Osmosis Investment Management UK Ltd Acquires Shares of 1,003 Ulta Beauty Inc. $ULTA

Osmosis Investment Management UK Ltd acquired a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,003 shares of the specialty retailer’s stock, valued at approximately $452,000.

Several other institutional investors have also recently bought and sold shares of the business. Sanctuary Advisors LLC bought a new position in shares of Ulta Beauty in the second quarter worth about $5,797,000. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of Ulta Beauty in the 2nd quarter valued at approximately $49,958,000. First Nebraska Trust Co bought a new stake in shares of Ulta Beauty during the 2nd quarter valued at approximately $209,000. Bank of Nova Scotia acquired a new position in Ulta Beauty during the 2nd quarter worth approximately $5,148,000. Finally, Daiichi Life Insurance Co. Ltd. bought a new position in Ulta Beauty in the 2nd quarter valued at approximately $865,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty Stock Performance

Shares of NASDAQ:ULTA opened at $537.22 on Wednesday. The firm has a market cap of $23.10 billion, a PE ratio of 20.14, a price-to-earnings-growth ratio of 1.68 and a beta of 0.87. The firm’s fifty day moving average is $492.80 and its 200-day moving average is $536.87. Ulta Beauty Inc. has a 52 week low of $443.60 and a 52 week high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last posted 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 business 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 quarterly revenue was up 11.1% on a year-over-year basis. During the same period in the prior year, the business posted $6.70 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. Sell-side analysts forecast that Ulta Beauty Inc. will post 28.76 EPS for the current year.

Insider Activity at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $475.84, for a total value 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. This represents a 13.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.20% of the company’s stock.

Ulta Beauty News Summary

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.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the stock. Bank of America raised shares of Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 target price on the stock in a research note on Tuesday, May 5th. Deutsche Bank Aktiengesellschaft boosted their price objective on Ulta Beauty from $692.00 to $695.00 and gave the stock a “buy” rating in a research report on Tuesday. Barclays lowered their target price on Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating for the company in a report on Wednesday, June 3rd. Wells Fargo & Company dropped their target price on Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating for the company in a research report on Wednesday, June 3rd. Finally, Robert W. Baird cut their price target on Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating on the stock in a research note on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Ulta Beauty has a consensus rating of “Moderate Buy” and an average target price of $636.41.

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.