1,886 Shares in Ulta Beauty Inc. $ULTA Acquired by McLaughlin Asset Management Inc.

McLaughlin Asset Management Inc. acquired a new stake in Ulta Beauty Inc. (NASDAQ:ULTA) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 1,886 shares of the specialty retailer’s stock, valued at approximately $1,141,000.

A number of other hedge funds have also recently added to or reduced their stakes in ULTA. Norges Bank bought a new position in shares of Ulta Beauty in the 4th quarter valued at $430,963,000. Bowen Hanes & Co. Inc. acquired a new position in Ulta Beauty in the 3rd quarter worth about $6,012,000. Intech Investment Management LLC raised its position in Ulta Beauty by 135.6% in the third quarter. Intech Investment Management LLC now owns 6,506 shares of the specialty retailer’s stock valued at $3,557,000 after purchasing an additional 3,744 shares during the last quarter. Oliver Luxxe Assets LLC bought a new position in Ulta Beauty in the fourth quarter valued at about $8,009,000. Finally, Keystone Investors PTE Ltd. acquired a new stake in shares of Ulta Beauty during the third quarter valued at about $6,605,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

Ulta Beauty Price Performance

Shares of ULTA opened at $456.13 on Friday. The business has a 50-day moving average of $510.11 and a 200-day moving average of $581.15. The company has a market capitalization of $19.61 billion, a price-to-earnings ratio of 17.10, a price-to-earnings-growth ratio of 1.41 and a beta of 0.86. Ulta Beauty Inc. has a 1 year low of $448.57 and a 1 year high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last announced its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, beating the consensus estimate of $6.89 by $0.85. The business had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The firm’s 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. As a group, sell-side analysts anticipate that Ulta Beauty Inc. will post 28.76 EPS for the current year.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on ULTA. Robert W. Baird reduced their price target on Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating on the stock in a report on Wednesday, June 3rd. Wells Fargo & Company cut their target price on shares of Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating on the stock in a research report on Wednesday, June 3rd. Evercore set a $635.00 target price on shares of Ulta Beauty in a report on Wednesday, June 3rd. TD Cowen decreased their price target on shares of Ulta Beauty from $700.00 to $600.00 and set a “buy” rating for the company in a research report on Tuesday, June 9th. Finally, Loop Capital reaffirmed a “hold” rating and set a $550.00 price target on shares of Ulta Beauty in a research note on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $638.09.

More Ulta Beauty News

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

• Positive Sentiment: Ulta’s Q1 earnings beat expectations, with EPS of $7.74 topping estimates and revenue of $3.16 billion also coming in ahead of forecasts. The company also raised FY2026 guidance, which supports the bullish case for the stock.
• Positive Sentiment: Ulta launched a new NielsenIQ study on Gen Alpha and AI-powered beauty discovery, reinforcing its focus on younger consumers and personalized shopping experiences. Ulta Beauty Launches New NielsenIQ Study on Gen Alpha and AI-Powered Beauty Discovery
• Positive Sentiment: Some commentary suggests Ulta is trading at a more attractive valuation after recent weakness, and analysts still view the stock as moderately attractive overall. Here's Why Ulta Beauty (ULTA) is a Strong Value Stock
• Neutral Sentiment: Articles comparing Ulta’s stock performance with other retail names noted that ULTA has recently lagged peers, but the reports were more descriptive than fundamentally new. How Is Ulta Beauty's Stock Performance Compared to Other Retail Stocks?
• Neutral Sentiment: Another market update also said Ulta has underperformed industry peers recently, though analysts remain moderately optimistic. How Is Ulta Beauty's Stock Performance Compared to Other Retail Stocks?
• Negative Sentiment: Recent insider selling by Director George Mrkonic, Jr. may be weighing on sentiment, even though the sale was relatively small in dollar terms. Ulta Beauty (NASDAQ:ULTA) Director George Mrkonic, Jr. Sells 383 Shares

Insider Activity at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the company’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $475.84, for a total value of $182,246.72. Following the sale, the director directly owned 2,404 shares of the company’s stock, valued at approximately $1,143,919.36. This represents a 13.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 0.17% 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.