Integrity Alliance LLC. Purchases Shares of 1,279 Ulta Beauty Inc. $ULTA

Integrity Alliance LLC. purchased a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 1,279 shares of the specialty retailer’s stock, valued at approximately $774,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Strengthening Families & Communities LLC grew its stake in shares of Ulta Beauty by 4,200.0% during the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock valued at $26,000 after buying an additional 42 shares during the last quarter. Steigerwald Gordon & Koch Inc. grew its stake in shares of Ulta Beauty by 2,550.0% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock valued at $32,000 after buying an additional 51 shares during the last quarter. Abich Financial Wealth Management LLC bought a new position in shares of Ulta Beauty during the third quarter valued at about $31,000. BOKF NA bought a new position in shares of Ulta Beauty during the third quarter valued at about $31,000. Finally, Flagship Harbor Advisors LLC bought a new position in shares of Ulta Beauty during the fourth quarter valued at about $44,000. 90.39% of the stock is currently owned by institutional investors.

Trending Headlines about Ulta Beauty

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

• Positive Sentiment: Several previews suggest Ulta Beauty could beat Wall Street estimates again, citing its strong history of earnings surprises and favorable setup heading into results. Will Ulta (ULTA) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Analyst previews say first-quarter sales may benefit from loyalty program strength, digital engagement, and exclusive product launches, which could support revenue growth and investor confidence. Ulta Beauty Set to Release Q1 Earnings: Key Insights for Investors
• Positive Sentiment: Ulta Beauty continues to promote brand partnerships and consumer-facing events, including the Ulta Beauty World 2026 expo and a new “Supergirl” collaboration, which can help brand visibility and traffic. Pop Up Mob Brings Nine Beauty Brand Worlds to Life at Ulta Beauty World 2026 in Orlando
• Neutral Sentiment: Multiple articles are simply reiterating Wall Street’s Q1 estimate ranges and key operating metrics, suggesting investors are focused on the upcoming print rather than any new fundamental surprise. Curious about Ulta (ULTA) Q1 Performance? Explore Wall Street Estimates for Key Metrics
• Negative Sentiment: Recent trading has been softer, with Ulta Beauty stock falling on the latest trading day despite a broader market gain, highlighting some near-term investor caution ahead of earnings. Ulta Beauty (ULTA) Stock Drops Despite Market Gains: Important Facts to Note

Insider Buying and Selling

In other Ulta Beauty 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 value of $243,759.08. Following the completion of the sale, the director directly owned 2,383 shares in the company, valued at $1,285,128.07. This trade represents a 15.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.17% of the stock is owned by company insiders.

Analysts Set New Price Targets

ULTA has been the topic of a number of recent research reports. Bank of America raised Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 price objective on the stock in a research note on Tuesday, May 5th. Jefferies Financial Group raised Ulta Beauty from a “hold” rating to a “buy” rating and raised their target price for the stock from $635.00 to $700.00 in a research note on Monday, April 20th. Oppenheimer cut their target price on Ulta Beauty from $750.00 to $650.00 and set an “outperform” rating on the stock in a research note on Friday, March 13th. Evercore set a $725.00 target price on Ulta Beauty in a research note on Wednesday, March 11th. Finally, Wedbush initiated coverage on Ulta Beauty in a research note on Monday, April 20th. They issued an “outperform” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Ulta Beauty presently has an average rating of “Moderate Buy” and a consensus target price of $687.95.

Ulta Beauty Price Performance

Shares of ULTA opened at $520.15 on Friday. Ulta Beauty Inc. has a one year low of $414.21 and a one year high of $714.97. The company has a 50-day simple moving average of $525.91 and a two-hundred day simple moving average of $586.13. The firm has a market capitalization of $22.66 billion, a PE ratio of 20.29, a price-to-earnings-growth ratio of 1.65 and a beta of 0.89.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings data on Thursday, March 12th. The specialty retailer reported $8.01 EPS for the quarter, topping the consensus estimate of $7.93 by $0.08. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The business had revenue of $3.90 billion during the quarter, compared to analyst estimates of $3.81 billion. During the same period last year, the business posted $8.46 earnings per share. Ulta Beauty’s quarterly 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. Analysts expect that Ulta Beauty Inc. will post 28.47 EPS 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.