WINTON GROUP Ltd Has $4.90 Million Stake in Ulta Beauty Inc. $ULTA

WINTON GROUP Ltd grew its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 159.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,102 shares of the specialty retailer’s stock after purchasing an additional 4,980 shares during the quarter. WINTON GROUP Ltd’s holdings in Ulta Beauty were worth $4,902,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in ULTA. Norges Bank acquired a new position in shares of Ulta Beauty in the fourth quarter valued at approximately $430,963,000. Holocene Advisors LP grew its position in Ulta Beauty by 339.6% during the third quarter. Holocene Advisors LP now owns 379,939 shares of the specialty retailer’s stock worth $207,732,000 after buying an additional 293,516 shares in the last quarter. Andra AP fonden grew its position in Ulta Beauty by 351,900.0% during the third quarter. Andra AP fonden now owns 228,800 shares of the specialty retailer’s stock worth $125,096,000 after buying an additional 228,735 shares in the last quarter. Invesco Ltd. grew its position in Ulta Beauty by 33.6% during the third quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock worth $459,479,000 after buying an additional 211,485 shares in the last quarter. Finally, Caisse de depot et placement du Quebec grew its position in Ulta Beauty by 249.8% during the third quarter. Caisse de depot et placement du Quebec now owns 295,833 shares of the specialty retailer’s stock worth $161,747,000 after buying an additional 211,266 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Insider Activity at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total value of $243,759.08. Following the completion of the transaction, the director directly owned 2,383 shares in the company, valued at approximately $1,285,128.07. This represents a 15.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.17% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the company. Jefferies Financial Group raised Ulta Beauty from a “hold” rating to a “buy” rating and increased their price target for the stock from $635.00 to $700.00 in a research report on Monday, April 20th. Guggenheim assumed coverage on Ulta Beauty in a research report on Monday, April 20th. They set a “buy” rating on the stock. Wells Fargo & Company reduced their price target on Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating on the stock in a research report on Wednesday. Telsey Advisory Group increased their price target on Ulta Beauty from $640.00 to $715.00 and gave the stock an “outperform” rating in a research report on Monday, March 9th. Finally, Evercore set a $635.00 price target on Ulta Beauty in a research report on Wednesday. One 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’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $651.73.

Ulta Beauty Stock Performance

Shares of ULTA opened at $467.07 on Friday. Ulta Beauty Inc. has a 52 week low of $452.00 and a 52 week high of $714.97. The stock has a market capitalization of $20.08 billion, a price-to-earnings ratio of 17.51, a PEG ratio of 1.50 and a beta of 0.86. The stock has a fifty day moving average of $521.18 and a 200-day moving average of $583.90.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The company had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same period in the prior year, the company earned $6.70 EPS. Ulta Beauty’s 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. As a group, equities analysts forecast that Ulta Beauty Inc. will post 28.72 EPS for the current year.

Ulta Beauty News Roundup

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

• Positive Sentiment: New commentary argued Ulta remains a solid growth stock, pointing to above-average financial growth and the potential to outperform the market. Is Ulta (ULTA) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: Analysts and market notes highlighted strong demand for premium beauty brands, with Ulta’s latest results and raised outlook suggesting the business is still holding up well. Ulta Beauty Sales Jump On Strong Demand For Higher-End Beauty Brands
• Positive Sentiment: Multiple broker updates lifted price targets, including JPMorgan, Barclays, and Robert W. Baird, reinforcing Wall Street’s constructive view on Ulta’s rebound potential. Ulta Beauty (NASDAQ:ULTA) Given New $631.00 Price Target at JPMorgan Chase & Co.
• Neutral Sentiment: Ulta’s presentation at the William Blair Growth Stock Conference kept the company in focus, but it did not appear to introduce a major new catalyst. Ulta Beauty, Inc. (ULTA) Presents at 46th Annual William Blair Growth Stock Conference Transcript
• Neutral Sentiment: One retail-industry discussion emphasized that delivery reliability matters more than speed, which is relevant to Ulta’s operations but unlikely to move the stock on its own. Delivery reliability trumps speed, Macy’s and Ulta execs say
• Negative Sentiment: Despite the bullish long-term narrative, some coverage noted that the stock had been under pressure recently after earnings, suggesting investors remain cautious about near-term momentum. Ulta proves beauty’s resilience, but guidance raises questions over momentum

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.