Ulta Beauty Inc. $ULTA Stock Bought by One Way Holdings LLC

One Way Holdings LLC lifted its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 68.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,786 shares of the specialty retailer’s stock after acquiring an additional 13,271 shares during the quarter. One Way Holdings LLC owned approximately 0.08% of Ulta Beauty worth $17,907,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Nippon Life Global Investors Americas Inc. bought a new stake in Ulta Beauty during the 3rd quarter valued at approximately $868,000. Mirae Asset Global Investments Co. Ltd. bought a new position in Ulta Beauty in the third quarter worth $6,680,000. SFE Investment Counsel increased its stake in shares of Ulta Beauty by 33.4% in the 3rd quarter. SFE Investment Counsel now owns 794 shares of the specialty retailer’s stock worth $434,000 after acquiring an additional 199 shares in the last quarter. Vise Technologies Inc. lifted its holdings in shares of Ulta Beauty by 46.1% during the third quarter. Vise Technologies Inc. now owns 3,349 shares of the specialty retailer’s stock valued at $1,829,000 after purchasing an additional 1,057 shares during the last quarter. Finally, MGO One Seven LLC raised its stake in Ulta Beauty by 5.4% during the third quarter. MGO One Seven LLC now owns 1,472 shares of the specialty retailer’s stock valued at $804,000 after buying an additional 75 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Analysts Set New Price Targets

ULTA has been the subject of several recent analyst reports. Deutsche Bank Aktiengesellschaft lifted their price target on Ulta Beauty from $692.00 to $695.00 and gave the stock a “buy” rating in a research report on Tuesday, August 25th. DA Davidson restated a “buy” rating and set a $625.00 price objective on shares of Ulta Beauty in a research note on Monday, September 14th. Weiss Ratings raised shares of Ulta Beauty from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, October 8th. Sanford C. Bernstein upgraded shares of Ulta Beauty to an “outperform” rating in a research note on Tuesday, September 15th. Finally, Bank of America cut their price target on shares of Ulta Beauty from $685.00 to $650.00 and set a “buy” rating on the stock in a report on Friday, August 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $631.30.

Ulta Beauty Price Performance

Shares of NASDAQ:ULTA opened at $640.43 on Monday. The company has a market cap of $27.38 billion, a P/E ratio of 23.34, a PEG ratio of 1.91 and a beta of 0.83. 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 $564.84 and its 200-day moving average price is $554.29.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Thursday, August 27th. The specialty retailer reported $6.55 EPS 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 company had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.99 billion. During the same period last year, the company earned $5.78 EPS. Ulta Beauty’s revenue for the quarter was up 8.9% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. On average, sell-side analysts anticipate that Ulta Beauty Inc. will post 28.94 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Kecia Steelman sold 2,000 shares of Ulta Beauty stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $545.88, for a total value of $1,091,760.00. Following the completion of the sale, the chief executive officer directly owned 40,489 shares in the company, valued at $22,102,135.32. The trade was a 4.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Lorna Nagler sold 600 shares of the business’s stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $537.31, for a total transaction of $322,386.00. Following the transaction, the director directly owned 7,168 shares of the company’s stock, valued at $3,851,438.08. The trade was a 7.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.20% of the company’s stock.

Ulta Beauty Company Profile

Ulta Beauty, Inc is a specialty beauty retailer that offers cosmetics, skincare, haircare, fragrance, bath and body products, beauty tools, and related accessories. Its assortment includes national and emerging brands, prestige and mass-market products, and Ulta Beauty’s private-label merchandise. The company also provides salon services, including hair styling, haircuts, coloring, and treatments, along with brow and skin services in many of its locations.

Founded in 1990 as Ulta Salon, Cosmetics & Fragrance, the company operates primarily in the United States through a network of retail stores and digital channels, including its website and mobile application.