Keebeck Wealth Management Invests $541,000 in Ulta Beauty Inc. $ULTA

Keebeck Wealth Management bought a new stake in Ulta Beauty Inc. (NASDAQ:ULTA) in the 2nd quarter, HoldingsChannel.com reports. The firm bought 1,200 shares of the specialty retailer’s stock, valued at approximately $541,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in ULTA. Keating Financial Advisory Services Inc. acquired a new position in Ulta Beauty during the 2nd quarter worth approximately $123,000. Allworth Financial LP acquired a new stake in Ulta Beauty in the second quarter valued at approximately $270,000. B. Metzler seel. Sohn & Co. AG acquired a new stake in Ulta Beauty in the second quarter valued at approximately $1,113,000. Advisors Capital Management LLC bought a new stake in shares of Ulta Beauty during the second quarter valued at approximately $22,921,000. Finally, Trillium Asset Management LLC bought a new stake in shares of Ulta Beauty during the second quarter valued at approximately $5,323,000. 90.39% of the stock is owned by institutional investors.

Trending Headlines about Ulta Beauty

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

• Positive Sentiment: Saudi Arabia offers a new growth opportunity. Reports highlighted Ulta Beauty’s debut in Saudi Arabia, where a young, digitally engaged population and rapidly expanding beauty market could support long-term international sales growth. Saudi Arabia’s beauty market booms: Ulta Beauty debuts Saudi Arabia’s Beauty Market Booms With Young, Trend-savvy Consumers
• Positive Sentiment: New skincare deal could strengthen Ulta’s assortment. Australian entrepreneur Indianna Roehrich reportedly signed an agreement with Ulta for her Digital-era skincare brand, adding potentially differentiated products and supporting the retailer’s focus on emerging beauty brands. Australian entrepreneur Indianna Roehrich signs deal with Ulta Beauty
• Positive Sentiment: Analysts continue to emphasize earnings potential. Zacks articles pointed to expected earnings growth and potential for an earnings beat, while its Focus List described ULTA as attractive for long-term investors. These views complement the company’s latest earnings beat and fiscal 2026 EPS outlook. Why Ulta Beauty is a Top Stock for the Long-Term
• Neutral Sentiment: Upcoming earnings are a near-term catalyst. Coverage expects investors to focus on whether Ulta can sustain sales and profit growth in its next quarterly report. Ulta Beauty Earnings Expected to Grow
• Negative Sentiment: The Target partnership has ended. Target’s finalized separation from Ulta removes the retailer’s shop-in-shop presence and associated customer reach, although the effect may be partly offset by Ulta’s standalone stores and other expansion efforts. Target finalizes divorce from Ulta

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on ULTA. UBS Group cut their target price on Ulta Beauty from $810.00 to $735.00 and set a “buy” rating on the stock in a report on Wednesday, June 3rd. Wells Fargo & Company decreased their price target on shares of Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating for the company in a research note on Wednesday, June 3rd. TD Cowen restated a “buy” rating on shares of Ulta Beauty in a report on Tuesday, July 21st. The Goldman Sachs Group dropped their price objective on shares of Ulta Beauty from $741.00 to $652.00 and set a “buy” rating on the stock in a research note on Wednesday, June 3rd. Finally, Weiss Ratings cut shares of Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, June 3rd. One 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 issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $638.09.

Ulta Beauty Stock Performance

Shares of ULTA opened at $521.46 on Friday. The firm has a market capitalization of $22.42 billion, a P/E ratio of 19.55, a P/E/G ratio of 1.61 and a beta of 0.87. Ulta Beauty Inc. has a 52 week low of $443.60 and a 52 week high of $714.97. The stock has a 50 day moving average price of $489.99 and a two-hundred day moving average price of $539.70.

Ulta Beauty (NASDAQ:ULTA) last posted its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. The company 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 company’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same quarter last year, the company earned $6.70 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, equities analysts forecast that Ulta Beauty Inc. will post 28.76 earnings per share for the current year.

Insider Buying and Selling

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 383 shares of the firm’s 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 directly owned 2,404 shares in the company, valued at approximately $1,143,919.36. This trade represents a 13.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.20% of the company’s stock.

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.