Integrated Wealth Concepts LLC Sells 2,066 Shares of Ulta Beauty Inc. $ULTA

Key Points

• Integrated Wealth Concepts LLC reduced its Ulta Beauty stake by 56.2% in the second quarter, selling 2,066 shares and retaining 1,611 shares valued at approximately $727,000. Institutional investors collectively own 90.39% of Ulta’s stock.
• Ulta reported quarterly EPS of $6.55, exceeding estimates of $6.22, while revenue reached $3.04 billion and increased 8.9% year over year. The company issued fiscal 2026 EPS guidance of $28.70–$29.00.
• Analysts maintain a generally positive view, with a consensus rating of “Moderate Buy” and an average price target of $627.83, compared with the stock’s reported price of $540.98.

Integrated Wealth Concepts LLC cut its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA - Free Report) by 56.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,611 shares of the specialty retailer's stock after selling 2,066 shares during the quarter. Integrated Wealth Concepts LLC's holdings in Ulta Beauty were worth $727,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank bought a new position in shares of Ulta Beauty during the 4th quarter worth approximately $430,963,000. Janney Montgomery Scott LLC increased its stake in shares of Ulta Beauty by 97.3% in the 1st quarter. Janney Montgomery Scott LLC now owns 35,739 shares of the specialty retailer's stock valued at $18,681,000 after acquiring an additional 17,625 shares in the last quarter. Oxbow Advisors LLC bought a new stake in shares of Ulta Beauty in the 1st quarter valued at $3,024,000. National Pension Service lifted its position in shares of Ulta Beauty by 2,704.0% during the 4th quarter. National Pension Service now owns 79,465 shares of the specialty retailer's stock valued at $48,077,000 after acquiring an additional 76,631 shares during the period. Finally, Vise Technologies Inc. acquired a new position in shares of Ulta Beauty during the 2nd quarter valued at $1,033,000. Institutional investors and hedge funds own 90.39% of the company's stock.

Ulta Beauty Price Performance

ULTA opened at $540.98 on Friday. Ulta Beauty Inc. has a fifty-two week low of $443.60 and a fifty-two week high of $714.97. The firm has a market capitalization of $23.13 billion, a PE ratio of 19.72, a P/E/G ratio of 1.62 and a beta of 0.85. The company's 50-day moving average is $522.48 and its 200 day moving average is $520.17.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last released its quarterly earnings results on Thursday, August 27th. The specialty retailer reported $6.55 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $6.22 by $0.33. The business had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.99 billion. Ulta Beauty had a return on equity of 45.40% and a net margin of 9.34%.The company's quarterly revenue was up 8.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $5.78 EPS. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. As a group, analysts expect that Ulta Beauty Inc. will post 28.94 EPS for the current year.

Insider Buying and Selling at Ulta Beauty

In related news, Director Lorna Nagler sold 600 shares of the stock in a transaction on Friday, September 11th. The stock was sold at an average price of $537.31, for a total value of $322,386.00. Following the completion of the sale, the director directly owned 7,168 shares of the company's stock, valued at approximately $3,851,438.08. This represents a 7.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.20% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on ULTA shares. B. Riley Financial reduced their price target on shares of Ulta Beauty from $600.00 to $500.00 and set a "neutral" rating for the company in a report on Wednesday, June 3rd. Royal Bank Of Canada upgraded shares of Ulta Beauty to an "outperform" rating in a report on Tuesday. Cantor Fitzgerald initiated coverage on shares of Ulta Beauty in a research report on Tuesday. They set an "overweight" rating on the stock. Sanford C. Bernstein upgraded Ulta Beauty to an "outperform" rating in a research note on Tuesday. Finally, TD Cowen reaffirmed a "buy" rating on shares of Ulta Beauty in a research report on Tuesday, July 21st. Twenty-four investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $627.83.

Ulta Beauty Company Profile

Ulta Beauty, Inc is a specialty beauty retailer operating under the Ulta Beauty brand. The company sells a broad selection of cosmetics, skincare, haircare, fragrance, bath and body products, and beauty tools across a range of price points. Its merchandise includes both established brands and private-label products, as well as prestige, mass-market and professional beauty offerings.

In addition to retail sales, Ulta Beauty provides services through salon locations within many of its stores, including hair, skin and brow services.

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