Rathbones Group PLC Grows Stake in Ulta Beauty Inc. $ULTA

Key Points

• Rathbones Group PLC increased its stake in Ulta Beauty by 6.2% in Q4, now owning 103,204 shares (about 0.23% of the company) worth roughly $62.44 million.
• Ulta beat quarterly estimates with EPS of $8.01 (vs. $7.93 est.) and revenue of $3.90B (vs. $3.81B est.), set FY2026 guidance of $28.05–$28.55 EPS, and carries an average analyst rating of "Moderate Buy" with a $671.27 price target.

Rathbones Group PLC grew its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA - Free Report) by 6.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 103,204 shares of the specialty retailer's stock after acquiring an additional 5,990 shares during the quarter. Rathbones Group PLC owned about 0.23% of Ulta Beauty worth $62,439,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Focus Partners Wealth raised its holdings in Ulta Beauty by 231.6% in the first quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer's stock worth $1,372,000 after buying an additional 2,615 shares during the last quarter. Intech Investment Management LLC grew its holdings in shares of Ulta Beauty by 48.9% during the first quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer's stock valued at $1,758,000 after buying an additional 1,574 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Ulta Beauty during the second quarter valued at approximately $466,000. Lido Advisors LLC bought a new stake in shares of Ulta Beauty during the second quarter valued at approximately $252,000. Finally, EverSource Wealth Advisors LLC raised its holdings in Ulta Beauty by 64.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,002 shares of the specialty retailer's stock worth $469,000 after acquiring an additional 392 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company's stock.

Ulta Beauty Price Performance

NASDAQ ULTA opened at $537.39 on Monday. Ulta Beauty Inc. has a 52 week low of $323.36 and a 52 week high of $714.97. The firm has a market capitalization of $23.51 billion, a P/E ratio of 20.97, a PEG ratio of 1.97 and a beta of 0.95. The company has a 50-day moving average price of $623.37 and a 200-day moving average price of $588.13.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last issued its quarterly earnings data 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. The firm had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $3.81 billion. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The company's revenue for the quarter was up 11.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $8.46 EPS. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. As a group, equities research analysts anticipate that Ulta Beauty Inc. will post 23.96 EPS for the current year.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on ULTA. TD Cowen lowered their price objective on Ulta Beauty from $775.00 to $750.00 and set a "buy" rating on the stock in a research report on Friday, March 13th. Oppenheimer decreased their price target on Ulta Beauty from $750.00 to $650.00 and set an "outperform" rating for the company in a research note on Friday, March 13th. UBS Group reaffirmed a "buy" rating and set a $810.00 price target on shares of Ulta Beauty in a report on Friday, March 13th. Argus increased their price objective on Ulta Beauty from $650.00 to $700.00 and gave the company a "buy" rating in a research report on Friday, January 2nd. Finally, Canaccord Genuity Group lifted their price objective on Ulta Beauty from $674.00 to $799.00 and gave the stock a "buy" rating in a report on Tuesday, March 10th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Ulta Beauty has an average rating of "Moderate Buy" and an average price target of $671.27.

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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