Montag A & Associates Inc. Purchases 3,226 Shares of Ulta Beauty Inc. $ULTA

Montag A & Associates Inc. raised its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 62.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 8,427 shares of the specialty retailer’s stock after buying an additional 3,226 shares during the period. Montag A & Associates Inc.’s holdings in Ulta Beauty were worth $5,098,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the stock. PFA Pension Forsikringsaktieselskab bought a new position in shares of Ulta Beauty during the fourth quarter worth about $24,534,000. Robertson Stephens Wealth Management LLC bought a new position in shares of Ulta Beauty during the fourth quarter worth about $448,000. Danske Bank A S raised its position in shares of Ulta Beauty by 2.3% during the fourth quarter. Danske Bank A S now owns 60,305 shares of the specialty retailer’s stock worth $36,485,000 after acquiring an additional 1,347 shares during the last quarter. Citizens Business Bank raised its position in shares of Ulta Beauty by 4.5% during the fourth quarter. Citizens Business Bank now owns 7,459 shares of the specialty retailer’s stock worth $4,513,000 after acquiring an additional 321 shares during the last quarter. Finally, Oppenheimer & Co. Inc. raised its position in shares of Ulta Beauty by 2.7% during the fourth quarter. Oppenheimer & Co. Inc. now owns 4,224 shares of the specialty retailer’s stock worth $2,556,000 after acquiring an additional 110 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors.

Ulta Beauty Stock Performance

Shares of ULTA stock opened at $531.95 on Friday. The company has a market cap of $23.17 billion, a P/E ratio of 20.75, a PEG ratio of 1.95 and a beta of 0.89. The stock has a 50 day simple moving average of $573.99 and a two-hundred day simple moving average of $587.43. Ulta Beauty Inc. has a fifty-two week low of $386.00 and a fifty-two week high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last issued its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share for the quarter, topping analysts’ consensus estimates of $7.93 by $0.08. The business had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $3.81 billion. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.The firm’s revenue for the quarter was up 11.8% on a year-over-year basis. During the same period in the previous year, the company posted $8.46 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, research analysts predict that Ulta Beauty Inc. will post 28.44 earnings per share for the current year.

Insiders Place Their Bets

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 452 shares of Ulta Beauty stock in a transaction that occurred on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total value of $243,759.08. Following the completion of the sale, the director directly owned 2,383 shares in the company, valued at approximately $1,285,128.07. The trade was a 15.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.17% of the company’s stock.

Ulta Beauty News Summary

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

• Positive Sentiment: Ulta announced a strategic data-sharing collaboration with NielsenIQ to improve marketplace visibility and merchandising decisions — a capability that can help optimize assortment, promotions and vendor relationships. NIQ and Ulta Beauty Announce Strategic Data Sharing Collaboration
• Positive Sentiment: Ulta released its full 2026 sale calendar, giving investors more visibility into planned promotional cadence — this can help model sales/traffic timing and suggests management is actively driving demand through planned events. Ulta releases full 2026 sale calendar for beauty deals
• Positive Sentiment: New product arrivals and weekly merchandising updates (e.g., dozen+ “new arrivals” items) support traffic and basket growth — continual product refresh helps Ulta sustain relevance vs. mass retailers. 11 Best Ulta Beauty “New Arrivals” Hitting Shelves This Week
• Neutral Sentiment: Analyst / media coverage notes Ulta is a trending stock and reviews valuation after recent pullbacks — useful for investors but not an immediate fundamental catalyst. Here is What to Know Beyond Why Ulta Beauty Inc. (ULTA) is a Trending Stock
• Neutral Sentiment: Market commentary noting recent modest outperformance or “lapping the market” provides sentiment context but is not a standalone driver. Ulta Beauty (ULTA) Laps the Stock Market: Here’s Why
• Negative Sentiment: Target and Ulta have ended their five‑year in‑store partnership. That reduces a non‑store distribution channel and the convenience of linked rewards for Target shoppers — a near-term headwind to reach and incremental sales. Walmart makes in-store move to challenge Target
• Negative Sentiment: Walmart is ramping in-store beauty initiatives to compete with Target and specialty retailers, increasing competitive pressure on Ulta’s market share in mass channels. Walmart makes in-store move to challenge Target

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on ULTA shares. Wedbush started coverage on Ulta Beauty in a research report on Monday, April 20th. They set an “outperform” rating for the company. Raymond James Financial restated a “strong-buy” rating on shares of Ulta Beauty in a research report on Tuesday, March 10th. TD Cowen started coverage on Ulta Beauty in a research report on Monday, April 20th. They set a “buy” rating for the company. Oppenheimer lowered their price objective on Ulta Beauty from $750.00 to $650.00 and set an “outperform” rating for the company in a research report on Friday, March 13th. Finally, Evercore set a $725.00 price objective on Ulta Beauty in a research report on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $674.23.

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.