Dimensional Fund Advisors LP Grows Stake in Ulta Beauty Inc. $ULTA

Dimensional Fund Advisors LP grew its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 0.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 510,909 shares of the specialty retailer’s stock after purchasing an additional 1,659 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Ulta Beauty were worth $279,364,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Swedbank AB boosted its holdings in Ulta Beauty by 6.7% in the 3rd quarter. Swedbank AB now owns 581,506 shares of the specialty retailer’s stock worth $317,938,000 after acquiring an additional 36,456 shares during the period. Keybank National Association OH grew its position in Ulta Beauty by 1.6% in the third quarter. Keybank National Association OH now owns 133,889 shares of the specialty retailer’s stock valued at $73,204,000 after acquiring an additional 2,121 shares in the last quarter. Rakuten Investment Management Inc. purchased a new stake in shares of Ulta Beauty during the third quarter valued at approximately $71,997,000. Assenagon Asset Management S.A. lifted its position in shares of Ulta Beauty by 90.1% during the third quarter. Assenagon Asset Management S.A. now owns 36,647 shares of the specialty retailer’s stock worth $20,037,000 after purchasing an additional 17,365 shares in the last quarter. Finally, Bowen Hanes & Co. Inc. acquired a new position in shares of Ulta Beauty during the third quarter worth $6,012,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Ulta Beauty Price Performance

Ulta Beauty stock opened at $646.34 on Friday. Ulta Beauty Inc. has a 12 month low of $309.01 and a 12 month high of $714.97. The company has a fifty day moving average price of $664.38 and a two-hundred day moving average price of $583.41. The company has a market cap of $28.67 billion, a PE ratio of 24.78, a P/E/G ratio of 3.05 and a beta of 0.82.

Ulta Beauty (NASDAQ:ULTA) last issued its earnings results on Thursday, December 4th. The specialty retailer reported $5.14 earnings per share for the quarter, topping analysts’ consensus estimates of $4.61 by $0.53. Ulta Beauty had a net margin of 9.93% and a return on equity of 46.33%. The company had revenue of $2.86 billion for the quarter, compared to analysts’ expectations of $2.70 billion. During the same period in the prior year, the company earned $5.14 earnings per share. The firm’s revenue was up 12.9% compared to the same quarter last year. Equities research analysts anticipate that Ulta Beauty Inc. will post 23.96 earnings per share for the current year.

Ulta Beauty News Roundup

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

• Positive Sentiment: Ulta kicked off its high-profile “21 Days of Beauty” event — a proven traffic and sales driver that can boost same‑store sales and basket size during the quarter. Ulta’s 21 Days of Beauty starts today Ulta’s biggest beauty sale is back. Don’t sleep on these deals.
• Positive Sentiment: Media show large, headline discounts (up to 50% on targeted brands) that could accelerate traffic and clearance of seasonal inventory — supportive for near-term revenue. Ulta slashed 50% off Bondi Boost’s HG line Ulta 21 days of beauty: Get up to 50% off top makeup, skincare + more
• Positive Sentiment: Analyst and preview coverage broadly expects Ulta to beat Q4 estimates — citing loyalty program strength, digital gains and brand launches — which supports a premium valuation thesis. Ulta Beauty (ULTA) Expected to Beat Earnings Estimates Ulta expected to beat — Zacks
• Neutral Sentiment: Consensus analyst ratings remain constructive (consensus “Moderate Buy”), which provides support but not new upside absent strong EPS/margin beats. Ulta receives consensus rating of Moderate Buy
• Positive Sentiment: Retail real estate activity continues: Ulta was signed for a mixed‑use development in SW Florida, signaling steady store expansion and omnichannel footprint growth. Zuckerman signs T.J. Maxx, Ulta Beauty at mixed-use development
• Negative Sentiment: Some previews warn of margin pressure from higher costs and promotional intensity — a risk that could offset revenue beats and temper EPS, which may be why the stock is trading lower. Ulta Q4 earnings on deck — margin pressure noted

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. Barclays reaffirmed an “overweight” rating and set a $680.00 price target on shares of Ulta Beauty in a report on Tuesday, January 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Ulta Beauty in a report on Wednesday, January 21st. B. Riley Financial reissued a “neutral” rating on shares of Ulta Beauty in a research report on Monday, December 8th. Canaccord Genuity Group raised their target price on Ulta Beauty from $653.00 to $674.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $775.00 target price on shares of Ulta Beauty in a research report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Ulta Beauty presently has a consensus rating of “Moderate Buy” and a consensus price target of $626.84.

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.