Banco Bilbao Vizcaya Argentaria S.A. Has $6.90 Million Stake in Ulta Beauty Inc. $ULTA

Banco Bilbao Vizcaya Argentaria S.A. trimmed its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 41.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,655 shares of the specialty retailer’s stock after selling 8,799 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Ulta Beauty were worth $6,903,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Harbor Capital Advisors Inc. bought a new position in Ulta Beauty in the third quarter valued at approximately $25,000. Cary Street Partners Investment Advisory LLC raised its position in shares of Ulta Beauty by 107.7% during the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 54 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 28 shares during the last quarter. Grey Fox Wealth Advisors LLC acquired a new position in shares of Ulta Beauty in the 3rd quarter valued at $31,000. Abich Financial Wealth Management LLC acquired a new position in shares of Ulta Beauty in the 3rd quarter valued at $31,000. Finally, BOKF NA bought a new position in shares of Ulta Beauty in the 3rd quarter worth $31,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Ulta Beauty Trading Down 3.5%

Shares of Ulta Beauty stock opened at $516.74 on Tuesday. The company has a market capitalization of $22.92 billion, a PE ratio of 20.16, a PEG ratio of 2.44 and a beta of 0.82. Ulta Beauty Inc. has a 12 month low of $323.36 and a 12 month high of $714.97. The stock’s fifty day simple moving average is $663.31 and its 200 day simple moving average is $587.55.

Ulta Beauty (NASDAQ:ULTA) last posted its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.93 by $0.08. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.The firm had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $3.81 billion. During the same period in the previous year, the firm earned $8.46 earnings per share. The company’s revenue was up 11.8% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Analysts predict that Ulta Beauty Inc. will post 23.96 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently commented on ULTA. Guggenheim reaffirmed a “neutral” rating on shares of Ulta Beauty in a research note on Friday, December 5th. Jefferies Financial Group initiated coverage on Ulta Beauty in a report on Wednesday, January 14th. They set a “hold” rating and a $700.00 target price on the stock. Raymond James Financial restated a “strong-buy” rating on shares of Ulta Beauty in a research report on Tuesday, March 10th. Wells Fargo & Company upped their price target on Ulta Beauty from $450.00 to $500.00 and gave the company an “underweight” rating in a research note on Monday, March 9th. Finally, Argus increased their price target on shares of Ulta Beauty from $650.00 to $700.00 and gave the company a “buy” rating in a research report on Friday, January 2nd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $671.27.

More Ulta Beauty News

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

• Positive Sentiment: Q4 sales and comps beat expectations (revenue growth ~11–11.8%, comps ~5.8%) and EPS roughly matched estimates, showing the core retail business is still growing. Ulta Beauty: Improving Growth, Record Low Margins (Rating Upgrade)
• Positive Sentiment: New in‑store partnerships (Clöud Café) and promotional events (21 Days of Beauty) can drive traffic and basket size as Ulta experiments with adjacencies and in‑store experiences. Clöud Café Enters Ulta Beauty As Its First Coffee And Matcha Brand
• Neutral Sentiment: MarketBeat and other outlets note institutional accumulation and technical support levels (analysts point to potential floors near ~$550), suggesting downside may be limited if fundamentals hold. Ulta Beauty and an Ultimate Entry: Price Resets After Profit Miss
• Neutral Sentiment: Long‑term value researchers (Zacks, MarketBeat) continue to highlight Ulta’s durable market position and potential as a long‑term holding despite near‑term volatility. Why Ulta Beauty (ULTA) is a Top Value Stock for the Long-Term
• Negative Sentiment: Analysts trimmed price targets after the print (multiple firms cut targets and some issued downgrades), increasing downside pressure and amplifying the selloff. Ulta Beauty (NASDAQ:ULTA) Shares Gap Down on Analyst Downgrade
• Negative Sentiment: Investors punished the stock because margins are contracting and FY26 guidance was viewed as cautious (comp/growth guidance below street hopes), prompting questions about near‑term profit trajectory. Ulta Stock: Down 24% in Just 1 Month, Is This a Buying Opportunity?
• Negative Sentiment: Coverage pieces and trading‑idea writeups highlight the post‑earnings freefall and discuss where a bottom might be — signaling elevated short‑term risk and volatility for traders. Stock Of The Day: Where Will Ulta Beauty Find A Bottom?

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.