Janney Montgomery Scott LLC Purchases 17,625 Shares of Ulta Beauty Inc. $ULTA

Janney Montgomery Scott LLC raised its holdings in Ulta Beauty Inc. (NASDAQ:ULTA) by 97.3% during the first quarter, Holdings Channel.com reports. The fund owned 35,739 shares of the specialty retailer’s stock after purchasing an additional 17,625 shares during the period. Janney Montgomery Scott LLC’s holdings in Ulta Beauty were worth $18,681,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the stock. Fideuram Asset Management Ireland dac bought a new position in shares of Ulta Beauty during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC raised its stake in Ulta Beauty by 860.0% during the 1st quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock worth $25,000 after buying an additional 43 shares during the period. Strengthening Families & Communities LLC raised its stake in Ulta Beauty by 4,200.0% during the 4th quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock worth $26,000 after buying an additional 42 shares during the period. Nalls Sherbakoff Group LLC bought a new position in Ulta Beauty during the fourth quarter worth about $30,000. Finally, BOKF NA bought a new position in Ulta Beauty during the third quarter worth about $31,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty News Roundup

Here are the key news stories impacting Ulta Beauty this week:

• Positive Sentiment: Ulta is highlighting the strength of its customer base, with management saying more than 95% of sales come from loyalty members. The company is using AI and loyalty data to personalize shopping, deepen engagement, and improve its digital experience, which supports customer retention and long-term sales. Article Title
• Positive Sentiment: Ulta’s loyalty program remains a key competitive advantage, helping the retailer target personalized offers and keep customers spending within its ecosystem. That kind of recurring engagement can help offset a tougher retail backdrop. Article Title
• Neutral Sentiment: Some coverage was purely promotional or brand-focused, including a story about a new K-beauty-inspired cushion foundation available at Ulta, which may help traffic but is unlikely to move the stock on its own. Article Title
• Neutral Sentiment: Another article noted one of Ulta’s busiest stores is in South Texas, which is a positive store-level anecdote but not a major market-moving catalyst. Article Title
• Negative Sentiment: Target is replacing Ulta shop-in-shop locations with its own Beauty Studio in more than 600 stores, reinforcing that the Ulta-Target partnership is ending and removing a source of distribution and brand visibility. Investors may see this as a headwind for future sales growth. Article Title
• Negative Sentiment: Additional reporting on the Target-Ulta breakup likely keeps attention on the loss of the shop-in-shop partnership, which may pressure sentiment even as Ulta emphasizes its own standalone digital and loyalty strengths. Article Title

Analysts Set New Price Targets

ULTA has been the subject of several research analyst reports. Oppenheimer decreased their price objective on Ulta Beauty from $750.00 to $650.00 and set an “outperform” rating for the company in a research report on Friday, March 13th. Barclays dropped their target price on shares of Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating on the stock in a report on Wednesday, June 3rd. Loop Capital reaffirmed a “hold” rating and issued a $550.00 price target on shares of Ulta Beauty in a research note on Wednesday, June 3rd. Raymond James Financial reiterated a “strong-buy” rating on shares of Ulta Beauty in a report on Tuesday, March 10th. Finally, Argus set a $550.00 price objective on shares of Ulta Beauty in a research report on Thursday, June 18th. One 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 given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $638.09.

Ulta Beauty Stock Performance

Ulta Beauty stock opened at $450.98 on Wednesday. The stock has a 50-day simple moving average of $499.42 and a 200 day simple moving average of $575.33. The stock has a market capitalization of $19.39 billion, a P/E ratio of 16.91, a PEG ratio of 1.43 and a beta of 0.86. Ulta Beauty Inc. has a 52 week low of $443.60 and a 52 week high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. The business 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 firm’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. Research analysts forecast that Ulta Beauty Inc. will post 28.76 earnings per share for the current year.

Insider Activity

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 383 shares of the business’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $475.84, for a total value of $182,246.72. Following the completion of the sale, the director owned 2,404 shares of the company’s stock, valued at $1,143,919.36. The trade was a 13.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Insiders own 0.39% of the company’s stock.

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.