EFG International AG Takes $36.85 Million Position in Ulta Beauty Inc. $ULTA

EFG International AG acquired a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 81,695 shares of the specialty retailer’s stock, valued at approximately $36,855,000. EFG International AG owned approximately 0.19% of Ulta Beauty as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in ULTA. Fideuram Asset Management Ireland dac acquired a new position in Ulta Beauty in the 4th quarter worth $25,000. Hilton Head Capital Partners LLC raised its stake in shares of Ulta Beauty by 860.0% in the 1st quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 43 shares during the period. Strengthening Families & Communities LLC lifted its holdings in shares of Ulta Beauty by 4,200.0% in the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 42 shares in the last quarter. Clearstead Trust LLC acquired a new position in shares of Ulta Beauty during the second quarter worth about $27,000. Finally, Ascentis Independent Advisors acquired a new position in shares of Ulta Beauty during the first quarter worth about $29,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Ulta Beauty Trading Down 0.3%

NASDAQ ULTA opened at $537.22 on Wednesday. The firm has a market capitalization of $23.10 billion, a P/E ratio of 20.14, a price-to-earnings-growth ratio of 1.68 and a beta of 0.87. The firm’s fifty day moving average price is $492.80 and its two-hundred day moving average price is $536.87. Ulta Beauty Inc. has a 1 year low of $443.60 and a 1 year high of $714.97.

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

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on ULTA. William Blair reissued a “market perform” rating on shares of Ulta Beauty in a research report on Friday. Piper Sandler reduced their price target on Ulta Beauty from $725.00 to $600.00 and set an “overweight” rating for the company in a research report on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft raised their price target on shares of Ulta Beauty from $692.00 to $695.00 and gave the stock a “buy” rating in a research note on Tuesday. Robert W. Baird cut their price objective on shares of Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating on the stock in a research report on Wednesday, June 3rd. Finally, B. Riley Financial reduced their target price on shares of Ulta Beauty from $600.00 to $500.00 and set a “neutral” rating for the company in a report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned 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 presently has a consensus rating of “Moderate Buy” and a consensus price target of $636.41.

Insider Transactions at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 383 shares of the firm’s stock in a transaction dated Monday, June 15th. The shares were 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 in the company, valued at approximately $1,143,919.36. This trade represents a 13.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.20% of the company’s stock.

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.