SG Americas Securities LLC grew its position in Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) by 54.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,746 shares of the specialty retailer’s stock after purchasing an additional 12,583 shares during the period. SG Americas Securities LLC’s holdings in Ulta Beauty were worth $18,685,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Fideuram Asset Management Ireland dac bought a new position in shares of Ulta Beauty in the fourth quarter valued at approximately $25,000. Strengthening Families & Communities LLC lifted its holdings in Ulta Beauty by 4,200.0% during the fourth quarter. Strengthening Families & Communities LLC now owns 43 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 42 shares during the period. Nalls Sherbakoff Group LLC purchased a new position in Ulta Beauty in the fourth quarter worth $30,000. BOKF NA purchased a new position in Ulta Beauty in the third quarter worth $31,000. Finally, Steigerwald Gordon & Koch Inc. grew its stake 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 during the period. 90.39% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at Ulta Beauty
In other news, Director George R. Mrkonic, Jr. sold 452 shares of the business’s stock in a transaction that occurred on Tuesday, April 7th. The shares were sold at an average price of $539.29, for a total value of $243,759.08. Following the sale, the director owned 2,383 shares of the company’s stock, valued at $1,285,128.07. The trade was a 15.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.17% of the stock is owned by insiders.
Wall Street Analyst Weigh In
Ulta Beauty Stock Performance
ULTA stock opened at $485.52 on Friday. The company has a market capitalization of $20.87 billion, a price-to-earnings ratio of 18.20, a PEG ratio of 1.49 and a beta of 0.86. Ulta Beauty Inc. has a fifty-two week low of $448.57 and a fifty-two week high of $714.97. The stock has a fifty day moving average of $504.09 and a 200-day moving average of $578.11.
Ulta Beauty (NASDAQ:ULTA – Get Free Report) last announced its quarterly earnings data on Tuesday, June 2nd. The specialty retailer reported $7.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.89 by $0.85. The business had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.12 billion. Ulta Beauty had a return on equity of 44.77% and a net margin of 9.36%.The firm’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same period in the previous year, the business posted $6.70 EPS. Ulta Beauty has set its FY 2026 guidance at 28.360-28.800 EPS. Equities analysts predict that Ulta Beauty Inc. will post 28.76 EPS for the current year.
Trending Headlines about Ulta Beauty
Here are the key news stories impacting Ulta Beauty this week:
- Positive Sentiment: Ulta announced a new partnership with Bath & Body Works that adds curated body care and fragrance products to more than 600 stores and its e-commerce site, which could improve customer discovery and sales mix. Ulta Beauty (ULTA) Brings Bath And Body Works To More Than 600 Stores
- Positive Sentiment: The partnership gives Ulta access to exclusive Bath & Body Works products, which could help differentiate its assortment and support loyalty engagement. Ulta Beauty CMO on evolving a 47 million-member loyalty program into a ‘relationship engine’
- Neutral Sentiment: Several articles framed Ulta as a stock to watch after a steep six-month pullback, with analysts pointing to macro pressure and competition offset by loyalty growth, AI initiatives, and international expansion. How to Play Ulta Beauty Stock After a 24% Plunge in 6 Months?
- Neutral Sentiment: Argus cut its price target on Ulta Beauty to $550 from $615 but kept a Buy rating, highlighting recent underperformance rather than a change in the company’s long-term outlook. Argus Cuts PT on Ulta Beauty (ULTA) – Here’s Why
- Neutral Sentiment: Short-interest data showed no meaningful change in the share count, so it does not appear to be a real trading driver. Short Interest Update
Ulta Beauty Company Profile
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.
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