Munich Reinsurance Co Stock Corp in Munich Has $98,000 Stock Position in Ulta Beauty Inc. $ULTA

Munich Reinsurance Co Stock Corp in Munich lowered its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 93.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 188 shares of the specialty retailer’s stock after selling 2,785 shares during the period. Munich Reinsurance Co Stock Corp in Munich’s holdings in Ulta Beauty were worth $98,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Focus Partners Wealth increased its holdings in shares of Ulta Beauty by 231.6% during the first quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock valued at $1,372,000 after acquiring an additional 2,615 shares in the last quarter. Intech Investment Management LLC lifted its holdings in shares of Ulta Beauty by 48.9% in the 1st quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer’s stock worth $1,758,000 after purchasing an additional 1,574 shares in the last quarter. Sivia Capital Partners LLC bought a new position in shares of Ulta Beauty in the 2nd quarter worth $466,000. Jump Financial LLC acquired a new stake in Ulta Beauty in the 2nd quarter valued at $1,196,000. Finally, Daiwa Securities Group Inc. grew its position in Ulta Beauty by 0.9% in the 2nd quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock valued at $3,497,000 after purchasing an additional 70 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

Analyst Upgrades and Downgrades

ULTA has been the topic of several research reports. Argus set a $550.00 price objective on shares of Ulta Beauty in a report on Thursday, June 18th. Jefferies Financial Group upgraded shares of Ulta Beauty from a “hold” rating to a “buy” rating and lifted their price objective for the company from $635.00 to $700.00 in a report on Monday, April 20th. Guggenheim began coverage on shares of Ulta Beauty in a research report on Monday, April 20th. They set a “buy” rating for the company. TD Cowen lowered their target price on shares of Ulta Beauty from $700.00 to $600.00 and set a “buy” rating on the stock in a report on Tuesday, June 9th. Finally, Oppenheimer dropped their price target on shares of Ulta Beauty from $750.00 to $650.00 and set an “outperform” rating on the stock in a research report on Friday, March 13th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $638.09.

Insider Activity at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 383 shares of Ulta Beauty stock in a transaction on Monday, June 15th. The stock was sold at an average price of $475.84, for a total transaction of $182,246.72. Following the sale, the director directly owned 2,404 shares in the company, valued at approximately $1,143,919.36. This trade represents a 13.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.17% of the company’s stock.

Ulta Beauty Stock Performance

Shares of ULTA stock opened at $460.24 on Friday. The company has a market capitalization of $19.79 billion, a price-to-earnings ratio of 17.26, a PEG ratio of 1.42 and a beta of 0.88. Ulta Beauty Inc. has a 52-week low of $443.60 and a 52-week high of $714.97. The company has a 50-day simple moving average of $485.26 and a two-hundred day simple moving average of $568.61.

Ulta Beauty (NASDAQ:ULTA) last posted its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, topping the consensus estimate of $6.89 by $0.85. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The firm had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter last year, the firm earned $6.70 EPS. The company’s quarterly revenue was up 11.1% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, sell-side analysts forecast that Ulta Beauty Inc. will post 28.76 EPS for the current fiscal year.

Key Headlines Impacting Ulta Beauty

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

• Positive Sentiment: Several pieces argue that Ulta Beauty (ULTA) is a top value stock for the long term, with Zacks-style scoring and valuation-focused commentary framing the shares as attractive after the selloff. Why Ulta Beauty (ULTA) is a top value stock for the long term
• Positive Sentiment: Analysts and market commentary say ULTA could benefit from evolving consumer trends, including premiumization, product innovation, and stronger digital engagement, which support longer-term sales growth. 3 Beauty Stocks Poised to Benefit From Evolving Consumer Trends
• Positive Sentiment: Coverage on Ulta’s international expansion presents a potential new growth frontier, with new stores and overseas business helping diversify the company’s future revenue base. Ulta Beauty’s International Expansion: Next Growth Frontier?
• Neutral Sentiment: One article argues the recent “reset” at Ulta may make the buy case more attractive, but it also reflects that the company has already been working through a period of weaker sentiment and operational reset. Ulta Beauty: The Reset Makes The Buy Case More Attractive
• Neutral Sentiment: Another note says Ulta recently hit a new 52-week low and has lost significant value over the past six months, underscoring the stock’s still-challenged technical backdrop even as some investors look for a rebound. 2 Reasons to Like ULTA (and 1 Not So Much)

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.