Sei Investments Co. Has $50.54 Million Holdings in Ulta Beauty Inc. $ULTA

Posted by George Bondi on Jul 26th, 2026

Sei Investments Co. lifted its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) by 26.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 96,691 shares of the specialty retailer’s stock after acquiring an additional 20,200 shares during the period. Sei Investments Co.’s holdings in Ulta Beauty were worth $50,544,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in ULTA. Fideuram Asset Management Ireland dac acquired a new position in Ulta Beauty in the 4th quarter worth $25,000. Hilton Head Capital Partners LLC raised its stake in shares of Ulta Beauty by 860.0% in 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 during the period. Strengthening Families & Communities LLC raised its stake in shares of Ulta Beauty by 4,200.0% in 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 during the period. Ascentis Independent Advisors bought a new stake in shares of Ulta Beauty in the first quarter valued at about $29,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in shares of Ulta Beauty during the fourth quarter worth about $30,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Ulta Beauty Trading Down 0.5%

Shares of ULTA opened at $475.36 on Friday. The company has a market cap of $20.44 billion, a price-to-earnings ratio of 17.82, a PEG ratio of 1.48 and a beta of 0.88. Ulta Beauty Inc. has a 1-year low of $443.60 and a 1-year high of $714.97. The company’s fifty day simple moving average is $476.57 and its 200 day simple moving average is $558.82.

Ulta Beauty (NASDAQ:ULTA – Get Free Report) last posted its quarterly earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.89 by $0.85. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The firm had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same period in the prior year, the firm posted $6.70 earnings per share. The company’s quarterly revenue was up 11.1% compared to the same quarter last year. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. As a group, research analysts forecast that Ulta Beauty Inc. will post 28.77 earnings per share for the current year.

Analyst Upgrades and Downgrades

ULTA has been the topic of a number of recent research reports. Canaccord Genuity Group dropped their target price on Ulta Beauty from $799.00 to $731.00 and set a “buy” rating on the stock in a research report on Wednesday, June 3rd. TD Cowen reaffirmed a “buy” rating on shares of Ulta Beauty in a research report on Tuesday. Wells Fargo & Company reduced their price target on Ulta Beauty from $475.00 to $450.00 and set an “underweight” rating for the company in a research report on Wednesday, June 3rd. Loop Capital reaffirmed a “hold” rating and set a $550.00 price target on shares of Ulta Beauty in a research note on Wednesday, June 3rd. Finally, Evercore set a $635.00 price objective on shares of Ulta Beauty in a report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Ulta Beauty presently has an average rating of “Moderate Buy” and an average target price of $638.09.

Check Out Our Latest Stock Report on Ulta Beauty

Insider Activity

In related news, Director George R. Mrkonic, Jr. sold 383 shares of the firm’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $475.84, for a total value of $182,246.72. Following the completion of the sale, the director directly owned 2,404 shares in the company, valued at approximately $1,143,919.36. This trade represents a 13.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.20% of the company’s stock.

Ulta Beauty Profile

(Free Report)

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.