Ulta Beauty Inc. $ULTA Shares Sold by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. reduced its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 30.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 25,495 shares of the specialty retailer’s stock after selling 11,152 shares during the period. Assenagon Asset Management S.A.’s holdings in Ulta Beauty were worth $15,425,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Focus Partners Wealth boosted its position in shares of Ulta Beauty by 231.6% in the first quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock worth $1,372,000 after acquiring an additional 2,615 shares during the last quarter. Intech Investment Management LLC grew its holdings in Ulta Beauty by 48.9% in the first 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 during the period. Sivia Capital Partners LLC acquired a new position in Ulta Beauty during the second quarter worth approximately $466,000. American Century Companies Inc. increased its position in Ulta Beauty by 34.8% during the second quarter. American Century Companies Inc. now owns 156,912 shares of the specialty retailer’s stock worth $73,407,000 after purchasing an additional 40,529 shares during the last quarter. Finally, Coldstream Capital Management Inc. raised its stake in Ulta Beauty by 24.0% during the second quarter. Coldstream Capital Management Inc. now owns 1,276 shares of the specialty retailer’s stock worth $597,000 after purchasing an additional 247 shares during the period. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

ULTA has been the topic of a number of research analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Ulta Beauty in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft set a $732.00 price objective on Ulta Beauty in a report on Thursday, January 8th. Jefferies Financial Group began coverage on Ulta Beauty in a report on Wednesday, January 14th. They issued a “hold” rating and a $700.00 target price on the stock. Canaccord Genuity Group boosted their price target on Ulta Beauty from $674.00 to $799.00 and gave the company a “buy” rating in a research report on Tuesday, March 10th. Finally, B. Riley Financial restated a “neutral” rating on shares of Ulta Beauty in a research note on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $671.27.

Ulta Beauty Trading Down 0.9%

NASDAQ:ULTA opened at $521.64 on Friday. The firm’s fifty day simple moving average is $641.36 and its 200 day simple moving average is $586.99. Ulta Beauty Inc. has a twelve month low of $323.36 and a twelve month high of $714.97. The firm has a market capitalization of $23.14 billion, a price-to-earnings ratio of 20.35, a PEG ratio of 1.93 and a beta of 0.82.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, beating the consensus estimate 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 the consensus estimate of $3.81 billion. During the same period in the prior year, the firm earned $8.46 EPS. The firm’s quarterly revenue was up 11.8% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, analysts predict that Ulta Beauty Inc. will post 23.96 earnings per share for the current year.

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.