Sierra Summit Advisors LLC Makes New Investment in Ulta Beauty Inc. $ULTA

Sierra Summit Advisors LLC acquired a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 1,627 shares of the specialty retailer’s stock, valued at approximately $984,000.

Several other institutional investors have also recently bought and sold shares of the company. Leonteq Securities AG acquired a new stake in shares of Ulta Beauty in the fourth quarter valued at about $66,000. ABN Amro Investment Solutions acquired a new position in shares of Ulta Beauty during the 4th quarter worth about $1,200,000. Rathbones Group PLC lifted its position in shares of Ulta Beauty by 6.2% during the 4th quarter. Rathbones Group PLC now owns 103,204 shares of the specialty retailer’s stock worth $62,439,000 after purchasing an additional 5,990 shares during the last quarter. IFP Advisors Inc lifted its position in shares of Ulta Beauty by 26.0% during the 4th quarter. IFP Advisors Inc now owns 940 shares of the specialty retailer’s stock worth $569,000 after purchasing an additional 194 shares during the last quarter. Finally, Intrust Bank NA lifted its position in shares of Ulta Beauty by 2.2% during the 4th quarter. Intrust Bank NA now owns 1,484 shares of the specialty retailer’s stock worth $898,000 after purchasing an additional 32 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on ULTA. Raymond James Financial reissued a “strong-buy” rating on shares of Ulta Beauty in a research report on Tuesday, March 10th. DA Davidson reissued a “buy” rating and set a $650.00 price objective on shares of Ulta Beauty in a research report on Tuesday, April 14th. Weiss Ratings reissued a “hold (c)” rating on shares of Ulta Beauty in a research report on Wednesday, January 21st. William Blair reissued a “market perform” rating on shares of Ulta Beauty in a research report on Monday, March 9th. Finally, Canaccord Genuity Group increased their price target on shares of Ulta Beauty from $674.00 to $799.00 and gave the company a “buy” rating in a report on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $687.95.

Ulta Beauty Stock Up 2.4%

Shares of Ulta Beauty stock opened at $493.12 on Thursday. The stock has a market capitalization of $21.48 billion, a P/E ratio of 19.24, a price-to-earnings-growth ratio of 1.67 and a beta of 0.89. The company has a 50-day simple moving average of $534.36 and a 200 day simple moving average of $586.31. Ulta Beauty Inc. has a 12-month low of $402.50 and a 12-month high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last announced its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.93 by $0.08. The business had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $3.81 billion. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The firm’s revenue for the quarter was up 11.8% on a year-over-year basis. During the same quarter last year, the company posted $8.46 EPS. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, equities analysts anticipate that Ulta Beauty Inc. will post 28.47 earnings per share for the current year.

Key Headlines Impacting Ulta Beauty

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

• Positive Sentiment: Shares rose after the stock outperformed the broader market in the latest session, reinforcing short-term momentum for Ulta Beauty. Ulta Beauty (ULTA) Rises Higher Than Market: Key Facts
• Positive Sentiment: Analysts continue to view Ulta Beauty favorably, with the consensus rating around “Moderate Buy,” which can support investor confidence in the stock. Ulta Beauty Inc. (NASDAQ:ULTA) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Ulta announced it will report first-quarter fiscal 2026 results and participate in an investor conference, keeping attention on upcoming earnings and management commentary. Ulta Beauty to Report First Quarter Fiscal 2026 Results and Participate in an Upcoming Investor Conference
• Neutral Sentiment: Broader beauty-sector coverage highlighted AI, wellness, and innovation trends, but the article focused on peers rather than directly on Ulta. 3 Cosmetics Stocks Gaining From AI, Wellness and Innovation Trends
• Negative Sentiment: A consumer article about coupons at Ulta may underscore ongoing price sensitivity among shoppers, which could pressure margins if discounting becomes more important. How to coupon at Ulta Beauty and never pay full price for makeup again

Insider Activity

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the sale, the director owned 2,383 shares in the company, valued at $1,285,128.07. This trade represents a 15.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.17% of the stock is owned by company insiders.

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.