Chapman Financial Group LLC Has $33,000 Stock Position in Ulta Beauty Inc. $ULTA

Chapman Financial Group LLC reduced its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 93.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 60 shares of the specialty retailer’s stock after selling 845 shares during the quarter. Chapman Financial Group LLC’s holdings in Ulta Beauty were worth $33,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Norges Bank bought a new position in shares of Ulta Beauty in the second quarter worth about $258,791,000. Andra AP fonden grew its holdings in shares of Ulta Beauty by 351,900.0% during the 3rd quarter. Andra AP fonden now owns 228,800 shares of the specialty retailer’s stock valued at $125,096,000 after purchasing an additional 228,735 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Ulta Beauty by 76.6% during the 2nd quarter. AQR Capital Management LLC now owns 477,504 shares of the specialty retailer’s stock valued at $222,794,000 after purchasing an additional 207,084 shares during the last quarter. Thrivent Financial for Lutherans increased its position in Ulta Beauty by 1,597.2% during the 3rd quarter. Thrivent Financial for Lutherans now owns 158,132 shares of the specialty retailer’s stock worth $86,459,000 after purchasing an additional 148,815 shares in the last quarter. Finally, Hudson Bay Capital Management LP acquired a new position in Ulta Beauty during the 2nd quarter worth approximately $62,170,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Ulta Beauty Stock Down 1.1%

ULTA opened at $646.34 on Friday. Ulta Beauty Inc. has a twelve month low of $309.01 and a twelve month high of $714.97. The company has a fifty day moving average of $664.38 and a 200-day moving average of $583.88. The stock has a market cap of $28.67 billion, a PE ratio of 24.78, a price-to-earnings-growth ratio of 3.01 and a beta of 0.82.

Ulta Beauty (NASDAQ:ULTA) last released its earnings results on Thursday, December 4th. The specialty retailer reported $5.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.61 by $0.53. The business had revenue of $2.86 billion for the quarter, compared to analyst estimates of $2.70 billion. Ulta Beauty had a net margin of 9.93% and a return on equity of 46.33%. Ulta Beauty’s revenue for the quarter was up 12.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $5.14 earnings per share. Sell-side analysts anticipate that Ulta Beauty Inc. will post 23.96 EPS for the current fiscal year.

Trending Headlines about Ulta Beauty

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

• Positive Sentiment: Ulta kicked off its high-profile “21 Days of Beauty” event — a proven traffic and sales driver that can boost same‑store sales and basket size during the quarter. Ulta’s 21 Days of Beauty starts today Ulta’s biggest beauty sale is back. Don’t sleep on these deals.
• Positive Sentiment: Media show large, headline discounts (up to 50% on targeted brands) that could accelerate traffic and clearance of seasonal inventory — supportive for near-term revenue. Ulta slashed 50% off Bondi Boost’s HG line Ulta 21 days of beauty: Get up to 50% off top makeup, skincare + more
• Positive Sentiment: Analyst and preview coverage broadly expects Ulta to beat Q4 estimates — citing loyalty program strength, digital gains and brand launches — which supports a premium valuation thesis. Ulta Beauty (ULTA) Expected to Beat Earnings Estimates Ulta expected to beat — Zacks
• Neutral Sentiment: Consensus analyst ratings remain constructive (consensus “Moderate Buy”), which provides support but not new upside absent strong EPS/margin beats. Ulta receives consensus rating of Moderate Buy
• Positive Sentiment: Retail real estate activity continues: Ulta was signed for a mixed‑use development in SW Florida, signaling steady store expansion and omnichannel footprint growth. Zuckerman signs T.J. Maxx, Ulta Beauty at mixed-use development
• Negative Sentiment: Some previews warn of margin pressure from higher costs and promotional intensity — a risk that could offset revenue beats and temper EPS, which may be why the stock is trading lower. Ulta Q4 earnings on deck — margin pressure noted

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on ULTA. JPMorgan Chase & Co. raised their target price on shares of Ulta Beauty from $600.00 to $606.00 and gave the company an “overweight” rating in a research report on Monday, December 1st. Telsey Advisory Group reiterated an “outperform” rating and set a $640.00 price target (up from $610.00) on shares of Ulta Beauty in a report on Monday, December 1st. Bank of America increased their price target on Ulta Beauty from $610.00 to $685.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. Canaccord Genuity Group raised their price objective on Ulta Beauty from $653.00 to $674.00 and gave the company a “buy” rating in a report on Friday, December 5th. Finally, DA Davidson boosted their price objective on Ulta Beauty from $625.00 to $650.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Ulta Beauty has a consensus rating of “Moderate Buy” and a consensus target price of $626.84.

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.