Vise Technologies Inc. Takes $1.03 Million Position in Ulta Beauty Inc. $ULTA

Vise Technologies Inc. acquired a new position in Ulta Beauty Inc. (NASDAQ:ULTA) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,292 shares of the specialty retailer’s stock, valued at approximately $1,033,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Fideuram Asset Management Ireland dac purchased a new stake in Ulta Beauty during the fourth quarter valued at about $25,000. Hilton Head Capital Partners LLC increased its stake in shares of Ulta Beauty by 860.0% in the first quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock worth $25,000 after purchasing an additional 43 shares in the last quarter. Strengthening Families & Communities LLC raised its position in shares of Ulta Beauty by 4,200.0% in the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 42 shares during the period. Clearstead Trust LLC purchased a new stake in shares of Ulta Beauty during the 2nd quarter valued at approximately $27,000. Finally, Ascentis Independent Advisors purchased a new stake in shares of Ulta Beauty during the 1st quarter valued at approximately $29,000. 90.39% of the stock is currently owned by institutional investors.

Ulta Beauty Stock Performance

Shares of ULTA stock opened at $521.46 on Friday. The company has a market capitalization of $22.42 billion, a PE ratio of 19.55, a price-to-earnings-growth ratio of 1.63 and a beta of 0.87. Ulta Beauty Inc. has a 52-week low of $443.60 and a 52-week high of $714.97. The business’s fifty day moving average is $489.99 and its 200 day moving average is $539.70.

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

Insider Activity

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the business’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $475.84, for a total transaction of $182,246.72. Following the completion of the transaction, the director owned 2,404 shares of the company’s stock, valued at approximately $1,143,919.36. The trade was a 13.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

ULTA has been the topic of a number of analyst reports. Evercore set a $635.00 target price on shares of Ulta Beauty in a report on Wednesday, June 3rd. Robert W. Baird cut their price target on Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating for the company in a report on Wednesday, June 3rd. JPMorgan Chase & Co. reduced their price target on Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating for the company in a research report on Wednesday, June 3rd. Morgan Stanley decreased their price objective on Ulta Beauty from $700.00 to $630.00 and set an “overweight” rating on the stock in a research note on Wednesday, June 3rd. Finally, William Blair reissued a “market perform” rating on shares of Ulta Beauty in a report on Friday. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $638.09.

Ulta Beauty News Roundup

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

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.