Trek Financial LLC Acquires New Position in Ulta Beauty Inc. $ULTA

Trek Financial LLC acquired a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 6,123 shares of the specialty retailer’s stock, valued at approximately $3,704,000.

A number of other institutional investors have also modified their holdings of ULTA. Strengthening Families & Communities LLC grew its position in shares of Ulta Beauty by 4,200.0% during the 4th quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock valued at $26,000 after buying an additional 42 shares during the last quarter. Grey Fox Wealth Advisors LLC bought a new stake in shares of Ulta Beauty during the 3rd quarter valued at about $31,000. Abich Financial Wealth Management LLC bought a new stake in shares of Ulta Beauty during the 3rd quarter valued at about $31,000. BOKF NA bought a new stake in shares of Ulta Beauty during the 3rd quarter valued at about $31,000. Finally, Steigerwald Gordon & Koch Inc. grew its position 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 worth $32,000 after purchasing an additional 51 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Trading Down 1.8%

NASDAQ ULTA opened at $511.98 on Tuesday. The company has a 50-day moving average price of $558.16 and a two-hundred day moving average price of $587.54. The stock has a market cap of $22.30 billion, a price-to-earnings ratio of 19.98, a price-to-earnings-growth ratio of 1.81 and a beta of 0.89. Ulta Beauty Inc. has a 52 week low of $402.50 and a 52 week high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings data on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.93 by $0.08. The business had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $3.81 billion. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The business’s revenue was up 11.8% on a year-over-year basis. During the same period last year, the firm posted $8.46 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. As a group, equities research analysts expect that Ulta Beauty Inc. will post 28.45 earnings per share for the current fiscal year.

Analyst Ratings Changes

ULTA has been the subject of several recent analyst reports. Bank of America upgraded shares of Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 target price for the company in a research report on Tuesday, May 5th. Jefferies Financial Group upgraded shares of 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. Barclays cut shares of Ulta Beauty from an “overweight” rating to a “strong sell” rating in a research report on Monday, April 20th. Wells Fargo & Company upgraded shares of Ulta Beauty from a “strong sell” rating to an “overweight” rating in a research report on Monday, April 20th. Finally, William Blair restated a “market perform” rating on shares of Ulta Beauty in a research report on Monday, March 9th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $674.23.

Insider Activity

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the stock in a transaction that occurred on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total value of $243,759.08. Following the completion of 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.39% of the stock is owned by company insiders.

About Ulta Beauty

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.