PFA Pension Forsikringsaktieselskab Invests $24.53 Million in Ulta Beauty Inc. $ULTA

Key Points

• PFA Pension Forsikringsaktieselskab opened a new position of 40,425 shares in Ulta Beauty, valued at about $24.53 million, representing roughly 0.09% of the company per its latest 13F filing.
• Ulta beat quarterly EPS expectations ($8.01 vs. $7.93) with revenue of $3.90 billion (up 11.8% year‑over‑year) and set FY2026 guidance of 28.05–28.55 EPS, with analysts averaging a ~28.44 EPS estimate for the year.
• Institutional investors own about 90.39% of the stock and analysts rate Ulta a consensus "Moderate Buy" with an average price target of $674.23, though the firm faces near‑term distribution and competitive headwinds after Target ended their in‑store partnership and Walmart expands its beauty initiatives.

PFA Pension Forsikringsaktieselskab purchased a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 40,425 shares of the specialty retailer's stock, valued at approximately $24,534,000. PFA Pension Forsikringsaktieselskab owned about 0.09% of Ulta Beauty as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the company. Robertson Stephens Wealth Management LLC bought a new position in shares of Ulta Beauty during the fourth quarter worth about $448,000. Danske Bank A S grew its position in shares of Ulta Beauty by 2.3% during the fourth quarter. Danske Bank A S now owns 60,305 shares of the specialty retailer's stock worth $36,485,000 after acquiring an additional 1,347 shares during the last quarter. Citizens Business Bank grew its position in shares of Ulta Beauty by 4.5% during the fourth quarter. Citizens Business Bank now owns 7,459 shares of the specialty retailer's stock worth $4,513,000 after acquiring an additional 321 shares during the last quarter. Oppenheimer & Co. Inc. grew its position in shares of Ulta Beauty by 2.7% during the fourth quarter. Oppenheimer & Co. Inc. now owns 4,224 shares of the specialty retailer's stock worth $2,556,000 after acquiring an additional 110 shares during the last quarter. Finally, Sigma Planning Corp grew its position in shares of Ulta Beauty by 5.5% during the fourth quarter. Sigma Planning Corp now owns 747 shares of the specialty retailer's stock worth $452,000 after acquiring an additional 39 shares during the last quarter. Institutional investors own 90.39% of the company's stock.

Insider Buying and Selling at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the firm's stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the transaction, the director owned 2,383 shares in the company, valued at approximately $1,285,128.07. This trade represents a 15.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Company insiders own 0.17% of the company's stock.

Ulta Beauty Price Performance

Shares of ULTA opened at $531.95 on Monday. The firm has a 50-day moving average price of $573.99 and a 200 day moving average price of $587.76. The firm has a market capitalization of $23.17 billion, a PE ratio of 20.75, a P/E/G ratio of 1.95 and a beta of 0.89. Ulta Beauty Inc. has a 52-week low of $386.00 and a 52-week high of $714.97.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last announced its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $7.93 by $0.08. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The firm had revenue of $3.90 billion during the quarter, compared to analyst estimates of $3.81 billion. During the same quarter in the prior year, the firm posted $8.46 EPS. Ulta Beauty's revenue was up 11.8% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, equities analysts expect that Ulta Beauty Inc. will post 28.44 EPS for the current year.

More Ulta Beauty News

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

• Positive Sentiment: Ulta announced a strategic data-sharing collaboration with NielsenIQ to improve marketplace visibility and merchandising decisions — a capability that can help optimize assortment, promotions and vendor relationships. NIQ and Ulta Beauty Announce Strategic Data Sharing Collaboration
• Positive Sentiment: Ulta released its full 2026 sale calendar, giving investors more visibility into planned promotional cadence — this can help model sales/traffic timing and suggests management is actively driving demand through planned events. Ulta releases full 2026 sale calendar for beauty deals
• Positive Sentiment: New product arrivals and weekly merchandising updates (e.g., dozen+ "new arrivals" items) support traffic and basket growth — continual product refresh helps Ulta sustain relevance vs. mass retailers. 11 Best Ulta Beauty “New Arrivals” Hitting Shelves This Week
• Neutral Sentiment: Analyst / media coverage notes Ulta is a trending stock and reviews valuation after recent pullbacks — useful for investors but not an immediate fundamental catalyst. Here is What to Know Beyond Why Ulta Beauty Inc. (ULTA) is a Trending Stock
• Neutral Sentiment: Market commentary noting recent modest outperformance or “lapping the market” provides sentiment context but is not a standalone driver. Ulta Beauty (ULTA) Laps the Stock Market: Here's Why
• Negative Sentiment: Target and Ulta have ended their five‑year in‑store partnership. That reduces a non‑store distribution channel and the convenience of linked rewards for Target shoppers — a near-term headwind to reach and incremental sales. Walmart makes in-store move to challenge Target
• Negative Sentiment: Walmart is ramping in-store beauty initiatives to compete with Target and specialty retailers, increasing competitive pressure on Ulta’s market share in mass channels. Walmart makes in-store move to challenge Target

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Deutsche Bank Aktiengesellschaft set a $732.00 price target on shares of Ulta Beauty in a research report on Thursday, January 8th. Guggenheim initiated coverage on shares of Ulta Beauty in a research report on Monday, April 20th. They issued a "buy" rating for the company. Zacks Research lowered shares of Ulta Beauty from a "strong-buy" rating to a "hold" rating in a research report on Friday, February 6th. Morgan Stanley decreased their target price on shares of Ulta Beauty from $750.00 to $700.00 and set an "overweight" rating for the company in a research report on Friday, March 13th. Finally, DA Davidson reiterated a "buy" rating and issued a $650.00 target price on shares of Ulta Beauty in a research report on Tuesday, April 14th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $674.23.

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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