Corient Private Wealth LLC Grows Stock Holdings in Ulta Beauty Inc. $ULTA

Corient Private Wealth LLC boosted its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 9.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,093 shares of the specialty retailer’s stock after purchasing an additional 1,170 shares during the period. Corient Private Wealth LLC’s holdings in Ulta Beauty were worth $7,927,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its holdings in Ulta Beauty by 0.4% in the fourth quarter. Vanguard Group Inc. now owns 5,376,848 shares of the specialty retailer’s stock valued at $3,253,047,000 after acquiring an additional 23,434 shares during the period. State Street Corp grew its stake in shares of Ulta Beauty by 2.5% during the 4th quarter. State Street Corp now owns 2,025,565 shares of the specialty retailer’s stock valued at $1,225,487,000 after purchasing an additional 50,305 shares during the period. Sanders Capital LLC increased its position in shares of Ulta Beauty by 8.9% during the 3rd quarter. Sanders Capital LLC now owns 1,263,820 shares of the specialty retailer’s stock valued at $690,994,000 after purchasing an additional 103,540 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Ulta Beauty by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 1,240,210 shares of the specialty retailer’s stock worth $747,587,000 after purchasing an additional 21,947 shares during the period. Finally, T. Rowe Price Investment Management Inc. lifted its stake in shares of Ulta Beauty by 0.3% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 974,223 shares of the specialty retailer’s stock worth $589,415,000 after purchasing an additional 2,463 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Ulta Beauty Trading Up 4.3%

NASDAQ ULTA opened at $478.93 on Thursday. Ulta Beauty Inc. has a 12 month low of $448.57 and a 12 month high of $714.97. The stock has a market cap of $20.59 billion, a PE ratio of 17.96, a P/E/G ratio of 1.43 and a beta of 0.86. The stock’s 50 day moving average is $505.04 and its 200 day moving average is $578.93.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share (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 net margin of 9.36% and a return on equity of 44.77%. The company’s revenue was up 11.1% on a year-over-year basis. During the same period last year, the firm posted $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, analysts forecast that Ulta Beauty Inc. will post 28.76 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts recently issued reports on ULTA shares. DA Davidson cut their target price on shares of Ulta Beauty from $650.00 to $585.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. Citigroup dropped their price target on shares of Ulta Beauty from $600.00 to $560.00 and set a “neutral” rating on the stock in a research note on Thursday, June 4th. Argus set a $550.00 price objective on shares of Ulta Beauty in a research report on Thursday, June 18th. Loop Capital restated a “hold” rating and issued a $550.00 price objective on shares of Ulta Beauty in a research note on Wednesday, June 3rd. Finally, Raymond James Financial reaffirmed a “strong-buy” rating on shares of Ulta Beauty in a report on Tuesday, March 10th. One equities research 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 assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $638.09.

Insider Transactions at Ulta Beauty

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 383 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $475.84, for a total value of $182,246.72. Following the sale, the director owned 2,404 shares in the company, valued at $1,143,919.36. The trade was a 13.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.17% of the company’s stock.

Ulta Beauty News Roundup

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

• Positive Sentiment: Ulta Beauty will begin carrying a curated Bath & Body Works assortment in more than 600 stores and online starting July 12, including exclusive items like the return of Juniper Breeze and mini discovery sets, which could boost customer interest and sales. Did Ulta’s (ULTA) Bath & Body Works Tie-Up Redefine Its Assortment and Wellness Investment Narrative?
• Positive Sentiment: The partnership broadens Ulta’s product offering beyond core beauty categories, reinforcing its appeal as a destination for beauty, body care and home fragrance shoppers. Bath & Body Works partners with Ulta Beauty as it looks to boost sales
• Positive Sentiment: Ulta continues to highlight longer-term growth drivers such as loyalty-program expansion, AI-driven personalization, and international expansion, which help offset macro and competitive pressure. How to Play Ulta Beauty Stock After a 24% Plunge in 6 Months?
• Neutral Sentiment: Analyst commentary on Ulta remains mixed: Argus recently cut its price target, but still kept a Buy rating, suggesting ongoing confidence despite softer stock performance. Argus Cuts PT on Ulta Beauty (ULTA) – Here’s Why
• Negative Sentiment: Ulta is still facing macroeconomic and competitive headwinds, and recent underperformance shows investors remain cautious about near-term demand trends. How to Play Ulta Beauty Stock After a 24% Plunge in 6 Months?

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.