12,231 Shares in Ulta Beauty Inc. $ULTA Purchased by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. bought a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 12,231 shares of the specialty retailer’s stock, valued at approximately $6,680,000.

A number of other large investors have also recently bought and sold shares of ULTA. SFE Investment Counsel lifted its position in shares of Ulta Beauty by 33.4% in the third quarter. SFE Investment Counsel now owns 794 shares of the specialty retailer’s stock valued at $434,000 after acquiring an additional 199 shares in the last quarter. Vise Technologies Inc. boosted its stake in shares of Ulta Beauty by 46.1% during the third quarter. Vise Technologies Inc. now owns 3,349 shares of the specialty retailer’s stock valued at $1,829,000 after acquiring an additional 1,057 shares during the last quarter. MGO One Seven LLC boosted its stake in shares of Ulta Beauty by 5.4% during the third quarter. MGO One Seven LLC now owns 1,472 shares of the specialty retailer’s stock valued at $804,000 after acquiring an additional 75 shares during the last quarter. International Assets Investment Management LLC increased its position in Ulta Beauty by 512,509.0% during the 3rd quarter. International Assets Investment Management LLC now owns 6,464,000 shares of the specialty retailer’s stock worth $3,530,443,000 after purchasing an additional 6,462,739 shares in the last quarter. Finally, Soltis Investment Advisors LLC increased its position in Ulta Beauty by 6.7% during the 3rd quarter. Soltis Investment Advisors LLC now owns 508 shares of the specialty retailer’s stock worth $278,000 after purchasing an additional 32 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Key Ulta Beauty News

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

• Positive Sentiment: Ulta is adding beauty and wellness brands to its assortment: Abib is launching in more than 300 stores, DECORTÉ will sell select skincare products at selected locations, and Clöud Café is expanding its presence with a K-wellness endcap. Wider brand selection may support customer interest and sales, though the announcements do not quantify their expected contribution. Abib launch announcement DECORTÉ partnership announcement Clöud Café expansion announcement
• Positive Sentiment: Ulta’s holiday campaign featuring Selena Gomez, Tate McRae and Mrs. Claus could help raise visibility during the key seasonal shopping period. Ulta holiday campaign
• Neutral Sentiment: Zacks coverage highlights investor attention and Ulta’s momentum-stock characteristics, but it offers no major new company development or earnings estimate change. Zacks investor-attention article
• Negative Sentiment: An opinion piece frames Black women’s move to Ulta salons as a warning rather than a solution, raising questions about whether the salon experience adequately meets their needs. The article could draw attention to customer inclusion and service quality, but it does not report a quantified business impact. Opinion on Black women and Ulta salons

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. The Goldman Sachs Group boosted their target price on shares of Ulta Beauty from $648.00 to $667.00 and gave the company a “buy” rating in a research note on Friday, August 28th. Raymond James Financial cut shares of Ulta Beauty from a “strong-buy” rating to a “moderate buy” rating in a research note on Tuesday, September 15th. Guggenheim initiated coverage on shares of Ulta Beauty in a report on Tuesday, September 15th. They set a “buy” rating for the company. UBS Group set a $631.00 price objective on shares of Ulta Beauty in a research report on Friday, August 28th. Finally, William Blair reissued a “market perform” rating on shares of Ulta Beauty in a research report on Friday, August 21st. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $631.30.

Insider Buying and Selling at Ulta Beauty

In related news, Director Lorna Nagler sold 600 shares of the stock in a transaction on Friday, September 11th. The stock was sold at an average price of $537.31, for a total value of $322,386.00. Following the transaction, the director directly owned 7,168 shares of the company’s stock, valued at approximately $3,851,438.08. This trade represents a 7.72% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Kecia Steelman sold 2,000 shares of Ulta Beauty stock in a transaction on Thursday, September 17th. The shares were sold at an average price of $545.88, for a total value of $1,091,760.00. Following the completion of the transaction, the chief executive officer owned 40,489 shares in the company, valued at $22,102,135.32. The trade was a 4.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.20% of the company’s stock.

Ulta Beauty Stock Performance

Shares of ULTA stock opened at $649.80 on Friday. The firm has a market capitalization of $27.78 billion, a price-to-earnings ratio of 23.68, a price-to-earnings-growth ratio of 1.97 and a beta of 0.83. Ulta Beauty Inc. has a one year low of $443.60 and a one year high of $714.97. The company has a 50 day moving average price of $573.69 and a 200 day moving average price of $553.92.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings results on Thursday, August 27th. The specialty retailer reported $6.55 earnings per share for the quarter, beating analysts’ consensus estimates of $6.22 by $0.33. Ulta Beauty had a net margin of 9.34% and a return on equity of 45.40%. The company had revenue of $3.04 billion for the quarter, compared to analyst estimates of $2.99 billion. During the same quarter last year, the business earned $5.78 EPS. Ulta Beauty’s revenue for the quarter was up 8.9% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. As a group, equities analysts forecast that Ulta Beauty Inc. will post 28.95 EPS for the current fiscal year.

Ulta Beauty Company Profile

Ulta Beauty, Inc is a specialty beauty retailer that offers cosmetics, skincare, haircare, fragrance, bath and body products, beauty tools, and related accessories. Its assortment includes national and emerging brands, prestige and mass-market products, and Ulta Beauty’s private-label merchandise. The company also provides salon services, including hair styling, haircuts, coloring, and treatments, along with brow and skin services in many of its locations.

Founded in 1990 as Ulta Salon, Cosmetics & Fragrance, the company operates primarily in the United States through a network of retail stores and digital channels, including its website and mobile application.