J. Safra Sarasin Holding AG Reduces Holdings in Ulta Beauty Inc. $ULTA

J. Safra Sarasin Holding AG reduced its stake in Ulta Beauty Inc. (NASDAQ:ULTA) by 35.5% during the 4th quarter, Holdings Channel reports. The fund owned 2,769 shares of the specialty retailer’s stock after selling 1,521 shares during the period. J. Safra Sarasin Holding AG’s holdings in Ulta Beauty were worth $1,675,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of ULTA. Cary Street Partners Investment Advisory LLC boosted its stake in Ulta Beauty by 107.7% in the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 54 shares of the specialty retailer’s stock worth $25,000 after buying an additional 28 shares during the last quarter. Harbor Capital Advisors Inc. acquired a new stake in shares of Ulta Beauty in the third quarter worth $25,000. Grey Fox Wealth Advisors LLC acquired a new stake in Ulta Beauty in the 3rd quarter valued at $31,000. Abich Financial Wealth Management LLC purchased a new stake in shares of Ulta Beauty during the 3rd quarter valued at about $31,000. Finally, BOKF NA purchased a new stake in shares of Ulta Beauty during the third quarter valued at approximately $31,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Ulta Beauty Price Performance

ULTA opened at $522.71 on Wednesday. The company has a market capitalization of $22.86 billion, a PE ratio of 20.39, a price-to-earnings-growth ratio of 1.87 and a beta of 0.82. The business has a 50-day moving average of $632.17 and a 200-day moving average of $587.91. Ulta Beauty Inc. has a fifty-two week low of $323.36 and a fifty-two week high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly 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 company had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $3.81 billion. During the same quarter in the previous year, the firm earned $8.46 earnings per share. The business’s quarterly 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. On average, equities research analysts expect that Ulta Beauty Inc. will post 23.96 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on ULTA. Telsey Advisory Group lifted their price objective on Ulta Beauty from $640.00 to $715.00 and gave the stock an “outperform” rating in a report on Monday, March 9th. Zacks Research downgraded Ulta Beauty from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Canaccord Genuity Group increased their price objective on shares of Ulta Beauty from $674.00 to $799.00 and gave the stock a “buy” rating in a report on Tuesday, March 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ulta Beauty in a research note on Wednesday, January 21st. Finally, William Blair reiterated a “market perform” rating on shares of Ulta Beauty in a research note on Monday, March 9th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $671.27.

Key Ulta Beauty News

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

• Positive Sentiment: Ulta is launching on TikTok Shop and leaning into social commerce at a time of reported double-digit sales growth, a move investors view as accelerating discovery and younger-customer engagement. The beauty counter is now on your For You page as Ulta Beauty joins TikTok Shop, betting on the platform reshaping how America consumes
• Positive Sentiment: Ulta expanded its ship‑from‑store program (about 1,000 stores) in 2025, boosting fulfillment flexibility and reducing delivery times — a tangible omnichannel improvement that supports sales and margins. Ulta doubled store fulfillment capabilities in 2025
• Positive Sentiment: Industry coverage highlights Ulta as a beneficiary of beauty-sector premiumization and innovation, reinforcing a favorable secular backdrop for growth and pricing power. 3 Beauty Stocks to Watch as Innovation and Premiumization Fuel Growth
• Neutral Sentiment: Ulta will participate in an upcoming investor conference — a routine but useful event for management to reiterate strategy and guidance to the sell side and institutional holders. Ulta Beauty to Participate in Upcoming Investor Conference
• Neutral Sentiment: Analyst consensus remains favorable (average rating around “Moderate Buy”), which supports investor confidence but leaves less scope for immediate upside from upgrades. Ulta Beauty Inc. (NASDAQ:ULTA) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Curated brand additions (e.g., a new tulip-powered skincare brand) underline Ulta’s role as a discovery destination, which is positive for traffic and assortment but typically drives gradual, not immediate, sales impact. Our Editors’ Favorite Tulip-Powered Skin Care Brand Is Now at Ulta

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.