Stanley Capital Management LLC Makes New Investment in Ulta Beauty Inc. $ULTA

Stanley Capital Management LLC acquired a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 23,730 shares of the specialty retailer’s stock, valued at approximately $10,702,000.

Other hedge funds also recently added to or reduced their stakes in the company. Fideuram Asset Management Ireland dac acquired a new position in Ulta Beauty during the fourth quarter worth approximately $25,000. Strengthening Families & Communities LLC increased its position in Ulta Beauty by 4,200.0% during the 4th 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. Hilton Head Capital Partners LLC raised its position in Ulta Beauty by 860.0% in the first quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock worth $25,000 after acquiring an additional 43 shares in the last quarter. Nalls Sherbakoff Group LLC acquired a new stake in shares of Ulta Beauty in the fourth quarter valued at about $30,000. Finally, Virtus Advisers LLC purchased a new stake in Ulta Beauty during the fourth quarter worth about $33,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

ULTA has been the subject of a number of research analyst reports. UBS Group reaffirmed a “buy” rating on shares of Ulta Beauty in a report on Monday. Loop Capital reissued a “hold” rating and set a $550.00 price target on shares of Ulta Beauty in a research note on Wednesday, June 3rd. Barclays lowered their price target on Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating on the stock in a report on Wednesday, June 3rd. The Goldman Sachs Group dropped their price objective on Ulta Beauty from $741.00 to $652.00 and set a “buy” rating for the company in a research note on Wednesday, June 3rd. Finally, DA Davidson reduced their price objective on Ulta Beauty from $650.00 to $585.00 and set a “buy” rating for the company in a report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned 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, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $636.41.

Ulta Beauty Trading Down 0.3%

Ulta Beauty stock opened at $537.22 on Wednesday. The stock has a fifty day moving average price of $492.80 and a 200 day moving average price of $536.87. Ulta Beauty Inc. has a 52 week low of $443.60 and a 52 week high of $714.97. The firm has a market capitalization of $23.10 billion, a P/E ratio of 20.14, a PEG ratio of 1.68 and a beta of 0.87.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results 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. The firm had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.12 billion. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The firm’s quarterly revenue was up 11.1% on a year-over-year basis. During the same period last year, the company earned $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, equities analysts predict that Ulta Beauty Inc. will post 28.76 EPS for the current year.

Ulta Beauty News Summary

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

• Positive Sentiment: Deutsche Bank expects Ulta Beauty’s fiscal second-quarter same-store sales growth to exceed consensus estimates, raising expectations for a potential earnings and revenue beat. Ulta Beauty Second-Quarter Same-Store Sales Poised for Beat, Deutsche Bank Says
• Positive Sentiment: Analysts continue to support the stock, with UBS maintaining a Buy rating and a $735 price target, while Canaccord Genuity reiterated its Buy rating and $731 target. Their views cite durable growth and the company’s Ulta Beauty Unleashed strategy. UBS Ulta Beauty Rating Canaccord Genuity Ulta Beauty Rating
• Positive Sentiment: Ulta Beauty’s nationwide agreement with Chinese beauty brand Proya should broaden its product assortment and support international brand exposure. The company also filed plans for another store in Huber Heights, Ohio, indicating continued physical expansion. Proya Ulta Beauty Agreement Ulta Beauty Huber Heights Location
• Neutral Sentiment: Options activity suggests traders are positioning for a potentially significant move, but the available report does not establish whether those bets are bullish or bearish. Reported short-interest data showed zero shares and an anomalous “NaN” change, making it unreliable as a trading signal. Ulta Beauty Options Activity
• Negative Sentiment: Although analysts expect second-quarter sales and EPS growth, previews also highlight potential margin pressure. That uncertainty, along with profit-taking after the recent rally, may be limiting the stock’s response to favorable news. Ulta’s latest reported quarter showed an EPS and revenue beat, with revenue up 11.1% year over year.

Insider Activity

In related news, Director George R. Mrkonic, Jr. sold 383 shares of the firm’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 directly owned 2,404 shares of the company’s stock, valued at approximately $1,143,919.36. This trade represents a 13.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.20% of the company’s stock.

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.