BI Asset Management Fondsmaeglerselskab A S Has $19.21 Million Stock Holdings in Ulta Beauty Inc. $ULTA

BI Asset Management Fondsmaeglerselskab A S trimmed its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 5.6% in the first quarter, Holdings Channel.com reports. The fund owned 36,745 shares of the specialty retailer’s stock after selling 2,164 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Ulta Beauty were worth $19,207,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Fideuram Asset Management Ireland dac bought a new position in Ulta Beauty during the fourth quarter worth about $25,000. Strengthening Families & Communities LLC raised its holdings in shares of 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 buying an additional 42 shares in the last quarter. Nalls Sherbakoff Group LLC bought a new position in shares of Ulta Beauty during the 4th quarter worth approximately $30,000. BOKF NA bought a new position in shares of Ulta Beauty during the 3rd quarter worth approximately $31,000. Finally, Steigerwald Gordon & Koch Inc. boosted its stake 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 buying an additional 51 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

Insider Activity

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the firm’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 transaction, the director directly owned 2,383 shares in the company, valued at $1,285,128.07. This trade represents a 15.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.17% of the stock is owned by corporate insiders.

Ulta Beauty News Summary

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

• Positive Sentiment: Ulta was highlighted as one of three growth stocks worth buying now, with commentary pointing to its strong brand, customer acquisition, and expansion into new brands and experiences. Article Title
• Positive Sentiment: A Zacks article said Ulta is pushing its fragrance business through innovation, exclusive brands, and new launches, signaling a potentially important growth category for the retailer. Article Title
• Positive Sentiment: Ulta launched a new NielsenIQ study on Gen Alpha and AI-powered beauty discovery, reinforcing its focus on personalization and next-generation beauty shopping trends. Article Title
• Positive Sentiment: Reports that Klarna is expanding its retail footprint with an Ulta Beauty deal suggest Ulta continues to deepen partnerships that could improve checkout flexibility and customer reach. Article Title
• Neutral Sentiment: Several articles revisited Ulta’s Q1 results and stock performance versus other retail names; these pieces were more evaluative than catalytic and did not appear to introduce a new major surprise. Article Title
• Neutral Sentiment: Coverage from Yahoo comparing Ulta with other retail stocks was informational rather than clearly stock-moving. Article Title

Ulta Beauty Stock Performance

Shares of ULTA stock opened at $456.13 on Friday. Ulta Beauty Inc. has a 52-week low of $448.57 and a 52-week high of $714.97. The stock has a market cap of $19.61 billion, a PE ratio of 17.10, a PEG ratio of 1.42 and a beta of 0.86. The firm’s 50 day moving average price is $508.58 and its two-hundred day moving average price is $580.27.

Ulta Beauty (NASDAQ:ULTA) last released its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, topping analysts’ consensus estimates of $6.89 by $0.85. The firm had revenue of $3.16 billion during the quarter, compared to analyst estimates 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 quarter in the previous year, the business earned $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 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have issued reports on ULTA shares. Morgan Stanley dropped their price objective on Ulta Beauty from $700.00 to $630.00 and set an “overweight” rating for the company in a research note on Wednesday, June 3rd. Citigroup dropped their target price on shares of Ulta Beauty from $600.00 to $560.00 and set a “neutral” rating for the company in a research report on Thursday, June 4th. JPMorgan Chase & Co. reduced their price target on shares of Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating on the stock in a research report on Wednesday, June 3rd. Evercore set a $635.00 price objective on shares of Ulta Beauty in a research note on Wednesday, June 3rd. Finally, Telsey Advisory Group lifted their target price on shares of Ulta Beauty from $640.00 to $715.00 and gave the company an “outperform” rating in a research note on Monday, March 9th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $638.09.

Ulta Beauty Company 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.