OP Asset Management Ltd Takes Position in Ulta Beauty Inc. $ULTA

Posted by Brenda Bartman on Jun 27th, 2026

OP Asset Management Ltd bought a new position in shares of Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) in the 1st quarter, Holdings Channel.com reports. The institutional investor bought 7,062 shares of the specialty retailer’s stock, valued at approximately $3,691,000.

A number of other institutional investors have also made changes to their positions in the business. Fideuram Asset Management Ireland dac bought a new stake in Ulta Beauty in the 4th quarter valued at $25,000. Strengthening Families & Communities LLC boosted its position 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 purchasing an additional 42 shares during the period. Nalls Sherbakoff Group LLC acquired a new position in shares of Ulta Beauty in the fourth quarter valued at $30,000. BOKF NA acquired a new position in shares of Ulta Beauty in the third quarter valued at $31,000. Finally, Steigerwald Gordon & Koch Inc. raised its position in shares of Ulta Beauty by 2,550.0% in the fourth 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 owned by institutional investors and hedge funds.

Ulta Beauty Stock Performance

ULTA opened at $488.45 on Friday. Ulta Beauty Inc. has a fifty-two week low of $448.57 and a fifty-two week high of $714.97. The company has a market capitalization of $21.00 billion, a P/E ratio of 18.31, a P/E/G ratio of 1.51 and a beta of 0.86. The stock has a fifty day moving average of $503.08 and a 200-day moving average of $577.49.

Ulta Beauty (NASDAQ:ULTA – Get Free Report) last announced its earnings results 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. Ulta Beauty had a net margin of 9.36% and a return on equity of 44.77%. The company 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 business posted $6.70 earnings per share. Ulta Beauty’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, equities research analysts predict that Ulta Beauty Inc. will post 28.76 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Ulta Beauty news, Director George R. Mrkonic, Jr. sold 383 shares of the business’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 owned 2,404 shares of the company’s stock, valued at $1,143,919.36. The trade was a 13.74% decrease in their position. 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 company insiders.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Loop Capital restated a “hold” rating and set a $550.00 target price on shares of Ulta Beauty in a research note on Wednesday, June 3rd. B. Riley Financial decreased their price target on shares of Ulta Beauty from $600.00 to $500.00 and set a “neutral” rating on the stock in a research note on Wednesday, June 3rd. JPMorgan Chase & Co. lowered their price target on shares of Ulta Beauty from $750.00 to $631.00 and set an “overweight” rating on the stock in a report on Wednesday, June 3rd. Canaccord Genuity Group cut their price objective on shares of Ulta Beauty from $799.00 to $731.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. Finally, The Goldman Sachs Group reduced their price objective on Ulta Beauty from $741.00 to $652.00 and set a “buy” rating for the company in a report on Wednesday, June 3rd. One research 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.com, Ulta Beauty currently has a consensus rating of “Moderate Buy” and an average price target of $638.09.

View Our Latest Research Report on ULTA

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.

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Institutional Ownership by Quarter for Ulta Beauty (NASDAQ:ULTA)

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