Key Points
- Director George Mrkonic Jr. sold 452 shares on April 7 at an average price of $539.29 for a total of $243,759, reducing his ownership by about 15.94% to 2,383 shares; the transaction was disclosed in an SEC Form 4 filing.
- Ulta posted solid results and guidance: Q results beat estimates (EPS $8.01 vs. $7.93), revenue rose 11.8% year‑over‑year, management set FY2026 guidance of $28.05–$28.55 EPS, and analysts hold a consensus "Moderate Buy" with a $671.27 target.
Ulta Beauty Inc. (NASDAQ:ULTA - Get Free Report) Director George Mrkonic, Jr. sold 452 shares of Ulta Beauty stock in a transaction that occurred on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the sale, the director owned 2,383 shares of the company's stock, valued at $1,285,128.07. This represents a 15.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.
Ulta Beauty Stock Down 1.9%
Shares of ULTA stock opened at $532.23 on Wednesday. The company has a 50 day moving average price of $618.62 and a 200-day moving average price of $588.26. Ulta Beauty Inc. has a 52 week low of $323.36 and a 52 week high of $714.97. The firm has a market capitalization of $23.28 billion, a PE ratio of 20.77, a P/E/G ratio of 1.97 and a beta of 0.95.
Ulta Beauty (NASDAQ:ULTA - Get Free Report) last announced its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 EPS 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 during the quarter, compared to analyst estimates of $3.81 billion. During the same period in the previous year, the business posted $8.46 earnings per share. The business's revenue for the quarter was up 11.8% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Analysts anticipate that Ulta Beauty Inc. will post 23.96 earnings per share for the current year.
Key Headlines Impacting Ulta Beauty
Here are the key news stories impacting Ulta Beauty this week:
- Positive Sentiment: Management says GLP‑1 drugs are creating new, sustainable demand for hair‑loss and skin‑elasticity products — a potential revenue tailwind that could boost sales in core categories. Ulta Beauty CEO: GLP‑1 effects on hair, skin could boost demand for beauty products 'Hair Loss With GLP‑1s Is Real,' Ulta CEO Says
- Positive Sentiment: CEO Kecia Steelman is promoting a growth strategy (international expansion, store growth, AI and merchandising initiatives) that supports medium‑term revenue and margin upside. Media interviews reinforce confidence in execution. Ulta CEO talks the hottest beauty trends, store growth plans, and AI
- Neutral Sentiment: Analyst/opinion pieces highlight both strengths and cautions (reasons to like ULTA alongside risks); useful for investors but not an immediate catalyst. 2 Reasons to Like ULTA and 1 to Stay Skeptical
- Neutral Sentiment: Inclusion in broader coverage of cash‑generating stocks and retail leadership profiles increases visibility but is not a direct near‑term earnings driver. 3 Cash‑Producing Stocks on Our Watchlist Ulta and Tapestry CEOs on strategy, retail, and Gen Z shift
- Neutral Sentiment: Consumer event demand remains strong (Ulta Beauty World sold out locally), signaling brand engagement but not a direct financial disclosure. Didn’t get a ticket to Ulta Beauty World in FL? See other make‑up conventions
- Negative Sentiment: A company director, George R. Mrkonic Jr., sold 452 shares (≈$243,759 at ~ $539.29 avg), reducing his ownership by ~15.9% — an insider sale that can raise short‑term investor concern about timing or valuation. SEC filing: SEC Form 4: Director Sale
Wall Street Analysts Forecast Growth
ULTA has been the subject of a number of research analyst reports. William Blair reiterated a "market perform" rating on shares of Ulta Beauty in a research note on Monday, March 9th. Weiss Ratings reiterated a "hold (c)" rating on shares of Ulta Beauty in a research note on Wednesday, January 21st. Telsey Advisory Group lifted their price target on shares of Ulta Beauty from $640.00 to $715.00 and gave the stock an "outperform" rating in a research note on Monday, March 9th. JPMorgan Chase & Co. reduced their price target on shares of Ulta Beauty from $800.00 to $750.00 and set an "overweight" rating for the company in a research note on Friday, March 13th. Finally, TD Cowen cut their target price on shares of Ulta Beauty from $775.00 to $750.00 and set a "buy" rating for the company in a research report on Friday, March 13th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $671.27.
Read Our Latest Analysis on Ulta Beauty
Institutional Trading of Ulta Beauty
Several large investors have recently added to or reduced their stakes in ULTA. Cary Street Partners Investment Advisory LLC grew its position in Ulta Beauty by 107.7% during the second quarter. Cary Street Partners Investment Advisory LLC now owns 54 shares of the specialty retailer's stock valued at $25,000 after buying an additional 28 shares during the period. Harbor Capital Advisors Inc. bought a new stake in Ulta Beauty during the third quarter valued at approximately $25,000. Fideuram Asset Management Ireland dac bought a new stake in Ulta Beauty during the fourth quarter valued at approximately $25,000. Strengthening Families & Communities LLC grew its position in 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 buying an additional 42 shares during the period. Finally, Nalls Sherbakoff Group LLC bought a new stake in Ulta Beauty during the fourth quarter valued at approximately $30,000. 90.39% of the stock is currently owned by institutional investors.
About Ulta Beauty
(
Get Free Report)
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.
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