Fulcrum Capital LLC Has $6.47 Million Holdings in Ulta Beauty Inc. $ULTA

Fulcrum Capital LLC decreased its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 28.2% in the 1st quarter, HoldingsChannel reports. The firm owned 12,376 shares of the specialty retailer’s stock after selling 4,858 shares during the quarter. Ulta Beauty accounts for 1.4% of Fulcrum Capital LLC’s portfolio, making the stock its 28th largest holding. Fulcrum Capital LLC’s holdings in Ulta Beauty were worth $6,469,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Ulta Beauty during the fourth quarter worth $430,963,000. Oliver Luxxe Assets LLC bought a new position in shares of Ulta Beauty in the 4th quarter valued at $8,009,000. Atria Investments Inc boosted its holdings in shares of Ulta Beauty by 42.7% during the 4th quarter. Atria Investments Inc now owns 6,996 shares of the specialty retailer’s stock valued at $4,233,000 after acquiring an additional 2,093 shares in the last quarter. SG Americas Securities LLC boosted its holdings in shares of Ulta Beauty by 222.7% during the 4th quarter. SG Americas Securities LLC now owns 23,163 shares of the specialty retailer’s stock valued at $14,014,000 after acquiring an additional 15,985 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its position in Ulta Beauty by 27.6% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 271,671 shares of the specialty retailer’s stock worth $164,364,000 after acquiring an additional 58,719 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Ulta Beauty Trading Up 1.9%

Shares of ULTA stock opened at $469.20 on Friday. Ulta Beauty Inc. has a 1-year low of $443.60 and a 1-year high of $714.97. The stock has a market cap of $20.17 billion, a price-to-earnings ratio of 17.59, a PEG ratio of 1.43 and a beta of 0.88. The stock has a 50-day moving average of $484.04 and a 200-day moving average of $567.92.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings data 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 company had revenue of $3.16 billion for 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%.The firm’s quarterly revenue was up 11.1% on a year-over-year basis. During the same period in the previous year, the firm earned $6.70 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. Sell-side analysts forecast that Ulta Beauty Inc. will post 28.76 earnings per share for the current year.

Insider Activity

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the company’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 directly owned 2,404 shares of the company’s stock, valued at approximately $1,143,919.36. This represents a 13.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 0.17% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have commented on ULTA. Canaccord Genuity Group dropped their target price on Ulta Beauty from $799.00 to $731.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. Barclays lowered their price objective on Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating for the company in a research note on Wednesday, June 3rd. Jefferies Financial Group upgraded shares of Ulta Beauty from a “hold” rating to a “buy” rating and raised their price objective for the company from $635.00 to $700.00 in a report on Monday, April 20th. JPMorgan Chase & Co. cut their target price 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. Finally, Bank of America raised shares of Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 target price on the stock in a report on Tuesday, May 5th. 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 stock. According to MarketBeat, Ulta Beauty has a consensus rating of “Moderate Buy” and a consensus target price 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.