Prescott Group Capital Management L.L.C. Acquires Shares of 3,000 Ulta Beauty Inc. $ULTA

Posted by Stanley Muller on May 21st, 2026

Prescott Group Capital Management L.L.C. acquired a new stake in Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 3,000 shares of the specialty retailer’s stock, valued at approximately $1,815,000.

Other institutional investors also recently added to or reduced their stakes in the company. Strengthening Families & Communities LLC boosted its holdings in 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 in the last quarter. Grey Fox Wealth Advisors LLC purchased a new stake in Ulta Beauty in the 3rd quarter valued at approximately $31,000. Abich Financial Wealth Management LLC purchased a new stake in Ulta Beauty in the 3rd quarter valued at approximately $31,000. BOKF NA purchased a new stake in Ulta Beauty in the 3rd quarter valued at approximately $31,000. Finally, Steigerwald Gordon & Koch Inc. boosted its holdings in Ulta Beauty by 2,550.0% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 53 shares of the specialty retailer’s stock valued at $32,000 after purchasing an additional 51 shares in the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Ulta Beauty Trading Up 2.4%

ULTA stock opened at $493.12 on Thursday. Ulta Beauty Inc. has a 12-month low of $402.50 and a 12-month high of $714.97. The company has a market cap of $21.48 billion, a price-to-earnings ratio of 19.24, a PEG ratio of 1.67 and a beta of 0.89. The firm has a 50 day moving average of $534.36 and a 200-day moving average of $586.31.

Ulta Beauty (NASDAQ:ULTA – Get Free Report) last issued its quarterly earnings data on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to the consensus estimate of $3.81 billion. During the same period in the previous year, the firm posted $8.46 EPS. The company’s quarterly revenue 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. Sell-side analysts forecast that Ulta Beauty Inc. will post 28.47 earnings per share for the current fiscal year.

Insider Activity

In related news, Director George R. Mrkonic, Jr. sold 452 shares of Ulta Beauty stock in a transaction that occurred 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 transaction, the director directly owned 2,383 shares in the company, valued at $1,285,128.07. The trade was a 15.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.17% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on ULTA. Canaccord Genuity Group lifted their price target on shares of Ulta Beauty from $674.00 to $799.00 and gave the company a “buy” rating in a research report on Tuesday, March 10th. Wells Fargo & Company upgraded shares of Ulta Beauty from a “strong sell” rating to an “overweight” rating in a research report on Monday, April 20th. Weiss Ratings reiterated a “hold (c)” rating on shares of Ulta Beauty in a research report on Wednesday, January 21st. Telsey Advisory Group lifted their price target on shares of Ulta Beauty from $640.00 to $715.00 and gave the company an “outperform” rating in a research report on Monday, March 9th. Finally, Evercore set a $725.00 price target on shares of Ulta Beauty in a research report on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $687.95.

View Our Latest Research Report on ULTA

Key Ulta Beauty News

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

Positive Sentiment: Shares rose after the stock outperformed the broader market in the latest session, reinforcing short-term momentum for Ulta Beauty. Ulta Beauty (ULTA) Rises Higher Than Market: Key Facts
Positive Sentiment: Analysts continue to view Ulta Beauty favorably, with the consensus rating around “Moderate Buy,” which can support investor confidence in the stock. Ulta Beauty Inc. (NASDAQ:ULTA) Given Average Recommendation of “Moderate Buy” by Analysts
Neutral Sentiment: Ulta announced it will report first-quarter fiscal 2026 results and participate in an investor conference, keeping attention on upcoming earnings and management commentary. Ulta Beauty to Report First Quarter Fiscal 2026 Results and Participate in an Upcoming Investor Conference
Neutral Sentiment: Broader beauty-sector coverage highlighted AI, wellness, and innovation trends, but the article focused on peers rather than directly on Ulta. 3 Cosmetics Stocks Gaining From AI, Wellness and Innovation Trends
Negative Sentiment: A consumer article about coupons at Ulta may underscore ongoing price sensitivity among shoppers, which could pressure margins if discounting becomes more important. How to coupon at Ulta Beauty and never pay full price for makeup again

About Ulta Beauty

(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.