OMERS ADMINISTRATION Corp Invests $3.25 Million in Ulta Beauty Inc. $ULTA

OMERS ADMINISTRATION Corp bought a new position in Ulta Beauty Inc. (NASDAQ:ULTA) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 7,214 shares of the specialty retailer’s stock, valued at approximately $3,253,000.

Other large investors have also added to or reduced their stakes in the company. Fideuram Asset Management Ireland dac acquired a new position in Ulta Beauty during the 4th quarter valued at about $25,000. Hilton Head Capital Partners LLC raised its stake in shares of Ulta Beauty by 860.0% in the first quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock worth $25,000 after purchasing an additional 43 shares during the last quarter. Strengthening Families & Communities LLC raised its stake in shares of Ulta Beauty by 4,200.0% in the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 42 shares during the last quarter. Clearstead Trust LLC bought a new position in shares of Ulta Beauty in the second quarter valued at approximately $27,000. Finally, Ascentis Independent Advisors bought a new position in shares of Ulta Beauty in the first quarter valued at approximately $29,000. Institutional investors own 90.39% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on ULTA. Canaccord Genuity Group cut their target price on Ulta Beauty from $799.00 to $731.00 and set a “buy” rating on the stock in a research report on Wednesday, June 3rd. William Blair restated a “market perform” rating on shares of Ulta Beauty in a research note on Friday. The Goldman Sachs Group cut their price objective on shares of Ulta Beauty from $741.00 to $652.00 and set a “buy” rating on the stock in a report on Wednesday, June 3rd. Wells Fargo & Company reduced their target price on shares of Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating for the company in a research note on Wednesday, June 3rd. Finally, Piper Sandler lowered their target price on shares of Ulta Beauty from $725.00 to $600.00 and set an “overweight” rating for the company in a report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $636.41.

Key Stories Impacting Ulta Beauty

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

• Positive Sentiment: Deutsche Bank expects Ulta Beauty’s fiscal second-quarter same-store sales growth to exceed consensus estimates, raising expectations for a potential earnings and revenue beat. Ulta Beauty Second-Quarter Same-Store Sales Poised for Beat, Deutsche Bank Says
• Positive Sentiment: Analysts continue to support the stock, with UBS maintaining a Buy rating and a $735 price target, while Canaccord Genuity reiterated its Buy rating and $731 target. Their views cite durable growth and the company’s Ulta Beauty Unleashed strategy. UBS Ulta Beauty Rating Canaccord Genuity Ulta Beauty Rating
• Positive Sentiment: Ulta Beauty’s nationwide agreement with Chinese beauty brand Proya should broaden its product assortment and support international brand exposure. The company also filed plans for another store in Huber Heights, Ohio, indicating continued physical expansion. Proya Ulta Beauty Agreement Ulta Beauty Huber Heights Location
• Neutral Sentiment: Options activity suggests traders are positioning for a potentially significant move, but the available report does not establish whether those bets are bullish or bearish. Reported short-interest data showed zero shares and an anomalous “NaN” change, making it unreliable as a trading signal. Ulta Beauty Options Activity
• Negative Sentiment: Although analysts expect second-quarter sales and EPS growth, previews also highlight potential margin pressure. That uncertainty, along with profit-taking after the recent rally, may be limiting the stock’s response to favorable news. Ulta’s latest reported quarter showed an EPS and revenue beat, with revenue up 11.1% year over year.

Ulta Beauty Stock Down 0.3%

Shares of NASDAQ ULTA opened at $537.22 on Wednesday. The company has a market capitalization of $23.10 billion, a PE ratio of 20.14, a PEG ratio of 1.68 and a beta of 0.87. The stock’s 50 day moving average price is $492.80 and its 200-day moving average price is $536.87. Ulta Beauty Inc. has a twelve month low of $443.60 and a twelve month high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. The company had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.12 billion. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.Ulta Beauty’s revenue was up 11.1% on a year-over-year basis. During the same period last year, the business posted $6.70 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, research analysts expect that Ulta Beauty Inc. will post 28.76 EPS for the current fiscal year.

Insider Activity

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $475.84, for a total transaction of $182,246.72. Following the completion of the sale, the director directly owned 2,404 shares of the company’s stock, valued at $1,143,919.36. This trade represents a 13.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.20% of the stock is currently 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.