Caitlin John LLC Takes $874,000 Position in Ulta Beauty Inc. $ULTA

Caitlin John LLC acquired a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) during the second quarter, Holdings Channel reports. The firm acquired 1,938 shares of the specialty retailer’s stock, valued at approximately $874,000.

Other hedge funds also recently modified their holdings of the company. Focus Partners Wealth lifted its holdings in shares of Ulta Beauty by 231.6% in the first quarter. Focus Partners Wealth now owns 3,744 shares of the specialty retailer’s stock valued at $1,372,000 after buying an additional 2,615 shares during the period. Intech Investment Management LLC grew its holdings in Ulta Beauty by 48.9% during the first quarter. Intech Investment Management LLC now owns 4,795 shares of the specialty retailer’s stock worth $1,758,000 after acquiring an additional 1,574 shares during the period. Sivia Capital Partners LLC acquired a new position in Ulta Beauty during the second quarter worth about $466,000. Jump Financial LLC acquired a new position in Ulta Beauty during the second quarter worth about $1,196,000. Finally, Daiwa Securities Group Inc. raised its position in Ulta Beauty by 0.9% in the second quarter. Daiwa Securities Group Inc. now owns 7,475 shares of the specialty retailer’s stock worth $3,497,000 after acquiring an additional 70 shares in the last quarter. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Ulta Beauty Stock Down 0.6%

Shares of NASDAQ ULTA opened at $540.10 on Friday. Ulta Beauty Inc. has a 12 month low of $443.60 and a 12 month high of $714.97. The company has a market cap of $23.22 billion, a price-to-earnings ratio of 20.25, a P/E/G ratio of 1.69 and a beta of 0.87. The business has a fifty day simple moving average of $496.33 and a 200-day simple moving average of $534.86.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings results on Thursday, August 27th. The specialty retailer reported $6.55 earnings per share for the quarter, beating analysts’ consensus estimates of $6.20 by $0.35. The business had revenue of $3.04 billion during the quarter, compared to analyst estimates of $2.99 billion. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.Ulta Beauty’s revenue for the quarter was up 8.9% on a year-over-year basis. During the same quarter last year, the company posted $5.78 EPS. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. As a group, sell-side analysts expect that Ulta Beauty Inc. will post 28.77 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on ULTA. Canaccord Genuity Group cut their price target on shares of Ulta Beauty from $799.00 to $731.00 and set a “buy” rating for the company in a report on Wednesday, June 3rd. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Ulta Beauty in a research note on Friday. Weiss Ratings downgraded shares of Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, June 3rd. Loop Capital reissued a “hold” rating and set a $550.00 target price on shares of Ulta Beauty in a research note on Wednesday, June 3rd. Finally, JPMorgan Chase & Co. reduced their target price on shares of Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating for the company in a report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $636.41.

Insider Buying and Selling

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 383 shares of the firm’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $475.84, for a total value of $182,246.72. Following the completion of the transaction, the director directly owned 2,404 shares in the company, valued at $1,143,919.36. This trade represents a 13.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.20% of the company’s stock.

Key Headlines Impacting Ulta Beauty

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

• Positive Sentiment: Ulta reported quarterly EPS of $6.55, up 13.3% year over year and ahead of estimates near $6.20-$6.21. Revenue increased 8.9% to approximately $3.0 billion-$3.04 billion, also exceeding expectations. Ulta Beauty raises annual forecast after quarterly profit beats estimates
• Positive Sentiment: Management raised fiscal 2026 guidance to $28.70-$29.00 in EPS, from $28.36-$28.80 previously, and projected revenue of $13.2-$13.3 billion. The new outlook is above consensus expectations and signals confidence in continued sales and profit growth. Ulta Beauty Raises Forecast as Sales Grow
• Positive Sentiment: Profitability and cash generation improved: operating profit rose 10.1% to $379.6 million, while operating cash flow increased 24% to $119.7 million. International expansion and new initiatives were also cited as growth drivers. Ulta Beauty Beats Wall Street Expectations, Raises Full-year Forecasts
• Neutral Sentiment: Ulta expanded its product assortment and appointed retail executive Brieane L. Olson as an independent director, developments that may support merchandising and governance over the longer term.
• Negative Sentiment: Target is developing its own upscale beauty concept after ending its Ulta partnership, potentially increasing competition for prestige beauty shoppers. Recent insider activity also included sales rather than purchases, though these signals are less significant than the earnings beat and raised guidance. Target Launches Beauty Space

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.