James Investment Research Inc. Buys New Shares in Ulta Beauty Inc. $ULTA

James Investment Research Inc. purchased a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 2,107 shares of the specialty retailer’s stock, valued at approximately $1,101,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Fideuram Asset Management Ireland dac purchased a new position in shares of Ulta Beauty during the 4th quarter valued at about $25,000. Hilton Head Capital Partners LLC increased its holdings in Ulta Beauty by 860.0% in the 1st 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. Strengthening Families & Communities LLC increased its holdings in Ulta Beauty by 4,200.0% in the 4th quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 42 shares in the last quarter. Nalls Sherbakoff Group LLC bought a new stake in Ulta Beauty during the 4th quarter worth approximately $30,000. Finally, BOKF NA bought a new stake in Ulta Beauty during the 3rd quarter worth approximately $31,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Key Ulta Beauty News

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

• Positive Sentiment: Ulta is using its summer promotion calendar to drive traffic, with discounts of up to 40% on brands like Clinique and Olaplex, which could support near-term sales. Ulta’s big summer beauty sale: Shop up to 40% off deals on Clinique, Olaplex and more
• Positive Sentiment: One article highlighted that Ulta’s fundamentals still look decent even after the stock hit a new 52-week low, suggesting some investors may see the shares as approaching a value/buy zone. Ulta Beauty Stock Hits a New 52-Week Low: If It’s Not in the Buy Zone, It’s Awfully Close
• Neutral Sentiment: Ulta opened a new store at Darinor Plaza in Norwalk, showing continued brick-and-mortar expansion, but the move appears incremental rather than a major catalyst. Ulta Beauty opens store at Darinor Plaza in Norwalk
• Neutral Sentiment: Several articles focused on why ULTA has fallen since its last earnings report, but they mainly point to post-earnings estimate revisions and broader investor caution rather than a new operational issue. Why Is Ulta (ULTA) Down 3.5% Since Last Earnings Report?
• Negative Sentiment: Target and Ulta Beauty are ending their store partnership in August, and Target plans to replace Ulta shop-in-shops with a new in-store beauty concept, which removes a distribution channel for Ulta and may pressure sales expectations. Target and Ulta Beauty to end store partnership this August

Insider Buying and Selling

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of the firm’s stock in a transaction that occurred on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the transaction, the director owned 2,383 shares in the company, valued at $1,285,128.07. This trade represents a 15.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Insiders own 0.17% of the company’s stock.

Analyst Ratings Changes

ULTA has been the subject of a number of recent analyst reports. Evercore set a $635.00 price target on shares of Ulta Beauty in a research report on Wednesday, June 3rd. Wells Fargo & Company decreased their price objective on shares of Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating on the stock in a research report on Wednesday, June 3rd. UBS Group lowered their target price on shares of Ulta Beauty from $810.00 to $735.00 and set a “buy” rating on the stock in a research note on Wednesday, June 3rd. Raymond James Financial reiterated a “strong-buy” rating on shares of Ulta Beauty in a research note on Tuesday, March 10th. Finally, JPMorgan Chase & Co. lowered their price objective on Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating on the stock in a research report on Wednesday, June 3rd. One investment 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 company’s stock. Based on data from MarketBeat.com, Ulta Beauty presently has a consensus rating of “Moderate Buy” and a consensus price target of $638.09.

Ulta Beauty Stock Performance

Shares of NASDAQ ULTA opened at $461.33 on Friday. The company has a market cap of $19.83 billion, a P/E ratio of 17.30, a P/E/G ratio of 1.42 and a beta of 0.88. The firm’s fifty day moving average is $494.90 and its two-hundred day moving average is $573.37. 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 EPS for the quarter, topping the consensus estimate of $6.89 by $0.85. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The business had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the previous year, the company earned $6.70 EPS. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, analysts forecast that Ulta Beauty Inc. will post 28.76 EPS for the current fiscal year.

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.