Ulta Beauty Inc. $ULTA Shares Acquired by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. grew its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 872.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 38,350 shares of the specialty retailer’s stock after buying an additional 34,406 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Ulta Beauty were worth $23,202,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Strengthening Families & Communities LLC grew its stake in shares of Ulta Beauty by 4,200.0% in the fourth 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 in the last quarter. Steigerwald Gordon & Koch Inc. grew its stake in shares of Ulta Beauty by 2,550.0% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock valued at $32,000 after buying an additional 51 shares in the last quarter. Grey Fox Wealth Advisors LLC acquired a new stake in shares of Ulta Beauty in the third quarter valued at $31,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Ulta Beauty in the third quarter valued at $31,000. Finally, BOKF NA acquired a new stake in shares of Ulta Beauty in the third quarter valued at $31,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the company’s stock in a transaction dated Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the transaction, the director directly owned 2,383 shares of the company’s stock, valued at approximately $1,285,128.07. This represents a 15.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.39% of the company’s stock.

Ulta Beauty Stock Performance

NASDAQ:ULTA opened at $481.56 on Wednesday. The stock has a 50-day simple moving average of $537.34 and a 200-day simple moving average of $586.43. The stock has a market cap of $20.98 billion, a P/E ratio of 18.79, a P/E/G ratio of 1.67 and a beta of 0.89. Ulta Beauty Inc. has a 1 year low of $402.50 and a 1 year high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data 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 during 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 business’s quarterly revenue was up 11.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $8.46 EPS. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, equities research analysts predict that Ulta Beauty Inc. will post 28.47 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Guggenheim assumed coverage on Ulta Beauty in a research note on Monday, April 20th. They issued a “buy” rating for the company. Canaccord Genuity Group lifted their price objective on Ulta Beauty from $674.00 to $799.00 and gave the company a “buy” rating in a research note on Tuesday, March 10th. TD Cowen assumed coverage on Ulta Beauty in a research note on Monday, April 20th. They issued a “buy” rating for the company. Morgan Stanley dropped their price objective on Ulta Beauty from $750.00 to $700.00 and set an “overweight” rating for the company in a research note on Friday, March 13th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $650.00 price objective on shares of Ulta Beauty in a research note on Tuesday, April 14th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $687.95.

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.