Deutsche Bank AG Purchases Shares of 276,695 Ulta Beauty Inc. $ULTA

Deutsche Bank AG purchased a new position in Ulta Beauty Inc. (NASDAQ:ULTA) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 276,695 shares of the specialty retailer’s stock, valued at approximately $124,784,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Optimize Financial Inc raised its holdings in shares of Ulta Beauty by 1.4% in the 4th quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock worth $711,000 after buying an additional 16 shares in the last quarter. Root Financial Partners LLC boosted its stake in Ulta Beauty by 12.1% in the 1st quarter. Root Financial Partners LLC now owns 167 shares of the specialty retailer’s stock valued at $87,000 after buying an additional 18 shares in the last quarter. Roberts Glore & Co. Inc. IL boosted its stake in Ulta Beauty by 5.3% in the 4th quarter. Roberts Glore & Co. Inc. IL now owns 394 shares of the specialty retailer’s stock valued at $238,000 after buying an additional 20 shares in the last quarter. Allworth Financial LP boosted its stake in Ulta Beauty by 3.9% in the 4th quarter. Allworth Financial LP now owns 555 shares of the specialty retailer’s stock valued at $336,000 after buying an additional 21 shares in the last quarter. Finally, Wedbush Securities Inc. grew its position in Ulta Beauty by 0.3% in the fourth quarter. Wedbush Securities Inc. now owns 6,455 shares of the specialty retailer’s stock valued at $3,905,000 after acquiring an additional 21 shares during the period. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty Stock Performance

Shares of Ulta Beauty stock opened at $527.85 on Thursday. The firm has a fifty day moving average of $488.14 and a two-hundred day moving average of $540.76. The stock has a market capitalization of $22.69 billion, a price-to-earnings ratio of 19.79, a PEG ratio of 1.61 and a beta of 0.87. Ulta Beauty Inc. has a 52 week low of $443.60 and a 52 week high of $714.97.

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

More Ulta Beauty News

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

• Positive Sentiment: Ulta announced an exclusive U.S. partnership with hair-wellness brand Nutrire. The brand will launch on Ulta.com before expanding to approximately 250 stores, while skincare brand Dr. Reju-All is making its nationwide retail debut through Ulta. The launches could strengthen Ulta’s assortment, attract new customers and support its emerging-brand “Sparked” strategy. Ulta Beauty Adds Exclusive Brand Launch And 250 Store Rollout
• Positive Sentiment: China’s largest beauty company is reportedly expanding in the U.S. through a deal with Ulta. The partnership may increase product selection and international beauty-brand traffic across Ulta’s digital and store network. China’s Biggest Beauty Firm to Expand in US With Ulta Deal
• Positive Sentiment: Investors are focused on Ulta’s August 27 earnings release, with expectations for year-over-year earnings and revenue growth. Recent analysis also points to resilient loyalty-program performance, supporting the view that customer engagement remains a key strength. Is Ulta Beauty Below Fair Value Following Earnings Hopes and the Nutrire Launch? Ulta Beauty Stock May Be 10% Undervalued as Loyalty Growth Holds Up
• Neutral Sentiment: Ulta and Estée Lauder announced new executive appointments. The changes could affect strategy over time, but the available report does not indicate an immediate financial impact. Ulta Beauty and Estée Lauder Name New Executives
• Negative Sentiment: Target has ended its Ulta shop-in-shop arrangement and plans to replace it with its own Beauty Studio concept in roughly 600 locations. Losing that distribution channel could reduce Ulta’s reach and sales potential, although the company is simultaneously adding exclusive brands and other growth partners. Ulta’s Target Exit and Nutrire Deal Might Change the Case for Investing in Ulta Beauty

Analyst Upgrades and Downgrades

Several research firms have issued reports on ULTA. B. Riley Financial dropped their price objective on Ulta Beauty from $600.00 to $500.00 and set a “neutral” rating for the company in a research note on Wednesday, June 3rd. Piper Sandler lowered their target price on shares of Ulta Beauty from $725.00 to $600.00 and set an “overweight” rating on the stock in a report on Wednesday, June 3rd. UBS Group dropped their target price on shares of Ulta Beauty from $810.00 to $735.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. Bank of America raised shares of 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. Finally, Citigroup reduced their price target on shares of Ulta Beauty from $600.00 to $560.00 and set a “neutral” rating on the stock in a research report on Thursday, June 4th. One 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, Ulta Beauty presently has a consensus rating of “Moderate Buy” and an average price target of $638.09.

Insiders Place Their Bets

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

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.