Jupiter Topco LLC Invests $2.45 Million in Ulta Beauty Inc. $ULTA

Jupiter Topco LLC acquired a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) during the second quarter, HoldingsChannel reports. The fund acquired 5,440 shares of the specialty retailer’s stock, valued at approximately $2,452,000.

Other institutional investors also recently bought and sold shares of the company. Fideuram Asset Management Ireland dac bought a new position in Ulta Beauty in the fourth quarter worth approximately $25,000. Hilton Head Capital Partners LLC boosted its position in Ulta Beauty by 860.0% during the 1st quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 43 shares in the last quarter. Strengthening Families & Communities LLC increased its holdings in shares of Ulta Beauty by 4,200.0% in the 4th quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock valued at $26,000 after acquiring an additional 42 shares during the period. Clearstead Trust LLC bought a new position in shares of Ulta Beauty in the 2nd quarter worth $27,000. Finally, Ascentis Independent Advisors bought a new position in shares of Ulta Beauty in the 1st quarter worth $29,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

More Ulta Beauty News

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

• Positive Sentiment: An analyst upgrade helped support the stock, with shares reportedly trading higher as investors reassessed Ulta Beauty’s earnings outlook and growth prospects. Ulta Beauty Trading Up After Analyst Upgrade
• Positive Sentiment: Ulta’s latest results exceeded expectations: quarterly earnings were $6.55 per share versus a $6.22 consensus estimate, while revenue reached $3.04 billion versus expectations of $2.99 billion. Management also raised full-year fiscal 2026 earnings guidance to $28.70-$29.00 per share, with continued strength in prestige hair care. Ulta Beauty Earnings Beat Keeps Valuation In Focus
• Positive Sentiment: Ulta announced the eight brands selected for its 2026 MUSE Accelerator, expanding its pipeline of emerging haircare, skincare, fragrance, cosmetics and body-care products. The program could support future assortment growth and brand partnerships. Ulta Beauty Announces 2026 MUSE Accelerator Cohort

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on ULTA shares. Evercore set a $635.00 price objective on Ulta Beauty in a research report on Wednesday, June 3rd. DA Davidson boosted their target price on shares of Ulta Beauty from $585.00 to $625.00 and gave the stock a “buy” rating in a report on Friday, August 28th. TD Cowen reissued a “buy” rating on shares of Ulta Beauty in a research report on Tuesday, July 21st. Canaccord Genuity Group lowered their price target on shares of Ulta Beauty from $799.00 to $731.00 and set a “buy” rating on the stock in a report on Wednesday, June 3rd. Finally, Raymond James Financial reaffirmed a “strong-buy” rating and issued a $700.00 price objective on shares of Ulta Beauty in a research report on Friday, August 28th. One 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 issued a Sell rating to the company’s stock. According to MarketBeat, Ulta Beauty presently has a consensus rating of “Moderate Buy” and an average price target of $626.59.

Insider Activity at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 383 shares of the stock in a transaction that occurred on 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 transaction, the director directly owned 2,404 shares of the company’s stock, valued at $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 available through this hyperlink. 0.20% of the stock is owned by insiders.

Ulta Beauty Price Performance

Shares of ULTA stock opened at $551.74 on Thursday. Ulta Beauty Inc. has a 1-year low of $443.60 and a 1-year high of $714.97. The stock’s fifty day moving average price is $502.18 and its 200 day moving average price is $530.82. The company has a market cap of $23.59 billion, a price-to-earnings ratio of 20.11, a price-to-earnings-growth ratio of 1.63 and a beta of 0.85.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results on Thursday, August 27th. The specialty retailer reported $6.55 earnings per share for the quarter, topping the consensus estimate of $6.22 by $0.33. Ulta Beauty had a return on equity of 45.40% and a net margin of 9.34%.The business had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.99 billion. During the same quarter last year, the company earned $5.78 earnings per share. The company’s quarterly revenue was up 8.9% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. As a group, equities research analysts anticipate that Ulta Beauty Inc. will post 28.93 earnings per share for the current year.

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.