Integrity Alliance LLC. Acquires New Stake in Ulta Beauty Inc. $ULTA

Integrity Alliance LLC. acquired a new stake in Ulta Beauty Inc. (NASDAQ:ULTA) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 1,279 shares of the specialty retailer’s stock, valued at approximately $774,000.

Several other institutional investors have also bought and sold shares of the company. Optimize Financial Inc lifted its stake in Ulta Beauty by 1.4% in the fourth quarter. Optimize Financial Inc now owns 1,176 shares of the specialty retailer’s stock valued at $711,000 after purchasing an additional 16 shares during the last quarter. MassMutual Private Wealth & Trust FSB lifted its stake in Ulta Beauty by 6.9% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 265 shares of the specialty retailer’s stock valued at $160,000 after purchasing an additional 17 shares during the last quarter. Sound Income Strategies LLC boosted its holdings in 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 buying an additional 17 shares during the period. Legacy Advisors LLC boosted its holdings in 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 buying an additional 18 shares during the period. Finally, State of Wyoming boosted its holdings in 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 buying an additional 20 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Jefferies Financial Group raised shares of Ulta Beauty from a “hold” rating to a “buy” rating and boosted their target price for the company from $635.00 to $700.00 in a report on Monday, April 20th. Evercore set a $725.00 target price on shares of Ulta Beauty in a report on Wednesday, March 11th. Barclays cut shares of Ulta Beauty from an “overweight” rating to a “strong sell” rating in a report on Monday, April 20th. DA Davidson reissued a “buy” rating and set a $650.00 target price on shares of Ulta Beauty in a report on Tuesday, April 14th. Finally, Zacks Research cut shares of Ulta Beauty from a “strong-buy” rating to a “hold” rating in a report on Friday, February 6th. One equities research 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 given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $687.95.

Ulta Beauty Stock Performance

Ulta Beauty stock opened at $520.15 on Friday. The stock has a market cap of $22.66 billion, a P/E ratio of 20.29, a PEG ratio of 1.65 and a beta of 0.89. Ulta Beauty Inc. has a fifty-two week low of $414.21 and a fifty-two week high of $714.97. The firm’s fifty day moving average price is $525.91 and its 200-day moving average price is $586.13.

Ulta Beauty (NASDAQ:ULTA) last released its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share for the quarter, topping the consensus estimate of $7.93 by $0.08. The firm had revenue of $3.90 billion for the quarter, compared to analysts’ expectations of $3.81 billion. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The business’s quarterly revenue was up 11.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $8.46 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Sell-side analysts predict that Ulta Beauty Inc. will post 28.47 earnings per share for the current year.

Insider Buying and Selling

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the 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 transaction, the director owned 2,383 shares of the company’s stock, valued at $1,285,128.07. This represents a 15.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.17% of the stock is currently owned by corporate insiders.

Key Ulta Beauty News

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

• Positive Sentiment: Several previews suggest Ulta Beauty could beat Wall Street estimates again, citing its strong history of earnings surprises and favorable setup heading into results. Will Ulta (ULTA) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Analyst previews say first-quarter sales may benefit from loyalty program strength, digital engagement, and exclusive product launches, which could support revenue growth and investor confidence. Ulta Beauty Set to Release Q1 Earnings: Key Insights for Investors
• Positive Sentiment: Ulta Beauty continues to promote brand partnerships and consumer-facing events, including the Ulta Beauty World 2026 expo and a new “Supergirl” collaboration, which can help brand visibility and traffic. Pop Up Mob Brings Nine Beauty Brand Worlds to Life at Ulta Beauty World 2026 in Orlando
• Neutral Sentiment: Multiple articles are simply reiterating Wall Street’s Q1 estimate ranges and key operating metrics, suggesting investors are focused on the upcoming print rather than any new fundamental surprise. Curious about Ulta (ULTA) Q1 Performance? Explore Wall Street Estimates for Key Metrics
• Negative Sentiment: Recent trading has been softer, with Ulta Beauty stock falling on the latest trading day despite a broader market gain, highlighting some near-term investor caution ahead of earnings. Ulta Beauty (ULTA) Stock Drops Despite Market Gains: Important Facts to Note

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.