J. Safra Sarasin Holding AG Sells 1,521 Shares of Ulta Beauty Inc. $ULTA

J. Safra Sarasin Holding AG decreased its holdings in Ulta Beauty Inc. (NASDAQ:ULTA) by 35.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,769 shares of the specialty retailer’s stock after selling 1,521 shares during the period. J. Safra Sarasin Holding AG’s holdings in Ulta Beauty were worth $1,675,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Harbor Capital Advisors Inc. bought a new stake in Ulta Beauty during the 3rd quarter valued at $25,000. Cary Street Partners Investment Advisory LLC lifted its position in shares of Ulta Beauty by 107.7% in the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 54 shares of the specialty retailer’s stock worth $25,000 after purchasing an additional 28 shares during the period. Grey Fox Wealth Advisors LLC purchased a new position in Ulta Beauty during the third quarter valued at $31,000. Abich Financial Wealth Management LLC purchased a new position in Ulta Beauty during the 3rd quarter valued at about $31,000. Finally, BOKF NA bought a new position in Ulta Beauty during the 3rd quarter valued at approximately $31,000. 90.39% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the stock. Guggenheim reissued a “neutral” rating on shares of Ulta Beauty in a research report on Friday, December 5th. Canaccord Genuity Group upped their price objective on Ulta Beauty from $674.00 to $799.00 and gave the stock a “buy” rating in a research note on Tuesday, March 10th. Evercore raised their target price on shares of Ulta Beauty from $640.00 to $660.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Argus upped their price objective on shares of Ulta Beauty from $650.00 to $700.00 and gave the company a “buy” rating in a report on Friday, January 2nd. Finally, Jefferies Financial Group initiated coverage on Ulta Beauty in a research report on Wednesday, January 14th. They issued a “hold” rating and a $700.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $671.27.

Ulta Beauty News Summary

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

• Positive Sentiment: Ulta is launching on TikTok Shop and leaning into social commerce at a time of reported double-digit sales growth, a move investors view as accelerating discovery and younger-customer engagement. The beauty counter is now on your For You page as Ulta Beauty joins TikTok Shop, betting on the platform reshaping how America consumes
• Positive Sentiment: Ulta expanded its ship?from?store program (about 1,000 stores) in 2025, boosting fulfillment flexibility and reducing delivery times — a tangible omnichannel improvement that supports sales and margins. Ulta doubled store fulfillment capabilities in 2025
• Positive Sentiment: Industry coverage highlights Ulta as a beneficiary of beauty-sector premiumization and innovation, reinforcing a favorable secular backdrop for growth and pricing power. 3 Beauty Stocks to Watch as Innovation and Premiumization Fuel Growth
• Neutral Sentiment: Ulta will participate in an upcoming investor conference — a routine but useful event for management to reiterate strategy and guidance to the sell side and institutional holders. Ulta Beauty to Participate in Upcoming Investor Conference
• Neutral Sentiment: Analyst consensus remains favorable (average rating around “Moderate Buy”), which supports investor confidence but leaves less scope for immediate upside from upgrades. Ulta Beauty Inc. (NASDAQ:ULTA) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Curated brand additions (e.g., a new tulip-powered skincare brand) underline Ulta’s role as a discovery destination, which is positive for traffic and assortment but typically drives gradual, not immediate, sales impact. Our Editors’ Favorite Tulip-Powered Skin Care Brand Is Now at Ulta

Ulta Beauty Stock Up 2.5%

NASDAQ:ULTA opened at $522.71 on Wednesday. The stock’s fifty day moving average is $632.17 and its two-hundred day moving average is $587.91. Ulta Beauty Inc. has a 52 week low of $323.36 and a 52 week high of $714.97. The company has a market capitalization of $22.86 billion, a P/E ratio of 20.39, a P/E/G ratio of 1.87 and a beta of 0.82.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.93 by $0.08. The business had revenue of $3.90 billion for 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 quarterly revenue was up 11.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $8.46 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Sell-side analysts anticipate that Ulta Beauty Inc. will post 23.96 earnings per share for the current fiscal year.

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.