Ulta Beauty (NASDAQ:ULTA) Director Sells $322,386.00 in Stock

Ulta Beauty Inc. (NASDAQ:ULTAGet Free Report) Director Lorna Nagler sold 600 shares of the firm’s stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $537.31, for a total value of $322,386.00. Following the sale, the director directly owned 7,168 shares of the company’s stock, valued at $3,851,438.08. The trade was a 7.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link.

Ulta Beauty Trading Down 2.5%

Shares of ULTA opened at $530.52 on Thursday. The company’s 50-day moving average price is $519.37 and its 200 day moving average price is $521.01. Ulta Beauty Inc. has a 12-month low of $443.60 and a 12-month high of $714.97. The firm has a market cap of $22.69 billion, a P/E ratio of 19.33, a price-to-earnings-growth ratio of 1.63 and a beta of 0.85.

Ulta Beauty (NASDAQ:ULTAGet Free Report) last announced its quarterly earnings results on Thursday, August 27th. The specialty retailer reported $6.55 earnings per share for the quarter, beating analysts’ consensus estimates of $6.22 by $0.33. Ulta Beauty had a net margin of 9.34% and a return on equity of 45.40%. The business had revenue of $3.04 billion during the quarter, compared to analysts’ expectations of $2.99 billion. During the same period last year, the business earned $5.78 earnings per share. The business’s revenue for the quarter was up 8.9% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. Equities research analysts forecast that Ulta Beauty Inc. will post 28.94 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Fideuram Asset Management Ireland dac purchased a new position in shares of Ulta Beauty in the 4th quarter valued at about $25,000. Hilton Head Capital Partners LLC increased its stake in shares of Ulta Beauty by 860.0% during the first quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock worth $25,000 after buying an additional 43 shares during the period. Clearstead Trust LLC acquired a new stake in Ulta Beauty in the second quarter valued at approximately $27,000. Ascentis Independent Advisors acquired a new stake in Ulta Beauty in the first quarter valued at approximately $29,000. Finally, Nalls Sherbakoff Group LLC purchased a new position in Ulta Beauty in the fourth quarter worth approximately $30,000. 90.39% of the stock is owned by institutional investors and hedge funds.

More Ulta Beauty News

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

  • Positive Sentiment: DA Davidson reiterated its Buy rating, reinforcing the view that Ulta’s recent pullback offers attractive long-term value. The company’s latest quarter also showed strong fundamentals, with revenue up 8.9% year over year and earnings exceeding estimates. DA Davidson Reiterates Buy Rating for Ulta Beauty
  • Positive Sentiment: An analyst who had been bearish on Ulta is no longer negative, contributing to a broader improvement in Wall Street sentiment. Ulta maintains a consensus Moderate Buy rating, with the average analyst target materially above recent trading levels. Ulta Beauty Analyst Upgrade
  • Positive Sentiment: CEO Kecia Steelman highlighted AI-powered loyalty data, personalized customer engagement and other initiatives intended to support Ulta’s next phase of growth following the Target exit. The strategy could improve marketing efficiency and strengthen customer retention. Ulta Beauty CEO on Target Exit and AI-Powered Loyalty Data
  • Neutral Sentiment: A director, Lorna Nagler, sold 600 shares worth approximately $322,000. The transaction reduced her direct holdings by 7.72%, but its relatively small size may have limited implications for the company’s outlook. Lorna Nagler Sells Ulta Beauty Shares
  • Negative Sentiment: Ulta is encountering customer opposition to Flock license-plate cameras and other anti-theft measures. Continued criticism could create reputational risk, increase customer dissatisfaction or pressure the retailer to change its security practices. Ulta Beauty Faces Backlash Over Anti-Theft Tool
  • Negative Sentiment: The end of the Ulta-Target relationship is raising questions about what will replace Ulta locations in affected stores and whether the company could lose customer reach or sales tied to the partnership. After Ulta and Target Breakup

Analyst Ratings Changes

ULTA has been the subject of a number of research reports. Guggenheim began coverage on Ulta Beauty in a research note on Tuesday. They issued a “buy” rating for the company. Raymond James Financial cut Ulta Beauty from a “strong-buy” rating to a “moderate buy” rating in a report on Tuesday. DA Davidson reaffirmed a “buy” rating and issued a $625.00 target price on shares of Ulta Beauty in a research report on Monday. Royal Bank Of Canada upgraded shares of Ulta Beauty to an “outperform” rating in a research note on Tuesday. Finally, Deutsche Bank Aktiengesellschaft increased their price target on shares of Ulta Beauty from $692.00 to $695.00 and gave the stock a “buy” rating in a research report on Tuesday, August 25th. Twenty-four analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, Ulta Beauty has an average rating of “Moderate Buy” and a consensus price target of $627.83.

Get Our Latest Research Report on Ulta Beauty

Ulta Beauty Company Profile

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Ulta Beauty, Inc is a specialty beauty retailer operating under the Ulta Beauty brand. The company sells a broad selection of cosmetics, skincare, haircare, fragrance, bath and body products, and beauty tools across a range of price points. Its merchandise includes both established brands and private-label products, as well as prestige, mass-market and professional beauty offerings.

In addition to retail sales, Ulta Beauty provides services through salon locations within many of its stores, including hair, skin and brow services.

Further Reading

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