Ulta Beauty (NASDAQ:ULTA) Shares Acquired Rep. Maria Elvira Salazar

Representative Maria Elvira Salazar (Republican-Florida) recently bought shares of Ulta Beauty Inc. (NASDAQ:ULTA). In a filing disclosed on April 21st, the Representative disclosed that they had bought between $15,001 and $50,000 in Ulta Beauty stock on March 19th. The trade occurred in the Representative’s “UBS BROKERAGE ACCOUNT” account.

Representative Maria Elvira Salazar also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of FedEx (NYSE:FDX) on 3/25/2026.
• Purchased $1,001 – $15,000 in shares of United Rentals (NYSE:URI) on 3/25/2026.
• Purchased $15,001 – $50,000 in shares of Amgen (NASDAQ:AMGN) on 3/24/2026.
• Purchased $1,001 – $15,000 in shares of GE Aerospace (NYSE:GE) on 3/24/2026.
• Purchased $15,001 – $50,000 in shares of Honeywell International (NASDAQ:HON) on 3/24/2026.
• Purchased $15,001 – $50,000 in shares of The Goldman Sachs Group (NYSE:GS) on 3/19/2026.
• Purchased $1,001 – $15,000 in shares of Citigroup (NYSE:C) on 3/19/2026.
• Purchased $15,001 – $50,000 in shares of Corning (NYSE:GLW) on 3/19/2026.
• Purchased $1,001 – $15,000 in shares of Peloton Interactive (NASDAQ:PTON) on 3/19/2026.
• Purchased $15,001 – $50,000 in shares of RH (NYSE:RH) on 3/19/2026.

Ulta Beauty Stock Up 0.1%

Shares of NASDAQ ULTA opened at $564.44 on Friday. The stock’s 50 day moving average price is $589.02 and its two-hundred day moving average price is $587.79. Ulta Beauty Inc. has a 52-week low of $375.01 and a 52-week high of $714.97. The stock has a market capitalization of $24.69 billion, a P/E ratio of 22.02, a PEG ratio of 2.07 and a beta of 0.95.

Ulta Beauty (NASDAQ:ULTA) last announced its quarterly earnings data on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.93 by $0.08. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.The firm had revenue of $3.90 billion for the quarter, compared to analysts’ expectations of $3.81 billion. During the same quarter in the prior year, the firm posted $8.46 earnings per share. Ulta Beauty’s revenue for the quarter was up 11.8% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. On average, analysts anticipate that Ulta Beauty Inc. will post 28.4 EPS for the current year.

Hedge Funds Weigh In On Ulta Beauty

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Fideuram Asset Management Ireland dac bought a new position in Ulta Beauty during the 4th quarter valued at $25,000. Strengthening Families & Communities LLC boosted its stake in Ulta Beauty by 4,200.0% during the 4th quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 42 shares in the last quarter. Harbor Capital Advisors Inc. bought a new position in Ulta Beauty during the 3rd quarter valued at $25,000. Hilton Head Capital Partners LLC boosted its stake in Ulta Beauty by 860.0% during the 1st quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock valued at $25,000 after purchasing an additional 43 shares in the last quarter. Finally, Nalls Sherbakoff Group LLC bought a new position in Ulta Beauty during the 4th quarter valued at $30,000. 90.39% of the stock is owned by institutional investors.

Ulta Beauty News Roundup

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

• Positive Sentiment: The company announced a Gemini-powered AI shopping rollout (Ulta AI + agentic commerce across Google surfaces), which should improve discovery, personalization and conversion across digital touchpoints — a clear digital growth catalyst. Ulta Beauty and Google Introduce Gemini-Enabled Shopping Experiences That Streamline Beauty Discovery and Purchase
• Positive Sentiment: Market coverage reacted to the AI tie-up: premarket headlines and coverage highlighted the partnership as a near-term catalyst for digital sales and customer engagement. Ulta Beauty Unveils AI Shopping Push With Alphabet Partnership
• Positive Sentiment: Brand momentum: Ulta’s consumer events (Ulta Beauty World drew huge interest — reported as ~3M attempted entrants) and coverage around supporting emerging brands underscore strong customer engagement and traffic potential. Three Million People Tried To Get Into Ulta Beauty World. Here’s Why It Matters Beyond The Swag Bags
• Positive Sentiment: Technicals turned constructive in recent analysis (Barron’s re-examining pick flagged bullish indicators and a favorable risk/reward if the 200‑day SMA is reclaimed), which can attract momentum traders. Reexamining Stock Picks Ulta Beauty, Peabody Energy, U-Haul
• Positive Sentiment: Analyst and institutional backdrop is skewed bullish: multiple buy/overweight ratings and a median price target near $706 provide a visible upside reference for investors. Ulta Beauty, Inc. ($ULTA) President CEO 2025 Pay Revealed (contains analyst/ownership context)
• Neutral Sentiment: Macro risk: Barclays’ sector note on an oil-price shock says off-price retailers would fare best while traditional apparel names are most exposed — Ulta isn’t explicitly called out but higher energy and inflation could pressure discretionary spending, adding uncertainty to the thesis. Barclays lists retail sector winners and losers in an oil shock
• Negative Sentiment: Governance/compensation optics: a new filing-based estimate shows a sizable jump in CEO pay for 2025 and recent insider sales were reported, which could raise questions for some investors about executive pay and timing of insider activity. Ulta Beauty, Inc. ($ULTA) President CEO 2025 Pay Revealed

Analysts Set New Price Targets

ULTA has been the topic of several research reports. Wedbush started coverage on Ulta Beauty in a research note on Monday. They set an “outperform” rating on the stock. UBS Group reiterated a “buy” rating and set a $810.00 price target on shares of Ulta Beauty in a research report on Friday, March 13th. Zacks Research cut Ulta Beauty from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 6th. JPMorgan Chase & Co. dropped their price target on Ulta Beauty from $800.00 to $750.00 and set an “overweight” rating on the stock in a research report on Friday, March 13th. Finally, Jefferies Financial Group upgraded Ulta Beauty from a “hold” rating to a “buy” rating and increased their price target for the stock from $635.00 to $700.00 in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $674.23.

Insider Activity at Ulta Beauty

In other news, Director George R. Mrkonic, Jr. sold 452 shares of the stock in a transaction on Tuesday, April 7th. The stock was 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 approximately $1,285,128.07. This represents a 15.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.17% of the company’s stock.

About Representative Salazar

Maria Elvira Salazar (Republican Party) is a member of the U.S. House, representing Florida’s 27th Congressional District. She assumed office on January 3, 2021. Her current term ends on January 3, 2027.

Salazar (Republican Party) ran for re-election to the U.S. House to represent Florida’s 27th Congressional District. She won in the general election on November 5, 2024.

Maria Elvira Salazar was born in Miami, Florida, and lives in Coral Gables, Florida. Salazar earned an undergraduate degree from the University of Miami in 1983 and a graduate degree from Harvard University in 1995. Her career experience includes working as a television journalist, reporter, and news anchor.

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.