Arbejdsmarkedets Tillaegspension Acquires New Position in Ulta Beauty Inc. $ULTA

Arbejdsmarkedets Tillaegspension acquired a new stake in Ulta Beauty Inc. (NASDAQ:ULTA) during the first quarter, HoldingsChannel reports. The fund acquired 49,176 shares of the specialty retailer’s stock, valued at approximately $25,705,000.

Other institutional investors have also recently bought and sold shares of the company. Fideuram Asset Management Ireland dac acquired a new stake in shares of Ulta Beauty during the fourth quarter worth $25,000. Strengthening Families & Communities LLC boosted its holdings in Ulta Beauty by 4,200.0% during the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock worth $26,000 after buying an additional 42 shares during the last quarter. Hilton Head Capital Partners LLC grew its position in shares of Ulta Beauty by 860.0% during the 1st quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock worth $25,000 after buying an additional 43 shares during the period. Nalls Sherbakoff Group LLC bought a new stake in shares of Ulta Beauty in the 4th quarter valued at about $30,000. Finally, Steigerwald Gordon & Koch Inc. increased its stake in shares of 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 acquiring an additional 51 shares during the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty Stock Performance

Shares of ULTA opened at $469.20 on Monday. The firm has a market cap of $20.17 billion, a P/E ratio of 17.59, a PEG ratio of 1.46 and a beta of 0.88. Ulta Beauty Inc. has a twelve month low of $443.60 and a twelve month high of $714.97. The firm’s 50 day moving average price is $484.04 and its two-hundred day moving average price is $567.60.

Ulta Beauty (NASDAQ:ULTA) last issued 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 business had revenue of $3.16 billion for 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 firm’s quarterly revenue was up 11.1% on a year-over-year basis. During the same period last year, the business posted $6.70 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, sell-side analysts anticipate that Ulta Beauty Inc. will post 28.76 earnings per share for the current fiscal year.

Insider Activity

In related news, Director George R. Mrkonic, Jr. sold 383 shares of the stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $475.84, for a total transaction of $182,246.72. Following the completion of the transaction, the director directly owned 2,404 shares in the company, valued at approximately $1,143,919.36. This trade represents a 13.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.20% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Barclays cut their price target on shares of Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating on the stock in a research report on Wednesday, June 3rd. Argus set a $550.00 target price on shares of Ulta Beauty in a report on Thursday, June 18th. UBS Group reduced their price target 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. Evercore set a $635.00 price target on shares of Ulta Beauty in a report on Wednesday, June 3rd. Finally, The Goldman Sachs Group lowered their price objective on shares of Ulta Beauty from $741.00 to $652.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus 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.