Ulta Beauty (ULTA) delivered mixed results in Q1 FY2026 on revenue of $3.2B versus the $3.1B estimate (+11.1% YoY) and EPS of $7.74. The next Ulta Beauty (ULTA) earnings date is Aug 27, 2026. Below is the full Ulta Beauty earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Ulta Beauty (ULTA) Earnings Analysis — key stats
Next earnings date
Aug 27, 2026
Latest reported quarter
Q1 FY2026
Earnings verdict
Mixed
EPS beat rate
6 of last 8 (quarters above estimate)
Avg next-day move
±9.3% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±3.4% (options-derived · into Aug 27, 2026)
Institutional ownership
98.8% (13F as of 2026-06-30)
Top 10 holders
43.0% (of shares outstanding)
Insider activity
10 buys / 2 sells (recent Form 4 filings)
Revenue
$3.2B (vs $3.1B est · +1.4% surprise · +11.1% YoY)
EPS
$7.74 (vs $6.89 est · +12.3% surprise · +15.8% YoY)
Share price
$538.76 (+3.3%)
Market cap
$23.2B
Ulta Beauty (ULTA) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q2 FY2027
$3.2B vs $3.1B est
$7.74 vs $6.89 est
+12.3%
-5.9%
Mixed
Q1 FY2027
$3.9B vs $3.8B est
$8.01 vs $8.10 est
-1.1%
-17.9%
In line
Q4 FY2026
$2.9B vs $2.7B est
$5.14 vs $4.61 est
+11.5%
+10.5%
Beat
Q2 FY2026
$2.8B vs $2.7B est
$5.78 vs $5.10 est
+13.3%
-7.7%
Beat
Q1 FY2026
$2.8B vs $2.8B est
$6.70 vs $5.81 est
+15.3%
+13.1%
Mixed
Q1 FY2026
$3.5B vs $3.5B est
$8.46 vs $7.13 est
+18.7%
+8.6%
Mixed
Q4 FY2025
$2.5B vs $2.5B est
$5.14 vs $4.53 est
+13.5%
+7.1%
Mixed
Q2 FY2025
$2.6B vs $2.6B est
$5.30 vs $5.46 est
-2.9%
-3.8%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.2%
4.0M
$1.8B
-1.0%
Vanguard Capital Management LLC
6.5%
2.8M
$1.3B
-1.3%
Sanders Capital, LLC
5.6%
2.5M
$1.1B
+29.0%
State Street Corp
4.6%
2.0M
$913.1M
+1.1%
Vanguard Portfolio Management LLC
4.4%
1.9M
$876.0M
-0.9%
Price T Rowe Associates INC /Md/
3.5%
1.5M
$689.3M
+55.4%
Geode Capital Management, LLC
2.8%
1.2M
$555.3M
-3.0%
Morgan Stanley
2.4%
1.0M
$469.8M
-7.0%
T. Rowe Price Investment Management, INC.
2.0%
872K
$393.2M
-10.2%
Franklin Resources INC
1.9%
849K
$382.8M
+35.1%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
MRKONIC GEORGE R JR
director
2026-06-15
Sell
383
$182247
Smith Mike C.
director
2026-06-10
Buy
404
—
Ruiz Gisel
director
2026-06-10
Buy
404
—
Nagler Lorna
director
2026-06-10
Buy
404
—
MRKONIC GEORGE R JR
director
2026-06-10
Buy
404
—
LITTLE PATRICIA A
director
2026-06-10
Buy
404
—
Landry Stephenie Lee
director
2026-06-10
Buy
404
—
Halligan Catherine Ann
director
2026-06-10
Buy
404
—
What you'll find
Next Ulta Beauty (ULTA) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Ulta Beauty reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Ulta Beauty (ULTA)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Ulta Beauty's next earnings date?
Ulta Beauty's (ULTA) next scheduled earnings date is Aug 27, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Ulta Beauty (ULTA) beat or miss earnings?
In Q1 FY2026, Ulta Beauty (ULTA) posted mixed results — revenue of $3.2B versus the $3.1B estimate (+1.4% surprise) and EPS of $7.74 versus $6.89 expected (+12.3% surprise). Magnisto decodes every Ulta Beauty (ULTA) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Ulta Beauty beat earnings estimates?
Over its last 8 reported quarters, Ulta Beauty (ULTA) beat Wall Street EPS estimates 6 times, most recently a mixed result in Q2 FY2027. Magnisto tracks every Ulta Beauty (ULTA) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Ulta Beauty stock move after earnings?
Over its last 8 quarterly reports, Ulta Beauty (ULTA) moved an average of ±9.3% the day after earnings — ranging from -17.9% (Q1 FY2027) to +13.1% (Q1 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Aug 27, 2026, options-implied volatility is pricing in a move of roughly ±3.4% (derived). Magnisto tracks the realized post-earnings move for every Ulta Beauty (ULTA) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Ulta Beauty?
Institutions hold about 98.8% of Ulta Beauty's (ULTA) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.2%), Vanguard Capital Management LLC (6.5%), Sanders Capital, LLC (5.6%). Magnisto lists Ulta Beauty's (ULTA) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Ulta Beauty (ULTA)?
In the most recent Form 4 filings Magnisto tracks, Ulta Beauty (ULTA) insiders recorded 10 purchases and 2 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Ulta Beauty (ULTA) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Ulta Beauty (ULTA), anchored to the current $538.76 share price, so you can weigh the bull, base and bear cases for Ulta Beauty side by side.
Is Ulta Beauty (ULTA) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Ulta Beauty fits your own thesis and risk profile. This is research, not investment advice.