Generali Asset Management SPA SGR Purchases 4,017 Shares of Ulta Beauty Inc. $ULTA

Generali Asset Management SPA SGR increased its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 2,732.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,164 shares of the specialty retailer’s stock after acquiring an additional 4,017 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Ulta Beauty were worth $2,277,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ULTA. Harbor Capital Advisors Inc. acquired a new position in Ulta Beauty during the 3rd quarter valued at about $25,000. Cary Street Partners Investment Advisory LLC raised its stake in shares of Ulta Beauty by 107.7% during the second quarter. Cary Street Partners Investment Advisory LLC now owns 54 shares of the specialty retailer’s stock worth $25,000 after buying an additional 28 shares during the last quarter. Hemington Wealth Management lifted its holdings in Ulta Beauty by 142.9% in the second quarter. Hemington Wealth Management now owns 68 shares of the specialty retailer’s stock valued at $31,000 after buying an additional 40 shares during the period. Elevation Point Wealth Partners LLC acquired a new position in Ulta Beauty in the second quarter valued at approximately $35,000. Finally, Newbridge Financial Services Group Inc. boosted its stake in Ulta Beauty by 52.0% in the second quarter. Newbridge Financial Services Group Inc. now owns 76 shares of the specialty retailer’s stock valued at $36,000 after acquiring an additional 26 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Ulta Beauty Trading Up 2.5%

NASDAQ:ULTA opened at $620.04 on Friday. Ulta Beauty Inc. has a 1 year low of $309.01 and a 1 year high of $622.27. The stock has a 50-day moving average price of $555.51 and a two-hundred day moving average price of $528.07. The stock has a market cap of $27.50 billion, a price-to-earnings ratio of 23.77, a PEG ratio of 3.27 and a beta of 0.85.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings results on Thursday, December 4th. The specialty retailer reported $5.14 EPS for the quarter, topping analysts’ consensus estimates of $4.61 by $0.53. Ulta Beauty had a return on equity of 46.33% and a net margin of 9.93%.The company had revenue of $2.86 billion for the quarter, compared to analyst estimates of $2.70 billion. During the same quarter last year, the firm posted $5.14 earnings per share. Ulta Beauty’s revenue was up 12.9% compared to the same quarter last year. Ulta Beauty has set its FY 2025 guidance at 25.200-25.500 EPS. Sell-side analysts forecast that Ulta Beauty Inc. will post 23.96 earnings per share for the current year.

Key Headlines Impacting Ulta Beauty

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

• Positive Sentiment: Argus raised its price target to $700 from $650 and kept a “buy” rating, signaling roughly double‑digit upside versus recent levels and giving momentum to buying interest. Argus price target article
• Positive Sentiment: Zacks upgraded ULTA from “hold” to “strong‑buy,” adding another buy‑side endorsement that supports further upside as investors reweight the stock. Zacks upgrade
• Positive Sentiment: Market reaction pushed ULTA to an all‑time intraday high, reflecting strong demand and reinforcing momentum investors often chase after analyst upgrades and positive guidance. All‑time high report
• Neutral Sentiment: Coverage roundup and analyst notes (e.g., Benzinga’s compilation of 10 forecasts) are amplifying attention and short‑term volatility expectations but include mixed price targets — headline stimulus rather than new fundamental change. Analyst roundup
• Neutral Sentiment: Ulta Beauty World tickets going live (makeup convention in Florida) is a brand/engagement positive that could modestly boost sales and loyalty but is unlikely to move near‑term EPS materially. Event ticketing article
• Neutral Sentiment: Recent commentary and retrospectives (e.g., Yahoo analysis of 2025 gains) are prompting investors to reassess positioning into 2026 — supportive background but more thematic than a fresh catalyst. Yahoo analysis

Analyst Upgrades and Downgrades

Several analysts have commented on ULTA shares. Wall Street Zen cut shares of Ulta Beauty from a “buy” rating to a “hold” rating in a research report on Friday, September 26th. DA Davidson lifted their price objective on Ulta Beauty from $625.00 to $650.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Telsey Advisory Group reissued an “outperform” rating and issued a $640.00 target price (up previously from $610.00) on shares of Ulta Beauty in a research note on Monday, December 1st. Canaccord Genuity Group raised their target price on Ulta Beauty from $653.00 to $674.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Finally, Wells Fargo & Company boosted their target price on Ulta Beauty from $425.00 to $450.00 and gave the stock an “underweight” rating in a research report on Thursday, October 16th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $581.92.

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.