Rathbones Group PLC Purchases 5,990 Shares of Ulta Beauty Inc. $ULTA

Rathbones Group PLC grew its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 6.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 103,204 shares of the specialty retailer’s stock after acquiring an additional 5,990 shares during the quarter. Rathbones Group PLC’s holdings in Ulta Beauty were worth $62,439,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of ULTA. Focus Partners Wealth lifted its position in shares of Ulta Beauty by 231.6% in the 1st quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock worth $1,372,000 after acquiring an additional 2,615 shares during the period. Intech Investment Management LLC lifted its position in shares of Ulta Beauty by 48.9% during the 1st quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer’s stock worth $1,758,000 after buying an additional 1,574 shares during the period. Sivia Capital Partners LLC bought a new position in shares of Ulta Beauty during the 2nd quarter worth approximately $466,000. Jump Financial LLC bought a new position in shares of Ulta Beauty during the 2nd quarter worth approximately $1,196,000. Finally, Daiwa Securities Group Inc. lifted its position in shares of Ulta Beauty by 0.9% during the 2nd quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock worth $3,497,000 after buying an additional 70 shares during the period. Institutional investors own 90.39% of the company’s stock.

Key Ulta Beauty News

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

• Positive Sentiment: Shares rose after the stock outperformed the broader market in the latest session, reinforcing short-term momentum for Ulta Beauty. Ulta Beauty (ULTA) Rises Higher Than Market: Key Facts
• Positive Sentiment: Analysts continue to view Ulta Beauty favorably, with the consensus rating around “Moderate Buy,” which can support investor confidence in the stock. Ulta Beauty Inc. (NASDAQ:ULTA) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Ulta announced it will report first-quarter fiscal 2026 results and participate in an investor conference, keeping attention on upcoming earnings and management commentary. Ulta Beauty to Report First Quarter Fiscal 2026 Results and Participate in an Upcoming Investor Conference
• Neutral Sentiment: Broader beauty-sector coverage highlighted AI, wellness, and innovation trends, but the article focused on peers rather than directly on Ulta. 3 Cosmetics Stocks Gaining From AI, Wellness and Innovation Trends
• Negative Sentiment: A consumer article about coupons at Ulta may underscore ongoing price sensitivity among shoppers, which could pressure margins if discounting becomes more important. How to coupon at Ulta Beauty and never pay full price for makeup again

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Bank of America upgraded Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 target price for the company in a research report on Tuesday, May 5th. Oppenheimer cut their target price on Ulta Beauty from $750.00 to $650.00 and set an “outperform” rating for the company in a research report on Friday, March 13th. JPMorgan Chase & Co. cut their target price on Ulta Beauty from $800.00 to $750.00 and set an “overweight” rating for the company in a research report on Friday, March 13th. Wells Fargo & Company upgraded Ulta Beauty from a “strong sell” rating to an “overweight” rating in a research report on Monday, April 20th. Finally, TD Cowen assumed coverage on Ulta Beauty in a research report on Monday, April 20th. They set a “buy” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $687.95.

Insiders Place Their Bets

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the firm’s stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the sale, the director directly owned 2,383 shares of the company’s stock, valued at $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 available at this hyperlink. 0.17% of the stock is owned by corporate insiders.

Ulta Beauty Price Performance

ULTA stock opened at $493.12 on Thursday. The business has a fifty day moving average price of $534.36 and a 200 day moving average price of $586.31. Ulta Beauty Inc. has a fifty-two week low of $402.50 and a fifty-two week high of $714.97. The stock has a market capitalization of $21.48 billion, a price-to-earnings ratio of 19.24, a P/E/G ratio of 1.67 and a beta of 0.89.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share for the quarter, beating analysts’ consensus estimates of $7.93 by $0.08. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.The firm had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $3.81 billion. During the same period last year, the firm posted $8.46 EPS. The business’s revenue was up 11.8% on a year-over-year basis. 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 28.47 earnings per share for the current fiscal year.

About Ulta Beauty

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.