Fieldview Capital Management LLC Invests $4.34 Million in Ulta Beauty Inc. $ULTA

Fieldview Capital Management LLC acquired a new position in Ulta Beauty Inc. (NASDAQ:ULTA) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 7,177 shares of the specialty retailer’s stock, valued at approximately $4,342,000. Ulta Beauty makes up approximately 0.7% of Fieldview Capital Management LLC’s investment portfolio, making the stock its 19th largest holding.

A number of other hedge funds and other institutional investors have also recently modified their holdings of ULTA. Fideuram Asset Management Ireland dac bought a new position in shares of Ulta Beauty during the fourth quarter worth $25,000. Strengthening Families & Communities LLC boosted its position in shares of Ulta Beauty by 4,200.0% during the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 42 shares during the last quarter. Abich Financial Wealth Management LLC bought a new position in shares of Ulta Beauty during the third quarter worth $31,000. BOKF NA bought a new position in shares of Ulta Beauty during the third quarter worth $31,000. Finally, Steigerwald Gordon & Koch Inc. boosted its position in shares of Ulta Beauty by 2,550.0% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock worth $32,000 after acquiring an additional 51 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Insider Buying and Selling at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the 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 sale, the director owned 2,383 shares of the company’s stock, valued at approximately $1,285,128.07. This represents a 15.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.17% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on ULTA. Telsey Advisory Group upped their target price on shares of Ulta Beauty from $640.00 to $715.00 and gave the stock an “outperform” rating in a research report on Monday, March 9th. Canaccord Genuity Group dropped their target price on shares of Ulta Beauty from $799.00 to $731.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. Raymond James Financial restated a “strong-buy” rating on shares of Ulta Beauty in a research report on Tuesday, March 10th. JPMorgan Chase & Co. dropped their target price on shares of Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating for the company in a research report on Wednesday, June 3rd. Finally, Wedbush began coverage on shares of Ulta Beauty in a research report on Monday, April 20th. They set an “outperform” rating for the company. One research 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $644.91.

Ulta Beauty Stock Down 1.8%

ULTA stock opened at $467.74 on Friday. Ulta Beauty Inc. has a 52 week low of $452.05 and a 52 week high of $714.97. The company has a fifty day simple moving average of $516.26 and a two-hundred day simple moving average of $582.70. The firm has a market capitalization of $20.11 billion, a P/E ratio of 17.54, a price-to-earnings-growth ratio of 1.46 and a beta of 0.86.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, beating the consensus estimate of $6.89 by $0.85. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The business had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same quarter last year, the business earned $6.70 earnings per share. Ulta Beauty’s quarterly revenue was up 11.1% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, analysts anticipate that Ulta Beauty Inc. will post 28.76 EPS for the current year.

Ulta Beauty 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.