Foundations Investment Advisors LLC Acquires New Holdings in Ulta Beauty Inc. $ULTA

Foundations Investment Advisors LLC acquired a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 1,169 shares of the specialty retailer’s stock, valued at approximately $707,000.

A number of other institutional investors have also recently bought and sold shares of the company. Optimize Financial Inc grew its holdings in Ulta Beauty by 1.4% during the fourth quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock valued at $711,000 after purchasing an additional 16 shares during the period. MassMutual Private Wealth & Trust FSB grew its holdings in Ulta Beauty by 6.9% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 265 shares of the specialty retailer’s stock valued at $160,000 after purchasing an additional 17 shares during the period. Sound Income Strategies LLC grew its holdings in Ulta Beauty by 13.1% during the fourth quarter. Sound Income Strategies LLC now owns 147 shares of the specialty retailer’s stock valued at $98,000 after purchasing an additional 17 shares during the period. Legacy Advisors LLC lifted its stake in Ulta Beauty by 1.2% in the fourth quarter. Legacy Advisors LLC now owns 1,543 shares of the specialty retailer’s stock valued at $934,000 after buying an additional 18 shares in the last quarter. Finally, State of Wyoming lifted its stake in Ulta Beauty by 10.5% in the third quarter. State of Wyoming now owns 211 shares of the specialty retailer’s stock valued at $115,000 after buying an additional 20 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty Stock Down 1.6%

Shares of ULTA stock opened at $500.77 on Tuesday. The company’s fifty day simple moving average is $525.01 and its 200-day simple moving average is $585.92. The firm has a market cap of $21.81 billion, a PE ratio of 19.54, a P/E/G ratio of 1.66 and a beta of 0.86. Ulta Beauty Inc. has a 12 month low of $452.00 and a 12 month high of $714.97.

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

Insider Transactions at Ulta Beauty

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of the stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total transaction of $243,759.08. Following the sale, the director directly owned 2,383 shares in the company, valued at $1,285,128.07. This represents a 15.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.39% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. DA Davidson reaffirmed a “buy” rating and issued a $650.00 price target on shares of Ulta Beauty in a research note on Tuesday, April 14th. Canaccord Genuity Group lifted their price target on shares of Ulta Beauty from $674.00 to $799.00 and gave the company a “buy” rating in a research note on Tuesday, March 10th. Wedbush assumed coverage on shares of Ulta Beauty in a research note on Monday, April 20th. They issued an “outperform” rating on the stock. William Blair reaffirmed a “market perform” rating on shares of Ulta Beauty in a research note on Monday, March 9th. Finally, Wells Fargo & Company raised shares of Ulta Beauty from a “strong sell” rating to an “overweight” rating in a research note on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $687.95.

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.