Ghe LLC Makes New Investment in Ulta Beauty Inc. $ULTA

Ghe LLC acquired a new position in Ulta Beauty Inc. (NASDAQ:ULTA) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 5,361 shares of the specialty retailer’s stock, valued at approximately $3,243,000. Ulta Beauty accounts for 1.1% of Ghe LLC’s holdings, making the stock its 16th biggest position.

Other institutional investors and hedge funds have also bought and sold shares of the company. Keybank National Association OH lifted its holdings in Ulta Beauty by 1.6% in the 3rd quarter. Keybank National Association OH now owns 133,889 shares of the specialty retailer’s stock worth $73,204,000 after buying an additional 2,121 shares during the period. Bowen Hanes & Co. Inc. purchased a new stake in Ulta Beauty in the 3rd quarter worth approximately $6,012,000. Intech Investment Management LLC lifted its holdings in Ulta Beauty by 135.6% in the 3rd quarter. Intech Investment Management LLC now owns 6,506 shares of the specialty retailer’s stock worth $3,557,000 after buying an additional 3,744 shares during the period. Allianz Asset Management GmbH lifted its holdings in Ulta Beauty by 979.1% in the 3rd quarter. Allianz Asset Management GmbH now owns 74,201 shares of the specialty retailer’s stock worth $40,569,000 after buying an additional 67,325 shares during the period. Finally, Cookson Peirce & Co. Inc. purchased a new stake in Ulta Beauty in the 3rd quarter worth approximately $1,008,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Analyst Upgrades and Downgrades

ULTA has been the subject of a number of research analyst reports. TD Cowen initiated coverage on Ulta Beauty in a research note on Monday, April 20th. They issued a “buy” rating for the company. UBS Group reiterated a “buy” rating and set a $810.00 price objective on shares of Ulta Beauty in a research note on Friday, March 13th. Morgan Stanley lowered their price objective on Ulta Beauty from $750.00 to $700.00 and set an “overweight” rating for the company in a research note on Friday, March 13th. Zacks Research cut Ulta Beauty from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Finally, Piper Sandler reiterated an “overweight” rating and set a $725.00 price objective (down from $775.00) on shares of Ulta Beauty in a research note on Friday, March 13th. 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 given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $687.95.

Insider Activity at Ulta Beauty

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of Ulta Beauty stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total value of $243,759.08. Following the completion of the sale, the director owned 2,383 shares of the company’s stock, valued at approximately $1,285,128.07. This trade represents a 15.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.17% of the company’s stock.

Ulta Beauty Trading Up 0.2%

Ulta Beauty stock opened at $516.04 on Wednesday. The firm has a market cap of $22.48 billion, a price-to-earnings ratio of 20.13, a PEG ratio of 1.79 and a beta of 0.89. The stock has a fifty day simple moving average of $526.16 and a two-hundred day simple moving average of $586.13. Ulta Beauty Inc. has a 12 month low of $410.62 and a 12 month high of $714.97.

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 analyst estimates of $3.81 billion. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.The company’s quarterly revenue was up 11.8% compared to the same quarter last year. During the same quarter last year, the company earned $8.46 EPS. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, equities research analysts forecast that Ulta Beauty Inc. will post 28.47 EPS for the current fiscal year.

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.