2,292 Shares in Ulta Beauty Inc. $ULTA Bought by Vise Technologies Inc.

Key Points

• Vise Technologies acquired 2,292 Ulta Beauty shares during the second quarter, worth approximately $1.03 million. Institutional investors collectively own 90.39% of ULTA’s outstanding stock.
• Ulta reported quarterly earnings of $7.74 per share, beating estimates of $6.89, while revenue rose 11.1% year over year to $3.16 billion. The company reaffirmed fiscal 2026 EPS guidance of $28.36–$28.80.
• Analysts maintain a consensus “Moderate Buy” rating with a $638.09 price target, though several firms recently lowered their targets. Growth opportunities include expansion into Saudi Arabia and new skincare brands, while the end of the Target partnership represents a headwind.

Vise Technologies Inc. bought a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA - Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund bought 2,292 shares of the specialty retailer's stock, valued at approximately $1,033,000.

Other institutional investors have also recently made changes to their positions in the company. Fideuram Asset Management Ireland dac acquired a new position in shares of Ulta Beauty in the fourth quarter worth approximately $25,000. Hilton Head Capital Partners LLC boosted its holdings in Ulta Beauty by 860.0% in the first quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer's stock valued at $25,000 after acquiring an additional 43 shares during the last quarter. Strengthening Families & Communities LLC increased its position in Ulta Beauty by 4,200.0% during the 4th quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer's stock valued at $26,000 after purchasing an additional 42 shares during the period. Clearstead Trust LLC acquired a new stake in Ulta Beauty during the 2nd quarter valued at approximately $27,000. Finally, Ascentis Independent Advisors bought a new position in Ulta Beauty during the 1st quarter worth approximately $29,000. Institutional investors own 90.39% of the company's stock.

More Ulta Beauty News

Here are the key news stories impacting Ulta Beauty this week:

• Positive Sentiment: Saudi Arabia offers a new growth opportunity. Reports highlighted Ulta Beauty’s debut in Saudi Arabia, where a young, digitally engaged population and rapidly expanding beauty market could support long-term international sales growth. Saudi Arabia's beauty market booms: Ulta Beauty debuts Saudi Arabia’s Beauty Market Booms With Young, Trend-savvy Consumers
• Positive Sentiment: New skincare deal could strengthen Ulta’s assortment. Australian entrepreneur Indianna Roehrich reportedly signed an agreement with Ulta for her Digital-era skincare brand, adding potentially differentiated products and supporting the retailer’s focus on emerging beauty brands. Australian entrepreneur Indianna Roehrich signs deal with Ulta Beauty
• Positive Sentiment: Analysts continue to emphasize earnings potential. Zacks articles pointed to expected earnings growth and potential for an earnings beat, while its Focus List described ULTA as attractive for long-term investors. These views complement the company’s latest earnings beat and fiscal 2026 EPS outlook. Why Ulta Beauty is a Top Stock for the Long-Term
• Neutral Sentiment: Upcoming earnings are a near-term catalyst. Coverage expects investors to focus on whether Ulta can sustain sales and profit growth in its next quarterly report. Ulta Beauty Earnings Expected to Grow
• Negative Sentiment: The Target partnership has ended. Target’s finalized separation from Ulta removes the retailer’s shop-in-shop presence and associated customer reach, although the effect may be partly offset by Ulta’s standalone stores and other expansion efforts. Target finalizes divorce from Ulta

Insiders Place Their Bets

In related news, Director George R. Mrkonic, Jr. sold 383 shares of the company's stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $475.84, for a total transaction of $182,246.72. Following the transaction, the director directly owned 2,404 shares of the company's stock, valued at approximately $1,143,919.36. This represents a 13.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.20% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on ULTA. William Blair restated a "market perform" rating on shares of Ulta Beauty in a research report on Friday. TD Cowen reissued a "buy" rating on shares of Ulta Beauty in a research note on Tuesday, July 21st. Piper Sandler dropped their target price on shares of Ulta Beauty from $725.00 to $600.00 and set an "overweight" rating on the stock in a report on Wednesday, June 3rd. Citigroup dropped their target price on shares of Ulta Beauty from $600.00 to $560.00 and set a "neutral" rating on the stock in a report on Thursday, June 4th. Finally, UBS Group cut their price target on shares of Ulta Beauty from $810.00 to $735.00 and set a "buy" rating on the stock in a research report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $638.09.

Ulta Beauty Stock Performance

Ulta Beauty stock opened at $521.46 on Friday. The stock has a market capitalization of $22.42 billion, a price-to-earnings ratio of 19.55, a PEG ratio of 1.63 and a beta of 0.87. Ulta Beauty Inc. has a 52-week low of $443.60 and a 52-week high of $714.97. The stock's 50 day moving average price is $489.99 and its two-hundred day moving average price is $539.70.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last released its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share for the quarter, beating the consensus estimate of $6.89 by $0.85. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The company had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the previous year, the business posted $6.70 EPS. Ulta Beauty's revenue for the quarter was up 11.1% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, equities research analysts forecast that Ulta Beauty Inc. will post 28.76 EPS for the current year.

Ulta Beauty Profile

Ulta Beauty, Inc NASDAQ: ULTA is a U.S.-based specialty retailer and beauty services provider focused on cosmetics, fragrance, skin care, hair care, bath and body, and beauty tools. The company operates a dual-format business that combines brick-and-mortar retail stores with an e-commerce platform, offering a broad assortment of national, prestige and mass-market brands alongside its own private-label products. In many locations Ulta also provides full-service salon treatments, positioning the company as a one-stop destination for product discovery and in-store services.

The retailer's product mix spans color cosmetics, haircare and styling products, skin and body care, fragrance, and accessories, catering to a wide range of consumer preferences and price points.

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