Moran Wealth Management LLC Buys 911 Shares of Ulta Beauty Inc. $ULTA

Moran Wealth Management LLC increased its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 7.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,954 shares of the specialty retailer’s stock after buying an additional 911 shares during the period. Moran Wealth Management LLC’s holdings in Ulta Beauty were worth $7,083,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. J. Safra Sarasin Holding AG increased its holdings in shares of Ulta Beauty by 167.8% in the 2nd quarter. J. Safra Sarasin Holding AG now owns 4,513 shares of the specialty retailer’s stock valued at $2,111,000 after acquiring an additional 2,828 shares during the period. Swedbank AB lifted its stake in shares of Ulta Beauty by 6.7% during the 3rd quarter. Swedbank AB now owns 581,506 shares of the specialty retailer’s stock worth $317,938,000 after purchasing an additional 36,456 shares during the last quarter. Assenagon Asset Management S.A. lifted its stake in shares of Ulta Beauty by 90.1% during the 3rd quarter. Assenagon Asset Management S.A. now owns 36,647 shares of the specialty retailer’s stock worth $20,037,000 after purchasing an additional 17,365 shares during the last quarter. Stance Capital LLC bought a new stake in Ulta Beauty during the second quarter valued at about $3,809,000. Finally, Ascent Group LLC purchased a new position in Ulta Beauty in the second quarter valued at about $395,000. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Trading Up 0.3%

NASDAQ:ULTA opened at $657.46 on Friday. Ulta Beauty Inc. has a twelve month low of $309.01 and a twelve month high of $660.87. The company has a market cap of $29.16 billion, a PE ratio of 25.21, a P/E/G ratio of 3.46 and a beta of 0.85. The company’s 50 day moving average is $566.25 and its two-hundred day moving average is $532.55.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings data on Thursday, December 4th. The specialty retailer reported $5.14 EPS for the quarter, topping the consensus estimate of $4.61 by $0.53. The business had revenue of $2.86 billion during the quarter, compared to the consensus estimate of $2.70 billion. Ulta Beauty had a net margin of 9.93% and a return on equity of 46.33%. The business’s revenue for the quarter was up 12.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.14 earnings per share. Ulta Beauty has set its FY 2025 guidance at 25.200-25.500 EPS. As a group, analysts expect that Ulta Beauty Inc. will post 23.96 EPS for the current fiscal year.

Key Ulta Beauty News

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

• Positive Sentiment: Deutsche Bank initiated coverage with a Buy rating — a fresh institutional buy-side call can attract new demand and validate momentum for ULTA.
• Positive Sentiment: Selena Gomez’s Rare Beauty is launching at Ulta, expanding Ulta’s prestige brand assortment and likely boosting store/online traffic and category sales. Selena Gomez’s Rare Beauty Moves Into Ulta
• Positive Sentiment: Market commentary is highlighting ULTA as a top retail performer (noting recent earnings beats, raised FY guidance and continued comp strength), reinforcing the growth narrative that supports a higher share price.
• Neutral Sentiment: Bank of America raised its price target from $610 to $685 but kept a Neutral/Hold rating — the higher target signals improved fundamentals/visibility, but the Hold rating tempers immediate buy-side conviction. Bank of America price-target raise (Benzinga)
• Neutral Sentiment: Bank of America coverage commentary (reiterated Hold) emphasizes Ulta’s strong commercial engine and loyal customers but notes ongoing investment needs — this supports a cautious market stance. Ulta Beauty: Strong Commercial Engine and Loyal Customer Base (TipRanks)
• Positive Sentiment: Zacks included ULTA among top retail picks for 2026, a bullish signal from sell‑side/analyst channels that can help sustain investor interest. Retail Winners for 2026: 4 Stocks Investors Should Buy Now
• Neutral Sentiment: Ulta launched a promotional “Love Your Skin” sale — positive for near-term traffic and clearance of promotional inventory, but likely a short-duration sales boost. Ulta’s Love Your Skin Sale Is Here!
• Negative Sentiment: Coverage of organized retail theft in the region underscores ongoing margin and loss-prevention risks for retailers, a reminder that shrink can pressure results if incidents are material. Texas women charged with organized retail theft in Oklahoma City

Analysts Set New Price Targets

A number of equities analysts have commented on ULTA shares. Zacks Research upgraded shares of Ulta Beauty from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 30th. Weiss Ratings reiterated a “hold (c)” rating on shares of Ulta Beauty in a research note on Wednesday, October 8th. Evercore ISI increased their target price on shares of Ulta Beauty from $640.00 to $660.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Canaccord Genuity Group raised their target price on shares of Ulta Beauty from $653.00 to $674.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Finally, Raymond James Financial reaffirmed an “outperform” rating on shares of Ulta Beauty in a report on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $597.24.

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.