1,627 Shares in Ulta Beauty Inc. $ULTA Purchased by Sierra Summit Advisors LLC

Sierra Summit Advisors LLC bought a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 1,627 shares of the specialty retailer’s stock, valued at approximately $984,000.

A number of other hedge funds have also recently added to or reduced their stakes in ULTA. Holocene Advisors LP grew its holdings in Ulta Beauty by 339.6% during the 3rd quarter. Holocene Advisors LP now owns 379,939 shares of the specialty retailer’s stock worth $207,732,000 after acquiring an additional 293,516 shares during the last quarter. Andra AP fonden grew its holdings in Ulta Beauty by 351,900.0% during the 3rd quarter. Andra AP fonden now owns 228,800 shares of the specialty retailer’s stock worth $125,096,000 after acquiring an additional 228,735 shares during the last quarter. Invesco Ltd. grew its holdings in Ulta Beauty by 33.6% during the 3rd quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock worth $459,479,000 after acquiring an additional 211,485 shares during the last quarter. Caisse de depot et placement du Quebec grew its holdings in Ulta Beauty by 249.8% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 295,833 shares of the specialty retailer’s stock worth $161,747,000 after acquiring an additional 211,266 shares during the last quarter. Finally, AQR Capital Management LLC grew its holdings in Ulta Beauty by 76.6% during the 2nd quarter. AQR Capital Management LLC now owns 477,504 shares of the specialty retailer’s stock worth $222,794,000 after acquiring an additional 207,084 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Stock Performance

Shares of ULTA opened at $493.12 on Thursday. Ulta Beauty Inc. has a twelve month low of $402.50 and a twelve month high of $714.97. The firm’s 50 day moving average price is $534.36 and its two-hundred day moving average price is $586.31. The firm has a market cap of $21.48 billion, a P/E ratio of 19.24, a PEG ratio of 1.67 and a beta of 0.89.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share for the quarter, beating analysts’ consensus estimates of $7.93 by $0.08. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The firm had revenue of $3.90 billion for the quarter, compared to analyst estimates of $3.81 billion. During the same quarter in the previous year, the firm posted $8.46 earnings per share. The business’s revenue was up 11.8% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, sell-side analysts anticipate that Ulta Beauty Inc. will post 28.47 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of Ulta Beauty 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 transaction, the director owned 2,383 shares of the company’s stock, valued at approximately $1,285,128.07. The trade was a 15.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 0.17% of the company’s stock.

Key Ulta Beauty News

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

• Positive Sentiment: Shares rose after the stock outperformed the broader market in the latest session, reinforcing short-term momentum for Ulta Beauty. Ulta Beauty (ULTA) Rises Higher Than Market: Key Facts
• Positive Sentiment: Analysts continue to view Ulta Beauty favorably, with the consensus rating around “Moderate Buy,” which can support investor confidence in the stock. Ulta Beauty Inc. (NASDAQ:ULTA) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Ulta announced it will report first-quarter fiscal 2026 results and participate in an investor conference, keeping attention on upcoming earnings and management commentary. Ulta Beauty to Report First Quarter Fiscal 2026 Results and Participate in an Upcoming Investor Conference
• Neutral Sentiment: Broader beauty-sector coverage highlighted AI, wellness, and innovation trends, but the article focused on peers rather than directly on Ulta. 3 Cosmetics Stocks Gaining From AI, Wellness and Innovation Trends
• Negative Sentiment: A consumer article about coupons at Ulta may underscore ongoing price sensitivity among shoppers, which could pressure margins if discounting becomes more important. How to coupon at Ulta Beauty and never pay full price for makeup again

Wall Street Analysts Forecast Growth

ULTA has been the topic of a number of research analyst reports. Zacks Research lowered shares of Ulta Beauty from a “strong-buy” rating to a “hold” rating in a report on Friday, February 6th. Oppenheimer decreased their price objective on shares of Ulta Beauty from $750.00 to $650.00 and set an “outperform” rating on the stock in a report on Friday, March 13th. Raymond James Financial reissued a “strong-buy” rating on shares of Ulta Beauty in a report on Tuesday, March 10th. Wells Fargo & Company raised shares of Ulta Beauty from a “strong sell” rating to an “overweight” rating in a report on Monday, April 20th. Finally, Jefferies Financial Group raised shares of Ulta Beauty from a “hold” rating to a “buy” rating and increased their price objective for the stock from $635.00 to $700.00 in a report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Ulta Beauty currently has an average rating of “Moderate Buy” and a consensus target price of $687.95.

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.