Ulta Beauty Inc. $ULTA Stock: Vise Technologies Inc. Grows Position

Vise Technologies Inc. boosted its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 46.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,349 shares of the specialty retailer’s stock after buying an additional 1,057 shares during the period. Vise Technologies Inc.’s holdings in Ulta Beauty were worth $1,829,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MGO One Seven LLC grew its holdings in shares of Ulta Beauty by 5.4% during the third quarter. MGO One Seven LLC now owns 1,472 shares of the specialty retailer’s stock worth $804,000 after buying an additional 75 shares during the last quarter. International Assets Investment Management LLC increased its position in Ulta Beauty by 512,509.0% in the 3rd quarter. International Assets Investment Management LLC now owns 6,464,000 shares of the specialty retailer’s stock valued at $3,530,443,000 after acquiring an additional 6,462,739 shares during the period. Soltis Investment Advisors LLC raised its stake in Ulta Beauty by 6.7% during the 3rd quarter. Soltis Investment Advisors LLC now owns 508 shares of the specialty retailer’s stock valued at $278,000 after acquiring an additional 32 shares during the last quarter. United Asset Strategies Inc. purchased a new stake in Ulta Beauty during the 3rd quarter valued at approximately $884,000. Finally, Choreo LLC grew its stake in shares of Ulta Beauty by 6.9% in the 3rd quarter. Choreo LLC now owns 3,181 shares of the specialty retailer’s stock valued at $1,737,000 after purchasing an additional 206 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Insiders Place Their Bets

In other news, Director Lorna Nagler sold 600 shares of Ulta Beauty stock in a transaction on Friday, September 11th. The stock was sold at an average price of $537.31, for a total transaction of $322,386.00. Following the completion of the transaction, the director owned 7,168 shares of the company’s stock, valued at $3,851,438.08. The trade was a 7.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Kecia Steelman sold 2,000 shares of the stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $545.88, for a total transaction of $1,091,760.00. Following the completion of the sale, the chief executive officer directly owned 40,489 shares in the company, valued at approximately $22,102,135.32. The trade was a 4.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.20% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on ULTA shares. Jefferies Financial Group upped their price target on Ulta Beauty from $670.00 to $730.00 and gave the stock a “buy” rating in a research note on Friday, October 23rd. Citigroup boosted their price objective on shares of Ulta Beauty from $580.00 to $685.00 and gave the company a “neutral” rating in a research note on Friday. Cantor Fitzgerald initiated coverage on shares of Ulta Beauty in a report on Tuesday, September 15th. They issued an “overweight” rating on the stock. FBN Securities started coverage on shares of Ulta Beauty in a research note on Tuesday, September 15th. They set an “outperform” rating on the stock. Finally, The Goldman Sachs Group lifted their price objective on Ulta Beauty from $648.00 to $667.00 and gave the company a “buy” rating in a report on Friday, August 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $635.87.

More Ulta Beauty News

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

• Positive Sentiment: Korean skincare brand Abib is expanding into more than 300 Ulta stores, and Clöud Café is doubling its Ulta presence with a K-wellness endcap. The added brands could broaden Ulta’s assortment and support customer traffic, though the announcements did not quantify expected sales. Abib expands US presence with launch in 300+ Ulta Beauty stores Clöud Café doubles Ulta Beauty presence
• Positive Sentiment: Ulta announced a partnership to bring DECORTÉ skincare to select stores and unveiled a holiday campaign featuring Selena Gomez, Tate McRae and Mrs. Claus. These moves may help refresh its offering and attract shoppers during the holiday season. DECORTÉ partnership announcement Ulta Beauty holiday campaign
• Neutral Sentiment: Citigroup raised its price target to $685 from $580, implying about 6.2% upside from the cited $644.76 share price, but maintained a “neutral” rating. The higher target is a more favorable valuation view, not a bullish rating change. Citigroup stock recommendations
• Negative Sentiment: An opinion article characterized Black women’s departure to Ulta salons as a warning. It may point to customer-retention or service concerns, but the headline alone does not establish the scale or financial impact. Opinion article on Ulta salons

Ulta Beauty Stock Down 0.8%

Shares of NASDAQ ULTA traded down $5.04 during midday trading on Friday, hitting $644.76. The company had a trading volume of 395,994 shares, compared to its average volume of 473,879. The business has a 50-day simple moving average of $575.78 and a two-hundred day simple moving average of $553.76. Ulta Beauty Inc. has a twelve month low of $443.60 and a twelve month high of $714.97. The firm has a market capitalization of $27.57 billion, a price-to-earnings ratio of 23.50, a price-to-earnings-growth ratio of 1.91 and a beta of 0.83.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings results on Thursday, August 27th. The specialty retailer reported $6.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.22 by $0.33. The company had revenue of $3.04 billion during the quarter, compared to the consensus estimate of $2.99 billion. Ulta Beauty had a net margin of 9.34% and a return on equity of 45.40%. The company’s revenue for the quarter was up 8.9% on a year-over-year basis. During the same period last year, the firm earned $5.78 EPS. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. On average, equities analysts forecast that Ulta Beauty Inc. will post 28.95 EPS for the current year.

Ulta Beauty Company Profile

Ulta Beauty, Inc is a specialty beauty retailer that offers cosmetics, skincare, haircare, fragrance, bath and body products, beauty tools, and related accessories. Its assortment includes national and emerging brands, prestige and mass-market products, and Ulta Beauty’s private-label merchandise. The company also provides salon services, including hair styling, haircuts, coloring, and treatments, along with brow and skin services in many of its locations.

Founded in 1990 as Ulta Salon, Cosmetics & Fragrance, the company operates primarily in the United States through a network of retail stores and digital channels, including its website and mobile application.