Natixis Advisors LLC Has $36.01 Million Stock Position in Ulta Beauty Inc. $ULTA

Natixis Advisors LLC increased its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 41.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 65,859 shares of the specialty retailer’s stock after buying an additional 19,197 shares during the period. Natixis Advisors LLC owned about 0.15% of Ulta Beauty worth $36,008,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Swedbank AB increased its stake in shares of Ulta Beauty by 6.7% in the third quarter. Swedbank AB now owns 581,506 shares of the specialty retailer’s stock valued at $317,938,000 after buying an additional 36,456 shares during the period. Keybank National Association OH lifted its stake in shares of Ulta Beauty by 1.6% in the third quarter. Keybank National Association OH now owns 133,889 shares of the specialty retailer’s stock worth $73,204,000 after acquiring an additional 2,121 shares during the period. Rakuten Investment Management Inc. bought a new stake in Ulta Beauty in the third quarter valued at approximately $71,997,000. Bowen Hanes & Co. Inc. bought a new stake in Ulta Beauty in the third quarter valued at approximately $6,012,000. Finally, Assenagon Asset Management S.A. increased its position in Ulta Beauty by 90.1% during the 3rd quarter. Assenagon Asset Management S.A. now owns 36,647 shares of the specialty retailer’s stock valued at $20,037,000 after purchasing an additional 17,365 shares during the period. 90.39% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Ulta Beauty

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

• Positive Sentiment: Canaccord raised its price target sharply to $799 and kept a Buy rating, signaling sizable upside versus the current stock level. Article Title
• Positive Sentiment: Telsey and Barclays also lifted targets (Telsey to $715; Barclays to $712), reinforcing analyst conviction ahead of Ulta’s earnings. Article Title
• Positive Sentiment: Ulta is expanding exclusive brands (adding Hairstory and NassifMD to more doors/marketplace) and running its multi‑week “21 Days of Beauty” promotion — moves that can lift in‑store and online traffic and deepen loyalty. Ulta Beauty Expands Exclusive Brands This Week’s Best Deals at Ulta
• Neutral Sentiment: Earnings season is imminent; several outlets highlight Ulta on the calendar — upcoming results and guidance will be the near‑term catalyst and could drive volatility in either direction. Earnings Calendar Wall Street Insights
• Neutral Sentiment: Broader press coverage notes multiple firms lifting targets ahead of earnings, reflecting heightened analyst focus rather than new company fundamentals. Wall Street Lifts Targets
• Negative Sentiment: Wells Fargo raised its target to $500 but kept an Underweight rating, highlighting divergent analyst views and the potential for downside if results disappoint. Article Title
• Negative Sentiment: Technically the stock sits below its 50‑day moving average (short‑term resistance), which could cap near‑term upside if post‑earnings momentum fades — watch guidance and comp metrics closely.

Analyst Upgrades and Downgrades

Several research firms have issued reports on ULTA. Guggenheim restated a “neutral” rating on shares of Ulta Beauty in a report on Friday, December 5th. Zacks Research cut shares of Ulta Beauty from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 6th. Weiss Ratings reissued a “hold (c)” rating on shares of Ulta Beauty in a research note on Wednesday, January 21st. Jefferies Financial Group began coverage on shares of Ulta Beauty in a report on Wednesday, January 14th. They issued a “hold” rating and a $700.00 target price on the stock. Finally, Oppenheimer upped their price target on shares of Ulta Beauty from $675.00 to $750.00 and gave the company an “outperform” rating in a research report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $638.12.

Ulta Beauty Stock Up 0.8%

NASDAQ:ULTA opened at $647.23 on Wednesday. Ulta Beauty Inc. has a twelve month low of $309.01 and a twelve month high of $714.97. The company has a fifty day moving average of $665.94 and a 200-day moving average of $586.04. The firm has a market capitalization of $28.71 billion, a P/E ratio of 24.82, a P/E/G ratio of 2.99 and a beta of 0.82.

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.