EP Wealth Advisors LLC Acquires New Shares in Ulta Beauty Inc. $ULTA

EP Wealth Advisors LLC acquired a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 4,251 shares of the specialty retailer's stock, valued at approximately $1,917,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Fideuram Asset Management Ireland dac bought a new stake in shares of Ulta Beauty in the fourth quarter worth about $25,000. Strengthening Families & Communities LLC lifted its holdings in shares of 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 in the last quarter. Hilton Head Capital Partners LLC lifted its holdings in shares of 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 in the last quarter. Nalls Sherbakoff Group LLC acquired a new position in shares of Ulta Beauty in the 4th quarter valued at approximately $30,000. Finally, Ascentis Independent Advisors acquired a new position in shares of Ulta Beauty in the 1st quarter valued at approximately $29,000. 90.39% of the stock is currently owned by institutional investors.

Ulta Beauty Stock Performance

NASDAQ:ULTA opened at $521.46 on Friday. The company 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 Inc. has a 52-week low of $443.60 and a 52-week high of $714.97. The stock has a 50-day simple moving average of $489.99 and a 200 day simple moving average of $539.70.

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

Insider Activity

In other news, Director George R. Mrkonic, Jr. sold 383 shares of Ulta Beauty stock in a transaction that occurred 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 sale, the director directly owned 2,404 shares in the company, valued at $1,143,919.36. This trade represents a 13.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.20% of the stock is owned by company insiders.

Key Stories Impacting Ulta Beauty

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

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Citigroup lowered their target price on Ulta Beauty from $600.00 to $560.00 and set a "neutral" rating for the company in a research note on Thursday, June 4th. Loop Capital reaffirmed a "hold" rating and issued a $550.00 price target on shares of Ulta Beauty in a research note on Wednesday, June 3rd. DA Davidson reduced their price target on shares of Ulta Beauty from $650.00 to $585.00 and set a "buy" rating for the company in a report on Wednesday, June 3rd. Argus set a $550.00 price objective on shares of Ulta Beauty in a research report on Thursday, June 18th. Finally, Barclays dropped their price objective on shares of Ulta Beauty from $712.00 to $647.00 and set an "overweight" rating on the stock in a report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $638.09.

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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