Deutsche Bank AG Makes New $124.78 Million Investment in Ulta Beauty Inc. $ULTA

Deutsche Bank AG bought a new position 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 institutional investor bought 276,695 shares of the specialty retailer's stock, valued at approximately $124,784,000. Deutsche Bank AG owned 0.64% of Ulta Beauty at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Fideuram Asset Management Ireland dac acquired a new stake in shares of Ulta Beauty in the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC boosted its stake in Ulta Beauty by 860.0% during the first quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer's stock valued at $25,000 after buying an additional 43 shares in the last quarter. Strengthening Families & Communities LLC grew its holdings in Ulta Beauty by 4,200.0% during the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer's stock worth $26,000 after acquiring an additional 42 shares during the period. Clearstead Trust LLC acquired a new position in Ulta Beauty during the second quarter worth about $27,000. Finally, Ascentis Independent Advisors acquired a new position in Ulta Beauty during the first quarter worth about $29,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Ulta Beauty News Summary

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

• Positive Sentiment: Ulta announced an exclusive U.S. partnership with hair-wellness brand Nutrire. The brand will launch on Ulta.com before expanding to approximately 250 stores, while skincare brand Dr. Reju-All is making its nationwide retail debut through Ulta. The launches could strengthen Ulta’s assortment, attract new customers and support its emerging-brand “Sparked” strategy. Ulta Beauty Adds Exclusive Brand Launch And 250 Store Rollout
• Positive Sentiment: China’s largest beauty company is reportedly expanding in the U.S. through a deal with Ulta. The partnership may increase product selection and international beauty-brand traffic across Ulta’s digital and store network. China’s Biggest Beauty Firm to Expand in US With Ulta Deal
• Positive Sentiment: Investors are focused on Ulta’s August 27 earnings release, with expectations for year-over-year earnings and revenue growth. Recent analysis also points to resilient loyalty-program performance, supporting the view that customer engagement remains a key strength. Is Ulta Beauty Below Fair Value Following Earnings Hopes and the Nutrire Launch? Ulta Beauty Stock May Be 10% Undervalued as Loyalty Growth Holds Up
• Neutral Sentiment: Ulta and Estée Lauder announced new executive appointments. The changes could affect strategy over time, but the available report does not indicate an immediate financial impact. Ulta Beauty and Estée Lauder Name New Executives
• Negative Sentiment: Target has ended its Ulta shop-in-shop arrangement and plans to replace it with its own Beauty Studio concept in roughly 600 locations. Losing that distribution channel could reduce Ulta’s reach and sales potential, although the company is simultaneously adding exclusive brands and other growth partners. Ulta’s Target Exit and Nutrire Deal Might Change the Case for Investing in Ulta Beauty

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Piper Sandler reduced their price objective on shares of Ulta Beauty from $725.00 to $600.00 and set an "overweight" rating for the company in a research report on Wednesday, June 3rd. DA Davidson lowered their price objective on shares of Ulta Beauty from $650.00 to $585.00 and set a "buy" rating on the stock in a research note 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. Barclays cut their target price on shares of Ulta Beauty from $712.00 to $647.00 and set an "overweight" rating for the company in a research note on Wednesday, June 3rd. Finally, Robert W. Baird reduced their target price on shares of Ulta Beauty from $730.00 to $700.00 and set an "outperform" rating for the company in a 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 given a Sell rating to the company's stock. According to MarketBeat.com, Ulta Beauty currently has an average rating of "Moderate Buy" and a consensus price target of $638.09.

Ulta Beauty Stock Performance

Ulta Beauty stock opened at $527.85 on Thursday. Ulta Beauty Inc. has a twelve month low of $443.60 and a twelve month high of $714.97. The firm has a market cap of $22.69 billion, a PE ratio of 19.79, a P/E/G ratio of 1.61 and a beta of 0.87. The firm's 50 day moving average price is $488.14 and its two-hundred day moving average price is $540.76.

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

Insider Buying and Selling

In related news, Director George R. Mrkonic, Jr. sold 383 shares of the firm's stock in a transaction on Monday, June 15th. The shares were sold at an average price of $475.84, for a total value of $182,246.72. Following the transaction, the director directly owned 2,404 shares in the company, valued at approximately $1,143,919.36. This trade represents a 13.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.20% of the stock is currently owned by company insiders.

About Ulta Beauty

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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