Ulta Beauty (NASDAQ:ULTA) Director Sells $182,246.72 in Stock

Ulta Beauty Inc. (NASDAQ:ULTA) Director George Mrkonic, Jr. sold 383 shares of the company’s stock in a transaction that occurred 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 transaction, the director directly owned 2,404 shares in the company, valued at $1,143,919.36. The trade was a 13.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link.

Ulta Beauty Stock Performance

Shares of NASDAQ ULTA opened at $456.13 on Friday. Ulta Beauty Inc. has a 1 year low of $448.57 and a 1 year high of $714.97. The firm’s 50 day moving average price is $510.11 and its 200 day moving average price is $581.15. The firm has a market cap of $19.61 billion, a P/E ratio of 17.10, a price-to-earnings-growth ratio of 1.41 and a beta of 0.86.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share for the quarter, beating the consensus estimate 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 the consensus estimate of $3.12 billion. During the same period in the previous year, the firm posted $6.70 EPS. Ulta Beauty’s revenue was up 11.1% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, equities analysts predict that Ulta Beauty Inc. will post 28.76 EPS for the current year.

Ulta Beauty News Summary

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

• Positive Sentiment: Ulta’s Q1 earnings beat expectations, with EPS of $7.74 topping estimates and revenue of $3.16 billion also coming in ahead of forecasts. The company also raised FY2026 guidance, which supports the bullish case for the stock.
• Positive Sentiment: Ulta launched a new NielsenIQ study on Gen Alpha and AI-powered beauty discovery, reinforcing its focus on younger consumers and personalized shopping experiences. Ulta Beauty Launches New NielsenIQ Study on Gen Alpha and AI-Powered Beauty Discovery
• Positive Sentiment: Some commentary suggests Ulta is trading at a more attractive valuation after recent weakness, and analysts still view the stock as moderately attractive overall. Here's Why Ulta Beauty (ULTA) is a Strong Value Stock
• Neutral Sentiment: Articles comparing Ulta’s stock performance with other retail names noted that ULTA has recently lagged peers, but the reports were more descriptive than fundamentally new. How Is Ulta Beauty's Stock Performance Compared to Other Retail Stocks?
• Neutral Sentiment: Another market update also said Ulta has underperformed industry peers recently, though analysts remain moderately optimistic. How Is Ulta Beauty's Stock Performance Compared to Other Retail Stocks?
• Negative Sentiment: Recent insider selling by Director George Mrkonic, Jr. may be weighing on sentiment, even though the sale was relatively small in dollar terms. Ulta Beauty (NASDAQ:ULTA) Director George Mrkonic, Jr. Sells 383 Shares

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on ULTA. The Goldman Sachs Group dropped their price objective on shares of Ulta Beauty from $741.00 to $652.00 and set a “buy” rating for the company in a research note on Wednesday, June 3rd. Citigroup lowered their target price on shares of Ulta Beauty from $600.00 to $560.00 and set a “neutral” rating for the company in a report on Thursday, June 4th. UBS Group dropped their price target on shares of Ulta Beauty from $810.00 to $735.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. Piper Sandler decreased their price target on shares of Ulta Beauty from $725.00 to $600.00 and set an “overweight” rating on the stock in a report on Wednesday, June 3rd. Finally, Robert W. Baird cut their target price on Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating on the stock in a research report on Wednesday, June 3rd. One 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 given a Sell rating to the company’s stock. According to MarketBeat, Ulta Beauty has an average rating of “Moderate Buy” and a consensus price target of $638.09.

Institutional Trading of Ulta Beauty

Several large investors have recently bought and sold shares of the company. Focus Partners Wealth grew its holdings in Ulta Beauty by 231.6% during 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 grew its stake in Ulta Beauty by 48.9% during 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 purchased a new stake in Ulta Beauty during the 2nd quarter worth approximately $466,000. Jump Financial LLC purchased a new position in shares of Ulta Beauty during the 2nd quarter valued at approximately $1,196,000. Finally, Daiwa Securities Group Inc. increased its stake in shares of Ulta Beauty by 0.9% in the second quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock worth $3,497,000 after buying an additional 70 shares during the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty Company 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.