Agman Capital LLC Acquires New Stake in Ulta Beauty Inc. $ULTA

Agman Capital LLC acquired a new stake in Ulta Beauty Inc. (NASDAQ:ULTA) in the fourth quarter, Holdings Channel reports. The firm acquired 7,121 shares of the specialty retailer’s stock, valued at approximately $4,308,000. Ulta Beauty accounts for 3.7% of Agman Capital LLC’s holdings, making the stock its 12th largest holding.

A number of other institutional investors and hedge funds have also bought and sold shares of ULTA. Vanguard Group Inc. lifted its stake in shares of Ulta Beauty by 0.4% in the fourth quarter. Vanguard Group Inc. now owns 5,376,848 shares of the specialty retailer’s stock worth $3,253,047,000 after acquiring an additional 23,434 shares during the period. State Street Corp lifted its position in shares of Ulta Beauty by 2.5% in the 4th quarter. State Street Corp now owns 2,025,565 shares of the specialty retailer’s stock worth $1,225,487,000 after purchasing an additional 50,305 shares during the period. Sanders Capital LLC lifted its position in shares of Ulta Beauty by 8.9% in the 3rd quarter. Sanders Capital LLC now owns 1,263,820 shares of the specialty retailer’s stock worth $690,994,000 after purchasing an additional 103,540 shares during the period. Geode Capital Management LLC lifted its stake in Ulta Beauty by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 1,240,210 shares of the specialty retailer’s stock valued at $747,587,000 after buying an additional 21,947 shares during the period. Finally, Invesco Ltd. lifted its stake in Ulta Beauty by 33.6% in the third quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock valued at $459,479,000 after buying an additional 211,485 shares during the period. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. Weiss Ratings lowered Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, June 3rd. DA Davidson dropped their price target on Ulta Beauty from $650.00 to $585.00 and set a “buy” rating on the stock in a research note on Wednesday, June 3rd. Morgan Stanley dropped their price target on Ulta Beauty from $700.00 to $630.00 and set an “overweight” rating on the stock in a research note on Wednesday, June 3rd. JPMorgan Chase & Co. lowered their target price on Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating on the stock in a research report on Wednesday, June 3rd. Finally, Jefferies Financial Group raised Ulta Beauty from a “hold” rating to a “buy” rating and upped their target price for the stock from $635.00 to $700.00 in a research report on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Ulta Beauty presently has a consensus rating of “Moderate Buy” and an average price target of $644.91.

Ulta Beauty Trading Down 1.8%

NASDAQ ULTA opened at $467.74 on Friday. The firm has a market capitalization of $20.11 billion, a P/E ratio of 17.54, a PEG ratio of 1.46 and a beta of 0.86. The business has a fifty day simple moving average of $516.26 and a 200 day simple moving average of $582.70. Ulta Beauty Inc. has a 12 month low of $452.05 and a 12 month high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. The business had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.12 billion. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.Ulta Beauty’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, sell-side analysts predict that Ulta Beauty Inc. will post 28.76 EPS 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 company’s stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total value of $243,759.08. Following the completion of the transaction, the director owned 2,383 shares in the company, valued at $1,285,128.07. This represents a 15.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.17% of the stock is owned by company insiders.

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.