Ulta Beauty Inc. $ULTA Stake Lowered by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH decreased its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 0.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 227,235 shares of the specialty retailer’s stock after selling 1,375 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Ulta Beauty were worth $124,241,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Quadrant Capital Group LLC increased its position in Ulta Beauty by 1.8% in the 2nd quarter. Quadrant Capital Group LLC now owns 1,165 shares of the specialty retailer’s stock valued at $545,000 after acquiring an additional 21 shares during the period. ORG Partners LLC increased its holdings in shares of Ulta Beauty by 17.7% in the second quarter. ORG Partners LLC now owns 153 shares of the specialty retailer’s stock valued at $72,000 after buying an additional 23 shares in the last quarter. OFI Invest Asset Management lifted its holdings in shares of Ulta Beauty by 6.8% during the second quarter. OFI Invest Asset Management now owns 375 shares of the specialty retailer’s stock valued at $175,000 after purchasing an additional 24 shares during the last quarter. Richard W. Paul & Associates LLC lifted its stake in Ulta Beauty by 0.8% during the second quarter. Richard W. Paul & Associates LLC now owns 2,990 shares of the specialty retailer’s stock valued at $1,399,000 after buying an additional 24 shares in the last quarter. Finally, DNB Asset Management AS boosted its stake in Ulta Beauty by 0.3% in the 2nd quarter. DNB Asset Management AS now owns 9,411 shares of the specialty retailer’s stock worth $4,403,000 after purchasing an additional 25 shares during the period. 90.39% of the stock is currently owned by institutional investors.

Ulta Beauty Price Performance

Shares of Ulta Beauty stock opened at $675.62 on Wednesday. The company has a market capitalization of $29.97 billion, a P/E ratio of 25.91, a price-to-earnings-growth ratio of 3.45 and a beta of 0.85. The business has a 50-day moving average of $589.87 and a two-hundred day moving average of $544.57. Ulta Beauty Inc. has a 1 year low of $309.01 and a 1 year high of $678.10.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings data on Thursday, December 4th. The specialty retailer reported $5.14 EPS for the quarter, topping analysts’ consensus estimates of $4.61 by $0.53. Ulta Beauty had a net margin of 9.93% and a return on equity of 46.33%. The business had revenue of $2.86 billion for the quarter, compared to analyst estimates of $2.70 billion. During the same period last year, the business posted $5.14 earnings per share. The firm’s quarterly revenue was up 12.9% on a year-over-year basis. Ulta Beauty has set its FY 2025 guidance at 25.200-25.500 EPS. On average, equities analysts anticipate that Ulta Beauty Inc. will post 23.96 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have commented on ULTA shares. DA Davidson boosted their target price on Ulta Beauty from $625.00 to $650.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Cowen raised Ulta Beauty from a “hold” rating to a “buy” rating in a report on Monday, December 8th. Piper Sandler set a $615.00 price target on shares of Ulta Beauty in a report on Friday, December 5th. UBS Group upped their target price on Ulta Beauty from $690.00 to $780.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Finally, Guggenheim reiterated a “neutral” rating on shares of Ulta Beauty in a research note on Friday, December 5th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $618.04.

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.