Grantham Mayo Van Otterloo & Co. LLC Grows Stock Position in Ulta Beauty Inc. $ULTA

Grantham Mayo Van Otterloo & Co. LLC boosted its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 77.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,326 shares of the specialty retailer’s stock after buying an additional 1,012 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC’s holdings in Ulta Beauty were worth $1,272,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of ULTA. Focus Partners Wealth lifted its holdings in shares of Ulta Beauty by 231.6% in the 1st quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock worth $1,372,000 after acquiring an additional 2,615 shares during the last quarter. Intech Investment Management LLC grew its holdings 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 purchasing an additional 1,574 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in Ulta Beauty in the 2nd quarter worth about $466,000. Fox Run Management L.L.C. purchased a new stake in Ulta Beauty in the 2nd quarter worth about $357,000. Finally, AE Wealth Management LLC bought a new stake in Ulta Beauty in the second quarter worth about $284,000. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Trading Up 0.8%

Shares of Ulta Beauty stock opened at $647.23 on Wednesday. The stock’s fifty day moving average price is $665.94 and its 200-day moving average price is $586.04. The firm has a market cap of $28.71 billion, a P/E ratio of 24.82, a P/E/G ratio of 2.99 and a beta of 0.82. Ulta Beauty Inc. has a 12 month low of $309.01 and a 12 month high of $714.97.

Analyst Upgrades and Downgrades

Several brokerages have commented on ULTA. William Blair reaffirmed a “market perform” rating on shares of Ulta Beauty in a research report on Monday. Morgan Stanley boosted their target price on shares of Ulta Beauty from $640.00 to $750.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Piper Sandler restated an “overweight” rating and issued a $775.00 price target on shares of Ulta Beauty in a report on Tuesday, January 27th. Deutsche Bank Aktiengesellschaft set a $732.00 price target on shares of Ulta Beauty in a research note on Thursday, January 8th. Finally, Wells Fargo & Company lifted their price objective on shares of Ulta Beauty from $450.00 to $500.00 and gave the company an “underweight” rating in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $638.12.

Key Headlines Impacting Ulta Beauty

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

• Positive Sentiment: Canaccord raised its price target sharply to $799 and kept a Buy rating, signaling sizable upside versus the current stock level. Article Title
• Positive Sentiment: Telsey and Barclays also lifted targets (Telsey to $715; Barclays to $712), reinforcing analyst conviction ahead of Ulta’s earnings. Article Title
• Positive Sentiment: Ulta is expanding exclusive brands (adding Hairstory and NassifMD to more doors/marketplace) and running its multi‑week “21 Days of Beauty” promotion — moves that can lift in‑store and online traffic and deepen loyalty. Ulta Beauty Expands Exclusive Brands This Week’s Best Deals at Ulta
• Neutral Sentiment: Earnings season is imminent; several outlets highlight Ulta on the calendar — upcoming results and guidance will be the near‑term catalyst and could drive volatility in either direction. Earnings Calendar Wall Street Insights
• Neutral Sentiment: Broader press coverage notes multiple firms lifting targets ahead of earnings, reflecting heightened analyst focus rather than new company fundamentals. Wall Street Lifts Targets
• Negative Sentiment: Wells Fargo raised its target to $500 but kept an Underweight rating, highlighting divergent analyst views and the potential for downside if results disappoint. Article Title
• Negative Sentiment: Technically the stock sits below its 50‑day moving average (short‑term resistance), which could cap near‑term upside if post‑earnings momentum fades — watch guidance and comp metrics closely.

Ulta Beauty 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.