Fjarde AP Fonden Fourth Swedish National Pension Fund Has $11.26 Million Holdings in Ulta Beauty Inc. $ULTA

Fjarde AP Fonden Fourth Swedish National Pension Fund grew its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 79.5% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 21,545 shares of the specialty retailer’s stock after buying an additional 9,540 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Ulta Beauty were worth $11,262,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of ULTA. Optimize Financial Inc increased its stake in shares of Ulta Beauty by 1.4% in the 4th quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock valued at $711,000 after acquiring an additional 16 shares in the last quarter. MassMutual Private Wealth & Trust FSB boosted its stake in Ulta Beauty by 6.9% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 265 shares of the specialty retailer’s stock worth $160,000 after acquiring an additional 17 shares in the last quarter. Sound Income Strategies LLC boosted its stake in Ulta Beauty by 13.1% during the fourth quarter. Sound Income Strategies LLC now owns 147 shares of the specialty retailer’s stock worth $98,000 after acquiring an additional 17 shares in the last quarter. Legacy Advisors LLC grew its holdings in Ulta Beauty by 1.2% in the fourth quarter. Legacy Advisors LLC now owns 1,543 shares of the specialty retailer’s stock worth $934,000 after purchasing an additional 18 shares during the period. Finally, Root Financial Partners LLC grew its holdings in Ulta Beauty by 12.1% in the first quarter. Root Financial Partners LLC now owns 167 shares of the specialty retailer’s stock worth $87,000 after purchasing an additional 18 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty Stock Performance

Shares of ULTA stock opened at $461.33 on Friday. The firm has a fifty day simple moving average of $492.85 and a two-hundred day simple moving average of $572.59. Ulta Beauty Inc. has a 12 month low of $443.60 and a 12 month high of $714.97. The firm has a market capitalization of $19.83 billion, a PE ratio of 17.30, a price-to-earnings-growth ratio of 1.44 and a beta of 0.88.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data 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 firm had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.12 billion. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same period last year, the firm earned $6.70 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, equities analysts predict that Ulta Beauty Inc. will post 28.76 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

ULTA has been the topic of several research reports. Raymond James Financial reiterated a “strong-buy” rating on shares of Ulta Beauty in a report on Tuesday, March 10th. Wells Fargo & Company reduced their target price on Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating for the company in a research note on Wednesday, June 3rd. Weiss Ratings lowered Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, June 3rd. William Blair reaffirmed a “market perform” rating on shares of Ulta Beauty in a research note on Monday, March 9th. Finally, Citigroup dropped their price target on Ulta Beauty from $600.00 to $560.00 and set a “neutral” rating on the stock in a research note on Thursday, June 4th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $638.09.

Insider Buying and Selling at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 383 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $475.84, for a total value of $182,246.72. Following the sale, the director owned 2,404 shares in the company, valued at $1,143,919.36. This represents a 13.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.17% of the stock is owned by corporate insiders.

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.