Sirios Capital Management L P Acquires Shares of 1,396 Ulta Beauty Inc. $ULTA

Sirios Capital Management L P acquired a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) in the third quarter, HoldingsChannel.com reports. The fund acquired 1,396 shares of the specialty retailer’s stock, valued at approximately $763,000.

Other hedge funds also recently made changes to their positions in the company. Norges Bank purchased a new stake in shares of Ulta Beauty in the second quarter valued at about $258,791,000. Andra AP fonden raised its holdings in Ulta Beauty by 351,900.0% during the third quarter. Andra AP fonden now owns 228,800 shares of the specialty retailer’s stock worth $125,096,000 after purchasing an additional 228,735 shares in the last quarter. Invesco Ltd. lifted its position in Ulta Beauty by 33.6% in the third quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock valued at $459,479,000 after purchasing an additional 211,485 shares during the period. AQR Capital Management LLC lifted its position in Ulta Beauty by 76.6% in the second 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 period. Finally, Thrivent Financial for Lutherans boosted its holdings in Ulta Beauty by 1,597.2% in the 3rd quarter. Thrivent Financial for Lutherans now owns 158,132 shares of the specialty retailer’s stock valued at $86,459,000 after purchasing an additional 148,815 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have issued reports on the company. Barclays boosted their target price on Ulta Beauty from $680.00 to $712.00 and gave the stock an “overweight” rating in a research report on Monday, March 9th. Guggenheim reissued a “neutral” rating on shares of Ulta Beauty in a report on Friday, December 5th. Weiss Ratings restated a “hold (c)” rating on shares of Ulta Beauty in a research note on Wednesday, January 21st. TD Cowen cut their price objective on Ulta Beauty from $775.00 to $750.00 and set a “buy” rating for the company in a research report on Friday. Finally, William Blair reissued a “market perform” rating on shares of Ulta Beauty in a report on Monday. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $671.27.

Key Headlines Impacting Ulta Beauty

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

• Positive Sentiment: Q4 top-line beat — net sales rose ~11.8% to about $3.9B, driven by comps and new stores, showing resilient demand. Read More.
• Positive Sentiment: Digital momentum and new channels: Ulta cites AI-driven personalization boosting e‑commerce and is launching a curated assortment on TikTok Shop to reach younger customers. Read More.
• Neutral Sentiment: FY2026 outlook shows growth but slower cadence — management guided to mid-single-digit sales growth (roughly 6–7%) and provided an EPS range; the plan signals continued growth but a deceleration from FY25. Read More.
• Neutral Sentiment: Analysts largely keep positive ratings but are trimming price targets after the print — many firms reaffirm buy/overweight while lowering targets to reflect the more cautious margin/advertising outlook. Read More.
• Negative Sentiment: Margin pressure from rising costs and higher SG&A — operating margin compressed as advertising, incentive compensation and strategic investments increased, squeezing EPS versus last year. Read More.
• Negative Sentiment: Market disappointed by the forward profit signal — investors viewed the FY26 profit/same-store-sales targets and incremental spending as conservative or risk-increasing, triggering heavy selling and analyst target resets. Read More.
• Negative Sentiment: High-volume selloff and volatile sentiment — the post-earnings move has driven large intraday volume and rapid target revisions, increasing short-term downside risk despite longer-term bullish arguments. Read More.

Ulta Beauty Trading Down 14.2%

Shares of Ulta Beauty stock opened at $535.72 on Friday. The company has a 50-day moving average of $665.60 and a two-hundred day moving average of $586.85. Ulta Beauty Inc. has a 12-month low of $323.36 and a 12-month high of $714.97. The stock has a market cap of $23.76 billion, a PE ratio of 20.90, a price-to-earnings-growth ratio of 2.84 and a beta of 0.82.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 EPS for the quarter, topping the consensus estimate of $7.93 by $0.08. The business had revenue of $3.90 billion for the quarter, compared to analyst estimates of $3.81 billion. Ulta Beauty had a return on equity of 44.44% and a net margin of 9.31%.The company’s quarterly revenue was up 11.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $8.46 EPS. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, sell-side analysts forecast that Ulta Beauty Inc. will post 23.96 EPS for the current fiscal year.

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.