Epoch Investment Partners Inc. Sells 78,155 Shares of Ulta Beauty Inc. $ULTA

Epoch Investment Partners Inc. cut its holdings in Ulta Beauty Inc. (NASDAQ:ULTA) by 26.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 213,761 shares of the specialty retailer’s stock after selling 78,155 shares during the period. Epoch Investment Partners Inc. owned about 0.49% of Ulta Beauty worth $111,735,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Optimize Financial Inc increased its stake in Ulta Beauty by 1.4% in the 4th quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock valued at $711,000 after buying an additional 16 shares during the last quarter. Sound Income Strategies LLC lifted its position in Ulta Beauty by 13.1% during the 4th quarter. Sound Income Strategies LLC now owns 147 shares of the specialty retailer’s stock worth $98,000 after buying an additional 17 shares in the last quarter. Legacy Advisors LLC boosted its stake in shares of Ulta Beauty by 1.2% during the 4th quarter. Legacy Advisors LLC now owns 1,543 shares of the specialty retailer’s stock worth $934,000 after buying an additional 18 shares during the last quarter. Root Financial Partners LLC grew its holdings in shares of Ulta Beauty by 12.1% in the 1st quarter. Root Financial Partners LLC now owns 167 shares of the specialty retailer’s stock valued at $87,000 after acquiring an additional 18 shares in the last quarter. Finally, Roberts Glore & Co. Inc. IL grew its holdings in shares of Ulta Beauty by 5.3% in the 4th quarter. Roberts Glore & Co. Inc. IL now owns 394 shares of the specialty retailer’s stock valued at $238,000 after acquiring an additional 20 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Stock Down 0.5%

Shares of NASDAQ ULTA opened at $475.36 on Friday. The business’s 50 day moving average price is $476.57 and its two-hundred day moving average price is $558.82. The company has a market cap of $20.44 billion, a PE ratio of 17.82, a price-to-earnings-growth ratio of 1.49 and a beta of 0.88. Ulta Beauty Inc. has a twelve month low of $443.60 and a twelve month high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The company had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same period last year, the firm posted $6.70 earnings per share. The business’s revenue was up 11.1% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, research analysts anticipate that Ulta Beauty Inc. will post 28.77 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms recently issued reports on ULTA. UBS Group dropped their target price on Ulta Beauty from $810.00 to $735.00 and set a “buy” rating on the stock in a report on Wednesday, June 3rd. Citigroup lowered their price target on Ulta Beauty from $600.00 to $560.00 and set a “neutral” rating on the stock in a research report on Thursday, June 4th. Bank of America upgraded Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 price objective on the stock in a research note on Tuesday, May 5th. DA Davidson cut their price objective on Ulta Beauty from $650.00 to $585.00 and set a “buy” rating for the company in a report on Wednesday, June 3rd. Finally, Guggenheim assumed coverage on shares of Ulta Beauty in a research note on Monday, April 20th. They issued a “buy” rating for the company. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus 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 dated Monday, June 15th. The shares were sold at an average price of $475.84, for a total transaction of $182,246.72. Following the completion of the sale, the director owned 2,404 shares of the company’s stock, valued at approximately $1,143,919.36. The trade was a 13.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.20% of the company’s stock.

Ulta Beauty 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.