Daiichi Life Insurance Co. Ltd. Purchases Shares of 1,918 Ulta Beauty Inc. $ULTA

Daiichi Life Insurance Co. Ltd. purchased a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 1,918 shares of the specialty retailer’s stock, valued at approximately $865,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Commerce Bank acquired a new stake in shares of Ulta Beauty in the 2nd quarter valued at approximately $1,459,000. Northwestern Mutual Wealth Management Co. bought a new position in shares of Ulta Beauty in the second quarter valued at $879,000. Quantbot Technologies LP acquired a new position in Ulta Beauty during the second quarter worth $295,000. Evolve Private Wealth LLC acquired a new position in Ulta Beauty during the second quarter worth $580,000. Finally, Westpac Banking Corp bought a new stake in Ulta Beauty during the second quarter worth $4,402,000. Institutional investors own 90.39% of the company’s stock.

Insider Activity at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 383 shares of Ulta Beauty stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $475.84, for a total transaction of $182,246.72. Following the completion of the sale, the director owned 2,404 shares of the company’s stock, valued at approximately $1,143,919.36. The trade was a 13.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.20% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on ULTA. Loop Capital reiterated a “hold” rating and issued a $550.00 price target on shares of Ulta Beauty in a research note on Wednesday, June 3rd. Wells Fargo & Company lowered their price objective on shares of Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating on the stock in a research note on Wednesday, June 3rd. Robert W. Baird dropped their target price on shares of Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating on the stock in a report on Wednesday, June 3rd. William Blair reaffirmed a “market perform” rating on shares of Ulta Beauty in a report on Friday. Finally, UBS Group reiterated a “buy” rating on shares of Ulta Beauty in a research note on Monday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Ulta Beauty currently has an average rating of “Moderate Buy” and a consensus price target of $638.09.

Ulta Beauty News Summary

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

• Positive Sentiment: UBS reiterated a Buy rating and maintained a $735 price target, citing durable growth prospects. Canaccord Genuity also reiterated its Buy rating and kept a $731 target, pointing to the company’s “Ulta Beauty Unleashed” strategy. These targets imply substantial potential upside from recent trading levels. UBS Ulta Beauty Buy Rating Article Canaccord Genuity Ulta Beauty Buy Rating Article
• Positive Sentiment: Analysts expect Ulta’s second-quarter revenue and earnings to grow, supported by resilient beauty demand, digital gains and the Space NK business. The company’s prior quarter also exceeded consensus estimates, with revenue up 11.1% year over year and EPS of $7.74 versus the $6.89 estimate. Ulta Beauty Q2 Earnings Preview
• Positive Sentiment: GuruFocus’s valuation analysis characterized ULTA as undervalued following its recent rally, potentially attracting investors who believe the shares still have room to recover toward historical highs. GuruFocus Ulta Beauty Valuation Article
• Positive Sentiment: Ulta filed plans for a new store in Huber Heights, Ohio, signaling ongoing physical expansion and potential future sales growth. Ulta Beauty Huber Heights Store Article
• Neutral Sentiment: Options-market activity suggests traders are positioning for a potentially significant move in ULTA, though the direction is uncertain and the activity may increase volatility rather than establish a clear bullish signal. Ulta Beauty Options Activity Article
• Negative Sentiment: Despite the upbeat earnings outlook, analysts note possible margin pressure, making profitability and guidance important risks when Ulta reports results.

Ulta Beauty Price Performance

Shares of Ulta Beauty stock opened at $538.76 on Tuesday. The business has a fifty day simple moving average of $491.33 and a two-hundred day simple moving average of $537.86. Ulta Beauty Inc. has a 1 year low of $443.60 and a 1 year high of $714.97. The company has a market capitalization of $23.16 billion, a price-to-earnings ratio of 20.20, a P/E/G ratio of 1.63 and a beta of 0.87.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, topping analysts’ consensus estimates of $6.89 by $0.85. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The firm had revenue of $3.16 billion during 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 company’s revenue for the quarter 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, equities analysts anticipate that Ulta Beauty Inc. will post 28.76 earnings per share for the current fiscal year.

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.