Louisbourg Investments Inc. Cuts Stock Position in Ulta Beauty Inc. $ULTA

Louisbourg Investments Inc. cut its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 22.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,644 shares of the specialty retailer’s stock after selling 1,636 shares during the quarter. Louisbourg Investments Inc.’s holdings in Ulta Beauty were worth $3,415,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in Ulta Beauty by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 5,353,414 shares of the specialty retailer’s stock worth $2,926,979,000 after acquiring an additional 33,674 shares during the last quarter. State Street Corp boosted its stake in Ulta Beauty by 2.3% during the 3rd quarter. State Street Corp now owns 1,975,260 shares of the specialty retailer’s stock valued at $1,079,973,000 after purchasing an additional 44,182 shares during the last quarter. Sanders Capital LLC boosted its stake in Ulta Beauty by 8.9% during the 3rd quarter. Sanders Capital LLC now owns 1,263,820 shares of the specialty retailer’s stock valued at $690,994,000 after purchasing an additional 103,540 shares during the last quarter. Invesco Ltd. raised its stake in shares of Ulta Beauty by 33.6% in the third quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock worth $459,479,000 after purchasing an additional 211,485 shares during the last quarter. Finally, Marshall Wace LLP raised its stake in shares of Ulta Beauty by 9.4% in the second quarter. Marshall Wace LLP now owns 654,598 shares of the specialty retailer’s stock worth $306,234,000 after purchasing an additional 56,063 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

Ulta Beauty Price Performance

ULTA stock opened at $537.39 on Friday. The company has a market capitalization of $23.51 billion, a price-to-earnings ratio of 20.97, a PEG ratio of 1.97 and a beta of 0.95. Ulta Beauty Inc. has a 1-year low of $323.36 and a 1-year high of $714.97. The business has a 50 day simple moving average of $626.35 and a two-hundred day simple moving average of $587.20.

Ulta Beauty (NASDAQ:ULTA) last posted its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 EPS 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 for the quarter, compared to the consensus estimate of $3.81 billion. During the same period in the previous year, the business earned $8.46 earnings per share. The firm’s revenue for the quarter was up 11.8% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. Sell-side analysts anticipate that Ulta Beauty Inc. will post 23.96 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on ULTA shares. Weiss Ratings restated a “hold (c)” rating on shares of Ulta Beauty in a research note on Wednesday, January 21st. Raymond James Financial restated a “strong-buy” rating on shares of Ulta Beauty in a research report on Tuesday, March 10th. B. Riley Financial reaffirmed a “neutral” rating on shares of Ulta Beauty in a research report on Monday, December 8th. Robert W. Baird set a $700.00 target price on shares of Ulta Beauty in a research note on Wednesday, December 17th. Finally, Guggenheim reiterated a “neutral” rating on shares of Ulta Beauty in a research report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $671.27.

Ulta Beauty 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.