Savant Capital LLC Sells 15,538 Shares of Ulta Beauty Inc. $ULTA

Savant Capital LLC lessened its holdings in Ulta Beauty Inc. (NASDAQ:ULTA) by 95.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 782 shares of the specialty retailer’s stock after selling 15,538 shares during the quarter. Savant Capital LLC’s holdings in Ulta Beauty were worth $473,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in ULTA. Holocene Advisors LP raised its holdings in Ulta Beauty by 339.6% in the 3rd quarter. Holocene Advisors LP now owns 379,939 shares of the specialty retailer’s stock valued at $207,732,000 after buying an additional 293,516 shares during the last quarter. Andra AP fonden raised its holdings in Ulta Beauty by 351,900.0% in the 3rd quarter. Andra AP fonden now owns 228,800 shares of the specialty retailer’s stock valued at $125,096,000 after buying an additional 228,735 shares during the last quarter. Invesco Ltd. raised its holdings in Ulta Beauty by 33.6% in the 3rd quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock valued at $459,479,000 after buying an additional 211,485 shares during the last quarter. Caisse de depot et placement du Quebec raised its holdings in Ulta Beauty by 249.8% in the 3rd quarter. Caisse de depot et placement du Quebec now owns 295,833 shares of the specialty retailer’s stock valued at $161,747,000 after buying an additional 211,266 shares during the last quarter. Finally, AQR Capital Management LLC raised its holdings in Ulta Beauty by 76.6% in the 2nd quarter. AQR Capital Management LLC now owns 477,504 shares of the specialty retailer’s stock valued at $222,794,000 after buying an additional 207,084 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Telsey Advisory Group raised their price objective on shares of Ulta Beauty from $640.00 to $715.00 and gave the company an “outperform” rating in a report on Monday, March 9th. Bank of America upgraded shares of Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 price objective for the company in a report on Tuesday, May 5th. Guggenheim assumed coverage on shares of Ulta Beauty in a report on Monday, April 20th. They issued a “buy” rating for the company. UBS Group decreased their target price on shares of Ulta Beauty from $810.00 to $735.00 and set a “buy” rating for the company in a research report on Wednesday. Finally, B. Riley Financial decreased their target price on shares of Ulta Beauty from $600.00 to $500.00 and set a “neutral” rating for the company in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $651.73.

Insider Activity at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the director owned 2,383 shares of the company’s stock, valued at $1,285,128.07. This trade represents a 15.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 0.17% of the stock is currently owned by company insiders.

Ulta Beauty Stock Performance

NASDAQ:ULTA opened at $462.52 on Friday. The company has a market capitalization of $19.88 billion, a PE ratio of 17.34, a P/E/G ratio of 1.52 and a beta of 0.86. The company has a 50 day simple moving average of $522.36 and a two-hundred day simple moving average of $584.72. Ulta Beauty Inc. has a fifty-two week low of $452.00 and a fifty-two week high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last released its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. The business had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.12 billion. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The company’s revenue for the quarter was up 11.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. Research analysts predict that Ulta Beauty Inc. will post 28.65 EPS for the current year.

Ulta Beauty News Roundup

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

• Positive Sentiment: Ulta delivered a solid Q1 beat, with sales up 11.1% year over year and comparable sales rising 5.3%, showing that demand for beauty products remains resilient. Ulta Beauty beats Q1 estimates, shares fall on muted full-year outlook
• Positive Sentiment: The company raised fiscal 2026 EPS guidance to $28.36-$28.80, and management highlighted profitable growth, share gains, and ongoing buybacks, all of which support the long-term investment case. Ulta Beauty (ULTA) Q1 2026 Earnings Transcript
• Positive Sentiment: Several major brokers reiterated bullish ratings and set high price targets, including JPMorgan, Barclays, and Baird, suggesting Wall Street still sees meaningful upside from current levels. Ulta Beauty (NASDAQ:ULTA) Given New $631.00 Price Target at JPMorgan Chase & Co.
• Neutral Sentiment: Ulta’s conference appearance at the William Blair Growth Stock Conference may help investors gauge management’s confidence, but it does not appear to be a major new catalyst on its own. Ulta Beauty, Inc. (ULTA) Presents at 46th Annual William Blair Growth Stock Conference Transcript
• Negative Sentiment: Investors seem concerned that the guidance increase was relatively small versus the strong quarter, with some commentary pointing to margin, inventory, and second-half momentum risks. Ulta Beauty’s Limited Guidance Raises Concerns About H2 Earnings Capacity, Morgan Stanley Says

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.