Natixis Advisors LLC Acquires 7,898 Shares of Ulta Beauty Inc. $ULTA

Natixis Advisors LLC increased its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 12.0% in the fourth quarter, HoldingsChannel reports. The firm owned 73,757 shares of the specialty retailer’s stock after buying an additional 7,898 shares during the period. Natixis Advisors LLC’s holdings in Ulta Beauty were worth $44,624,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Optimize Financial Inc grew its holdings in Ulta Beauty by 1.4% during the fourth quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock worth $711,000 after purchasing an additional 16 shares during the period. MassMutual Private Wealth & Trust FSB grew its holdings in Ulta Beauty by 6.9% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 265 shares of the specialty retailer’s stock worth $160,000 after purchasing an additional 17 shares during the period. Sound Income Strategies LLC grew its holdings in Ulta Beauty by 13.1% during the fourth quarter. Sound Income Strategies LLC now owns 147 shares of the specialty retailer’s stock worth $98,000 after purchasing an additional 17 shares during the period. Legacy Advisors LLC grew its holdings in Ulta Beauty by 1.2% during the fourth quarter. Legacy Advisors LLC now owns 1,543 shares of the specialty retailer’s stock worth $934,000 after purchasing an additional 18 shares during the period. Finally, State of Wyoming grew its holdings in Ulta Beauty by 10.5% during the third quarter. State of Wyoming now owns 211 shares of the specialty retailer’s stock worth $115,000 after purchasing an additional 20 shares during the period. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Stock Down 4.8%

Shares of NASDAQ:ULTA opened at $471.21 on Thursday. Ulta Beauty Inc. has a 12-month low of $452.00 and a 12-month high of $714.97. The stock has a market cap of $20.53 billion, a PE ratio of 17.67, a P/E/G ratio of 1.61 and a beta of 0.86. The business has a 50 day moving average of $523.41 and a 200-day moving average of $585.19.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.89 by $0.85. Ulta Beauty had a return on equity of 43.71% and a net margin of 9.36%.The company had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the previous year, the company posted $6.70 earnings per share. The business’s revenue was up 11.1% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. Equities research analysts expect that Ulta Beauty Inc. will post 28.49 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. DA Davidson reduced their price target on Ulta Beauty from $650.00 to $585.00 and set a “buy” rating for the company in a report on Wednesday. Bank of America upgraded Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 price objective for the company in a report on Tuesday, May 5th. Robert W. Baird reduced their price objective on Ulta Beauty from $730.00 to $700.00 and set an “outperform” rating for the company in a report on Wednesday. Raymond James Financial restated a “strong-buy” rating on shares of Ulta Beauty in a report on Tuesday, March 10th. Finally, Barclays reduced their price objective on Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating for the company in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Ulta Beauty presently has a consensus rating of “Moderate Buy” and an average price target of $651.27.

More Ulta Beauty News

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

• Positive Sentiment: Ulta posted a strong Q1 earnings beat, with revenue and EPS both topping estimates and comparable sales rising 5.3%, showing resilient demand for beauty products. Ulta’s (NASDAQ:ULTA) Q1 CY2026 Sales Top Estimates
• Positive Sentiment: The company lifted FY2026 EPS guidance and maintained a large share repurchase program, which supports earnings power and shareholder returns. Does Ulta’s Raised EPS Outlook And Supergirl Tie-In Change The Bull Case For Ulta Beauty (ULTA)?
• Positive Sentiment: New initiatives such as the Klarna partnership, Supergirl tie-in, expanded delivery, and international growth plans could help Ulta broaden traffic and sales channels. Klarna and Ulta Beauty Partner to Bring Flexible Payments to U.S. Beauty Shoppers
• Neutral Sentiment: Several analysts cut price targets after the report, but most kept bullish ratings, suggesting expectations were reset rather than outright turning negative. Analyst price target updates from JPMorgan, Canaccord, Barclays and Baird
• Negative Sentiment: Some commentary pointed to a “sell-the-news” reaction, with investors uneasy about modest guidance changes, higher spending, and inventory growth that could pressure margins later in the year. Ulta Beauty slides despite strong Q1 results as investors weigh modest guidance changes and cost/inventory signals
• Negative Sentiment: Morning notes from Morgan Stanley flagged concern that limited guidance flow-through from the earnings beat may leave less room for second-half upside. Ulta Beauty’s Limited Guidance Raises Concerns About H2 Earnings Capacity, Morgan Stanley Says

Insider Activity

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the business’s stock in a transaction that occurred 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 sale, the director directly owned 2,383 shares in the company, valued at approximately $1,285,128.07. The trade was a 15.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.17% of the company’s stock.

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.