Soltis Investment Advisors LLC Purchases New Position in Ulta Beauty Inc. $ULTA

Soltis Investment Advisors LLC purchased a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 5,066 shares of the specialty retailer’s stock, valued at approximately $3,065,000.

Other institutional investors also recently bought and sold shares of the company. Strengthening Families & Communities LLC increased its stake in shares of 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 purchasing an additional 42 shares in the last quarter. Steigerwald Gordon & Koch Inc. increased its stake in Ulta Beauty by 2,550.0% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock worth $32,000 after buying an additional 51 shares in the last quarter. Grey Fox Wealth Advisors LLC acquired a new position in shares of Ulta Beauty during the third quarter valued at approximately $31,000. Abich Financial Wealth Management LLC purchased a new position in shares of Ulta Beauty in the third quarter valued at approximately $31,000. Finally, BOKF NA purchased a new position in shares of Ulta Beauty in the third quarter valued at approximately $31,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Ulta Beauty Price Performance

NASDAQ:ULTA opened at $494.28 on Monday. The company’s 50-day moving average is $544.12 and its two-hundred day moving average is $586.87. Ulta Beauty Inc. has a 1-year low of $402.50 and a 1-year high of $714.97. The firm has a market capitalization of $21.53 billion, a price-to-earnings ratio of 19.29, a PEG ratio of 1.72 and a beta of 0.89.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Thursday, March 12th. The specialty retailer reported $8.01 EPS for the quarter, beating analysts’ consensus estimates of $7.93 by $0.08. The firm had revenue of $3.90 billion for the quarter, compared to analysts’ expectations of $3.81 billion. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.The firm’s quarterly revenue was up 11.8% on a year-over-year basis. During the same period in the prior 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 analysts anticipate that Ulta Beauty Inc. will post 28.47 earnings per share for the current fiscal year.

Insider Activity

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the business’s stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total value of $243,759.08. Following the sale, the director directly owned 2,383 shares in the company, valued at approximately $1,285,128.07. The trade was a 15.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.39% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on ULTA. UBS Group reiterated a “buy” rating and set a $810.00 price target on shares of Ulta Beauty in a research report on Friday, March 13th. Guggenheim initiated coverage on shares of Ulta Beauty in a research note on Monday, April 20th. They set a “buy” rating on the stock. Wedbush initiated coverage on shares of Ulta Beauty in a report on Monday, April 20th. They set an “outperform” rating for the company. William Blair reissued a “market perform” rating on shares of Ulta Beauty in a research note on Monday, March 9th. Finally, JPMorgan Chase & Co. lowered their price target on shares of Ulta Beauty from $800.00 to $750.00 and set an “overweight” rating on the stock in a research report on Friday, March 13th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Ulta Beauty has a consensus rating of “Moderate Buy” and a consensus target price of $687.95.

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.