Jefferies Financial Group Inc. Invests $838,000 in Ulta Beauty Inc. $ULTA

Jefferies Financial Group Inc. purchased a new position in Ulta Beauty Inc. (NASDAQ:ULTA) during the 2nd quarter, HoldingsChannel reports. The firm purchased 1,857 shares of the specialty retailer’s stock, valued at approximately $838,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in ULTA. Fideuram Asset Management Ireland dac acquired a new stake in Ulta Beauty in the fourth quarter worth $25,000. Strengthening Families & Communities LLC boosted its holdings in shares of Ulta Beauty by 4,200.0% during the fourth 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. Hilton Head Capital Partners LLC boosted its stake 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 purchasing an additional 43 shares during the period. Nalls Sherbakoff Group LLC bought a new stake in shares of Ulta Beauty during the fourth quarter valued at approximately $30,000. Finally, Virtus Advisers LLC bought a new stake in shares of Ulta Beauty during the fourth quarter valued at approximately $33,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

Insider Activity at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the business’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $475.84, for a total value of $182,246.72. Following the sale, the director owned 2,404 shares of the company’s stock, valued at approximately $1,143,919.36. The trade was a 13.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.20% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on ULTA. JPMorgan Chase & Co. decreased their price objective on Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating for the company in a report on Wednesday, June 3rd. Morgan Stanley cut their target price on Ulta Beauty from $700.00 to $630.00 and set an “overweight” rating on the stock in a research note on Wednesday, June 3rd. The Goldman Sachs Group boosted their price target on Ulta Beauty from $648.00 to $667.00 and gave the stock a “buy” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft increased their price target on Ulta Beauty from $692.00 to $695.00 and gave the stock a “buy” rating in a research note on Tuesday, August 25th. Finally, UBS Group set a $631.00 price objective on shares of Ulta Beauty in a research note on Friday. One investment 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 issued a Sell rating to the company’s stock. According to MarketBeat, Ulta Beauty currently has a consensus rating of “Moderate Buy” and a consensus price target of $626.59.

Trending Headlines about Ulta Beauty

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

• Positive Sentiment: Quarterly results exceeded expectations. Ulta reported $6.55 in EPS versus the $6.20 consensus and revenue of approximately $3.04 billion, up 8.9% year over year and ahead of the $2.99 billion estimate. Comparable sales rose 3.8%, while digital sales, loyalty growth, new brands and stronger execution supported performance. Ulta Beauty Q2 Earnings Beat as Sales Rise, FY26 View Raised
• Positive Sentiment: Ulta raised its fiscal 2026 outlook and expanded capital returns. The company now expects EPS of $28.70–$29.00, up from $28.36–$28.80, and revenue of roughly $13.2–$13.3 billion. It also increased its planned share repurchases to $1.8 billion, which could provide support for per-share earnings. Ulta Beauty Targets Sales Growth and Buybacks
• Neutral Sentiment: Analysts remain broadly constructive, but estimates are mixed. DA Davidson raised its price target to $625 and maintained a Buy rating, while Bank of America lowered its target to $650 but also kept a Buy rating. The conflicting revisions suggest confidence in Ulta’s long-term share gains, alongside caution about valuation and execution risks.
• Negative Sentiment: The market reaction reflects concerns about forward momentum. Management indicated that third-quarter comparable-sales comparisons may be weaker than fourth-quarter comparisons, increasing the risk of a temporary slowdown. Investors are also focused on Target’s rollout of its own Beauty Studio in more than 600 stores, including five former Ulta locations in South Carolina, potentially intensifying competition for prestige beauty customers. Ulta is responding by emphasizing exclusive products and brand differentiation. Ulta Leans Into Exclusivity Amid Target Competition

Ulta Beauty Price Performance

Ulta Beauty stock opened at $517.50 on Monday. Ulta Beauty Inc. has a 12-month low of $443.60 and a 12-month high of $714.97. The stock has a market capitalization of $22.25 billion, a PE ratio of 18.86, a price-to-earnings-growth ratio of 1.57 and a beta of 0.87. The firm has a 50 day simple moving average of $497.56 and a 200-day simple moving average of $533.60.

Ulta Beauty (NASDAQ:ULTA) last announced its earnings results on Thursday, August 27th. The specialty retailer reported $6.55 EPS for the quarter, topping the consensus estimate of $6.22 by $0.33. The firm had revenue of $3.04 billion for the quarter, compared to analysts’ expectations of $2.99 billion. Ulta Beauty had a return on equity of 45.40% and a net margin of 9.34%.The firm’s quarterly revenue was up 8.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $5.78 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. On average, analysts forecast that Ulta Beauty Inc. will post 28.9 earnings per share for the current fiscal 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.