13,217 Shares in Ulta Beauty Inc. $ULTA Purchased by Oxbow Advisors LLC

Oxbow Advisors LLC purchased a new stake in Ulta Beauty Inc. (NASDAQ:ULTA) during the second quarter, according to its most recent disclosure with the SEC. The firm purchased 13,217 shares of the specialty retailer’s stock, valued at approximately $5,961,000.

Other large investors also recently bought and sold shares of the company. Fideuram Asset Management Ireland dac acquired a new position in shares of Ulta Beauty during the fourth quarter valued at approximately $25,000. Hilton Head Capital Partners LLC lifted its position in shares of Ulta Beauty by 860.0% in the first quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock valued at $25,000 after acquiring an additional 43 shares in the last quarter. Strengthening Families & Communities LLC boosted its stake in shares of Ulta Beauty by 4,200.0% in the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 42 shares during the last quarter. Clearstead Trust LLC acquired a new stake in shares of Ulta Beauty in the second quarter worth approximately $27,000. Finally, Ascentis Independent Advisors purchased a new stake in shares of Ulta Beauty during the first quarter worth approximately $29,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Ulta Beauty News Summary

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

• Positive Sentiment: Ulta is launching hair-wellness brand Nutrire exclusively on Ulta.com before expanding the brand to 250 U.S. stores. Skincare brand Dr. Reju-All is also making its nationwide retail debut through Ulta. The launches broaden the retailer’s product assortment and support its strategy of discovering and scaling emerging beauty brands through the Sparked program. Ulta Beauty Adds Exclusive Brand Launch And 250 Store Rollout
• Positive Sentiment: Ulta appointed Brieane Olson, chief executive officer of Pacsun, as an independent director. Her retail and consumer-brand experience could add strategic perspective as Ulta works to sustain growth and strengthen its board. Ulta Beauty Appoints Brieane Olson to Its Board of Directors
• Positive Sentiment: Recent coverage characterized ULTA as a strong value stock, which may have attracted bargain-oriented investors following the recent pullback. The company’s latest reported quarter also showed earnings and revenue above consensus expectations, with revenue up 11.1% year over year.

Insider Activity

In related news, Director George R. Mrkonic, Jr. sold 383 shares of the company’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 sale, the director owned 2,404 shares of the company’s stock, valued at approximately $1,143,919.36. This represents a 13.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Corporate insiders own 0.20% of the company’s stock.

Ulta Beauty Stock Performance

Shares of Ulta Beauty stock opened at $516.74 on Wednesday. Ulta Beauty Inc. has a one year low of $443.60 and a one year high of $714.97. The company has a market cap of $22.21 billion, a price-to-earnings ratio of 19.38, a PEG ratio of 1.59 and a beta of 0.87. The business’s 50 day moving average price is $487.00 and its 200 day moving average price is $541.49.

Ulta Beauty (NASDAQ:ULTA) last issued its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.89 by $0.85. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The company had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same period in the prior year, the business earned $6.70 EPS. The firm’s quarterly revenue was up 11.1% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, analysts predict that Ulta Beauty Inc. will post 28.78 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts recently commented on ULTA shares. Piper Sandler reduced their price objective on Ulta Beauty from $725.00 to $600.00 and set an “overweight” rating for the company in a research note on Wednesday, June 3rd. Weiss Ratings lowered shares of Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, June 3rd. Argus set a $550.00 target price on shares of Ulta Beauty in a research report on Thursday, June 18th. TD Cowen reissued a “buy” rating on shares of Ulta Beauty in a research note on Tuesday, July 21st. Finally, Canaccord Genuity Group lowered their price target on shares of Ulta Beauty from $799.00 to $731.00 and set a “buy” rating on the stock in a research report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $638.09.

Ulta Beauty 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.