Roberts Glore & Co. Inc. IL Makes New Investment in Ulta Beauty Inc. $ULTA

Roberts Glore & Co. Inc. IL bought a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,088 shares of the specialty retailer’s stock, valued at approximately $491,000.

A number of other institutional investors have also recently made changes to their positions in ULTA. Optimize Financial Inc raised its position in Ulta Beauty by 1.4% during the fourth quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock valued at $711,000 after purchasing an additional 16 shares during the period. Root Financial Partners LLC boosted its holdings in shares of Ulta Beauty by 12.1% in the 1st 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. Allworth Financial LP boosted its holdings in shares of Ulta Beauty by 3.9% in the 4th quarter. Allworth Financial LP now owns 555 shares of the specialty retailer’s stock worth $336,000 after purchasing an additional 21 shares during the period. Wedbush Securities Inc. increased its position in shares of Ulta Beauty by 0.3% during the 4th quarter. Wedbush Securities Inc. now owns 6,455 shares of the specialty retailer’s stock valued at $3,905,000 after purchasing an additional 21 shares during the last quarter. Finally, Nicollet Investment Management Inc. increased its position in shares of Ulta Beauty by 0.7% during the 4th quarter. Nicollet Investment Management Inc. now owns 3,187 shares of the specialty retailer’s stock valued at $1,928,000 after purchasing an additional 22 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Stock Performance

Shares of ULTA stock opened at $537.22 on Wednesday. The stock has a 50 day moving average price of $492.80 and a 200 day moving average price of $536.87. Ulta Beauty Inc. has a 52-week low of $443.60 and a 52-week high of $714.97. The firm has a market capitalization of $23.10 billion, a P/E ratio of 20.14, a P/E/G ratio of 1.68 and a beta of 0.87.

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

Wall Street Analyst Weigh In

ULTA has been the subject of a number of analyst reports. Weiss Ratings downgraded Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, June 3rd. B. Riley Financial cut their price objective on shares of Ulta Beauty from $600.00 to $500.00 and set a “neutral” rating on the stock in a research report on Wednesday, June 3rd. William Blair reissued a “market perform” rating on shares of Ulta Beauty in a research note on Friday. Robert W. Baird lowered their target price on shares of Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating for the company in a report on Wednesday, June 3rd. Finally, Barclays dropped their price target on shares of Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating for the company in a research note on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $636.41.

Key Headlines 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.

Insider Activity

In other 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 transaction, the director directly owned 2,404 shares in the company, valued at approximately $1,143,919.36. This represents a 13.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.20% of the company’s stock.

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.