Pacer Advisors Inc. Increases Stock Position in Ulta Beauty Inc. $ULTA

Pacer Advisors Inc. raised its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 198.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,707 shares of the specialty retailer’s stock after acquiring an additional 7,122 shares during the period. Pacer Advisors Inc.’s holdings in Ulta Beauty were worth $6,478,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in ULTA. Fideuram Asset Management Ireland dac acquired a new position in shares of Ulta Beauty in the 4th quarter worth approximately $25,000. Strengthening Families & Communities LLC increased its holdings in 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 purchasing an additional 42 shares during the last quarter. BOKF NA purchased a new stake in Ulta Beauty in the third quarter valued at approximately $31,000. Steigerwald Gordon & Koch Inc. raised its position in Ulta Beauty by 2,550.0% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock valued at $32,000 after purchasing an additional 51 shares during the period. Finally, Virtus Advisers LLC acquired a new position in Ulta Beauty during the fourth quarter worth $33,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 452 shares of Ulta Beauty stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total transaction of $243,759.08. Following the sale, the director directly owned 2,383 shares in the company, valued at $1,285,128.07. This trade represents a 15.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.39% of the stock is owned by company insiders.

Ulta Beauty Price Performance

Shares of NASDAQ ULTA opened at $456.13 on Monday. The company has a market cap of $19.61 billion, a price-to-earnings ratio of 17.10, a price-to-earnings-growth ratio of 1.42 and a beta of 0.86. The stock’s 50-day moving average is $508.58 and its two-hundred day moving average is $580.50. Ulta Beauty Inc. has a 1-year low of $448.57 and a 1-year high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.89 by $0.85. The business had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The company’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same period in the previous year, the company earned $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. Equities research analysts anticipate that Ulta Beauty Inc. will post 28.76 earnings per share for the current fiscal year.

Analyst Ratings Changes

ULTA has been the subject of several research analyst reports. Robert W. Baird lowered their price target on Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating for the company in a research report on Wednesday, June 3rd. Wells Fargo & Company cut their price objective on Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating on the stock in a report on Wednesday, June 3rd. Wedbush assumed coverage on Ulta Beauty in a research note on Monday, April 20th. They set an “outperform” rating on the stock. Canaccord Genuity Group lowered their target price on Ulta Beauty from $799.00 to $731.00 and set a “buy” rating for the company in a report on Wednesday, June 3rd. Finally, Evercore set a $635.00 target price on Ulta Beauty in a research report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $638.09.

Key Stories Impacting Ulta Beauty

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

• Positive Sentiment: Ulta was highlighted as one of three growth stocks worth buying now, with commentary pointing to its strong brand, customer acquisition, and expansion into new brands and experiences. Article Title
• Positive Sentiment: A Zacks article said Ulta is pushing its fragrance business through innovation, exclusive brands, and new launches, signaling a potentially important growth category for the retailer. Article Title
• Positive Sentiment: Ulta launched a new NielsenIQ study on Gen Alpha and AI-powered beauty discovery, reinforcing its focus on personalization and next-generation beauty shopping trends. Article Title
• Positive Sentiment: Reports that Klarna is expanding its retail footprint with an Ulta Beauty deal suggest Ulta continues to deepen partnerships that could improve checkout flexibility and customer reach. Article Title
• Neutral Sentiment: Several articles revisited Ulta’s Q1 results and stock performance versus other retail names; these pieces were more evaluative than catalytic and did not appear to introduce a new major surprise. Article Title
• Neutral Sentiment: Coverage from Yahoo comparing Ulta with other retail stocks was informational rather than clearly stock-moving. Article Title

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.