
View source ↗ - Newszacks.com·5d ago·Positive
Ulta Beauty Raises 2026 Outlook as E-Commerce Momentum Accelerates Ulta Beauty lifts its fiscal 2026 outlook as strong e-commerce growth and a Q2 beat raise the bar for second-half execution.
View source ↗ - Newszacks.com·5d ago·Positive
Is Ulta Beauty Worth Buying as Growth Meets a Midrange Valuation? Ulta Beauty pairs stronger earnings growth and high capital returns with a midrange valuation, but subdued traffic and margin pressure keep execution in focus.
View source ↗ - Newszacks.com·5d ago·Positive
Ulta Beauty Rises 20.7% in 3 Months: Can Its Rally Keep Going Now? Ulta Beauty's 20.7% three-month rally is backed by stronger Q2 results and raised guidance, but flat traffic, promotions and margins test further gains.
View source ↗ - Newsseekingalpha.com·5d ago·Positive
Ulta Beauty: This Growth Story Could Go Far Beyond Store Count Ulta Beauty (ULTA) is rated Buy, trading at a discount to intrinsic value with strong growth prospects despite near-term consumer pressures. ULTA's expansion strategy includes private label growth, wellness category entry, and continued omnichannel and international development, supporting long-term margin and revenue gains. Financials remain robust: double-digit EPS growth, virtually no long-term financial debt, aggressive buybacks …
View source ↗ - News (RSS)fool·12d ago·Negative
Ulta Beauty CEO Kecia Steelman Sells 2,000 Shares for $1.1 Million Steelman retains 40,489 shares worth $22 million after the transaction, maintaining a 0.0942% stake in the specialty beauty retailer.
View source ↗ - News (RSS)thestreet·17d ago·Neutral
Ulta Beauty's move to win back shoppers takes a new turn Ulta Beauty to make new changes to products on shelves.
View source ↗ - News (RSS)thestreet·20d ago·Neutral
Ulta Beauty faces growing customer backlash over a store policy Ulta Beauty encounters mounting pressure as customer opposition to an anti-theft measure at its locations grows.
View source ↗ - News (RSS)yahoo·22d ago·Neutral
Ulta Beauty Sees Resilient Demand, Eyes Fragrance, Wellness Growth After Target Exit
View source ↗ - Newsseekingalpha.com·27d ago·Positive
… Reluctant To Buy - And Here Are The Reasons Why Ulta Beauty beat earnings estimates and raised guidance, but I maintain a neutral rating due to underlying concerns. ULTA's largest revenue segments—cosmetics and skincare & wellness—showed flat or declining performance, with overall comps growth barely above inflation. Comps growth is driven by e-commerce, while ongoing physical store expansion raises cost concerns and questions about long-term profitability.
View source ↗ - News (RSS)zerohedge·31d ago·Neutral
"Apathy, Caution, And Chagrin": UBS Sours On Consumer Stocks "Apathy, Caution, And Chagrin": UBS Sours On Consumer Stocks The Street's mood toward US retail has been described by UBS analysts as "apathy, caution, and chagrin." "Investors are engaged, but not necessarily enthusiastic. They remain interested, but increasingly selective. Most importantly, conviction feels harder earned than it has in years," Michael Lasser, a managing director and senior equity-research analyst at UBS, wrote in a n
View source ↗ - Newsmarketbeat.com·33d ago·Positive
Ulta Beauty's Earnings Beat Was Stronger Than the Stock's Reaction Ulta Beauty TodayULTAUlta Beauty$545.66 +8.56 (+1.59%) As of 09/1/2026 04:00 PM Eastern52-Week Range$443.60▼$714.97P/E Ratio19.89Price Target$626.59Add to WatchlistThe retail sector took center stage last week with a bevy of earnings reports, and reactions were mixed, even though most companies beat estimates and raised outlooks. One prime example was Ulta Beauty Inc. NASDAQ: ULTA.
View source ↗ - News (RSS)thestreet·34d ago·Neutral
Costco quietly builds beauty business to rival Ulta, Sephora With Target and Ulta Beauty breaking up, Costco has made a bold play to win self-care and beauty customers.
View source ↗ - News (Marketaux)gurufocus.com·35d ago·Positive
Is It Too Late to Buy Ulta Beauty Inc (ULTA) After 3.8% Rally? GF Value Says Undervalued On August 31, 2026, Ulta Be[+298 characters]
View source ↗ - News (RSS)thestreet·36d ago·Negative
Target recovers from Ulta divorce, goes all-in on beauty Target's beauty business is showing signs of life, despite losing a major partnership.
View source ↗ - News (RSS)fool·38d ago·Positive
Ulta Beauty Stock Is Down Today. Now Could Be a Good Time to Buy. This might be the profit opportunity you've been waiting for.
View source ↗ - Newsfool.com·38d ago·Positive
Ulta Beauty Stock Is Down Today. Now Could Be a Good Time to Buy. Ulta's sales and profits are growing steadily. Management plans to repurchase up to $1 billion worth of stock.
View source ↗ - News (RSS)zerohedge·38d ago·Positive
…e average estimate. Solstice Advanced Materials (SOLS) rises 15% after the company and Element Solutions mutually agreed to terminate their merger pact. Ulta Beauty (ULTA) falls about 1% as higher discounts and promotions weighed on the cosmetics retailer’s margins. Analysts said gross margins were underwhelming but noted guidance could be conservative. In other corporate news Gap jumped in premarket trading after naming a retail industry veteran as head of Old Navy and reporting profit above es…
View source ↗ - Newszacks.com·38d ago·Positive
Ulta Beauty Q2 Earnings Beat as Sales Rise, FY26 View Raised ULTA topped Q2 earnings and sales estimates as digital growth, category strength and execution supported a higher fiscal 2026 outlook.
View source ↗ - Newsbenzinga.com·38d ago·Neutral
These Analysts Revise Their Forecasts On Ulta Beauty After Q2 Results Ulta Beauty Inc (NASDAQ:ULTA) on Thursday posted better-than-expected earnings for the second quarter.
View source ↗ - News (RSS)investing·38d ago·Neutral
Why is Ulta Beauty stock sliding today?
View source ↗ - Newsbenzinga.com·38d ago·Positive
Ulta Beauty To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Friday Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
View source ↗ - News (Marketaux)gurufocus.com·39d ago·Positive
ULTA Looks 4.3% Undervalued on GF Value™ as Strong Fundamentals Support Upside On August 28, 2026, Ulta Be[+281 characters]
View source ↗ - News (RSS)seekingalpha·39d ago·Positive
Ulta Beauty, Inc. (ULTA) Q2 2026 Earnings Call Transcript
View source ↗ - Newsgurufocus.com·39d ago·Neutral
Ulta Beauty Inc (ULTA) (Q2 2026) Earnings Call Highlights: Strong Sales Growth and Raised Guidance Amid Intensifying Competition Net Sales: Increased 8.9% to $3 billion, compared to $2.8 billion last year.Comparable Sales: Increased 3.8%, driven by average ticket, with transactions roughl
View source ↗ - Newsseekingalpha.com·39d ago·Positive
Ulta Beauty, Inc. (ULTA) Q2 2026 Earnings Call Transcript Ulta Beauty, Inc. (ULTA) Q2 2026 Earnings Call Transcript
View source ↗ - News (RSS)investing·39d ago·Neutral
Ulta Beauty lifts annual forecasts as marketing, product investments fuel growth
View source ↗ - News (RSS)investing·39d ago·Positive
Ulta Beauty Q2 FY2026 slides: strong beat, muted market reaction
View source ↗ - News (RSS)investing·39d ago·Neutral
Ulta Beauty Q2 2026 slides: 8.9% sales growth, shares fall on caution
View source ↗ - News (Marketaux)gurufocus.com·39d ago·Positive
ULTA Looks 4.3% Undervalued on GF Value™ as Growth and Profitability Impress On August 27, 2026, Ulta Be[+216 characters]
View source ↗ - News (Marketaux)seekingalpha.com·39d ago·Neutral
Ulta Beauty GAAP EPS of $6.55 beats by $0.35, revenue of $3.03B beats by $50M (NASDAQ:ULTA) Ulta Beauty GAAP EPS of $6.55 beats by $0.35, revenue of $3.03B beats by $50M (NASDAQ:ULTA)
View source ↗ - Newszacks.com·39d ago·Neutral
Ulta (ULTA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates The headline numbers for Ulta (ULTA) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
View source ↗ - Newsmarketbeat.com·39d ago·Neutral
Ulta Beauty Q2 Earnings Call Highlights Ulta Beauty NASDAQ: ULTA reported second-quarter fiscal 2026 results that included 8.9% net sales growth, 10.1% operating profit growth and a 13.3% increase in diluted earnings per share, prompting the beauty retailer to raise its full-year sales and earnings outlook.
View source ↗ - Newszacks.com·39d ago·Positive
Ulta Beauty (ULTA) Tops Q2 Earnings and Revenue Estimates Ulta Beauty (ULTA) came out with quarterly earnings of $6.55 per share, beating the Zacks Consensus Estimate of $6.21 per share. This compares to earnings of $5.78 per share a year ago.
View source ↗ - Newsproactiveinvestors.com·39d ago·Positive
Ulta Beauty raises annual forecast after quarterly profit beats estimates Ulta Beauty Inc (NASDAQ:ULTA) reported second-quarter revenue of $3 billion, topping analyst estimates of $2.96 billion, as the beauty retailer raised its full-year guidance. Earnings per share came in at $6.55, up 13.3% year-over-year and ahead of the $6.18 estimate.
View source ↗ - Newswsj.com·39d ago·Neutral
Ulta Beauty Raises Forecast as Sales Grow The cosmetics and fragrances retailer said it now forecasts earnings per share of $28.70 to $29 for the year, up from $28.36 to $28.80 previously.
View source ↗ - News (RSS)seekingalpha·40d ago·Neutral
Ulta Beauty Q2 2026 Earnings Preview
View source ↗ - Newsgurufocus.com·42d ago·Positive
Is It Too Late to Buy Ulta Beauty Inc (ULTA) After 3.3% Rally? GF Value Says Undervalued On August 24, 2026, Ulta Beauty Inc (ULTA) shares rose 3.3% today, closing at $538.76. This increase reflects a strong upward momentum in the stock, which has s
View source ↗ - Newszacks.com·42d ago·Positive
Is Ulta Beauty Positioned for a Beat in Its Q2 Earnings Release? Ulta Beauty heads into Q2 earnings with expected sales and EPS growth, supported by beauty demand, digital gains and Space NK, despite margin pressures.
View source ↗ - Newszacks.com·45d ago·Positive
Why Ulta Beauty (ULTA) is a Top Stock for the Long-Term The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
View source ↗ - News (RSS)thestreet·46d ago·Neutral
Ulta Beauty has left Target, here's what's replacing it The change is coming to over 600 stores this fall, and it's not what most shoppers expect.
View source ↗ - Newszacks.com·46d ago·Neutral
Ulta Beauty (ULTA) Earnings Expected to Grow: Should You Buy? Ulta (ULTA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
View source ↗ - Newsprnewswire.com·47d ago·Neutral
PROYA geht eine Partnerschaft mit Ulta Beauty ein: Ergänzung des Prestige-Hautpflege-Sortiments des Einzelhändlers im Laufe dieses Jahres /PRNewswire/ -- PROYA, die Flaggschiffmarke von Proya Cosmetics, ist eine Partnerschaft mit Ulta Beauty, dem landesweit größten Beauty-Einzelhändler,
View source ↗ - Newsprnewswire.com·47d ago·Neutral
PROYA se asocia con Ulta Beauty /PRNewswire/ -- PROYA, la marca insignia de Proya Cosmetics, se ha asociado con Ulta Beauty, la cadena de tiendas de belleza más grande del país. PROYA se
View source ↗ - Newszacks.com·49d ago·Negative
Ulta Beauty (ULTA) Sees a More Significant Dip Than Broader Market: Some Facts to Know In the closing of the recent trading day, Ulta Beauty (ULTA) stood at $493.27, denoting a -3.42% move from the preceding trading day.
View source ↗ - Newszacks.com·49d ago·Positive
Here's Why Ulta Beauty (ULTA) is a Strong Value Stock Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
View source ↗ - Newsbusinesswire.com·50d ago·Neutral
Ulta Beauty Appoints Brieane Olson to Its Board of Directors BOLINGBROOK, Ill.--(BUSINESS WIRE)--Ulta Beauty Appoints Brieane Olson to Its Board of Directors.
View source ↗ - News (Marketaux)seekingalpha.com·51d ago·Neutral
What Moved Markets This Week Ulta Beauty (ULTA) -10[+138 characters]
View source ↗ - Newszacks.com·54d ago·Positive
3 Reasons Why Growth Investors Shouldn't Overlook Ulta (ULTA) Ulta (ULTA) possesses solid growth attributes, which could help it handily outperform the market.
View source ↗ - Newszacks.com·55d ago·Neutral
Will Ulta (ULTA) Beat Estimates Again in Its Next Earnings Report? Ulta (ULTA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
View source ↗ - Newszacks.com·55d ago·Neutral
Will Ulta Beauty's Omnichannel Edge Help Sustain Business Growth? ULTA is strengthening its omnichannel strategy through digital growth, loyalty, AI and social commerce to drive customer engagement.
View source ↗ - Newszacks.com·55d ago·Positive
Is It Worth Investing in Ulta (ULTA) Based on Wall Street's Bullish Views? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
View source ↗ - Newszacks.com·56d ago·Negative
Ulta Beauty (ULTA) Falls More Steeply Than Broader Market: What Investors Need to Know In the closing of the recent trading day, Ulta Beauty (ULTA) stood at $548.66, denoting a -2.92% move from the preceding trading day.
View source ↗ - Newszacks.com·56d ago·Positive
Earnings Growth & Price Strength Make Ulta Beauty (ULTA) a Stock to Watch Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
View source ↗
Earnings
Thu, Dec 3(in 8 weeks)
Consensus estimate $5.60 per share
Typical surprise +12.3% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 27$6.55 vs $6.22beat
- Tue, Jun 2$7.74 vs $6.89beat
- Thu, Mar 12$8.01 vs $8.10miss
- Thu, Dec 4$5.14 vs $4.61beat
- Thu, Aug 28$5.78 vs $5.10beat
- Thu, May 29$6.70 vs $5.81beat
Estimates and results for ULTA via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ULTA officers and directors.
- Bought
- $500k
- Sold
- $2.9m
1 trade
9 trades
- Steelman Keciasold
- Nagler Lornasold
- Mrkonic George R Jrsold
- Mrkonic George R Jrsold
- Smith Mike C.sold
- Caro Jodi Jsold
- Steelman Keciabought
- Halligan Catherine Annsold
90 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Ro Khannahouse · CA17 · disclosed Aug 12, 2026 (36d later)Buy$1,001 - $15,000
- Maria Elvira Salazarhouse · FL27 · disclosed Apr 22, 2026 (34d later)Buy$15,001 - $50,000
- Tony Wiedhouse · WI08 · disclosed Mar 12, 2026 (37d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (35d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (28d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (32d later)Sell$1,001 - $15,000
- Daniel Milton Newhousehouse · WA04 · disclosed Jan 15, 2026 (35d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 14, 2025 (31d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Aug 8, 2025 (29d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2024 (21d later)Buy$1,001 - $15,000
- Greg Landsmanhouse · OH01 · disclosed Sep 23, 2024 (40d later)Sell$1,001 - $15,000
- Greg Landsmanhouse · OH01 · disclosed Aug 14, 2024 (77d later)Buy$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Feb 5, 2024 (26d later)Buy$1,001 - $15,000
- Michael Guesthouse · MS03 · disclosed Dec 11, 2023 (28d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2023 (33d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 8, 2023 (37d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 8, 2023 (8d later)Sell$1,001 - $15,000
- Lois Frankelhouse · FL22 · disclosed Oct 10, 2023 (32d later)Sell$1,001 - $15,000
- Daniel Scott Sullivansenate · AK · disclosed Sep 22, 2023 (31d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.