Cibc World Market Inc. Boosts Stock Position in Ulta Beauty Inc. $ULTA

Cibc World Market Inc. boosted its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 78.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,543 shares of the specialty retailer’s stock after buying an additional 15,624 shares during the quarter. Cibc World Market Inc.’s holdings in Ulta Beauty were worth $21,504,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Fideuram Asset Management Ireland dac bought a new stake in shares of Ulta Beauty during the fourth quarter worth $25,000. Strengthening Families & Communities LLC lifted its position in shares of Ulta Beauty by 4,200.0% during the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 42 shares during the last quarter. Abich Financial Wealth Management LLC bought a new stake in shares of Ulta Beauty during the third quarter worth $31,000. BOKF NA bought a new stake in shares of Ulta Beauty in the third quarter valued at about $31,000. Finally, Steigerwald Gordon & Koch Inc. raised its holdings in shares of Ulta Beauty by 2,550.0% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock valued at $32,000 after acquiring an additional 51 shares in the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

Ulta Beauty News Summary

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

• Positive Sentiment: New commentary argued Ulta remains a solid growth stock, pointing to above-average financial growth and the potential to outperform the market. Is Ulta (ULTA) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: Analysts and market notes highlighted strong demand for premium beauty brands, with Ulta’s latest results and raised outlook suggesting the business is still holding up well. Ulta Beauty Sales Jump On Strong Demand For Higher-End Beauty Brands
• Positive Sentiment: Multiple broker updates lifted price targets, including JPMorgan, Barclays, and Robert W. Baird, reinforcing Wall Street’s constructive view on Ulta’s rebound potential. Ulta Beauty (NASDAQ:ULTA) Given New $631.00 Price Target at JPMorgan Chase & Co.
• Neutral Sentiment: Ulta’s presentation at the William Blair Growth Stock Conference kept the company in focus, but it did not appear to introduce a major new catalyst. Ulta Beauty, Inc. (ULTA) Presents at 46th Annual William Blair Growth Stock Conference Transcript
• Neutral Sentiment: One retail-industry discussion emphasized that delivery reliability matters more than speed, which is relevant to Ulta’s operations but unlikely to move the stock on its own. Delivery reliability trumps speed, Macy’s and Ulta execs say
• Negative Sentiment: Despite the bullish long-term narrative, some coverage noted that the stock had been under pressure recently after earnings, suggesting investors remain cautious about near-term momentum. Ulta proves beauty’s resilience, but guidance raises questions over momentum

Insider Buying and Selling at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the company’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 transaction of $243,759.08. Following the completion of the transaction, the director directly owned 2,383 shares of the company’s stock, valued at $1,285,128.07. This represents a 15.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 0.17% of the stock is currently owned by insiders.

Ulta Beauty Stock Up 1.0%

Shares of NASDAQ ULTA opened at $467.07 on Friday. Ulta Beauty Inc. has a 52 week low of $452.00 and a 52 week high of $714.97. The business’s 50 day moving average price is $521.18 and its 200 day moving average price is $583.90. The firm has a market cap of $20.08 billion, a P/E ratio of 17.51, a P/E/G ratio of 1.48 and a beta of 0.86.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, topping the consensus estimate of $6.89 by $0.85. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The business had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the prior year, the firm posted $6.70 EPS. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, research analysts expect that Ulta Beauty Inc. will post 28.67 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms recently weighed in on ULTA. Wells Fargo & Company decreased their price objective on Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating for the company in a report on Wednesday. Wedbush began coverage on Ulta Beauty in a report on Monday, April 20th. They issued an “outperform” rating for the company. Evercore set a $635.00 price objective on Ulta Beauty in a report on Wednesday. The Goldman Sachs Group decreased their price objective on Ulta Beauty from $741.00 to $652.00 and set a “buy” rating for the company in a report on Wednesday. Finally, TD Cowen assumed coverage on Ulta Beauty in a report on Monday, April 20th. They issued a “buy” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $651.73.

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.