Caitlin John LLC bought a new stake in Ulta Beauty Inc. (NASDAQ:ULTA - Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 1,938 shares of the specialty retailer's stock, valued at approximately $874,000.
Other institutional investors also recently made changes to their positions in the company. Fideuram Asset Management Ireland dac acquired a new stake in shares of Ulta Beauty during the 4th quarter worth approximately $25,000. Hilton Head Capital Partners LLC boosted its position in Ulta Beauty by 860.0% during the 1st quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer's stock valued at $25,000 after purchasing an additional 43 shares during the period. Strengthening Families & Communities LLC grew its stake 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 worth $26,000 after buying an additional 42 shares during the last quarter. Clearstead Trust LLC bought a new position in Ulta Beauty during the 2nd quarter worth $27,000. Finally, Ascentis Independent Advisors acquired a new stake in Ulta Beauty in the first quarter worth $29,000. 90.39% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In
A number of equities research analysts have issued reports on ULTA shares. TD Cowen reiterated a "buy" rating on shares of Ulta Beauty in a research note on Tuesday, July 21st. Argus set a $550.00 price target on shares of Ulta Beauty in a research report on Thursday, June 18th. DA Davidson dropped their price objective on shares of Ulta Beauty from $650.00 to $585.00 and set a "buy" rating on the stock in a report on Wednesday, June 3rd. William Blair reiterated a "market perform" rating on shares of Ulta Beauty in a research report on Friday, August 21st. Finally, Morgan Stanley cut their price objective on shares of Ulta Beauty from $700.00 to $630.00 and set an "overweight" rating on the stock in a research report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $636.41.
Read Our Latest Analysis on Ulta Beauty
Ulta Beauty Price Performance
ULTA opened at $540.10 on Friday. The stock's 50 day moving average price is $496.33 and its 200 day moving average price is $534.86. The stock has a market cap of $23.22 billion, a P/E ratio of 20.25, a P/E/G ratio of 1.69 and a beta of 0.87. Ulta Beauty Inc. has a 12 month low of $443.60 and a 12 month high of $714.97.
Ulta Beauty (NASDAQ:ULTA - Get Free Report) last announced its quarterly earnings results on Thursday, August 27th. The specialty retailer reported $6.55 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.20 by $0.35. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The company had revenue of $3.04 billion during the quarter, compared to analyst estimates of $2.99 billion. During the same quarter in the previous year, the firm posted $5.78 EPS. The firm's quarterly revenue was up 8.9% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. Equities analysts anticipate that Ulta Beauty Inc. will post 28.77 EPS for the current year.
Key Stories Impacting Ulta Beauty
Here are the key news stories impacting Ulta Beauty this week:
- Positive Sentiment: Ulta reported quarterly EPS of $6.55, up 13.3% year over year and ahead of estimates near $6.20-$6.21. Revenue increased 8.9% to approximately $3.0 billion-$3.04 billion, also exceeding expectations. Ulta Beauty raises annual forecast after quarterly profit beats estimates
- Positive Sentiment: Management raised fiscal 2026 guidance to $28.70-$29.00 in EPS, from $28.36-$28.80 previously, and projected revenue of $13.2-$13.3 billion. The new outlook is above consensus expectations and signals confidence in continued sales and profit growth. Ulta Beauty Raises Forecast as Sales Grow
- Positive Sentiment: Profitability and cash generation improved: operating profit rose 10.1% to $379.6 million, while operating cash flow increased 24% to $119.7 million. International expansion and new initiatives were also cited as growth drivers. Ulta Beauty Beats Wall Street Expectations, Raises Full-year Forecasts
- Neutral Sentiment: Ulta expanded its product assortment and appointed retail executive Brieane L. Olson as an independent director, developments that may support merchandising and governance over the longer term.
- Negative Sentiment: Target is developing its own upscale beauty concept after ending its Ulta partnership, potentially increasing competition for prestige beauty shoppers. Recent insider activity also included sales rather than purchases, though these signals are less significant than the earnings beat and raised guidance. Target Launches Beauty Space
Insider Buying and Selling at Ulta Beauty
In related news, Director George R. Mrkonic, Jr. sold 383 shares of the company's stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $475.84, for a total value of $182,246.72. Following the completion of the sale, the director owned 2,404 shares of the company's stock, valued at $1,143,919.36. This represents a 13.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.20% of the stock is currently owned by corporate insiders.
Ulta Beauty Profile
(
Free Report)
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.
Further Reading
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