Capstone Investment Advisors LLC Takes Position in Ulta Beauty Inc. $ULTA

Capstone Investment Advisors LLC purchased a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,128 shares of the specialty retailer’s stock, valued at approximately $2,313,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Fideuram Asset Management Ireland dac acquired a new stake in Ulta Beauty in the 4th quarter worth about $25,000. Hilton Head Capital Partners LLC raised its holdings 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 acquiring an additional 43 shares during the last quarter. Strengthening Families & Communities LLC lifted its position in shares of Ulta Beauty by 4,200.0% in the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock valued at $26,000 after acquiring an additional 42 shares in the last quarter. Clearstead Trust LLC purchased a new position in shares of Ulta Beauty in the second quarter valued at approximately $27,000. Finally, Ascentis Independent Advisors acquired a new stake in shares of Ulta Beauty in the first quarter worth approximately $29,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 383 shares of Ulta Beauty stock in a transaction on Monday, June 15th. The stock was sold at an average price of $475.84, for a total transaction of $182,246.72. Following the transaction, the director owned 2,404 shares in the company, valued at $1,143,919.36. The trade was a 13.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.20% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages recently commented on ULTA. Weiss Ratings cut Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, June 3rd. Barclays decreased their price objective on Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating on the stock in a 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 target price for the company in a report on Tuesday, May 5th. Raymond James Financial reiterated a “strong-buy” rating on shares of Ulta Beauty in a research report on Friday. Finally, William Blair reissued a “market perform” rating on shares of Ulta Beauty in a research note on Friday, August 21st. One research 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 issued a Sell rating to the stock. According to MarketBeat, Ulta Beauty presently has a consensus rating of “Moderate Buy” and a consensus price target of $636.41.

Key Ulta Beauty News

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

• Positive Sentiment: Ulta reported quarterly EPS of $6.55, up 13.3% year over year and ahead of estimates near $6.20-$6.21. Revenue increased 8.9% to approximately $3.0 billion-$3.04 billion, also exceeding expectations. Ulta Beauty raises annual forecast after quarterly profit beats estimates
• Positive Sentiment: Management raised fiscal 2026 guidance to $28.70-$29.00 in EPS, from $28.36-$28.80 previously, and projected revenue of $13.2-$13.3 billion. The new outlook is above consensus expectations and signals confidence in continued sales and profit growth. Ulta Beauty Raises Forecast as Sales Grow
• Positive Sentiment: Profitability and cash generation improved: operating profit rose 10.1% to $379.6 million, while operating cash flow increased 24% to $119.7 million. International expansion and new initiatives were also cited as growth drivers. Ulta Beauty Beats Wall Street Expectations, Raises Full-year Forecasts
• Neutral Sentiment: Ulta expanded its product assortment and appointed retail executive Brieane L. Olson as an independent director, developments that may support merchandising and governance over the longer term.
• Negative Sentiment: Target is developing its own upscale beauty concept after ending its Ulta partnership, potentially increasing competition for prestige beauty shoppers. Recent insider activity also included sales rather than purchases, though these signals are less significant than the earnings beat and raised guidance. Target Launches Beauty Space

Ulta Beauty Stock Performance

NASDAQ:ULTA opened at $540.10 on Friday. Ulta Beauty Inc. has a one year low of $443.60 and a one year high of $714.97. The stock has a market cap of $23.22 billion, a PE ratio of 20.25, a P/E/G ratio of 1.69 and a beta of 0.87. The stock has a 50 day moving average price of $496.33 and a 200 day moving average price of $534.86.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings data on Thursday, August 27th. The specialty retailer reported $6.55 EPS for the quarter, topping analysts’ consensus estimates of $6.20 by $0.35. The firm had revenue of $3.04 billion for the quarter, compared to the consensus estimate of $2.99 billion. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The firm’s revenue was up 8.9% compared to the same quarter last year. During the same quarter last year, the business posted $5.78 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. As a group, analysts predict that Ulta Beauty Inc. will post 28.77 earnings per share for the current fiscal year.

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.