National Pension Service Acquires 76,631 Shares of Ulta Beauty Inc. $ULTA

National Pension Service raised its holdings in Ulta Beauty Inc. (NASDAQ:ULTA) by 2,704.0% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 79,465 shares of the specialty retailer’s stock after buying an additional 76,631 shares during the quarter. National Pension Service’s holdings in Ulta Beauty were worth $48,077,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in ULTA. Focus Partners Wealth grew its position 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 buying an additional 2,615 shares during the last quarter. Intech Investment Management LLC grew its position in shares of Ulta Beauty by 48.9% in the 1st quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer’s stock worth $1,758,000 after buying an additional 1,574 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Ulta Beauty in the 2nd quarter worth approximately $466,000. Jump Financial LLC bought a new stake in shares of Ulta Beauty in the 2nd quarter worth approximately $1,196,000. Finally, Daiwa Securities Group Inc. grew its position in shares of Ulta Beauty by 0.9% in the 2nd quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock worth $3,497,000 after buying an additional 70 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the business’s stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total value of $243,759.08. Following the completion of the transaction, the director owned 2,383 shares in the company, valued at $1,285,128.07. The trade was a 15.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.39% of the stock is owned by corporate insiders.

Ulta Beauty News Roundup

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

• Positive Sentiment: Ulta launched an exclusive Supergirl collaboration tied to DC Studios’ upcoming film, featuring themed product collections, immersive store activations, and a digital buying guide. The move could boost customer engagement and summer sales momentum. Ulta Beauty (ULTA) Valuation Check As Supergirl Collaboration Expands Pop Culture Engagement
• Positive Sentiment: Several analysts highlighted Ulta’s strong earnings-surprise history and said the company appears positioned for another potential beat in its upcoming quarterly report, helped by loyalty, digital engagement, and exclusive launches. Will Ulta (ULTA) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Coverage ahead of first-quarter results pointed to expectations for sales growth, with investors watching whether Ulta’s loyalty program and exclusive beauty launches can continue driving demand. Ulta Beauty Set to Release Q1 Earnings: Key Insights for Investors
• Neutral Sentiment: Ulta Beauty World 2026 showcased nine brand activations from major names like Cécred, Tatcha, OSEA, and Olaplex, reinforcing the company’s strength as a beauty destination but not signaling an immediate financial catalyst. Pop Up Mob Brings Nine Beauty Brand Worlds to Life at Ulta Beauty World 2026 in Orlando
• Negative Sentiment: The stock had recently slipped in trading, and short-term weakness plus a pullback in sentiment suggest investors are still cautious heading into earnings. Ulta Beauty (ULTA) Stock Drops Despite Market Gains: Important Facts to Note

Ulta Beauty Stock Performance

Shares of NASDAQ:ULTA opened at $508.85 on Monday. The stock has a fifty day simple moving average of $525.68 and a two-hundred day simple moving average of $586.07. The stock has a market capitalization of $22.17 billion, a price-to-earnings ratio of 19.85, a PEG ratio of 1.66 and a beta of 0.86. Ulta Beauty Inc. has a 12-month low of $414.21 and a 12-month high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings data on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.93 by $0.08. The business had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $3.81 billion. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.The firm’s quarterly revenue was up 11.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $8.46 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. As a group, equities research analysts predict that Ulta Beauty Inc. will post 28.49 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Telsey Advisory Group lifted their price target on Ulta Beauty from $640.00 to $715.00 and gave the company an “outperform” rating in a research report on Monday, March 9th. Wells Fargo & Company upgraded Ulta Beauty from a “strong sell” rating to an “overweight” rating in a research report on Monday, April 20th. Barclays lowered Ulta Beauty from an “overweight” rating to a “strong sell” rating in a research report on Monday, April 20th. TD Cowen assumed coverage on Ulta Beauty in a research report on Monday, April 20th. They set a “buy” rating on the stock. Finally, Wedbush assumed coverage on Ulta Beauty in a research report on Monday, April 20th. They set an “outperform” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Ulta Beauty currently has a consensus rating of “Moderate Buy” and a consensus target price of $687.95.

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.