Ulta Beauty Inc. $ULTA Stock Holdings Lifted by Summitry LLC

Summitry LLC boosted its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 0.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 202,865 shares of the specialty retailer’s stock after purchasing an additional 1,322 shares during the quarter. Ulta Beauty makes up 5.1% of Summitry LLC’s portfolio, making the stock its 2nd biggest holding. Summitry LLC’s holdings in Ulta Beauty were worth $122,735,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in Ulta Beauty by 0.4% in the fourth quarter. Vanguard Group Inc. now owns 5,376,848 shares of the specialty retailer’s stock valued at $3,253,047,000 after acquiring an additional 23,434 shares in the last quarter. State Street Corp boosted its holdings in Ulta Beauty by 2.3% in the third quarter. State Street Corp now owns 1,975,260 shares of the specialty retailer’s stock valued at $1,079,973,000 after acquiring an additional 44,182 shares in the last quarter. Sanders Capital LLC boosted its holdings in Ulta Beauty by 8.9% in the third quarter. Sanders Capital LLC now owns 1,263,820 shares of the specialty retailer’s stock valued at $690,994,000 after acquiring an additional 103,540 shares in the last quarter. Invesco Ltd. boosted its holdings in Ulta Beauty by 33.6% in the third quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock valued at $459,479,000 after acquiring an additional 211,485 shares in the last quarter. Finally, Franklin Resources Inc. boosted its holdings in Ulta Beauty by 7.5% in the third quarter. Franklin Resources Inc. now owns 626,093 shares of the specialty retailer’s stock valued at $342,316,000 after acquiring an additional 43,458 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Stock Performance

Shares of ULTA stock opened at $515.04 on Tuesday. Ulta Beauty Inc. has a 12 month low of $402.76 and a 12 month high of $714.97. The stock has a market cap of $22.44 billion, a PE ratio of 20.10, a price-to-earnings-growth ratio of 1.79 and a beta of 0.89. The company’s fifty day moving average price is $526.55 and its 200-day moving average price is $586.17.

Ulta Beauty (NASDAQ:ULTA) last announced its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 EPS for the quarter, beating analysts’ consensus estimates of $7.93 by $0.08. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The firm had revenue of $3.90 billion for the quarter, compared to analysts’ expectations of $3.81 billion. During the same quarter in the previous year, the business posted $8.46 EPS. The company’s quarterly revenue 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, sell-side analysts forecast that Ulta Beauty Inc. will post 28.47 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on ULTA shares. Piper Sandler reiterated an “overweight” rating and issued a $725.00 price target (down from $775.00) on shares of Ulta Beauty in a report on Friday, March 13th. Telsey Advisory Group lifted their price target on shares of Ulta Beauty from $640.00 to $715.00 and gave the company an “outperform” rating in a report on Monday, March 9th. Barclays cut shares of Ulta Beauty from an “overweight” rating to a “strong sell” rating in a report on Monday, April 20th. TD Cowen started coverage on shares of Ulta Beauty in a report on Monday, April 20th. They issued a “buy” rating on the stock. Finally, Wedbush initiated coverage on shares of Ulta Beauty in a report on Monday, April 20th. They issued an “outperform” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Ulta Beauty presently has an average rating of “Moderate Buy” and a consensus price target of $687.95.

Insider Activity at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the business’s stock in a transaction on Tuesday, April 7th. The shares were 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 in the company, valued at approximately $1,285,128.07. The trade was a 15.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.17% of the company’s stock.

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.