Stanley Capital Management LLC Takes $10.70 Million Position in Ulta Beauty Inc. $ULTA

Stanley Capital Management LLC acquired a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 23,730 shares of the specialty retailer’s stock, valued at approximately $10,702,000. Stanley Capital Management LLC owned about 0.06% of Ulta Beauty as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. increased its position in Ulta Beauty by 0.4% in the 4th quarter. Vanguard Group Inc. now owns 5,376,848 shares of the specialty retailer’s stock valued at $3,253,047,000 after buying an additional 23,434 shares in the last quarter. BlackRock Inc. purchased a new position in shares of Ulta Beauty during the 2nd quarter valued at $1,815,712,000. State Street Corp increased its position in shares of Ulta Beauty by 2.5% during the fourth quarter. State Street Corp now owns 2,025,565 shares of the specialty retailer’s stock valued at $1,225,487,000 after buying an additional 50,305 shares during the period. Diamant Asset Management Inc. lifted its stake in Ulta Beauty by 52,171.0% in the 1st quarter. Diamant Asset Management Inc. now owns 1,474,042 shares of the specialty retailer’s stock worth $77,050,000 after purchasing an additional 1,471,222 shares in the last quarter. Finally, Geode Capital Management LLC grew its position in shares of Ulta Beauty by 1.8% during the 4th quarter. Geode Capital Management LLC now owns 1,240,210 shares of the specialty retailer’s stock valued at $747,587,000 after purchasing an additional 21,947 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty Trading Down 0.3%

Shares of Ulta Beauty stock opened at $537.22 on Wednesday. The stock’s fifty day moving average price is $492.80 and its 200-day moving average price is $536.87. Ulta Beauty Inc. has a 12 month low of $443.60 and a 12 month high of $714.97. The firm has a market cap of $23.10 billion, a P/E ratio of 20.14, a P/E/G ratio of 1.68 and a beta of 0.87.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share for the quarter, topping analysts’ consensus estimates of $6.89 by $0.85. The firm had revenue of $3.16 billion during 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 quarterly revenue was up 11.1% on a year-over-year basis. During the same period in the prior year, the business posted $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. Analysts forecast that Ulta Beauty Inc. will post 28.76 earnings per share for the current year.

Insider Activity at Ulta Beauty

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

Key Headlines Impacting Ulta Beauty

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

• Positive Sentiment: Deutsche Bank expects Ulta Beauty’s fiscal second-quarter same-store sales growth to exceed consensus estimates, raising expectations for a potential earnings and revenue beat. Ulta Beauty Second-Quarter Same-Store Sales Poised for Beat, Deutsche Bank Says
• Positive Sentiment: Analysts continue to support the stock, with UBS maintaining a Buy rating and a $735 price target, while Canaccord Genuity reiterated its Buy rating and $731 target. Their views cite durable growth and the company’s Ulta Beauty Unleashed strategy. UBS Ulta Beauty Rating Canaccord Genuity Ulta Beauty Rating
• Positive Sentiment: Ulta Beauty’s nationwide agreement with Chinese beauty brand Proya should broaden its product assortment and support international brand exposure. The company also filed plans for another store in Huber Heights, Ohio, indicating continued physical expansion. Proya Ulta Beauty Agreement Ulta Beauty Huber Heights Location
• Neutral Sentiment: Options activity suggests traders are positioning for a potentially significant move, but the available report does not establish whether those bets are bullish or bearish. Reported short-interest data showed zero shares and an anomalous “NaN” change, making it unreliable as a trading signal. Ulta Beauty Options Activity
• Negative Sentiment: Although analysts expect second-quarter sales and EPS growth, previews also highlight potential margin pressure. That uncertainty, along with profit-taking after the recent rally, may be limiting the stock’s response to favorable news. Ulta’s latest reported quarter showed an EPS and revenue beat, with revenue up 11.1% year over year.

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. Argus set a $550.00 price target on shares of Ulta Beauty in a research report on Thursday, June 18th. Canaccord Genuity Group reduced their price target on shares of Ulta Beauty from $799.00 to $731.00 and set a “buy” rating for the company in a research note on Wednesday, June 3rd. Barclays dropped their price objective 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. William Blair reaffirmed a “market perform” rating on shares of Ulta Beauty in a report on Friday. Finally, The Goldman Sachs Group dropped their target price on shares of Ulta Beauty from $741.00 to $652.00 and set a “buy” rating for the company 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 given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $636.41.

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.