Ulta Beauty Inc. $ULTA Shares Sold by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR reduced its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 48.0% during the 4th quarter, HoldingsChannel reports. The fund owned 2,164 shares of the specialty retailer’s stock after selling 2,000 shares during the period. Generali Asset Management SPA SGR’s holdings in Ulta Beauty were worth $1,309,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Steigerwald Gordon & Koch Inc. boosted its stake in shares of Ulta Beauty by 2,550.0% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock worth $32,000 after acquiring an additional 51 shares in the last quarter. Grey Fox Wealth Advisors LLC purchased a new stake in shares of Ulta Beauty during the 3rd quarter worth about $31,000. Abich Financial Wealth Management LLC purchased a new stake in shares of Ulta Beauty during the 3rd quarter worth about $31,000. BOKF NA purchased a new stake in shares of Ulta Beauty during the 3rd quarter worth about $31,000. Finally, Flagship Harbor Advisors LLC purchased a new stake in shares of Ulta Beauty during the 4th quarter worth about $44,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

Ulta Beauty News Roundup

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

• Positive Sentiment: Ulta Beauty extended its partnership with Uber Eats, adding more than 1,500 stores to the delivery platform. The move expands Ulta’s omnichannel reach, gives customers same-day or scheduled delivery of beauty and wellness products, and could help drive incremental sales and higher convenience-driven demand. Article: Uber Eats and Ulta Beauty Team Up to Deliver Beauty Essentials Nationwide
• Positive Sentiment: Coverage around the Sephora vs. Ulta spring sales highlighted top-performing brands, which may indicate Ulta continues to attract strong consumer interest during key promotional periods. Article: Which Brands Won the Sephora vs. Ulta Beauty Spring Sales?
• Neutral Sentiment: Ulta Beauty was recognized at the 2026 ChicagoCIO ORBIE Awards, a reputational positive for leadership and technology teams, but the announcement is unlikely to materially move the stock on its own. Article: Top Technology Executives Recognized at the 2026 ChicagoCIO ORBIE Awards
• Neutral Sentiment: Several articles reiterated that ULTA has been trading lower recently and noted a bigger-than-market decline in the prior session, but these pieces were mostly descriptive rather than offering a new fundamental catalyst. Article: Ulta Beauty (ULTA) Registers a Bigger Fall Than the Market

Analyst Upgrades and Downgrades

ULTA has been the topic of several recent analyst reports. Wells Fargo & Company raised shares of Ulta Beauty from a “strong sell” rating to an “overweight” rating in a research note on Monday, April 20th. Oppenheimer lowered their target price on shares of Ulta Beauty from $750.00 to $650.00 and set an “outperform” rating on the stock in a research note on Friday, March 13th. Zacks Research lowered shares of Ulta Beauty from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Weiss Ratings reissued a “hold (c)” rating on shares of Ulta Beauty in a research note on Wednesday, January 21st. Finally, Morgan Stanley lowered their target price on shares of Ulta Beauty from $750.00 to $700.00 and set an “overweight” rating on the stock in a research note on Friday, March 13th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $674.23.

Ulta Beauty Price Performance

Shares of NASDAQ ULTA opened at $521.46 on Monday. The company has a 50 day simple moving average of $565.09 and a 200-day simple moving average of $587.65. The company has a market capitalization of $22.71 billion, a P/E ratio of 20.35, a P/E/G ratio of 1.81 and a beta of 0.89. Ulta Beauty Inc. has a 1 year low of $386.00 and a 1 year high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.93 by $0.08. The business had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $3.81 billion. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The business’s revenue was up 11.8% compared to the same quarter last year. During the same quarter last year, the firm earned $8.46 EPS. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. As a group, research analysts expect that Ulta Beauty Inc. will post 28.45 EPS for the current year.

Insider Activity

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the firm’s stock in a transaction that occurred on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total transaction of $243,759.08. Following the completion of the sale, the director owned 2,383 shares in the company, valued at $1,285,128.07. This trade represents a 15.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.39% of the stock is owned by corporate insiders.

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.