211,826 Shares in Ulta Beauty Inc. $ULTA Purchased by Hsbc Holdings PLC

Hsbc Holdings PLC acquired a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the second quarter, Holdings Channel.com reports. The institutional investor acquired 211,826 shares of the specialty retailer’s stock, valued at approximately $95,448,000.

Several other institutional investors and hedge funds also recently bought and sold shares of ULTA. Fideuram Asset Management Ireland dac purchased a new stake in shares of Ulta Beauty in the fourth quarter worth approximately $25,000. Hilton Head Capital Partners LLC grew its position in Ulta Beauty by 860.0% during the first quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 43 shares in the last quarter. Strengthening Families & Communities LLC grew its position in Ulta Beauty by 4,200.0% during the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 42 shares in the last quarter. Clearstead Trust LLC acquired a new position in Ulta Beauty in the 2nd quarter valued at approximately $27,000. Finally, Ascentis Independent Advisors purchased a new stake in Ulta Beauty in the 1st quarter worth approximately $29,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

More Ulta Beauty News

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

• Positive Sentiment: Potential same-store sales beat: Deutsche Bank expects Ulta’s fiscal second-quarter comparable-sales growth to exceed market expectations. Strong traffic, demand for beauty products and resilient consumer spending could support revenue and earnings. Ulta Beauty Second-Quarter Same-Store Sales Poised for Beat
• Positive Sentiment: Wall Street remains broadly optimistic: Analysts continue to show a favorable outlook for ULTA despite its weaker performance versus the broader market over the past year. The upbeat target-price commentary may help support investor confidence ahead of results. What Are Wall Street Analysts’ Target Price for Ulta Beauty Stock?
• Positive Sentiment: New brand partnership: Ulta is expanding its assortment through a nationwide U.S. agreement with Chinese beauty brand Proya, potentially adding product innovation and international growth to its sales mix. Proya Steps Up Overseas Expansion Through Agreement With Ulta Beauty
• Neutral Sentiment: Earnings are the next major catalyst: Analysts are focused on comparable sales, margins, customer trends and updated guidance in Thursday’s fiscal second-quarter report. Ulta’s latest reported quarter already exceeded consensus EPS and revenue estimates, raising expectations for another solid performance. Ulta Beauty Q2 2026 Earnings Preview
• Negative Sentiment: Target is becoming a more direct competitor: Following its separation from Ulta, Target plans to introduce upscale beauty studios in stores and expand its selection to more than 90 prestige brands across over 600 locations. This could increase pressure on Ulta’s traffic, market share and brand exclusivity over time. Target Unveils New Beauty Spaces

Ulta Beauty Trading Up 1.1%

Ulta Beauty stock opened at $543.19 on Thursday. Ulta Beauty Inc. has a 1-year low of $443.60 and a 1-year high of $714.97. The firm’s fifty day simple moving average is $494.65 and its 200-day simple moving average is $535.92. The company has a market capitalization of $23.35 billion, a P/E ratio of 20.37, a P/E/G ratio of 1.67 and a beta of 0.87.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.89 by $0.85. The firm 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%. Ulta Beauty’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same period in the prior year, the company posted $6.70 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, equities research analysts predict that Ulta Beauty Inc. will post 28.76 earnings per share for the current year.

Insider Activity at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 383 shares of the business’s stock in a transaction that occurred 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 completion of the sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on ULTA shares. B. Riley Financial dropped their price target on shares of Ulta Beauty from $600.00 to $500.00 and set a “neutral” rating on the stock in a research note on Wednesday, June 3rd. The Goldman Sachs Group reduced their price objective on Ulta Beauty from $741.00 to $652.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. Loop Capital restated a “hold” rating and issued a $550.00 target price on shares of Ulta Beauty in a research note on Wednesday, June 3rd. Morgan Stanley dropped their target price on Ulta Beauty from $700.00 to $630.00 and set an “overweight” rating on the stock in a research report on Wednesday, June 3rd. Finally, TD Cowen reaffirmed a “buy” rating on shares of Ulta Beauty in a research note on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $636.41.

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.