Swiss Life Asset Management Ltd Raises Stake in Ulta Beauty Inc. $ULTA

Swiss Life Asset Management Ltd grew its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 6.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,198 shares of the specialty retailer’s stock after purchasing an additional 1,607 shares during the quarter. Swiss Life Asset Management Ltd owned approximately 0.06% of Ulta Beauty worth $15,245,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Keybank National Association OH raised its holdings in Ulta Beauty by 1.6% during the third quarter. Keybank National Association OH now owns 133,889 shares of the specialty retailer’s stock worth $73,204,000 after purchasing an additional 2,121 shares in the last quarter. Rakuten Investment Management Inc. acquired a new stake in Ulta Beauty during the third quarter worth approximately $71,997,000. Bowen Hanes & Co. Inc. acquired a new stake in Ulta Beauty during the third quarter worth approximately $6,012,000. Allianz Asset Management GmbH raised its holdings in Ulta Beauty by 979.1% during the third quarter. Allianz Asset Management GmbH now owns 74,201 shares of the specialty retailer’s stock worth $40,569,000 after purchasing an additional 67,325 shares in the last quarter. Finally, Cookson Peirce & Co. Inc. acquired a new stake in Ulta Beauty during the third quarter worth approximately $1,008,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

Insiders Place Their Bets

In related news, Director George R. Mrkonic, Jr. sold 452 shares of Ulta Beauty stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total value of $243,759.08. Following the transaction, 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 position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.39% of the stock is currently owned by company insiders.

Ulta Beauty Price Performance

Shares of Ulta Beauty stock opened at $511.98 on Tuesday. The firm’s fifty day simple moving average is $558.16 and its 200-day simple moving average is $587.54. The stock has a market capitalization of $22.30 billion, a price-to-earnings ratio of 19.98, a PEG ratio of 1.81 and a beta of 0.89. Ulta Beauty Inc. has a 12 month low of $402.50 and a 12 month high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last announced its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 EPS for the quarter, beating analysts’ consensus estimates of $7.93 by $0.08. The business had revenue of $3.90 billion for the quarter, compared to analysts’ expectations of $3.81 billion. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The company’s quarterly revenue was up 11.8% on a year-over-year basis. During the same period in the previous year, the company posted $8.46 EPS. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Analysts anticipate that Ulta Beauty Inc. will post 28.45 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on ULTA. Barclays cut shares of Ulta Beauty from an “overweight” rating to a “strong sell” rating in a report on Monday, April 20th. DA Davidson reissued a “buy” rating and set a $650.00 price objective on shares of Ulta Beauty in a report on Tuesday, April 14th. JPMorgan Chase & Co. cut their price objective on shares of Ulta Beauty from $800.00 to $750.00 and set an “overweight” rating on the stock in a report on Friday, March 13th. William Blair reaffirmed a “market perform” rating on shares of Ulta Beauty in a report on Monday, March 9th. Finally, Zacks Research cut shares of Ulta Beauty from a “strong-buy” rating to a “hold” rating in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $674.23.

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.