Atria Investments Inc Has $4.23 Million Stock Holdings in Ulta Beauty Inc. $ULTA

Atria Investments Inc lifted its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 42.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,996 shares of the specialty retailer’s stock after acquiring an additional 2,093 shares during the quarter. Atria Investments Inc’s holdings in Ulta Beauty were worth $4,233,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Pacer Advisors Inc. increased its stake in shares of Ulta Beauty by 198.7% in the fourth quarter. Pacer Advisors Inc. now owns 10,707 shares of the specialty retailer’s stock worth $6,478,000 after acquiring an additional 7,122 shares during the last quarter. Oregon Public Employees Retirement Fund boosted its holdings in Ulta Beauty by 0.6% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 5,137 shares of the specialty retailer’s stock worth $3,108,000 after purchasing an additional 32 shares in the last quarter. World Investment Advisors boosted its holdings in Ulta Beauty by 11.8% in the fourth quarter. World Investment Advisors now owns 2,207 shares of the specialty retailer’s stock worth $1,335,000 after purchasing an additional 233 shares in the last quarter. Versor Investments LP boosted its holdings in Ulta Beauty by 83.5% in the fourth quarter. Versor Investments LP now owns 1,283 shares of the specialty retailer’s stock worth $776,000 after purchasing an additional 584 shares in the last quarter. Finally, Trek Financial LLC bought a new stake in Ulta Beauty in the fourth quarter worth $3,704,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Ulta Beauty Price Performance

ULTA stock opened at $494.28 on Friday. Ulta Beauty Inc. has a 52-week low of $402.50 and a 52-week high of $714.97. The company has a 50-day moving average of $544.12 and a two-hundred day moving average of $586.42. The stock has a market capitalization of $21.53 billion, a price-to-earnings ratio of 19.29, a price-to-earnings-growth ratio of 1.72 and a beta of 0.89.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.93 by $0.08. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The company had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $3.81 billion. During the same period in the prior year, the company earned $8.46 earnings per share. The business’s quarterly revenue was up 11.8% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Equities analysts expect that Ulta Beauty Inc. will post 28.47 EPS for the current fiscal year.

Insider Transactions at Ulta Beauty

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of the company’s stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the sale, the director directly owned 2,383 shares in the company, valued at $1,285,128.07. This represents a 15.94% 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. 0.17% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on ULTA shares. William Blair reiterated a “market perform” rating on shares of Ulta Beauty in a report on Monday, March 9th. DA Davidson reiterated a “buy” rating and issued a $650.00 price objective on shares of Ulta Beauty in a report on Tuesday, April 14th. Weiss Ratings reiterated a “hold (c)” rating on shares of Ulta Beauty in a report on Wednesday, January 21st. Morgan Stanley decreased their price objective on shares of Ulta Beauty from $750.00 to $700.00 and set an “overweight” rating for the company in a report on Friday, March 13th. Finally, Telsey Advisory Group upped their price objective on shares of Ulta Beauty from $640.00 to $715.00 and gave the stock an “outperform” rating in a report on Monday, March 9th. One 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $687.95.

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.