Mirae Asset Global Investments Co. Ltd. Has $5 Million Stock Holdings in Ulta Beauty Inc. $ULTA

Mirae Asset Global Investments Co. Ltd. raised its holdings in Ulta Beauty Inc. (NASDAQ:ULTA) by 20.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,259 shares of the specialty retailer’s stock after purchasing an additional 1,376 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Ulta Beauty were worth $4,997,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of ULTA. Focus Partners Wealth boosted its holdings in shares of Ulta Beauty by 231.6% in the 1st quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock valued at $1,372,000 after purchasing an additional 2,615 shares in the last quarter. Intech Investment Management LLC boosted its holdings in shares of Ulta Beauty by 48.9% in the 1st quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer’s stock valued at $1,758,000 after purchasing an additional 1,574 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Ulta Beauty in the 2nd quarter valued at $466,000. Jump Financial LLC acquired a new stake in shares of Ulta Beauty in the 2nd quarter valued at $1,196,000. Finally, Daiwa Securities Group Inc. boosted its holdings in shares of Ulta Beauty by 0.9% in the 2nd quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock valued at $3,497,000 after purchasing an additional 70 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

More Ulta Beauty News

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

• Positive Sentiment: Jefferies upgraded ULTA to Buy and raised its price target to $700, arguing the beauty cycle is improving, merchandising is better executed and margins should be more disciplined — a direct driver of today’s upside. Jefferies Upgrades Ulta Beauty to Buy With a $700 Target
• Positive Sentiment: Market reports noted shares jumped after the Jefferies upgrade, signaling renewed investor confidence in Ulta’s cosmetics momentum and execution. Why Ulta (ULTA) Stock Is Trading Up Today
• Positive Sentiment: Coverage on investor platforms and “hot picks” rounds up Ulta among retailers leading a retail rebound, reinforcing the bullish narrative from brokers and driving positive sentiment. Hot Picks: Ulta Beauty, Interparfums and Edgewell lead retail rebound
• Positive Sentiment: Analyst/stock-picking writeups (Zacks) continue to list Ulta as a long-term conviction name, supporting longer-horizon demand from institutional and retail buyers. Why Ulta Beauty (ULTA) is a Top Stock for the Long-Term
• Positive Sentiment: The Motley Fool highlighted Ulta as one of two retailers with pricing power, a favorable attribute in the current consumer backdrop that can support margins and earnings stability. These 2 Retailers Have Pricing Power and That’s Everything Right Now
• Negative Sentiment: Ulta plans to close its downtown Naperville store at month’s end — a small local footprint reduction that is likely immaterial to companywide performance but may be viewed negatively by some investors focused on store-level trends. Ulta Beauty to leave downtown Naperville at month’s end

Insider Buying and Selling at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the firm’s stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total transaction of $243,759.08. Following the sale, the director owned 2,383 shares of the company’s stock, valued at $1,285,128.07. This trade represents a 15.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.39% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on ULTA. Jefferies Financial Group raised Ulta Beauty from a “hold” rating to a “buy” rating and raised their target price for the company from $635.00 to $700.00 in a report on Monday. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Ulta Beauty in a report on Tuesday, March 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ulta Beauty in a report on Wednesday, January 21st. DA Davidson reissued a “buy” rating and set a $650.00 price objective on shares of Ulta Beauty in a report on Tuesday, April 14th. Finally, Bank of America raised their price objective on Ulta Beauty from $610.00 to $685.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $674.23.

Ulta Beauty Stock Down 0.4%

NASDAQ ULTA opened at $570.16 on Wednesday. Ulta Beauty Inc. has a twelve month low of $369.39 and a twelve month high of $714.97. The company has a market cap of $24.94 billion, a price-to-earnings ratio of 22.25, a price-to-earnings-growth ratio of 2.10 and a beta of 0.95. The business’s fifty day moving average is $593.46 and its 200 day moving average is $588.12.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share for the quarter, beating the consensus estimate of $7.93 by $0.08. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.The company had revenue of $3.90 billion for the quarter, compared to the consensus estimate of $3.81 billion. During the same quarter last year, the business posted $8.46 EPS. Ulta Beauty’s revenue for the quarter was up 11.8% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, research analysts anticipate that Ulta Beauty Inc. will post 28.41 earnings per share for the current fiscal 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.