Ulta Beauty Inc. $ULTA Position Lessened by Isthmus Partners LLC

Isthmus Partners LLC decreased its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 98.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 377 shares of the specialty retailer’s stock after selling 28,810 shares during the period. Isthmus Partners LLC’s holdings in Ulta Beauty were worth $228,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in ULTA. Focus Partners Wealth raised its stake in Ulta Beauty by 231.6% during the 1st quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock valued at $1,372,000 after acquiring an additional 2,615 shares in the last quarter. Intech Investment Management LLC raised its stake in Ulta Beauty by 48.9% during the 1st quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer’s stock valued at $1,758,000 after acquiring an additional 1,574 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in Ulta Beauty during the 2nd quarter valued at $466,000. Jump Financial LLC bought a new stake in Ulta Beauty during the 2nd quarter valued at $1,196,000. Finally, Daiwa Securities Group Inc. raised its stake in shares of Ulta Beauty by 0.9% in the 2nd quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock worth $3,497,000 after buying an additional 70 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Price Performance

Shares of NASDAQ ULTA opened at $494.28 on Friday. The business’s 50-day moving average price is $544.12 and its two-hundred day moving average price is $586.42. Ulta Beauty Inc. has a one year low of $402.50 and a one year high of $714.97. The company has a market capitalization of $21.53 billion, a P/E ratio of 19.29, a price-to-earnings-growth ratio of 1.72 and a beta of 0.89.

Ulta Beauty (NASDAQ:ULTA) last issued its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 EPS for the quarter, beating analysts’ consensus estimates of $7.93 by $0.08. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.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 posted $8.46 earnings per share. The business’s quarterly 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 analysts anticipate that Ulta Beauty Inc. will post 28.47 EPS for the current year.

Insider Buying and Selling

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of the business’s stock in a transaction dated Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total value of $243,759.08. Following the transaction, the director owned 2,383 shares in the company, valued at $1,285,128.07. The trade was a 15.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.17% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on ULTA shares. DA Davidson restated a “buy” rating and issued a $650.00 target price on shares of Ulta Beauty in a report on Tuesday, April 14th. Bank of America upgraded Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 price objective for the company in a research report on Tuesday, May 5th. Morgan Stanley lowered their target price on Ulta Beauty from $750.00 to $700.00 and set an “overweight” rating on the stock in a research note on Friday, March 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ulta Beauty in a research note on Wednesday, January 21st. Finally, Zacks Research cut Ulta Beauty from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $687.95.

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.