Aware Super Pty Ltd as trustee of Aware Super Invests $11.61 Million in Ulta Beauty Inc. $ULTA

Aware Super Pty Ltd as trustee of Aware Super purchased a new stake in Ulta Beauty Inc. (NASDAQ:ULTA) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 22,207 shares of the specialty retailer’s stock, valued at approximately $11,608,000.

Other institutional investors also recently modified their holdings of the company. Fideuram Asset Management Ireland dac acquired a new stake in Ulta Beauty during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC grew its stake in shares of Ulta Beauty by 860.0% during the first quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 43 shares during the last quarter. Strengthening Families & Communities LLC increased its position in Ulta Beauty by 4,200.0% in 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 period. Ascentis Independent Advisors bought a new stake in shares of Ulta Beauty during the 1st quarter valued at $29,000. Finally, Nalls Sherbakoff Group LLC acquired a new stake in shares of Ulta Beauty in the 4th quarter valued at approximately $30,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

Analysts Set New Price Targets

ULTA has been the topic of a number of research analyst reports. Canaccord Genuity Group dropped their price objective on shares of Ulta Beauty from $799.00 to $731.00 and set a “buy” rating on the stock in a report on Wednesday, June 3rd. UBS Group lowered their price objective on shares of Ulta Beauty from $810.00 to $735.00 and set a “buy” rating on the stock in a research note on Wednesday, June 3rd. Bank of America raised Ulta Beauty from a “neutral” rating to a “buy” rating and set a $685.00 price target for the company in a report on Tuesday, May 5th. TD Cowen reduced their price objective on Ulta Beauty from $700.00 to $600.00 and set a “buy” rating for the company in a report on Tuesday, June 9th. Finally, Guggenheim initiated coverage on shares of Ulta Beauty in a research note on Monday, April 20th. They issued a “buy” rating on the stock. One equities 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 assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $638.09.

Ulta Beauty Stock Up 0.1%

ULTA stock opened at $479.57 on Friday. Ulta Beauty Inc. has a twelve month low of $443.60 and a twelve month high of $714.97. The stock’s 50 day moving average is $478.32 and its 200-day moving average is $563.21. The firm has a market capitalization of $20.62 billion, a PE ratio of 17.98, a P/E/G ratio of 1.49 and a beta of 0.88.

Ulta Beauty (NASDAQ:ULTA) last posted its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, topping the consensus estimate of $6.89 by $0.85. The firm had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The company’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same quarter last year, the firm earned $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, equities research analysts anticipate that Ulta Beauty Inc. will post 28.76 earnings per share for the current fiscal year.

Insider Buying and Selling at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $475.84, for a total value of $182,246.72. Following the sale, the director owned 2,404 shares of the company’s stock, valued at $1,143,919.36. The trade was a 13.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.20% of the stock is owned by insiders.

About Ulta Beauty

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.