Ulta Beauty Inc. $ULTA Stock Position Increased by Brandywine Global Investment Management LLC

Brandywine Global Investment Management LLC boosted its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 6.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 31,201 shares of the specialty retailer’s stock after purchasing an additional 1,893 shares during the quarter. Brandywine Global Investment Management LLC’s holdings in Ulta Beauty were worth $18,877,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Fideuram Asset Management Ireland dac bought a new stake in Ulta Beauty in the 4th quarter valued at about $25,000. Strengthening Families & Communities LLC lifted its position 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 valued at $26,000 after purchasing an additional 42 shares during the last quarter. Abich Financial Wealth Management LLC bought a new stake in Ulta Beauty in the 3rd quarter valued at about $31,000. BOKF NA bought a new stake in Ulta Beauty in the 3rd quarter valued at about $31,000. Finally, Steigerwald Gordon & Koch Inc. lifted its position in Ulta Beauty by 2,550.0% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock valued at $32,000 after purchasing an additional 51 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors.

Ulta Beauty Trading Down 0.9%

Shares of Ulta Beauty stock opened at $462.80 on Tuesday. The stock has a market capitalization of $19.90 billion, a price-to-earnings ratio of 17.35, a PEG ratio of 1.46 and a beta of 0.86. Ulta Beauty Inc. has a 1-year low of $452.00 and a 1-year high of $714.97. The firm has a fifty day simple moving average of $520.00 and a 200-day simple moving average of $584.11.

Ulta Beauty (NASDAQ:ULTA) last released its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, beating the consensus estimate of $6.89 by $0.85. The firm had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same period in the prior year, the company earned $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, research analysts predict that Ulta Beauty Inc. will post 28.72 earnings per share for the current year.

Insider Transactions at Ulta Beauty

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of the business’s stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total value of $243,759.08. Following the sale, the director owned 2,383 shares of the company’s stock, valued at $1,285,128.07. The trade was a 15.94% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.39% of the stock is owned by company insiders.

Analyst Ratings Changes

Several analysts recently weighed in on the stock. Citigroup cut their price objective on shares of Ulta Beauty from $600.00 to $560.00 and set a “neutral” rating on the stock in a research report on Thursday. Jefferies Financial Group raised shares of Ulta Beauty from a “hold” rating to a “buy” rating and lifted their target price for the stock from $635.00 to $700.00 in a research report on Monday, April 20th. UBS Group dropped their target price on shares of Ulta Beauty from $810.00 to $735.00 and set a “buy” rating on the stock in a research report on Wednesday, June 3rd. Raymond James Financial reissued a “strong-buy” rating on shares of Ulta Beauty in a research report on Tuesday, March 10th. Finally, Weiss Ratings downgraded shares of Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $651.73.

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.