Ulta Beauty Inc. $ULTA Shares Sold by SFE Investment Counsel

SFE Investment Counsel lowered its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 33.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,644 shares of the specialty retailer’s stock after selling 1,821 shares during the quarter. SFE Investment Counsel’s holdings in Ulta Beauty were worth $2,205,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of ULTA. Strengthening Families & Communities LLC boosted its holdings in shares of 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 in the last quarter. Grey Fox Wealth Advisors LLC acquired a new stake in Ulta Beauty during the 3rd quarter worth $31,000. Abich Financial Wealth Management LLC acquired a new stake in Ulta Beauty during the 3rd quarter worth $31,000. BOKF NA purchased a new stake in Ulta Beauty in the third quarter valued at $31,000. Finally, Steigerwald Gordon & Koch Inc. lifted its position in Ulta Beauty by 2,550.0% in 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 during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Insider Buying and Selling

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of the stock in a transaction that occurred on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the sale, the director directly owned 2,383 shares of the company’s stock, valued at approximately $1,285,128.07. This trade represents a 15.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.17% of the stock is currently owned by corporate insiders.

Ulta Beauty Stock Performance

Shares of Ulta Beauty stock opened at $492.14 on Thursday. The company has a market capitalization of $21.44 billion, a P/E ratio of 19.20, a PEG ratio of 1.76 and a beta of 0.89. Ulta Beauty Inc. has a 1 year low of $402.50 and a 1 year high of $714.97. The company’s fifty day moving average is $550.87 and its two-hundred day moving average is $587.21.

Ulta Beauty (NASDAQ:ULTA) last announced its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share 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 business had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $3.81 billion. During the same quarter in the prior year, the firm earned $8.46 earnings per share. The business’s quarterly revenue was up 11.8% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. As a group, equities analysts expect that Ulta Beauty Inc. will post 28.45 earnings per share for the current year.

Analyst Ratings Changes

Several brokerages have issued reports on ULTA. Bank of America raised Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 price objective on the stock in a report on Tuesday, May 5th. Jefferies Financial Group raised Ulta Beauty from a “hold” rating to a “buy” rating and boosted their target price for the company from $635.00 to $700.00 in a report on Monday, April 20th. Canaccord Genuity Group upped their target price on Ulta Beauty from $674.00 to $799.00 and gave the company a “buy” rating in a research report on Tuesday, March 10th. Zacks Research downgraded Ulta Beauty from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ulta Beauty in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Ulta Beauty currently has a consensus rating of “Moderate Buy” and a consensus price target of $674.23.

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.