Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 2,520 Shares of Ulta Beauty Inc. $ULTA

Fjarde AP Fonden Fourth Swedish National Pension Fund lowered its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 17.3% in the fourth quarter, Holdings Channel reports. The firm owned 12,005 shares of the specialty retailer’s stock after selling 2,520 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Ulta Beauty were worth $7,263,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the stock. Optimize Financial Inc boosted its position in Ulta Beauty by 1.4% during the fourth quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock worth $711,000 after purchasing an additional 16 shares during the period. MassMutual Private Wealth & Trust FSB boosted its position in Ulta Beauty by 6.9% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 265 shares of the specialty retailer’s stock worth $160,000 after purchasing an additional 17 shares during the period. Sound Income Strategies LLC boosted its position in Ulta Beauty by 13.1% during the fourth quarter. Sound Income Strategies LLC now owns 147 shares of the specialty retailer’s stock worth $98,000 after purchasing an additional 17 shares during the period. Legacy Advisors LLC lifted its holdings in shares of Ulta Beauty by 1.2% during the fourth quarter. Legacy Advisors LLC now owns 1,543 shares of the specialty retailer’s stock worth $934,000 after buying an additional 18 shares during the last quarter. Finally, State of Wyoming boosted its position in shares of Ulta Beauty by 10.5% in the third quarter. State of Wyoming now owns 211 shares of the specialty retailer’s stock valued at $115,000 after acquiring an additional 20 shares during the period. Institutional investors own 90.39% of the company’s stock.

Ulta Beauty News Summary

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

Ulta Beauty Stock Performance

Shares of NASDAQ ULTA opened at $467.07 on Monday. The business has a fifty day simple moving average of $521.18 and a 200 day simple moving average of $584.42. The firm has a market capitalization of $20.08 billion, a price-to-earnings ratio of 17.51, a PEG ratio of 1.46 and a beta of 0.86. Ulta Beauty Inc. has a one year low of $452.00 and a one year high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last issued its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. The business had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.12 billion. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.Ulta Beauty’s revenue was up 11.1% on a year-over-year basis. During the same period in the prior year, the company posted $6.70 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, research analysts anticipate that Ulta Beauty Inc. will post 28.72 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms have recently weighed in on ULTA. Raymond James Financial reissued a “strong-buy” rating on shares of Ulta Beauty in a research report on Tuesday, March 10th. Citigroup reduced their price objective on Ulta Beauty from $600.00 to $560.00 and set a “neutral” rating for the company in a research report on Thursday. 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, June 3rd. The Goldman Sachs Group reduced their price objective on Ulta Beauty from $741.00 to $652.00 and set a “buy” rating for the company in a research report on Wednesday. Finally, 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 report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $651.73.

Insider Activity at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the company’s stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $539.29, for a total value of $243,759.08. Following the completion of the transaction, the director directly owned 2,383 shares in the company, valued at approximately $1,285,128.07. This represents a 15.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.39% of the company’s stock.

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.