Vanguard Group Inc. Boosts Holdings in Ulta Beauty Inc. $ULTA

Vanguard Group Inc. lifted its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 0.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,376,848 shares of the specialty retailer’s stock after purchasing an additional 23,434 shares during the period. Vanguard Group Inc. owned 0.12% of Ulta Beauty worth $3,253,047,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Marathon Capital Management purchased a new stake in shares of Ulta Beauty in the 4th quarter worth about $231,000. Resonant Capital Advisors LLC lifted its position in shares of Ulta Beauty by 2.9% in the 4th quarter. Resonant Capital Advisors LLC now owns 1,985 shares of the specialty retailer’s stock worth $1,201,000 after purchasing an additional 56 shares during the period. Concurrent Investment Advisors LLC lifted its position in shares of Ulta Beauty by 84.2% in the 4th quarter. Concurrent Investment Advisors LLC now owns 3,137 shares of the specialty retailer’s stock worth $1,898,000 after purchasing an additional 1,434 shares during the period. B. Metzler seel. Sohn & Co. AG lifted its position in shares of Ulta Beauty by 13.9% in the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 2,357 shares of the specialty retailer’s stock worth $1,427,000 after purchasing an additional 287 shares during the period. Finally, Teacher Retirement System of Texas lifted its position in shares of Ulta Beauty by 13.9% in the 4th quarter. Teacher Retirement System of Texas now owns 37,332 shares of the specialty retailer’s stock worth $22,586,000 after purchasing an additional 4,542 shares during the period. 90.39% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

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 transaction of $243,759.08. Following the completion of the sale, the director directly owned 2,383 shares in the company, valued at approximately $1,285,128.07. This trade represents a 15.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.39% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on ULTA. TD Cowen began coverage on shares of Ulta Beauty in a research report on Monday, April 20th. They issued a “buy” rating for the company. Piper Sandler reissued an “overweight” rating and set a $725.00 price target (down from $775.00) on shares of Ulta Beauty in a research report on Friday, March 13th. JPMorgan Chase & Co. lowered their price target on shares of Ulta Beauty from $800.00 to $750.00 and set an “overweight” rating for the company in a research report on Friday, March 13th. Jefferies Financial Group raised shares of Ulta Beauty from a “hold” rating to a “buy” rating and lifted their price target for the company from $635.00 to $700.00 in a research report on Monday, April 20th. Finally, Deutsche Bank Aktiengesellschaft set a $732.00 price target on shares of Ulta Beauty in a research report on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Ulta Beauty currently has a consensus rating of “Moderate Buy” and an average target price of $674.23.

Ulta Beauty Stock Performance

NASDAQ:ULTA opened at $538.15 on Wednesday. The firm has a market cap of $23.44 billion, a P/E ratio of 21.00, a P/E/G ratio of 1.98 and a beta of 0.95. Ulta Beauty Inc. has a fifty-two week low of $377.63 and a fifty-two week high of $714.97. The firm has a 50-day simple moving average of $580.28 and a two-hundred day simple moving average of $587.87.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data 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. The business had revenue of $3.90 billion during the quarter, compared to analyst estimates of $3.81 billion. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. Ulta Beauty’s revenue was up 11.8% compared to the same quarter last year. During the same period last year, the business earned $8.46 EPS. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, equities research analysts predict that Ulta Beauty Inc. will post 28.44 EPS for the current year.

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.