Louisbourg Investments Inc. Reduces Position in Ulta Beauty Inc. $ULTA

Louisbourg Investments Inc. cut its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 22.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,644 shares of the specialty retailer’s stock after selling 1,636 shares during the period. Louisbourg Investments Inc.’s holdings in Ulta Beauty were worth $3,415,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Holocene Advisors LP increased its holdings in Ulta Beauty by 339.6% in the 3rd quarter. Holocene Advisors LP now owns 379,939 shares of the specialty retailer’s stock worth $207,732,000 after acquiring an additional 293,516 shares in the last quarter. Andra AP fonden raised its stake in Ulta Beauty by 351,900.0% in the 3rd quarter. Andra AP fonden now owns 228,800 shares of the specialty retailer’s stock valued at $125,096,000 after purchasing an additional 228,735 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Ulta Beauty by 33.6% during the third quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock worth $459,479,000 after buying an additional 211,485 shares in the last quarter. Caisse de depot et placement du Quebec boosted its position in Ulta Beauty by 249.8% during the third quarter. Caisse de depot et placement du Quebec now owns 295,833 shares of the specialty retailer’s stock worth $161,747,000 after acquiring an additional 211,266 shares during the last quarter. Finally, AQR Capital Management LLC raised its holdings in Ulta Beauty by 76.6% in the 2nd quarter. AQR Capital Management LLC now owns 477,504 shares of the specialty retailer’s stock valued at $222,794,000 after acquiring an additional 207,084 shares during the last quarter. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Ulta Beauty Trading Up 0.1%

Shares of ULTA opened at $537.39 on Friday. The firm has a market capitalization of $23.51 billion, a price-to-earnings ratio of 20.97, a PEG ratio of 1.97 and a beta of 0.95. The firm’s fifty day simple moving average is $626.35 and its 200-day simple moving average is $587.20. Ulta Beauty Inc. has a twelve month low of $323.36 and a twelve month high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last posted its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 EPS for the quarter, beating the consensus estimate of $7.93 by $0.08. The firm had revenue of $3.90 billion for the quarter, compared to analyst estimates of $3.81 billion. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.Ulta Beauty’s revenue for the quarter was up 11.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $8.46 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, analysts predict that Ulta Beauty Inc. will post 23.96 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have recently weighed in on ULTA shares. William Blair reissued a “market perform” rating on shares of Ulta Beauty in a research report on Monday, March 9th. Weiss Ratings restated a “hold (c)” rating on shares of Ulta Beauty in a research report on Wednesday, January 21st. Guggenheim reaffirmed a “neutral” rating on shares of Ulta Beauty in a research note on Friday, December 5th. Zacks Research downgraded Ulta Beauty from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 6th. Finally, Robert W. Baird set a $700.00 price target on shares of Ulta Beauty in a research report on Wednesday, December 17th. One 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 company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $671.27.

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.