Key Points
- Director Lorna Nagler sold 600 Ulta Beauty shares at an average price of $537.31, generating $322,386 and reducing her ownership by 7.72% to 7,168 shares.
- Ulta reported quarterly earnings of $6.55 per share, beating estimates of $6.22, while revenue rose 8.9% year over year to $3.04 billion. The company maintained fiscal 2026 EPS guidance of $28.70–$29.00.
- Institutional investors own 90.39% of Ulta’s stock, and analysts maintain a consensus “Moderate Buy” rating with an average price target of $624.57.
Ulta Beauty Inc. (NASDAQ:ULTA - Get Free Report) Director Lorna Nagler sold 600 shares of the company's stock in a transaction on Friday, September 11th. The stock was sold at an average price of $537.31, for a total transaction of $322,386.00. Following the completion of the transaction, the director owned 7,168 shares of the company's stock, valued at $3,851,438.08. This trade represents a 7.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.
Ulta Beauty Trading Up 0.3%
ULTA opened at $548.65 on Tuesday. The stock has a market capitalization of $23.46 billion, a P/E ratio of 19.99, a PEG ratio of 1.63 and a beta of 0.85. Ulta Beauty Inc. has a 12-month low of $443.60 and a 12-month high of $714.97. The stock has a 50-day moving average price of $516.05 and a 200-day moving average price of $523.16.
Ulta Beauty (NASDAQ:ULTA - Get Free Report) last posted its quarterly 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. Ulta Beauty had a net margin of 9.34% and a return on equity of 45.40%. The firm had revenue of $3.04 billion for the quarter, compared to the consensus estimate of $2.99 billion. During the same period last year, the firm posted $5.78 earnings per share. The business's revenue was up 8.9% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. On average, equities research analysts predict that Ulta Beauty Inc. will post 28.94 EPS for the current year.
Hedge Funds Weigh In On Ulta Beauty
Several hedge funds have recently made changes to their positions in the business. Tidal Investments LLC grew its holdings in shares of Ulta Beauty by 34.6% during the 2nd quarter. Tidal Investments LLC now owns 17,553 shares of the specialty retailer's stock worth $7,916,000 after acquiring an additional 4,513 shares during the period. Baird Financial Group Inc. raised its position in shares of Ulta Beauty by 0.4% in the 2nd quarter. Baird Financial Group Inc. now owns 14,868 shares of the specialty retailer's stock worth $6,705,000 after acquiring an additional 60 shares in the last quarter. Arizona State Retirement System lifted its stake in shares of Ulta Beauty by 4.0% in the 2nd quarter. Arizona State Retirement System now owns 12,540 shares of the specialty retailer's stock valued at $5,655,000 after purchasing an additional 485 shares during the period. Empirical Finance LLC lifted its stake in shares of Ulta Beauty by 3.0% in the 2nd quarter. Empirical Finance LLC now owns 1,798 shares of the specialty retailer's stock valued at $811,000 after purchasing an additional 53 shares during the period. Finally, Nykredit A S bought a new stake in shares of Ulta Beauty during the second quarter valued at approximately $11,855,000. 90.39% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently weighed in on the company. Barclays lowered their target price on Ulta Beauty from $647.00 to $645.00 and set an "overweight" rating for the company in a research note on Friday, August 28th. B. Riley Financial cut their target price on shares of Ulta Beauty from $600.00 to $500.00 and set a "neutral" rating on the stock in a report on Wednesday, June 3rd. Piper Sandler decreased their target price on shares of Ulta Beauty from $725.00 to $600.00 and set an "overweight" rating on the stock in a research note on Wednesday, June 3rd. Loop Capital reiterated a "hold" rating and set a $550.00 price target on shares of Ulta Beauty in a report on Wednesday, June 3rd. Finally, BMO Capital Markets assumed coverage on shares of Ulta Beauty in a research report on Tuesday, September 8th. They issued a "market perform" rating and a $580.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Ulta Beauty currently has a consensus rating of "Moderate Buy" and an average price target of $624.57.
Check Out Our Latest Stock Analysis on ULTA
Ulta Beauty Company Profile
(
Get Free Report)
Ulta Beauty, Inc is a specialty beauty retailer operating under the Ulta Beauty brand. The company sells a broad selection of cosmetics, skincare, haircare, fragrance, bath and body products, and beauty tools across a range of price points. Its merchandise includes both established brands and private-label products, as well as prestige, mass-market and professional beauty offerings.
In addition to retail sales, Ulta Beauty provides services through salon locations within many of its stores, including hair, skin and brow services.
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