SG Americas Securities LLC Boosts Stake in Ulta Beauty Inc. $ULTA

SG Americas Securities LLC lifted its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 222.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 23,163 shares of the specialty retailer’s stock after purchasing an additional 15,985 shares during the quarter. SG Americas Securities LLC owned about 0.05% of Ulta Beauty worth $14,014,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of ULTA. Cary Street Partners Investment Advisory LLC boosted its stake in 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 period. Harbor Capital Advisors Inc. acquired a new position in shares of Ulta Beauty in the 3rd quarter worth approximately $25,000. Grey Fox Wealth Advisors LLC purchased a new position in shares of Ulta Beauty during the 3rd quarter worth approximately $31,000. Abich Financial Wealth Management LLC acquired a new stake in Ulta Beauty in the 3rd quarter valued at approximately $31,000. Finally, BOKF NA purchased a new stake in Ulta Beauty in the third quarter valued at approximately $31,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Ulta Beauty Price Performance

Ulta Beauty stock opened at $510.34 on Friday. The stock has a market cap of $22.64 billion, a PE ratio of 19.91, a P/E/G ratio of 1.87 and a beta of 0.82. The stock’s fifty day moving average is $638.29 and its two-hundred day moving average is $587.43. Ulta Beauty Inc. has a 1-year low of $323.36 and a 1-year high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, topping 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 business had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $3.81 billion. During the same period in the prior year, the firm posted $8.46 EPS. The business’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, research analysts expect that Ulta Beauty Inc. will post 23.96 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on ULTA shares. Canaccord Genuity Group raised their price target on Ulta Beauty from $674.00 to $799.00 and gave the stock a “buy” rating in a research report on Tuesday, March 10th. Robert W. Baird set a $700.00 target price on Ulta Beauty in a research report on Wednesday, December 17th. Guggenheim reiterated a “neutral” rating on shares of Ulta Beauty in a research note on Friday, December 5th. B. Riley Financial reissued a “neutral” rating on shares of Ulta Beauty in a research note on Monday, December 8th. Finally, Barclays upped their target price on shares of Ulta Beauty from $680.00 to $712.00 and gave the stock an “overweight” rating in a research note on Monday, March 9th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $671.27.

About Ulta Beauty

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.