Dimensional Fund Advisors LP Has $257.76 Million Stock Position in Ulta Beauty Inc. $ULTA

Dimensional Fund Advisors LP boosted its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 3.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 493,209 shares of the specialty retailer’s stock after purchasing an additional 16,705 shares during the period. Dimensional Fund Advisors LP’s holdings in Ulta Beauty were worth $257,764,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. Focus Partners Wealth lifted its position in shares of Ulta Beauty by 231.6% during the 1st quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock worth $1,372,000 after buying an additional 2,615 shares during the last quarter. Intech Investment Management LLC grew its position in Ulta Beauty by 48.9% in the first quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer’s stock valued at $1,758,000 after acquiring an additional 1,574 shares during the last quarter. Sivia Capital Partners LLC bought a new position in Ulta Beauty in the second quarter valued at about $466,000. Jump Financial LLC acquired a new position in Ulta Beauty during the second quarter worth about $1,196,000. Finally, Daiwa Securities Group Inc. raised its stake in Ulta Beauty by 0.9% during the second quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock worth $3,497,000 after acquiring an additional 70 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. JPMorgan Chase & Co. reduced their price target on shares of Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating on the stock in a research note on Wednesday, June 3rd. Barclays lowered their price objective on shares of Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating for the company in a research report on Wednesday, June 3rd. Loop Capital reissued a “hold” rating and issued a $550.00 price objective on shares of Ulta Beauty in a research note on Wednesday, June 3rd. Jefferies Financial Group upgraded shares of Ulta Beauty from a “hold” rating to a “buy” rating and raised their target price for the company from $635.00 to $700.00 in a research report on Monday, April 20th. Finally, TD Cowen restated a “buy” rating on shares of Ulta Beauty in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $638.09.

Ulta Beauty News Summary

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

• Positive Sentiment: Ulta remains a valuation candidate for some investors, with one recent DCF-based analysis suggesting the stock may trade at a discount to intrinsic value and that cash flow remains strong. Ulta Beauty (ULTA) Stock Looks Reasonable On Earnings While Cash Flow Looks Strong
• Positive Sentiment: Analyst sentiment stays constructive overall, with Goldman Sachs reiterating a Buy rating even after trimming its price target to $648, citing promotional strength and valuation upside. Ulta Beauty: Buy Rating Reaffirmed as Promotional Strength and Valuation Upside Offset Industry Risks Despite Price Target Trim to $648
• Positive Sentiment: Some market commentary suggests Ulta could be undervalued after naming Kelly Garcia as CTO, highlighting a stronger technology push in e-commerce, loyalty, and cybersecurity. Ulta Beauty (ULTA) Could Be 22% Undervalued After Kelly Garcia CTO Appointment
• Neutral Sentiment: Options-market activity has drawn attention, with traders watching for a possible spike in ULTA, but the signal is not yet a clear fundamental catalyst. Is the Options Market Predicting a Spike in Ulta Beauty Stock?
• Neutral Sentiment: Wall Street’s average recommendation remains Buy, but the article notes that consensus ratings can be overly optimistic and may not independently move the stock. Is Ulta (ULTA) a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: Ulta Beauty has been falling more than the broader market, which suggests investors are still cautious despite supportive valuation and analyst commentary. Here’s Why Ulta Beauty (ULTA) Fell More Than Broader Market
• Negative Sentiment: The latest Zacks note echoes that ULTA underperformed the market, reinforcing near-term pressure on the shares. Here’s Why Ulta Beauty (ULTA) Fell More Than Broader Market

Ulta Beauty Trading Down 1.2%

Ulta Beauty stock opened at $483.52 on Thursday. The stock has a 50-day moving average price of $477.36 and a two-hundred day moving average price of $560.41. Ulta Beauty Inc. has a 12 month low of $443.60 and a 12 month high of $714.97. The company has a market capitalization of $20.79 billion, a PE ratio of 18.13, a P/E/G ratio of 1.53 and a beta of 0.88.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share for the quarter, topping 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 analysts’ expectations of $3.12 billion. During the same period in the previous year, the business posted $6.70 earnings per share. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, analysts predict that Ulta Beauty Inc. will post 28.76 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director George R. Mrkonic, Jr. sold 383 shares of Ulta Beauty stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $475.84, for a total transaction of $182,246.72. Following the sale, the director directly owned 2,404 shares in the company, valued at $1,143,919.36. This trade represents a 13.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.20% of the stock is currently owned by corporate insiders.

Ulta Beauty 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.