iA Global Asset Management Inc. Acquires 18,667 Shares of Ulta Beauty Inc. $ULTA

iA Global Asset Management Inc. raised its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 232.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 26,705 shares of the specialty retailer’s stock after purchasing an additional 18,667 shares during the period. iA Global Asset Management Inc.’s holdings in Ulta Beauty were worth $16,157,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Strengthening Families & Communities LLC increased its position in shares of 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 acquiring an additional 42 shares in the last quarter. Grey Fox Wealth Advisors LLC bought a new stake in shares of Ulta Beauty during the third quarter valued at approximately $31,000. Abich Financial Wealth Management LLC bought a new stake in shares of Ulta Beauty during the third quarter valued at approximately $31,000. BOKF NA bought a new stake in shares of Ulta Beauty during the third quarter valued at approximately $31,000. Finally, Steigerwald Gordon & Koch Inc. increased its position in shares of Ulta Beauty by 2,550.0% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock valued at $32,000 after acquiring an additional 51 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

Analyst Upgrades and Downgrades

ULTA has been the subject of several analyst reports. Barclays downgraded shares of Ulta Beauty from an “overweight” rating to a “strong sell” rating in a research report on Monday, April 20th. UBS Group reissued a “buy” rating and set a $810.00 price target on shares of Ulta Beauty in a research report on Friday, March 13th. Guggenheim initiated coverage on shares of Ulta Beauty in a research report on Monday, April 20th. They set a “buy” rating for the company. Jefferies Financial Group raised shares of Ulta Beauty from a “hold” rating to a “buy” rating and raised their price target for the company from $635.00 to $700.00 in a research report on Monday, April 20th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ulta Beauty in a research report on Wednesday, January 21st. One 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $687.95.

Insider Buying and Selling at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 452 shares of Ulta Beauty stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total transaction of $243,759.08. Following the transaction, the director owned 2,383 shares in the company, valued at $1,285,128.07. This trade represents a 15.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.17% of the stock is owned by corporate insiders.

Ulta Beauty Trading Down 0.8%

NASDAQ:ULTA opened at $494.28 on Friday. Ulta Beauty Inc. has a 12 month low of $402.50 and a 12 month high of $714.97. The company has a market cap of $21.53 billion, a PE ratio of 19.29, a price-to-earnings-growth ratio of 1.72 and a beta of 0.89. The company has a 50 day simple moving average of $544.12 and a two-hundred day simple moving average of $586.42.

Ulta Beauty (NASDAQ:ULTA) last posted its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 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 the consensus estimate 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% on a year-over-year basis. During the same quarter in the previous year, the firm posted $8.46 EPS. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Research analysts forecast that Ulta Beauty Inc. will post 28.47 earnings per share for the current year.

Ulta Beauty 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.