EFG International AG Purchases Shares of 81,695 Ulta Beauty Inc. $ULTA

EFG International AG acquired a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the second quarter, HoldingsChannel.com reports. The firm acquired 81,695 shares of the specialty retailer’s stock, valued at approximately $36,855,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Optimize Financial Inc raised its position in shares of Ulta Beauty by 1.4% in 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. Root Financial Partners LLC boosted its holdings in shares of Ulta Beauty by 12.1% during the 1st quarter. Root Financial Partners LLC now owns 167 shares of the specialty retailer’s stock worth $87,000 after buying an additional 18 shares during the period. Roberts Glore & Co. Inc. IL boosted its holdings in shares of Ulta Beauty by 5.3% during the 4th quarter. Roberts Glore & Co. Inc. IL now owns 394 shares of the specialty retailer’s stock worth $238,000 after buying an additional 20 shares during the period. Allworth Financial LP grew its stake in Ulta Beauty by 3.9% in the 4th quarter. Allworth Financial LP now owns 555 shares of the specialty retailer’s stock valued at $336,000 after buying an additional 21 shares during the last quarter. Finally, Wedbush Securities Inc. grew its stake in Ulta Beauty by 0.3% in the 4th quarter. Wedbush Securities Inc. now owns 6,455 shares of the specialty retailer’s stock valued at $3,905,000 after buying an additional 21 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Key Ulta Beauty News

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

• Positive Sentiment: Deutsche Bank expects Ulta Beauty’s fiscal second-quarter same-store sales growth to exceed consensus estimates, raising expectations for a potential earnings and revenue beat. Ulta Beauty Second-Quarter Same-Store Sales Poised for Beat, Deutsche Bank Says
• Positive Sentiment: Analysts continue to support the stock, with UBS maintaining a Buy rating and a $735 price target, while Canaccord Genuity reiterated its Buy rating and $731 target. Their views cite durable growth and the company’s Ulta Beauty Unleashed strategy. UBS Ulta Beauty Rating Canaccord Genuity Ulta Beauty Rating
• Positive Sentiment: Ulta Beauty’s nationwide agreement with Chinese beauty brand Proya should broaden its product assortment and support international brand exposure. The company also filed plans for another store in Huber Heights, Ohio, indicating continued physical expansion. Proya Ulta Beauty Agreement Ulta Beauty Huber Heights Location
• Neutral Sentiment: Options activity suggests traders are positioning for a potentially significant move, but the available report does not establish whether those bets are bullish or bearish. Reported short-interest data showed zero shares and an anomalous “NaN” change, making it unreliable as a trading signal. Ulta Beauty Options Activity
• Negative Sentiment: Although analysts expect second-quarter sales and EPS growth, previews also highlight potential margin pressure. That uncertainty, along with profit-taking after the recent rally, may be limiting the stock’s response to favorable news. Ulta’s latest reported quarter showed an EPS and revenue beat, with revenue up 11.1% year over year.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. DA Davidson lowered their price target on shares of Ulta Beauty from $650.00 to $585.00 and set a “buy” rating on the stock in a report on Wednesday, June 3rd. TD Cowen reaffirmed a “buy” rating on shares of Ulta Beauty in a research report on Tuesday, July 21st. William Blair reaffirmed a “market perform” rating on shares of Ulta Beauty in a research report on Friday. Loop Capital reiterated a “hold” rating and set a $550.00 target price on shares of Ulta Beauty in a research note on Wednesday, June 3rd. Finally, The Goldman Sachs Group dropped their price target on Ulta Beauty from $741.00 to $652.00 and set a “buy” rating for the company in a report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $636.41.

Ulta Beauty Stock Performance

ULTA opened at $537.22 on Wednesday. Ulta Beauty Inc. has a 52-week low of $443.60 and a 52-week high of $714.97. The firm has a market cap of $23.10 billion, a P/E ratio of 20.14, a price-to-earnings-growth ratio of 1.68 and a beta of 0.87. The business’s fifty day moving average is $492.80 and its 200-day moving average is $536.87.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, beating 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 business had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.12 billion. During the same quarter in the previous year, the firm earned $6.70 earnings per share. Ulta Beauty’s revenue for the quarter was up 11.1% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, research analysts predict that Ulta Beauty Inc. will post 28.76 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $475.84, for a total value of $182,246.72. Following the completion of the transaction, the director directly owned 2,404 shares in the company, valued at approximately $1,143,919.36. The trade was a 13.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.20% of the stock is currently owned by corporate insiders.

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.