Stance Capital LLC Sells 5,532 Shares of Ulta Beauty Inc. $ULTA

Stance Capital LLC lowered its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 67.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,611 shares of the specialty retailer’s stock after selling 5,532 shares during the period. Stance Capital LLC’s holdings in Ulta Beauty were worth $1,428,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in ULTA. Harbor Capital Advisors Inc. bought a new position in shares of Ulta Beauty in the 3rd quarter valued at approximately $25,000. Cary Street Partners Investment Advisory LLC grew its holdings in Ulta Beauty by 107.7% during the second quarter. Cary Street Partners Investment Advisory LLC now owns 54 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 28 shares during the last quarter. Grey Fox Wealth Advisors LLC acquired a new position in Ulta Beauty during the third quarter valued at approximately $31,000. Abich Financial Wealth Management LLC bought a new position in shares of Ulta Beauty in the third quarter valued at approximately $31,000. Finally, BOKF NA bought a new position in shares of Ulta Beauty in the third quarter valued at approximately $31,000. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Trading Up 1.2%

Shares of ULTA stock opened at $523.07 on Wednesday. The firm has a market capitalization of $23.20 billion, a P/E ratio of 20.41, a price-to-earnings-growth ratio of 1.90 and a beta of 0.82. Ulta Beauty Inc. has a 1 year low of $323.36 and a 1 year high of $714.97. The firm’s fifty day simple moving average is $660.77 and its 200 day simple moving average is $587.77.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.93 by $0.08. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The company had revenue of $3.90 billion for the quarter, compared to analyst estimates of $3.81 billion. During the same period last year, the business posted $8.46 EPS. The business’s quarterly revenue was up 11.8% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Equities research analysts anticipate that Ulta Beauty Inc. will post 23.96 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on ULTA. William Blair restated a “market perform” rating on shares of Ulta Beauty in a research note on Monday, March 9th. Piper Sandler reiterated an “overweight” rating and issued a $725.00 target price (down from $775.00) on shares of Ulta Beauty in a report on Friday, March 13th. Wells Fargo & Company boosted their target price on shares of Ulta Beauty from $450.00 to $500.00 and gave the stock an “underweight” rating in a research report on Monday, March 9th. Evercore upped their price target on shares of Ulta Beauty from $640.00 to $660.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Finally, Morgan Stanley lowered their price target on Ulta Beauty from $750.00 to $700.00 and set an “overweight” rating on the stock in a research report on Friday, March 13th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $671.27.

Key Ulta Beauty News

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

• Positive Sentiment: Ulta launched on TikTok Shop to expand social‑selling channels and reach younger shoppers — a direct revenue‑growth initiative that could help offset slowing comps. Ulta Beauty debuts on TikTok Shop to ‘drive incremental growth’ via social selling
• Positive Sentiment: Ulta added Clöud Café as its first coffee & matcha brand — a merchandising/experience win that can increase in‑store dwell time and basket size. Clöud Café Enters Ulta Beauty As Its First Coffee And Matcha Brand
• Positive Sentiment: Piper Sandler reiterated an Overweight rating, providing some analyst support amid the selloff. Ulta Beauty’s (ULTA) Overweight Rating Reiterated at Piper Sandler
• Neutral Sentiment: Seeking Alpha notes improving growth but record‑low margins — a mixed read that explains both buy‑and‑sell reactions. Ulta Beauty: Improving Growth, Record Low Margins (Rating Upgrade)
• Neutral Sentiment: Movable Ink’s CEO appointment is unlikely to move ULTA directly but highlights broader marketing/tech changes in retail personalization. Movable Ink Appoints Adam Stambleck as CEO
• Negative Sentiment: Investor panic after Q4/guide: coverage pieces report a 10–17% drop over recent sessions as FY2026 comps guidance disappointed and margins shrank. ULTA Stock Crashes 17% as High Costs and “Global Uncertainty” Scare Investors
• Negative Sentiment: CEO warned of “global uncertainty” post‑earnings; momentum scores and technical indicators turned negative, amplifying selling pressure. Ulta Beauty’s Momentum Score Loses Luster As CEO Warns Of ‘Global Uncertainty’ After Tepid Forecast
• Negative Sentiment: Multiple banks trimmed price targets (JPMorgan, Morgan Stanley, Oppenheimer, TD Cowen) — signaling reduced near‑term expectations from sell‑side analysts. JPMorgan Chase & Co. Cuts Ulta Beauty (NASDAQ:ULTA) Price Target to $750.00

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.