B. Metzler seel. Sohn & Co. AG Makes New Investment in Ulta Beauty Inc. $ULTA

B. Metzler seel. Sohn & Co. AG purchased a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,467 shares of the specialty retailer's stock, valued at approximately $1,113,000.

A number of other hedge funds have also made changes to their positions in the company. BlackRock Inc. acquired a new position in shares of Ulta Beauty during the second quarter worth approximately $1,815,712,000. Diamant Asset Management Inc. grew its position in shares of Ulta Beauty by 52,171.0% during the 1st quarter. Diamant Asset Management Inc. now owns 1,474,042 shares of the specialty retailer's stock worth $77,050,000 after buying an additional 1,471,222 shares during the period. Norges Bank acquired a new position in Ulta Beauty during the fourth quarter valued at approximately $430,963,000. Deutsche Bank AG bought a new stake in shares of Ulta Beauty in the second quarter worth about $124,784,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of Ulta Beauty during the second quarter worth $105,317,000. Institutional investors and hedge funds own 90.39% of the company's stock.

Wall Street Analyst Weigh In

ULTA has been the subject of several recent analyst reports. Bank of America upgraded Ulta Beauty from a "neutral" rating to a "buy" rating and set a $685.00 price target for the company in a report on Tuesday, May 5th. TD Cowen reaffirmed a "buy" rating on shares of Ulta Beauty in a research report on Tuesday, July 21st. Robert W. Baird reduced their target price on Ulta Beauty from $730.00 to $700.00 and set an "outperform" rating for the company in a research note on Wednesday, June 3rd. William Blair reissued a "market perform" rating on shares of Ulta Beauty in a report on Friday. Finally, B. Riley Financial dropped their price target on Ulta Beauty from $600.00 to $500.00 and set a "neutral" rating on the stock in a research note 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 issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Ulta Beauty has an average rating of "Moderate Buy" and a consensus target price of $638.09.

Ulta Beauty Stock Performance

Shares of Ulta Beauty stock opened at $521.46 on Monday. The firm has a 50-day moving average of $489.99 and a 200-day moving average of $538.81. Ulta Beauty Inc. has a 52-week low of $443.60 and a 52-week high of $714.97. The stock has a market cap of $22.42 billion, a PE ratio of 19.55, a PEG ratio of 1.63 and a beta of 0.87.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last released its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, topping analysts' consensus estimates of $6.89 by $0.85. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The business had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same period last year, the firm earned $6.70 earnings per share. 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. Equities research analysts predict that Ulta Beauty Inc. will post 28.76 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the company's stock in a transaction 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 completion of the sale, the director directly owned 2,404 shares in the company, valued at approximately $1,143,919.36. This represents a 13.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.20% of the stock is currently owned by company insiders.

Ulta Beauty News Roundup

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

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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