Silvant Capital Management LLC Sells 793 Shares of Ulta Beauty Inc. $ULTA

Silvant Capital Management LLC reduced its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 8.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,394 shares of the specialty retailer’s stock after selling 793 shares during the period. Silvant Capital Management LLC’s holdings in Ulta Beauty were worth $4,589,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Swedbank AB raised its stake in Ulta Beauty by 6.7% during the third quarter. Swedbank AB now owns 581,506 shares of the specialty retailer’s stock valued at $317,938,000 after purchasing an additional 36,456 shares in the last quarter. Keybank National Association OH raised its position in shares of Ulta Beauty by 1.6% during the 3rd quarter. Keybank National Association OH now owns 133,889 shares of the specialty retailer’s stock valued at $73,204,000 after buying an additional 2,121 shares in the last quarter. Rakuten Investment Management Inc. bought a new position in shares of Ulta Beauty in the 3rd quarter valued at about $71,997,000. Bowen Hanes & Co. Inc. purchased a new position in Ulta Beauty in the third quarter worth about $6,012,000. Finally, Assenagon Asset Management S.A. grew its position in Ulta Beauty by 90.1% in the third quarter. Assenagon Asset Management S.A. now owns 36,647 shares of the specialty retailer’s stock worth $20,037,000 after acquiring an additional 17,365 shares in the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Ulta Beauty Stock Performance

Shares of NASDAQ ULTA opened at $647.23 on Wednesday. The firm has a market capitalization of $28.71 billion, a price-to-earnings ratio of 24.82, a PEG ratio of 2.99 and a beta of 0.82. The stock has a 50 day moving average price of $665.94 and a 200 day moving average price of $586.04. Ulta Beauty Inc. has a 52-week low of $309.01 and a 52-week high of $714.97.

More Ulta Beauty News

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

• Positive Sentiment: Canaccord Genuity raised its price target to $799 and reiterated a Buy rating — the largest upside among recent broker notes, signaling strong conviction in Ulta’s growth prospects. Canaccord price target raise
• Positive Sentiment: Telsey Advisory Group boosted its price target to $715 and kept an Outperform rating, adding to the positive analyst momentum and implying mid‑double‑digit upside versus recent levels. Telsey Advisory Group price target increase
• Positive Sentiment: Barclays raised its target and published a note forecasting strong price appreciation, reinforcing the bullish analyst narrative driving investor interest. Barclays forecast
• Positive Sentiment: Ulta is expanding exclusive and dermatologist‑led brands (Hairstory rollout, NassifMD addition) and running its 21 Days of Beauty promotion — actions that aim to deepen loyalty, lift basket size and support near‑term sales. Ulta expands exclusive brands
• Neutral Sentiment: Ulta will report Q4 results after the bell this week; multiple previews highlight metrics to watch (comps, margin mix, loyalty growth). Earnings execution and guidance will be the proximate catalyst for the next directional move. Q4 earnings preview
• Neutral Sentiment: Broader coverage notes that Wall Street is generally lifting targets on consumer names heading into earnings season; this increases analyst attention but also sets expectations. Wall Street lifts targets piece
• Negative Sentiment: Wells Fargo raised its target from $450 to $500 but kept an Underweight rating — the $500 target remains well below current trading levels, creating a conflicting signal that could cap upside if investors focus on valuation risk. Wells Fargo price target raise

Analysts Set New Price Targets

A number of brokerages have issued reports on ULTA. Barclays upped their price objective on Ulta Beauty from $680.00 to $712.00 and gave the company an “overweight” rating in a research report on Monday. Weiss Ratings reiterated a “hold (c)” rating on shares of Ulta Beauty in a report on Wednesday, January 21st. Robert W. Baird set a $700.00 price target on Ulta Beauty in a report on Wednesday, December 17th. Bank of America raised their price target on Ulta Beauty from $610.00 to $685.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. Finally, Canaccord Genuity Group lifted their price objective on shares of Ulta Beauty from $674.00 to $799.00 and gave the stock a “buy” rating in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Ulta Beauty currently has an average rating of “Moderate Buy” and an average price target of $638.12.

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.