Epoch Investment Partners Inc. Has $111.73 Million Position in Ulta Beauty Inc. $ULTA

Epoch Investment Partners Inc. cut its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 26.8% in the 1st quarter, HoldingsChannel.com reports. The firm owned 213,761 shares of the specialty retailer’s stock after selling 78,155 shares during the period. Epoch Investment Partners Inc.’s holdings in Ulta Beauty were worth $111,735,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. Optimize Financial Inc lifted its holdings in shares of Ulta Beauty by 1.4% during the fourth quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock worth $711,000 after buying an additional 16 shares in the last quarter. Sound Income Strategies LLC boosted its position in shares of Ulta Beauty by 13.1% in the fourth quarter. Sound Income Strategies LLC now owns 147 shares of the specialty retailer’s stock valued at $98,000 after acquiring an additional 17 shares during the period. Legacy Advisors LLC grew its stake in shares of Ulta Beauty by 1.2% in the fourth quarter. Legacy Advisors LLC now owns 1,543 shares of the specialty retailer’s stock valued at $934,000 after acquiring an additional 18 shares in the last quarter. Root Financial Partners LLC grew its stake in shares of Ulta Beauty by 12.1% in 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. Finally, Roberts Glore & Co. Inc. IL increased its position in Ulta Beauty by 5.3% during the fourth quarter. Roberts Glore & Co. Inc. IL now owns 394 shares of the specialty retailer’s stock worth $238,000 after acquiring an additional 20 shares during the period. Institutional investors own 90.39% of the company’s stock.

Insider Buying and Selling

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 383 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $475.84, for a total value of $182,246.72. Following the sale, the director owned 2,404 shares of the company’s stock, valued at approximately $1,143,919.36. This trade represents a 13.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.20% of the stock is currently owned by corporate insiders.

Ulta Beauty Stock Down 0.5%

Shares of Ulta Beauty stock opened at $475.36 on Friday. Ulta Beauty Inc. has a 12-month low of $443.60 and a 12-month high of $714.97. The company has a market capitalization of $20.44 billion, a price-to-earnings ratio of 17.82, a PEG ratio of 1.49 and a beta of 0.88. The firm’s 50-day moving average price is $476.57 and its two-hundred day moving average price is $558.82.

Ulta Beauty (NASDAQ:ULTA) last issued its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, beating the consensus estimate of $6.89 by $0.85. The company had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The business’s revenue for the quarter was up 11.1% compared to the same quarter last year. During the same period in the previous year, the company earned $6.70 EPS. 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 28.77 earnings per share for the current year.

Wall Street Analyst Weigh In

Several brokerages have weighed in on ULTA. Robert W. Baird dropped their price objective on shares of Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating for the company in a research note on Wednesday, June 3rd. Bank of America raised shares of Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 target price on the stock in a report on Tuesday, May 5th. Weiss Ratings downgraded shares of Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, June 3rd. The Goldman Sachs Group cut their price target on Ulta Beauty from $741.00 to $652.00 and set a “buy” rating for the company in a research note on Wednesday, June 3rd. Finally, Loop Capital reissued a “hold” rating and set a $550.00 price target on shares of Ulta Beauty in a research report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $638.09.

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.