Ulta Beauty Inc. $ULTA Shares Acquired by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management increased its Ulta stake by 27.6% in Q4 to 271,671 shares (about 0.61% of the company), valued at roughly $164.4 million.
• Ulta slightly beat quarterly estimates with EPS of $8.01 vs. $7.93 and revenue of $3.90B vs. $3.81B, and set FY2026 EPS guidance of $28.05–$28.55.
• Sell‑side analysts hold a consensus rating of Moderate Buy with a $674.23 target price, and institutional ownership remains high at about 90%.

Robeco Institutional Asset Management B.V. increased its holdings in Ulta Beauty Inc. (NASDAQ:ULTA - Free Report) by 27.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 271,671 shares of the specialty retailer's stock after acquiring an additional 58,719 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.61% of Ulta Beauty worth $164,364,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the business. MassMutual Private Wealth & Trust FSB increased its holdings in shares of Ulta Beauty by 6.9% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 265 shares of the specialty retailer's stock valued at $160,000 after acquiring an additional 17 shares during the period. Sound Income Strategies LLC increased its holdings in shares of Ulta Beauty by 13.1% in the 4th quarter. Sound Income Strategies LLC now owns 147 shares of the specialty retailer's stock valued at $98,000 after acquiring an additional 17 shares during the period. State of Wyoming increased its holdings in shares of Ulta Beauty by 10.5% in the 3rd quarter. State of Wyoming now owns 211 shares of the specialty retailer's stock valued at $115,000 after acquiring an additional 20 shares during the period. 180 Wealth Advisors LLC increased its holdings in shares of Ulta Beauty by 2.0% in the 4th quarter. 180 Wealth Advisors LLC now owns 996 shares of the specialty retailer's stock valued at $602,000 after acquiring an additional 20 shares during the period. Finally, Level Four Advisory Services LLC increased its holdings in shares of Ulta Beauty by 4.8% in the 3rd quarter. Level Four Advisory Services LLC now owns 459 shares of the specialty retailer's stock valued at $251,000 after acquiring an additional 21 shares during the period. 90.39% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on ULTA. JPMorgan Chase & Co. dropped their price objective on shares of Ulta Beauty from $800.00 to $750.00 and set an "overweight" rating on the stock in a research note on Friday, March 13th. Zacks Research cut shares of Ulta Beauty from a "strong-buy" rating to a "hold" rating in a research note on Friday, February 6th. Argus boosted their price objective on shares of Ulta Beauty from $650.00 to $700.00 and gave the company a "buy" rating in a research note on Friday, January 2nd. Barclays boosted their price objective on shares of Ulta Beauty from $680.00 to $712.00 and gave the company an "overweight" rating in a research note on Monday, March 9th. Finally, Raymond James Financial reissued a "strong-buy" rating on shares of Ulta Beauty in a research note on Tuesday, March 10th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Ulta Beauty currently has a consensus rating of "Moderate Buy" and a consensus target price of $674.23.

Insider Activity at Ulta Beauty

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of the business's stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total transaction of $243,759.08. Following the sale, the director directly owned 2,383 shares in the company, valued at approximately $1,285,128.07. The trade was a 15.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.17% of the company's stock.

Ulta Beauty Stock Performance

Shares of ULTA opened at $520.38 on Friday. The stock has a market capitalization of $22.76 billion, a P/E ratio of 20.30, a P/E/G ratio of 1.91 and a beta of 0.95. The company's fifty day moving average is $612.00 and its two-hundred day moving average is $587.95. Ulta Beauty Inc. has a 1 year low of $347.48 and a 1 year high of $714.97.

Ulta Beauty (NASDAQ:ULTA - Get Free Report) last issued its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 EPS for the quarter, topping the consensus estimate of $7.93 by $0.08. The company had revenue of $3.90 billion for the quarter, compared to analyst estimates of $3.81 billion. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The business's revenue was up 11.8% on a year-over-year basis. During the same period in the previous year, the firm earned $8.46 EPS. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Sell-side analysts predict that Ulta Beauty Inc. will post 23.96 EPS for the current year.

Ulta Beauty Company 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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