Hsbc Holdings PLC Boosts Holdings in Ulta Beauty Inc. $ULTA

Hsbc Holdings PLC lifted its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 4.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 146,343 shares of the specialty retailer’s stock after purchasing an additional 5,617 shares during the period. Hsbc Holdings PLC’s holdings in Ulta Beauty were worth $88,588,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Fideuram Asset Management Ireland dac purchased a new stake in Ulta Beauty during the 4th quarter worth $25,000. Strengthening Families & Communities LLC boosted its position in Ulta Beauty by 4,200.0% in the 4th quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock valued at $26,000 after buying an additional 42 shares during the last quarter. BOKF NA acquired a new stake in shares of Ulta Beauty during the third quarter valued at about $31,000. Steigerwald Gordon & Koch Inc. grew its stake in shares of Ulta Beauty by 2,550.0% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock valued at $32,000 after acquiring an additional 51 shares in the last quarter. Finally, Virtus Advisers LLC purchased a new stake in shares of Ulta Beauty during the fourth quarter worth about $33,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of Ulta Beauty stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total value of $243,759.08. Following the completion of the transaction, the director owned 2,383 shares of the company’s stock, valued at $1,285,128.07. The trade was a 15.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. 0.39% of the stock is currently owned by corporate insiders.

Trending Headlines about Ulta Beauty

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

• Positive Sentiment: Ulta was highlighted as one of three growth stocks worth buying now, with commentary pointing to its strong brand, customer acquisition, and expansion into new brands and experiences. Article Title
• Positive Sentiment: A Zacks article said Ulta is pushing its fragrance business through innovation, exclusive brands, and new launches, signaling a potentially important growth category for the retailer. Article Title
• Positive Sentiment: Ulta launched a new NielsenIQ study on Gen Alpha and AI-powered beauty discovery, reinforcing its focus on personalization and next-generation beauty shopping trends. Article Title
• Positive Sentiment: Reports that Klarna is expanding its retail footprint with an Ulta Beauty deal suggest Ulta continues to deepen partnerships that could improve checkout flexibility and customer reach. Article Title
• Neutral Sentiment: Several articles revisited Ulta’s Q1 results and stock performance versus other retail names; these pieces were more evaluative than catalytic and did not appear to introduce a new major surprise. Article Title
• Neutral Sentiment: Coverage from Yahoo comparing Ulta with other retail stocks was informational rather than clearly stock-moving. Article Title

Ulta Beauty Price Performance

NASDAQ:ULTA opened at $456.13 on Monday. The business’s 50 day moving average is $508.58 and its two-hundred day moving average is $580.50. Ulta Beauty Inc. has a 52 week low of $448.57 and a 52 week high of $714.97. The company has a market cap of $19.61 billion, a PE ratio of 17.10, a P/E/G ratio of 1.42 and a beta of 0.86.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results 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%.The business’s quarterly revenue was up 11.1% on a year-over-year basis. During the same period in the previous year, the business earned $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, sell-side analysts expect that Ulta Beauty Inc. will post 28.76 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms recently commented on ULTA. Wedbush began coverage on Ulta Beauty in a research note on Monday, April 20th. They issued an “outperform” rating on the stock. JPMorgan Chase & Co. dropped their price objective on Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating on the stock in a report on Wednesday, June 3rd. UBS Group cut their target price on Ulta Beauty from $810.00 to $735.00 and set a “buy” rating on the stock in a research report on Wednesday, June 3rd. Weiss Ratings cut Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, June 3rd. Finally, William Blair reissued a “market perform” rating on shares of Ulta Beauty in a research report on Monday, March 9th. 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 issued a Sell rating to the company. According to data from MarketBeat, Ulta Beauty currently has a consensus rating of “Moderate Buy” and a consensus target price of $638.09.

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.