14,862 Shares in Ulta Beauty Inc. $ULTA Purchased by Marsico Capital Management LLC

Marsico Capital Management LLC bought a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 14,862 shares of the specialty retailer’s stock, valued at approximately $8,992,000.

Several other institutional investors also recently modified their holdings of ULTA. Focus Partners Wealth grew its position in shares of Ulta Beauty by 231.6% during the 1st quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock worth $1,372,000 after buying an additional 2,615 shares during the period. Intech Investment Management LLC grew its position in shares of Ulta Beauty by 48.9% during the 1st quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer’s stock worth $1,758,000 after buying an additional 1,574 shares during the period. Sivia Capital Partners LLC acquired a new position in shares of Ulta Beauty during the 2nd quarter worth about $466,000. Jump Financial LLC acquired a new position in shares of Ulta Beauty during the 2nd quarter worth about $1,196,000. Finally, Daiwa Securities Group Inc. grew its position in shares of Ulta Beauty by 0.9% during the 2nd quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock worth $3,497,000 after buying an additional 70 shares during the period. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Ulta Beauty Stock Performance

NASDAQ ULTA opened at $476.42 on Friday. The stock has a market capitalization of $20.48 billion, a price-to-earnings ratio of 17.86, a PEG ratio of 1.47 and a beta of 0.86. The stock’s 50 day moving average price is $517.64 and its two-hundred day moving average price is $583.51. Ulta Beauty Inc. has a 52 week low of $452.00 and a 52 week high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last released 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. The firm had revenue of $3.16 billion for 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 business’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, equities research analysts forecast that Ulta Beauty Inc. will post 28.72 EPS for the current year.

Wall Street Analysts Forecast Growth

ULTA has been the subject of several analyst reports. UBS Group decreased their target price on Ulta Beauty from $810.00 to $735.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. Citigroup decreased their price objective on Ulta Beauty from $600.00 to $560.00 and set a “neutral” rating for the company in a research report on Thursday, June 4th. Loop Capital reiterated a “hold” rating and issued a $550.00 price objective on shares of Ulta Beauty in a research report on Wednesday, June 3rd. Raymond James Financial reiterated a “strong-buy” rating on shares of Ulta Beauty in a research report on Tuesday, March 10th. Finally, William Blair reiterated a “market perform” rating on shares of Ulta Beauty in a research report on Monday, March 9th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $644.91.

Insiders Place Their Bets

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total value of $243,759.08. Following the sale, the director owned 2,383 shares in the company, valued at approximately $1,285,128.07. This represents a 15.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.17% of the company’s stock.

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.