Lifetime Wealth Management P.C. Buys New Stake in Ulta Beauty Inc. $ULTA

Lifetime Wealth Management P.C. bought a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) during the second quarter, HoldingsChannel reports. The fund bought 4,102 shares of the specialty retailer’s stock, valued at approximately $1,850,000. Ulta Beauty makes up about 1.1% of Lifetime Wealth Management P.C.’s holdings, making the stock its 24th largest holding.

Other hedge funds also recently bought and sold shares of the company. Caitlin John LLC acquired a new stake in Ulta Beauty in the second quarter valued at approximately $874,000. Equitable Holdings Inc. acquired a new position in shares of Ulta Beauty during the second quarter worth $539,000. Jefferies Financial Group Inc. purchased a new position in shares of Ulta Beauty in the second quarter valued at $838,000. Public Employees Retirement System of Ohio purchased a new position in shares of Ulta Beauty in the second quarter valued at $6,465,000. Finally, Capstone Investment Advisors LLC acquired a new stake in Ulta Beauty during the 2nd quarter valued at $2,313,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Ulta Beauty Trading Down 0.6%

Ulta Beauty stock opened at $540.10 on Friday. The firm has a market capitalization of $23.22 billion, a P/E ratio of 20.25, a PEG ratio of 1.69 and a beta of 0.87. Ulta Beauty Inc. has a 1 year low of $443.60 and a 1 year high of $714.97. The business has a 50-day moving average of $496.33 and a 200-day moving average of $534.86.

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

Key Stories Impacting Ulta Beauty

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

Wall Street Analysts Forecast Growth

ULTA has been the topic of a number of recent research reports. Weiss Ratings cut Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, June 3rd. TD Cowen restated a “buy” rating on shares of Ulta Beauty in a research report on Tuesday, July 21st. DA Davidson lowered their target price on Ulta Beauty from $650.00 to $585.00 and set a “buy” rating on the stock in a report on Wednesday, June 3rd. Loop Capital reiterated a “hold” rating and issued a $550.00 price target on shares of Ulta Beauty in a research report on Wednesday, June 3rd. Finally, Raymond James Financial reissued a “strong-buy” rating and issued a $700.00 price target on shares of Ulta Beauty in a report on Friday. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Ulta Beauty presently has an average rating of “Moderate Buy” and an average price target of $631.86.

Insiders Place Their Bets

In other news, Director George R. Mrkonic, Jr. sold 383 shares of the 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 sale, the director directly owned 2,404 shares of the company’s stock, valued at approximately $1,143,919.36. This represents a 13.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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.