Perryman Financial Advisory Inc. AD Buys New Stake in Ulta Beauty Inc. $ULTA

Posted by Francis Steltz on Jun 15th, 2026

Perryman Financial Advisory Inc. AD bought a new stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) in the fourth quarter, Holdings Channel reports. The fund bought 5,520 shares of the specialty retailer’s stock, valued at approximately $3,340,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Public Employees Retirement Association of Colorado raised its position in shares of Ulta Beauty by 828.0% in the fourth quarter. Public Employees Retirement Association of Colorado now owns 40,348 shares of the specialty retailer’s stock worth $24,411,000 after acquiring an additional 36,000 shares during the period. Resources Management Corp CT ADV acquired a new position in shares of Ulta Beauty in the fourth quarter worth about $50,000. Seven Mile Advisory acquired a new position in shares of Ulta Beauty in the fourth quarter worth about $203,000. Sargent Investment Group LLC acquired a new position in shares of Ulta Beauty in the fourth quarter worth about $487,000. Finally, Mariner LLC raised its position in shares of Ulta Beauty by 404.9% in the fourth quarter. Mariner LLC now owns 35,697 shares of the specialty retailer’s stock worth $21,598,000 after acquiring an additional 28,627 shares during the period. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Ulta Beauty

In related news, Director George R. Mrkonic, Jr. sold 452 shares of the company’s stock in a transaction dated Tuesday, April 7th. The shares were 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 of the company’s stock, 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 the SEC website. Corporate insiders own 0.17% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on ULTA shares. Telsey Advisory Group upped their price objective on shares of Ulta Beauty from $640.00 to $715.00 and gave the stock an “outperform” rating in a research report on Monday, March 9th. Wedbush started coverage on shares of Ulta Beauty in a research report on Monday, April 20th. They issued an “outperform” rating for the company. William Blair reiterated a “market perform” rating on shares of Ulta Beauty in a research report on Monday, March 9th. Piper Sandler decreased their price objective on shares of Ulta Beauty from $725.00 to $600.00 and set an “overweight” rating for the company in a research report on Wednesday, June 3rd. Finally, Citigroup decreased their price objective on shares of Ulta Beauty from $600.00 to $560.00 and set a “neutral” rating for the company in a research report on Thursday, June 4th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $644.91.

Read Our Latest Report on ULTA

Ulta Beauty Price Performance

ULTA stock opened at $467.74 on Monday. The stock has a market capitalization of $20.11 billion, a P/E ratio of 17.54, a P/E/G ratio of 1.46 and a beta of 0.86. The firm has a 50-day simple moving average of $516.26 and a 200-day simple moving average of $583.18. Ulta Beauty Inc. has a 52 week low of $452.05 and a 52 week high of $714.97.

Ulta Beauty (NASDAQ:ULTA – Get Free Report) last released its earnings results on Tuesday, June 2nd. The specialty retailer reported $7.74 EPS for the quarter, topping analysts’ consensus estimates of $6.89 by $0.85. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The business had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the previous year, the company earned $6.70 earnings per share. The company’s quarterly revenue was up 11.1% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. On average, analysts expect that Ulta Beauty Inc. will post 28.76 earnings per share for the current year.

Ulta Beauty Company 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.