1,003 Shares in Ulta Beauty Inc. $ULTA Bought by Osmosis Investment Management UK Ltd

Osmosis Investment Management UK Ltd bought a new stake in Ulta Beauty Inc. (NASDAQ:ULTA) during the 2nd quarter, HoldingsChannel reports. The firm bought 1,003 shares of the specialty retailer’s stock, valued at approximately $452,000.

A number of other institutional investors have also bought and sold shares of the company. Norges Bank bought a new stake in Ulta Beauty in the fourth quarter worth approximately $430,963,000. Atria Investments Inc boosted its holdings in shares of Ulta Beauty by 42.7% during the 4th quarter. Atria Investments Inc now owns 6,996 shares of the specialty retailer’s stock worth $4,233,000 after buying an additional 2,093 shares in the last quarter. Janney Montgomery Scott LLC grew its position in shares of Ulta Beauty by 97.3% during the 1st quarter. Janney Montgomery Scott LLC now owns 35,739 shares of the specialty retailer’s stock worth $18,681,000 after buying an additional 17,625 shares during the period. National Pension Service increased its stake in shares of Ulta Beauty by 2,704.0% in the 4th quarter. National Pension Service now owns 79,465 shares of the specialty retailer’s stock valued at $48,077,000 after acquiring an additional 76,631 shares in the last quarter. Finally, Oxbow Advisors LLC bought a new stake in shares of Ulta Beauty in the 1st quarter valued at $3,024,000. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Trading Down 0.3%

Shares of ULTA stock opened at $537.22 on Wednesday. The firm has a fifty day simple moving average of $492.80 and a two-hundred day simple moving average of $536.87. Ulta Beauty Inc. has a 12 month low of $443.60 and a 12 month high of $714.97. The firm has a market capitalization of $23.10 billion, a PE ratio of 20.14, a price-to-earnings-growth ratio of 1.68 and a beta of 0.87.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. The firm had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.12 billion. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same period last year, the firm earned $6.70 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, equities analysts predict that Ulta Beauty Inc. will post 28.76 earnings per share for the current fiscal year.

Trending Headlines about Ulta Beauty

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

• Positive Sentiment: Deutsche Bank expects Ulta Beauty’s fiscal second-quarter same-store sales growth to exceed consensus estimates, raising expectations for a potential earnings and revenue beat. Ulta Beauty Second-Quarter Same-Store Sales Poised for Beat, Deutsche Bank Says
• Positive Sentiment: Analysts continue to support the stock, with UBS maintaining a Buy rating and a $735 price target, while Canaccord Genuity reiterated its Buy rating and $731 target. Their views cite durable growth and the company’s Ulta Beauty Unleashed strategy. UBS Ulta Beauty Rating Canaccord Genuity Ulta Beauty Rating
• Positive Sentiment: Ulta Beauty’s nationwide agreement with Chinese beauty brand Proya should broaden its product assortment and support international brand exposure. The company also filed plans for another store in Huber Heights, Ohio, indicating continued physical expansion. Proya Ulta Beauty Agreement Ulta Beauty Huber Heights Location
• Neutral Sentiment: Options activity suggests traders are positioning for a potentially significant move, but the available report does not establish whether those bets are bullish or bearish. Reported short-interest data showed zero shares and an anomalous “NaN” change, making it unreliable as a trading signal. Ulta Beauty Options Activity
• Negative Sentiment: Although analysts expect second-quarter sales and EPS growth, previews also highlight potential margin pressure. That uncertainty, along with profit-taking after the recent rally, may be limiting the stock’s response to favorable news. Ulta’s latest reported quarter showed an EPS and revenue beat, with revenue up 11.1% year over year.

Insider Buying and Selling

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $475.84, for a total value of $182,246.72. Following the completion of the sale, the director directly owned 2,404 shares of the company’s stock, valued at $1,143,919.36. This represents a 13.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.20% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on ULTA shares. Robert W. Baird cut their target price on shares of Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating on the stock in a research note on Wednesday, June 3rd. Barclays cut their price objective on shares of Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating on the stock in a research report on Wednesday, June 3rd. DA Davidson decreased their target price on Ulta Beauty from $650.00 to $585.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. JPMorgan Chase & Co. dropped their price target on Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating on the stock in a research note on Wednesday, June 3rd. Finally, Morgan Stanley cut their price target on Ulta Beauty from $700.00 to $630.00 and set an “overweight” rating on the stock in a report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $636.41.

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.