First National Bank of Omaha Buys Shares of 6,405 Ulta Beauty Inc. $ULTA

First National Bank of Omaha purchased a new stake in Ulta Beauty Inc. (NASDAQ:ULTA) during the 2nd quarter, Holdings Channel reports. The institutional investor purchased 6,405 shares of the specialty retailer’s stock, valued at approximately $2,941,000.

A number of other large investors also recently bought and sold shares of the company. Fideuram Asset Management Ireland dac acquired a new position in Ulta Beauty in the fourth quarter worth $25,000. Strengthening Families & Communities LLC lifted its position in Ulta Beauty by 4,200.0% in the 4th quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 42 shares during the last quarter. Hilton Head Capital Partners LLC lifted its position in Ulta Beauty by 860.0% in the 1st quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 43 shares during the last quarter. Nalls Sherbakoff Group LLC bought a new position in Ulta Beauty in the 4th quarter worth about $30,000. Finally, Ascentis Independent Advisors acquired a new stake in shares of Ulta Beauty in the first quarter valued at approximately $29,000. Institutional investors own 90.39% of the company’s stock.

Key Ulta Beauty News

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

• Positive Sentiment: Ulta is launching hair-wellness brand Nutrire exclusively on Ulta.com before expanding the brand to 250 U.S. stores. Skincare brand Dr. Reju-All is also making its nationwide retail debut through Ulta. The launches broaden the retailer’s product assortment and support its strategy of discovering and scaling emerging beauty brands through the Sparked program. Ulta Beauty Adds Exclusive Brand Launch And 250 Store Rollout
• Positive Sentiment: Ulta appointed Brieane Olson, chief executive officer of Pacsun, as an independent director. Her retail and consumer-brand experience could add strategic perspective as Ulta works to sustain growth and strengthen its board. Ulta Beauty Appoints Brieane Olson to Its Board of Directors
• Positive Sentiment: Recent coverage characterized ULTA as a strong value stock, which may have attracted bargain-oriented investors following the recent pullback. The company’s latest reported quarter also showed earnings and revenue above consensus expectations, with revenue up 11.1% year over year.

Ulta Beauty Stock Up 4.7%

NASDAQ:ULTA opened at $516.74 on Wednesday. The business’s 50-day moving average price is $487.00 and its 200 day moving average price is $541.49. The firm has a market cap of $22.21 billion, a P/E ratio of 19.38, a PEG ratio of 1.59 and a beta of 0.87. 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 (EPS) for the quarter, topping 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 firm had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the previous year, the business posted $6.70 earnings per share. The firm’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. Sell-side analysts expect that Ulta Beauty Inc. will post 28.78 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Canaccord Genuity Group reduced their price objective on Ulta Beauty from $799.00 to $731.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. Morgan Stanley reduced their price target on Ulta Beauty from $700.00 to $630.00 and set an “overweight” rating for the company in a research report on Wednesday, June 3rd. Loop Capital reissued a “hold” rating and set a $550.00 price target on shares of Ulta Beauty in a report on Wednesday, June 3rd. B. Riley Financial reduced their price objective on shares of Ulta Beauty from $600.00 to $500.00 and set a “neutral” rating for the company in a report on Wednesday, June 3rd. Finally, DA Davidson dropped their price target on shares of Ulta Beauty from $650.00 to $585.00 and set a “buy” rating on the stock in a research report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $638.09.

Insider Activity

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the company’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $475.84, for a total transaction of $182,246.72. Following the completion of the sale, the director directly owned 2,404 shares of the company’s stock, valued at $1,143,919.36. This represents a 13.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 0.20% of the stock is owned by company insiders.

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.