Eurizon Capital SGR S.p.A. Purchases Shares of 31,475 Ulta Beauty Inc. $ULTA

Eurizon Capital SGR S.p.A. acquired a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 31,475 shares of the specialty retailer’s stock, valued at approximately $19,044,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Fideuram Asset Management Ireland dac bought a new position in shares of Ulta Beauty during the 4th quarter valued at $25,000. Strengthening Families & Communities LLC grew its holdings in Ulta Beauty by 4,200.0% in the 4th quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 42 shares during the last quarter. Abich Financial Wealth Management LLC bought a new stake in Ulta Beauty in the 3rd quarter worth $31,000. BOKF NA bought a new stake in Ulta Beauty in the 3rd quarter worth $31,000. Finally, Steigerwald Gordon & Koch Inc. lifted its position in shares of Ulta Beauty by 2,550.0% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock worth $32,000 after purchasing an additional 51 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on ULTA. UBS Group reaffirmed a “buy” rating and issued a $810.00 target price on shares of Ulta Beauty in a research report on Friday, March 13th. William Blair reaffirmed a “market perform” rating on shares of Ulta Beauty in a report on Monday, March 9th. Bank of America raised shares of Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 target price for the company in a report on Tuesday, May 5th. TD Cowen assumed coverage on shares of Ulta Beauty in a research note on Monday, April 20th. They issued a “buy” rating for the company. Finally, Wells Fargo & Company upgraded shares of Ulta Beauty from a “strong sell” rating to an “overweight” rating in a research note on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Ulta Beauty currently has a consensus rating of “Moderate Buy” and a consensus target price of $687.95.

Ulta Beauty News Summary

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

• Positive Sentiment: Ulta launched an exclusive Supergirl collaboration tied to DC Studios’ upcoming film, featuring themed product collections, immersive store activations, and a digital buying guide. The move could boost customer engagement and summer sales momentum. Ulta Beauty (ULTA) Valuation Check As Supergirl Collaboration Expands Pop Culture Engagement
• Positive Sentiment: Several analysts highlighted Ulta’s strong earnings-surprise history and said the company appears positioned for another potential beat in its upcoming quarterly report, helped by loyalty, digital engagement, and exclusive launches. Will Ulta (ULTA) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Coverage ahead of first-quarter results pointed to expectations for sales growth, with investors watching whether Ulta’s loyalty program and exclusive beauty launches can continue driving demand. Ulta Beauty Set to Release Q1 Earnings: Key Insights for Investors
• Neutral Sentiment: Ulta Beauty World 2026 showcased nine brand activations from major names like Cécred, Tatcha, OSEA, and Olaplex, reinforcing the company’s strength as a beauty destination but not signaling an immediate financial catalyst. Pop Up Mob Brings Nine Beauty Brand Worlds to Life at Ulta Beauty World 2026 in Orlando
• Negative Sentiment: The stock had recently slipped in trading, and short-term weakness plus a pullback in sentiment suggest investors are still cautious heading into earnings. Ulta Beauty (ULTA) Stock Drops Despite Market Gains: Important Facts to Note

Ulta Beauty Price Performance

ULTA opened at $508.85 on Monday. The company has a 50 day simple moving average of $525.68 and a two-hundred day simple moving average of $586.07. Ulta Beauty Inc. has a 1-year low of $414.21 and a 1-year high of $714.97. The firm has a market cap of $22.17 billion, a P/E ratio of 19.85, a PEG ratio of 1.66 and a beta of 0.86.

Ulta Beauty (NASDAQ:ULTA) last issued its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share for the quarter, topping analysts’ consensus estimates of $7.93 by $0.08. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The firm had revenue of $3.90 billion during the quarter, compared to analyst estimates of $3.81 billion. During the same quarter in the prior year, the business earned $8.46 earnings per share. Ulta Beauty’s revenue for the quarter was up 11.8% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Equities analysts anticipate that Ulta Beauty Inc. will post 28.49 earnings per share for the current year.

Insider Buying and Selling at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the company’s stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the transaction, the director owned 2,383 shares in the company, valued at approximately $1,285,128.07. This represents a 15.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.39% of the company’s stock.

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.