Ulta Beauty Inc. $ULTA Shares Bought by SG Americas Securities LLC

SG Americas Securities LLC grew its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 222.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 23,163 shares of the specialty retailer’s stock after purchasing an additional 15,985 shares during the quarter. SG Americas Securities LLC’s holdings in Ulta Beauty were worth $14,014,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in ULTA. 180 Wealth Advisors LLC lifted its stake in Ulta Beauty by 2.0% in the fourth quarter. 180 Wealth Advisors LLC now owns 996 shares of the specialty retailer’s stock valued at $602,000 after buying an additional 20 shares during the last quarter. Oliver Luxxe Assets LLC purchased a new stake in Ulta Beauty in the 4th quarter valued at $8,009,000. Wedmont Private Capital boosted its stake in Ulta Beauty by 4.8% during the 4th quarter. Wedmont Private Capital now owns 914 shares of the specialty retailer’s stock worth $599,000 after purchasing an additional 42 shares during the period. Nordea Investment Management AB grew its position in Ulta Beauty by 78.1% during the 4th quarter. Nordea Investment Management AB now owns 38,421 shares of the specialty retailer’s stock worth $23,309,000 after purchasing an additional 16,845 shares during the last quarter. Finally, Lake Street Private Wealth LLC increased its stake in Ulta Beauty by 2.6% in the fourth quarter. Lake Street Private Wealth LLC now owns 9,906 shares of the specialty retailer’s stock valued at $5,993,000 after purchasing an additional 254 shares during the period. 90.39% of the stock is owned by hedge funds and other institutional investors.

Ulta Beauty Stock Down 2.2%

Shares of ULTA opened at $510.34 on Friday. Ulta Beauty Inc. has a 52-week low of $323.36 and a 52-week high of $714.97. The company has a 50-day simple moving average of $638.29 and a 200-day simple moving average of $587.43. The company has a market capitalization of $22.64 billion, a PE ratio of 19.91, a P/E/G ratio of 1.87 and a beta of 0.82.

Ulta Beauty (NASDAQ:ULTA) last issued its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share 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 company had revenue of $3.90 billion for the quarter, compared to analyst estimates of $3.81 billion. During the same period in the prior year, the business posted $8.46 earnings per share. The firm’s revenue for the quarter 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. On average, research analysts anticipate that Ulta Beauty Inc. will post 23.96 EPS for the current year.

Analyst Upgrades and Downgrades

ULTA has been the subject of several recent research reports. Oppenheimer decreased their target price on shares of Ulta Beauty from $750.00 to $650.00 and set an “outperform” rating for the company in a research note on Friday, March 13th. Telsey Advisory Group lifted their target price on Ulta Beauty from $640.00 to $715.00 and gave the company an “outperform” rating in a research note on Monday, March 9th. Argus upped their price target on Ulta Beauty from $650.00 to $700.00 and gave the stock a “buy” rating in a research note on Friday, January 2nd. Robert W. Baird set a $700.00 price objective on shares of Ulta Beauty in a research report on Wednesday, December 17th. Finally, UBS Group restated a “buy” rating and set a $810.00 price objective on shares of Ulta Beauty in a research report on Friday, March 13th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target 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.