Ulta Beauty Inc. $ULTA Stake Raised by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. lifted its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 252.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,080 shares of the specialty retailer’s stock after buying an additional 3,640 shares during the period. Crossmark Global Holdings Inc.’s holdings in Ulta Beauty were worth $2,777,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in Ulta Beauty by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 5,353,414 shares of the specialty retailer’s stock valued at $2,926,979,000 after acquiring an additional 33,674 shares in the last quarter. Marshall Wace LLP grew 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 in the last quarter. Franklin Resources Inc. increased its holdings in shares of Ulta Beauty by 5.4% during the second quarter. Franklin Resources Inc. now owns 582,635 shares of the specialty retailer’s stock valued at $272,568,000 after purchasing an additional 30,100 shares during the period. Swedbank AB increased its holdings in shares of Ulta Beauty by 6.7% during the third quarter. Swedbank AB now owns 581,506 shares of the specialty retailer’s stock valued at $317,938,000 after purchasing an additional 36,456 shares during the period. Finally, Norges Bank bought a new stake in shares of Ulta Beauty during the second quarter valued at about $258,791,000. 90.39% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on ULTA shares. Piper Sandler reaffirmed an “overweight” rating and issued a $775.00 price objective on shares of Ulta Beauty in a report on Tuesday, January 27th. Zacks Research cut shares of Ulta Beauty from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. TD Cowen upped their price target on shares of Ulta Beauty from $725.00 to $775.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Canaccord Genuity Group increased their price objective on shares of Ulta Beauty from $653.00 to $674.00 and gave the company a “buy” rating in a report on Friday, December 5th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Ulta Beauty in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Ulta Beauty has a consensus rating of “Moderate Buy” and an average target price of $626.84.

Ulta Beauty Stock Down 1.1%

NASDAQ:ULTA opened at $646.34 on Friday. The business’s 50-day moving average price is $664.38 and its 200 day moving average price is $583.88. Ulta Beauty Inc. has a 52-week low of $309.01 and a 52-week high of $714.97. The firm has a market cap of $28.67 billion, a P/E ratio of 24.78, a PEG ratio of 3.01 and a beta of 0.82.

Ulta Beauty (NASDAQ:ULTA) last issued its quarterly earnings results on Thursday, December 4th. The specialty retailer reported $5.14 earnings per share for the quarter, beating analysts’ consensus estimates of $4.61 by $0.53. Ulta Beauty had a net margin of 9.93% and a return on equity of 46.33%. The company had revenue of $2.86 billion during the quarter, compared to the consensus estimate of $2.70 billion. During the same period in the prior year, the company earned $5.14 EPS. Ulta Beauty’s revenue was up 12.9% on a year-over-year basis. Sell-side analysts expect that Ulta Beauty Inc. will post 23.96 EPS for the current year.

Key Headlines Impacting Ulta Beauty

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

• Positive Sentiment: Ulta kicked off its high-profile “21 Days of Beauty” event — a proven traffic and sales driver that can boost same‑store sales and basket size during the quarter. Ulta’s 21 Days of Beauty starts today Ulta’s biggest beauty sale is back. Don’t sleep on these deals.
• Positive Sentiment: Media show large, headline discounts (up to 50% on targeted brands) that could accelerate traffic and clearance of seasonal inventory — supportive for near-term revenue. Ulta slashed 50% off Bondi Boost’s HG line Ulta 21 days of beauty: Get up to 50% off top makeup, skincare + more
• Positive Sentiment: Analyst and preview coverage broadly expects Ulta to beat Q4 estimates — citing loyalty program strength, digital gains and brand launches — which supports a premium valuation thesis. Ulta Beauty (ULTA) Expected to Beat Earnings Estimates Ulta expected to beat — Zacks
• Neutral Sentiment: Consensus analyst ratings remain constructive (consensus “Moderate Buy”), which provides support but not new upside absent strong EPS/margin beats. Ulta receives consensus rating of Moderate Buy
• Positive Sentiment: Retail real estate activity continues: Ulta was signed for a mixed‑use development in SW Florida, signaling steady store expansion and omnichannel footprint growth. Zuckerman signs T.J. Maxx, Ulta Beauty at mixed-use development
• Negative Sentiment: Some previews warn of margin pressure from higher costs and promotional intensity — a risk that could offset revenue beats and temper EPS, which may be why the stock is trading lower. Ulta Q4 earnings on deck — margin pressure noted

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.