Danske Bank A S Grows Stock Holdings in Ulta Beauty Inc. $ULTA

Danske Bank A S raised its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 2.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 60,305 shares of the specialty retailer’s stock after buying an additional 1,347 shares during the quarter. Danske Bank A S’s holdings in Ulta Beauty were worth $36,485,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Steigerwald Gordon & Koch Inc. raised its position in shares of Ulta Beauty by 2,550.0% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock valued at $32,000 after buying an additional 51 shares in the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in Ulta Beauty in the third quarter worth about $31,000. Abich Financial Wealth Management LLC bought a new stake in Ulta Beauty during the third quarter worth approximately $31,000. BOKF NA bought a new stake in Ulta Beauty during the third quarter worth approximately $31,000. Finally, Flagship Harbor Advisors LLC purchased a new stake in Ulta Beauty during the fourth quarter valued at approximately $44,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms have recently issued reports on ULTA. Wedbush initiated coverage on Ulta Beauty in a research note on Monday, April 20th. They issued an “outperform” rating for the company. Canaccord Genuity Group increased their price target on Ulta Beauty from $674.00 to $799.00 and gave the company a “buy” rating in a report on Tuesday, March 10th. Guggenheim started coverage on Ulta Beauty in a research report on Monday, April 20th. They issued a “buy” rating for the company. Piper Sandler reaffirmed an “overweight” rating and set a $725.00 price objective (down from $775.00) on shares of Ulta Beauty in a research note on Friday, March 13th. Finally, DA Davidson reiterated a “buy” rating and set a $650.00 price objective on shares of Ulta Beauty in a research report on Tuesday, April 14th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $674.23.

Trending Headlines about Ulta Beauty

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

Insider Buying and Selling

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the firm’s stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total value of $243,759.08. Following the transaction, the director owned 2,383 shares of the company’s stock, valued at $1,285,128.07. This trade represents a 15.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.17% of the stock is owned by corporate insiders.

Ulta Beauty Stock Down 1.0%

ULTA opened at $531.95 on Friday. The business has a fifty day moving average of $573.99 and a 200 day moving average of $587.12. Ulta Beauty Inc. has a 52-week low of $386.00 and a 52-week high of $714.97. The stock has a market cap of $23.17 billion, a P/E ratio of 20.75, a PEG ratio of 1.97 and a beta of 0.89.

Ulta Beauty (NASDAQ:ULTA) last released 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. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.The business had revenue of $3.90 billion for the quarter, compared to analyst estimates of $3.81 billion. During the same quarter last year, the firm posted $8.46 earnings per share. The business’s revenue was up 11.8% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Equities analysts anticipate that Ulta Beauty Inc. will post 28.44 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.