Oxbow Advisors LLC Takes $5.96 Million Position in Ulta Beauty Inc. $ULTA

Oxbow Advisors LLC acquired a new position in Ulta Beauty Inc. (NASDAQ:ULTA) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 13,217 shares of the specialty retailer’s stock, valued at approximately $5,961,000.

A number of other large investors have also recently made changes to their positions in the business. Optimize Financial Inc raised its position in Ulta Beauty by 1.4% during the fourth quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock valued at $711,000 after purchasing an additional 16 shares during the period. Legacy Advisors LLC lifted its holdings in Ulta Beauty by 1.2% during the 4th quarter. Legacy Advisors LLC now owns 1,543 shares of the specialty retailer’s stock valued at $934,000 after buying an additional 18 shares in the last quarter. Root Financial Partners LLC raised its stake in shares of Ulta Beauty by 12.1% during the first quarter. Root Financial Partners LLC now owns 167 shares of the specialty retailer’s stock valued at $87,000 after acquiring an additional 18 shares in the last quarter. Roberts Glore & Co. Inc. IL raised its position in Ulta Beauty by 5.3% during the 4th quarter. Roberts Glore & Co. Inc. IL now owns 394 shares of the specialty retailer’s stock valued at $238,000 after purchasing an additional 20 shares in the last quarter. Finally, Allworth Financial LP raised its holdings in shares of Ulta Beauty by 3.9% in the fourth quarter. Allworth Financial LP now owns 555 shares of the specialty retailer’s stock valued at $336,000 after acquiring an additional 21 shares in the last quarter. 90.39% of the stock is currently owned by institutional investors.

Ulta Beauty Stock Up 4.7%

Shares of Ulta Beauty stock opened at $516.74 on Wednesday. The firm has a market cap of $22.21 billion, a PE ratio of 19.38, a P/E/G ratio of 1.59 and a beta of 0.87. Ulta Beauty Inc. has a twelve month low of $443.60 and a twelve month high of $714.97. The business has a 50-day moving average price of $487.00 and a 200 day moving average price of $541.49.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.89 by $0.85. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The company had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same quarter in the prior year, the business posted $6.70 earnings per share. Ulta Beauty’s revenue for the quarter was up 11.1% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, sell-side analysts expect that Ulta Beauty Inc. will post 28.78 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on ULTA shares. Piper Sandler reduced their price objective on shares of Ulta Beauty from $725.00 to $600.00 and set an “overweight” rating for the company in a research note on Wednesday, June 3rd. Weiss Ratings lowered shares of Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, June 3rd. Bank of America raised Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 price target for the company in a research report on Tuesday, May 5th. DA Davidson decreased their price objective on shares of Ulta Beauty from $650.00 to $585.00 and set a “buy” rating for the company in a research note on Wednesday, June 3rd. Finally, JPMorgan Chase & Co. decreased their price objective on Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating for the company in a report on Wednesday, June 3rd. One investment 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 issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $638.09.

Insider Buying and Selling at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $475.84, for a total transaction of $182,246.72. Following the transaction, the director owned 2,404 shares in the company, valued at $1,143,919.36. This trade represents a 13.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.20% of the stock is currently owned by insiders.

Ulta Beauty News Roundup

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

• Positive Sentiment: Ulta is launching hair-wellness brand Nutrire exclusively on Ulta.com before expanding the brand to 250 U.S. stores. Skincare brand Dr. Reju-All is also making its nationwide retail debut through Ulta. The launches broaden the retailer’s product assortment and support its strategy of discovering and scaling emerging beauty brands through the Sparked program. Ulta Beauty Adds Exclusive Brand Launch And 250 Store Rollout
• Positive Sentiment: Ulta appointed Brieane Olson, chief executive officer of Pacsun, as an independent director. Her retail and consumer-brand experience could add strategic perspective as Ulta works to sustain growth and strengthen its board. Ulta Beauty Appoints Brieane Olson to Its Board of Directors
• Positive Sentiment: Recent coverage characterized ULTA as a strong value stock, which may have attracted bargain-oriented investors following the recent pullback. The company’s latest reported quarter also showed earnings and revenue above consensus expectations, with revenue up 11.1% year over year.

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.