Ulta Beauty Inc. $ULTA Stock Position Raised by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. increased its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 5.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 17,868 shares of the specialty retailer’s stock after acquiring an additional 968 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in Ulta Beauty were worth $10,810,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. MassMutual Private Wealth & Trust FSB lifted its holdings in shares of Ulta Beauty by 6.9% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 265 shares of the specialty retailer’s stock valued at $160,000 after purchasing an additional 17 shares during the last quarter. State of Wyoming increased its stake in Ulta Beauty by 10.5% in the 3rd quarter. State of Wyoming now owns 211 shares of the specialty retailer’s stock worth $115,000 after purchasing an additional 20 shares in the last quarter. 180 Wealth Advisors LLC raised its holdings in Ulta Beauty by 2.0% during the 4th quarter. 180 Wealth Advisors LLC now owns 996 shares of the specialty retailer’s stock worth $602,000 after buying an additional 20 shares during the period. Quadrant Capital Group LLC raised its holdings in Ulta Beauty by 1.8% during the 2nd quarter. Quadrant Capital Group LLC now owns 1,165 shares of the specialty retailer’s stock worth $545,000 after buying an additional 21 shares during the period. Finally, Level Four Advisory Services LLC lifted its stake in Ulta Beauty by 4.8% during the third quarter. Level Four Advisory Services LLC now owns 459 shares of the specialty retailer’s stock valued at $251,000 after buying an additional 21 shares in the last quarter. 90.39% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Ulta Beauty

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

• Positive Sentiment: Ulta joined TikTok Shop and highlighted an 11.8% sales jump, a move that could materially expand discovery, younger-customer reach and short‑term online sales if the partnership scales. The beauty counter is now on your For You page as Ulta Beauty joins TikTok Shop
• Positive Sentiment: Leadership hire: Kristin Wolf named Ulta’s first Chief Strategy & Growth Officer — signals management focus on strategic growth initiatives and could accelerate execution of omnichannel and marketing strategies. Kristin Wolf Named Ulta Beauty’s First Chief Strategy & Growth Officer
• Positive Sentiment: Ulta is repeatedly highlighted in industry outlook pieces (Zacks, Yahoo/Finance) as well‑positioned to benefit from innovation and premiumization in beauty — supportive analyst/sector attention can help multiple expansion if execution continues. Zacks Industry Outlook Highlights Ulta Beauty, Five, Sally Beauty and Arhaus
• Positive Sentiment: Product assortment: Ulta added a favored tulip‑powered skincare brand, which supports traffic and category momentum in prestige skincare. Expanding exclusive/curated assortments tends to lift basket sizes. Our Editors’ Favorite Tulip-Powered Skin Care Brand Is Now at Ulta
• Neutral Sentiment: Ulta will participate in an upcoming investor conference — standard investor engagement that gives management a platform to reiterate guidance and strategy but is not an immediate revenue catalyst. Ulta Beauty to Participate in Upcoming Investor Conference
• Neutral Sentiment: Analyst sentiment is generally constructive — Ulta has an average recommendation of “Moderate Buy,” reflecting consensus that growth and margin levers remain intact even after recent weakness. Ulta Beauty Inc. Given Average Recommendation of “Moderate Buy” by Analysts
• Negative Sentiment: Valuation/near‑term pressure: coverage pieces note ULTA is down over 10% YTD and discuss whether the pullback is a buying opportunity — the decline and the stock trading below its 50‑day moving average highlight short‑term sentiment/technical weakness that could limit upside until growth momentum is clearer. Should You Buy Ulta Stock on the Dip?

Analyst Ratings Changes

Several brokerages have commented on ULTA. Weiss Ratings reiterated a “hold (c)” rating on shares of Ulta Beauty in a report on Wednesday, January 21st. Bank of America boosted their price target on shares of Ulta Beauty from $610.00 to $685.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Canaccord Genuity Group upped their price target on shares of Ulta Beauty from $674.00 to $799.00 and gave the company a “buy” rating in a research report on Tuesday, March 10th. Guggenheim reiterated a “neutral” rating on shares of Ulta Beauty in a research report on Friday, December 5th. Finally, Raymond James Financial reissued a “strong-buy” rating on shares of Ulta Beauty in a research note on Tuesday, March 10th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $671.27.

Ulta Beauty Price Performance

NASDAQ:ULTA opened at $536.61 on Thursday. The stock has a market cap of $23.47 billion, a PE ratio of 20.94, a price-to-earnings-growth ratio of 1.92 and a beta of 0.95. Ulta Beauty Inc. has a fifty-two week low of $323.36 and a fifty-two week high of $714.97. The stock’s 50-day moving average is $629.23 and its two-hundred day moving average is $587.55.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.93 by $0.08. The business had revenue of $3.90 billion during the quarter, compared to analyst estimates of $3.81 billion. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The firm’s revenue was up 11.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $8.46 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, equities research analysts anticipate that Ulta Beauty Inc. will post 23.96 earnings per share for the current year.

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.