Mitsubishi UFJ Asset Management Co. Ltd. Acquires 2,761 Shares of Ulta Beauty Inc. $ULTA

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 2.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 101,514 shares of the specialty retailer’s stock after purchasing an additional 2,761 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Ulta Beauty were worth $62,943,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Focus Partners Wealth increased its stake in shares of Ulta Beauty by 231.6% in the first quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock worth $1,372,000 after purchasing an additional 2,615 shares during the period. Intech Investment Management LLC grew its stake in shares of Ulta Beauty by 48.9% in the first quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer’s stock worth $1,758,000 after acquiring an additional 1,574 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Ulta Beauty in the second quarter worth $466,000. Jump Financial LLC acquired a new position in Ulta Beauty during the 2nd quarter valued at $1,196,000. Finally, Daiwa Securities Group Inc. raised its stake in Ulta Beauty by 0.9% during the 2nd quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock valued at $3,497,000 after purchasing an additional 70 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Ulta Beauty News Roundup

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

• Positive Sentiment: Recent quarterly results and guidance remain supportive: Ulta reported a slight EPS beat and raised/confirmed fiscal guidance (FY26 EPS range ~28.05–28.55), showing continued sales and profit momentum that underpins longer‑term earnings expectations.
• Positive Sentiment: Omnichannel expansion — Ulta rolled out a nationwide Uber Eats delivery partnership (1,500+ stores) to enable on‑demand delivery of prestige and mass beauty products, timed for heightened holiday demand (Mother’s Day). This can boost convenience-driven sales, improve same‑store traffic conversion, and extend reach beyond core shoppers. Uber Eats and Ulta Beauty Team Up to Deliver Beauty Essentials Nationwide
• Neutral Sentiment: Promotions and competitive positioning — coverage comparing Ulta vs. Sephora spring sales highlights category winners and promotional dynamics; useful for gauging product mix and promotional effectiveness but not a direct earnings surprise. Which Brands Won the Sephora vs. Ulta Beauty Spring Sales?
• Negative Sentiment: Market reaction / price weakness — headline market pieces note Ulta fell more than the broader market today, which is likely amplifying short‑term selling pressure from momentum and headline‑driven traders rather than a new fundamental shock. Ulta Beauty (ULTA) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Competitive risk — broader retail moves (e.g., Walmart expanding beauty assortments) increase low‑price competition and could pressure share gains in value segments or force promotional intensity. Investors may price in margin risk or slower comp growth from heightened competition. Walmart makes big move into beauty to rival Target
• Negative Sentiment: Technical and liquidity context — the stock is trading below its 50‑ and 200‑day moving averages and intraday volume was below average, which can exacerbate downside on negative headlines as technical traders react.

Wall Street Analysts Forecast Growth

ULTA has been the subject of several research analyst reports. Bank of America upgraded shares of Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 target price for the company in a research note on Tuesday. Oppenheimer cut their target price on shares of Ulta Beauty from $750.00 to $650.00 and set an “outperform” rating for the company in a research note on Friday, March 13th. Piper Sandler reiterated an “overweight” rating and set a $725.00 target price (down from $775.00) on shares of Ulta Beauty in a research note on Friday, March 13th. Telsey Advisory Group upped their target price on shares of Ulta Beauty from $640.00 to $715.00 and gave the company an “outperform” rating in a research note on Monday, March 9th. Finally, Evercore set a $725.00 target price on shares of Ulta Beauty in a research note on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $674.23.

Ulta Beauty Price Performance

ULTA opened at $526.53 on Friday. Ulta Beauty Inc. has a fifty-two week low of $386.00 and a fifty-two week high of $714.97. The firm’s fifty day moving average price is $565.09 and its two-hundred day moving average price is $587.65. The company has a market capitalization of $22.94 billion, a P/E ratio of 20.54, a P/E/G ratio of 1.86 and a beta of 0.89.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share for the quarter, topping analysts’ consensus estimates of $7.93 by $0.08. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The firm had revenue of $3.90 billion for the quarter, compared to the consensus estimate of $3.81 billion. During the same quarter in the previous year, the company earned $8.46 earnings per share. The business’s revenue was up 11.8% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, equities research analysts expect that Ulta Beauty Inc. will post 28.45 EPS for the current fiscal year.

Insider Activity at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the company’s stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total value of $243,759.08. Following the sale, the director owned 2,383 shares of the company’s stock, valued at approximately $1,285,128.07. This represents a 15.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.17% of the company’s stock.

About Ulta Beauty

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.