Keebeck Wealth Management Purchases Shares of 1,200 Ulta Beauty Inc. $ULTA

Keebeck Wealth Management purchased a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 1,200 shares of the specialty retailer’s stock, valued at approximately $541,000.

A number of other hedge funds also recently modified their holdings of the business. Fideuram Asset Management Ireland dac bought a new position in Ulta Beauty during the 4th quarter worth $25,000. Hilton Head Capital Partners LLC grew its position in shares of Ulta Beauty by 860.0% in the 1st quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock valued at $25,000 after buying an additional 43 shares during the last quarter. Strengthening Families & Communities LLC grew its position in shares of Ulta Beauty by 4,200.0% in the 4th 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. Clearstead Trust LLC acquired a new stake in shares of Ulta Beauty in the second quarter valued at about $27,000. Finally, Ascentis Independent Advisors acquired a new stake in shares of Ulta Beauty in the first quarter valued at about $29,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty Trading Up 1.2%

ULTA stock opened at $521.46 on Friday. The firm has a market cap of $22.42 billion, a PE ratio of 19.55, a price-to-earnings-growth ratio of 1.61 and a beta of 0.87. The stock has a 50-day moving average price of $489.99 and a 200-day moving average price of $539.70. Ulta Beauty Inc. has a 1-year low of $443.60 and a 1-year high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last announced its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, beating the consensus estimate of $6.89 by $0.85. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The company had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the prior year, the company earned $6.70 EPS. The firm’s revenue for the quarter was up 11.1% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, analysts forecast that Ulta Beauty Inc. will post 28.76 earnings per share for the current year.

Insider Activity

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 383 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $475.84, for a total transaction of $182,246.72. Following the transaction, the director directly owned 2,404 shares in the company, valued at approximately $1,143,919.36. This represents a 13.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.20% of the company’s stock.

Key Stories Impacting Ulta Beauty

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

• Positive Sentiment: Saudi Arabia offers a new growth opportunity. Reports highlighted Ulta Beauty’s debut in Saudi Arabia, where a young, digitally engaged population and rapidly expanding beauty market could support long-term international sales growth. Saudi Arabia’s beauty market booms: Ulta Beauty debuts Saudi Arabia’s Beauty Market Booms With Young, Trend-savvy Consumers
• Positive Sentiment: New skincare deal could strengthen Ulta’s assortment. Australian entrepreneur Indianna Roehrich reportedly signed an agreement with Ulta for her Digital-era skincare brand, adding potentially differentiated products and supporting the retailer’s focus on emerging beauty brands. Australian entrepreneur Indianna Roehrich signs deal with Ulta Beauty
• Positive Sentiment: Analysts continue to emphasize earnings potential. Zacks articles pointed to expected earnings growth and potential for an earnings beat, while its Focus List described ULTA as attractive for long-term investors. These views complement the company’s latest earnings beat and fiscal 2026 EPS outlook. Why Ulta Beauty is a Top Stock for the Long-Term
• Neutral Sentiment: Upcoming earnings are a near-term catalyst. Coverage expects investors to focus on whether Ulta can sustain sales and profit growth in its next quarterly report. Ulta Beauty Earnings Expected to Grow
• Negative Sentiment: The Target partnership has ended. Target’s finalized separation from Ulta removes the retailer’s shop-in-shop presence and associated customer reach, although the effect may be partly offset by Ulta’s standalone stores and other expansion efforts. Target finalizes divorce from Ulta

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on ULTA shares. Loop Capital restated a “hold” rating and set a $550.00 price objective on shares of Ulta Beauty in a research report on Wednesday, June 3rd. Robert W. Baird decreased their target price on shares of Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating for the company in a research report on Wednesday, June 3rd. UBS Group lowered their price target on shares of Ulta Beauty from $810.00 to $735.00 and set a “buy” rating for the company in a report on Wednesday, June 3rd. B. Riley Financial dropped their price target on shares of Ulta Beauty from $600.00 to $500.00 and set a “neutral” rating on the stock in a research report on Wednesday, June 3rd. Finally, Evercore set a $635.00 price objective on shares of Ulta Beauty in a research note on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $638.09.

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.