Cookson Peirce & Co. Inc. Purchases 17,274 Shares of Ulta Beauty Inc. $ULTA

Cookson Peirce & Co. Inc. grew its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 936.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 19,118 shares of the specialty retailer’s stock after buying an additional 17,274 shares during the period. Cookson Peirce & Co. Inc.’s holdings in Ulta Beauty were worth $11,567,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently modified their holdings of the company. Optimize Financial Inc lifted its position in shares of Ulta Beauty by 1.4% in the 4th quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock worth $711,000 after acquiring an additional 16 shares during the period. MassMutual Private Wealth & Trust FSB lifted its position in shares of Ulta Beauty by 6.9% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 265 shares of the specialty retailer’s stock worth $160,000 after acquiring an additional 17 shares during the period. Sound Income Strategies LLC lifted its position in shares of Ulta Beauty by 13.1% in the 4th quarter. Sound Income Strategies LLC now owns 147 shares of the specialty retailer’s stock worth $98,000 after acquiring an additional 17 shares during the period. Legacy Advisors LLC lifted its position in shares of Ulta Beauty by 1.2% in the 4th quarter. Legacy Advisors LLC now owns 1,543 shares of the specialty retailer’s stock worth $934,000 after acquiring an additional 18 shares during the period. Finally, State of Wyoming lifted its position in shares of Ulta Beauty by 10.5% in the 3rd quarter. State of Wyoming now owns 211 shares of the specialty retailer’s stock worth $115,000 after acquiring an additional 20 shares during the period. Institutional investors own 90.39% of the company’s stock.

More Ulta Beauty News

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

• Positive Sentiment: New commentary argued Ulta remains a solid growth stock, pointing to above-average financial growth and the potential to outperform the market. Is Ulta (ULTA) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: Analysts and market notes highlighted strong demand for premium beauty brands, with Ulta’s latest results and raised outlook suggesting the business is still holding up well. Ulta Beauty Sales Jump On Strong Demand For Higher-End Beauty Brands
• Positive Sentiment: Multiple broker updates lifted price targets, including JPMorgan, Barclays, and Robert W. Baird, reinforcing Wall Street’s constructive view on Ulta’s rebound potential. Ulta Beauty (NASDAQ:ULTA) Given New $631.00 Price Target at JPMorgan Chase & Co.
• Neutral Sentiment: Ulta’s presentation at the William Blair Growth Stock Conference kept the company in focus, but it did not appear to introduce a major new catalyst. Ulta Beauty, Inc. (ULTA) Presents at 46th Annual William Blair Growth Stock Conference Transcript
• Neutral Sentiment: One retail-industry discussion emphasized that delivery reliability matters more than speed, which is relevant to Ulta’s operations but unlikely to move the stock on its own. Delivery reliability trumps speed, Macy’s and Ulta execs say
• Negative Sentiment: Despite the bullish long-term narrative, some coverage noted that the stock had been under pressure recently after earnings, suggesting investors remain cautious about near-term momentum. Ulta proves beauty’s resilience, but guidance raises questions over momentum

Insiders Place Their Bets

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the firm’s stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the sale, the director directly 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 document filed with the SEC, which is available at this hyperlink. 0.17% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages have commented on ULTA. Weiss Ratings downgraded Ulta Beauty from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday. Canaccord Genuity Group reduced their price objective on Ulta Beauty from $799.00 to $731.00 and set a “buy” rating for the company in a research report on Wednesday. Loop Capital reiterated a “hold” rating and issued a $550.00 price objective on shares of Ulta Beauty in a research report on Wednesday. Barclays reduced their price objective on Ulta Beauty from $712.00 to $647.00 and set an “overweight” rating for the company in a research report on Wednesday. Finally, Guggenheim started coverage on Ulta Beauty in a research report on Monday, April 20th. They issued a “buy” rating for the company. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Ulta Beauty has an average rating of “Moderate Buy” and a consensus price target of $651.73.

Ulta Beauty Price Performance

ULTA stock opened at $467.07 on Friday. The business has a fifty day moving average price of $521.18 and a 200 day moving average price of $583.90. Ulta Beauty Inc. has a fifty-two week low of $452.00 and a fifty-two week high of $714.97. The stock has a market capitalization of $20.08 billion, a price-to-earnings ratio of 17.51, a P/E/G ratio of 1.50 and a beta of 0.86.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The firm had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same period last year, the firm posted $6.70 EPS. The business’s 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, equities analysts expect that Ulta Beauty Inc. will post 28.72 earnings per share 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.