Universal Beteiligungs und Servicegesellschaft mbH Has $128.15 Million Stock Holdings in Ulta Beauty Inc. $ULTA

Universal Beteiligungs und Servicegesellschaft mbH lowered its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 7.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 211,299 shares of the specialty retailer’s stock after selling 15,936 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Ulta Beauty were worth $128,149,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of ULTA. Holocene Advisors LP boosted its position in Ulta Beauty by 339.6% during the 3rd quarter. Holocene Advisors LP now owns 379,939 shares of the specialty retailer’s stock worth $207,732,000 after acquiring an additional 293,516 shares during the last quarter. Andra AP fonden boosted its position in Ulta Beauty by 351,900.0% during the 3rd quarter. Andra AP fonden now owns 228,800 shares of the specialty retailer’s stock worth $125,096,000 after acquiring an additional 228,735 shares during the last quarter. Invesco Ltd. boosted its position in Ulta Beauty by 33.6% during the 3rd quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock worth $459,479,000 after acquiring an additional 211,485 shares during the last quarter. Caisse de depot et placement du Quebec boosted its position in Ulta Beauty by 249.8% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 295,833 shares of the specialty retailer’s stock worth $161,747,000 after acquiring an additional 211,266 shares during the last quarter. Finally, AQR Capital Management LLC boosted its position in Ulta Beauty by 76.6% during the 2nd quarter. AQR Capital Management LLC now owns 477,504 shares of the specialty retailer’s stock worth $222,794,000 after acquiring an additional 207,084 shares during the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Insider Buying and Selling at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the firm’s stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total value of $243,759.08. Following the completion of the transaction, the director directly owned 2,383 shares of the company’s stock, valued at approximately $1,285,128.07. This trade represents a 15.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.39% of the company’s stock.

Ulta Beauty Trading Down 0.4%

NASDAQ:ULTA opened at $570.16 on Wednesday. Ulta Beauty Inc. has a 1-year low of $369.39 and a 1-year high of $714.97. The firm has a fifty day simple moving average of $593.46 and a 200 day simple moving average of $588.12. The stock has a market capitalization of $24.94 billion, a PE ratio of 22.25, a P/E/G ratio of 2.10 and a beta of 0.95.

Ulta Beauty (NASDAQ:ULTA) last released its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share for the quarter, beating the consensus estimate of $7.93 by $0.08. Ulta Beauty had a net margin of 9.31% and a return on equity of 43.56%. The business had revenue of $3.90 billion during the quarter, compared to analysts’ expectations of $3.81 billion. During the same period last year, the business earned $8.46 earnings per share. The firm’s revenue was up 11.8% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, equities analysts predict that Ulta Beauty Inc. will post 28.41 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

ULTA has been the subject of a number of recent research reports. Oppenheimer reduced their price target on Ulta Beauty from $750.00 to $650.00 and set an “outperform” rating for the company in a research report on Friday, March 13th. JPMorgan Chase & Co. reduced their price target on Ulta Beauty from $800.00 to $750.00 and set an “overweight” rating for the company in a research report on Friday, March 13th. Deutsche Bank Aktiengesellschaft set a $732.00 price target on Ulta Beauty in a research report on Thursday, January 8th. Bank of America upped their price target on Ulta Beauty from $610.00 to $685.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. Finally, DA Davidson reaffirmed a “buy” rating and set a $650.00 price target on shares of Ulta Beauty in a research report on Tuesday, April 14th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $674.23.

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.