UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $175.25 Million Holdings in Ulta Beauty Inc. $ULTA

Posted by George Bondi on Sep 2nd, 2026

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC cut its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) by 1.1% during the second quarter, Holdings Channel reports. The fund owned 388,586 shares of the specialty retailer’s stock after selling 4,295 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Ulta Beauty were worth $175,245,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Fideuram Asset Management Ireland dac bought a new position in Ulta Beauty in the 4th quarter valued at $25,000. Strengthening Families & Communities LLC grew its holdings in shares of 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 last quarter. Hilton Head Capital Partners LLC increased its stake in shares of Ulta Beauty by 860.0% in the first quarter. Hilton Head Capital Partners LLC now owns 48 shares of the specialty retailer’s stock valued at $25,000 after buying an additional 43 shares in the last quarter. Nalls Sherbakoff Group LLC acquired a new stake in shares of Ulta Beauty in the fourth quarter valued at $30,000. Finally, Ascentis Independent Advisors bought a new position in shares of Ulta Beauty in the first quarter valued at about $29,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, Director George R. Mrkonic, Jr. sold 383 shares of Ulta Beauty stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $475.84, for a total transaction of $182,246.72. Following the completion of the sale, the director owned 2,404 shares in the company, valued at $1,143,919.36. The trade was a 13.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.20% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on ULTA. Piper Sandler reduced their price target on shares of Ulta Beauty from $725.00 to $600.00 and set an “overweight” rating on the stock in a research report on Wednesday, June 3rd. Argus set a $550.00 price objective on shares of Ulta Beauty in a research report on Thursday, June 18th. Barclays dropped their target price on shares of Ulta Beauty from $647.00 to $645.00 and set an “overweight” rating for the company in a research note on Friday. William Blair reiterated a “market perform” rating on shares of Ulta Beauty in a research report on Friday, August 21st. Finally, Raymond James Financial reissued a “strong-buy” rating and set a $700.00 price target on shares of Ulta Beauty in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $626.59.

Check Out Our Latest Analysis on ULTA

Ulta Beauty Stock Up 1.6%

Shares of ULTA opened at $545.66 on Wednesday. The stock’s fifty day simple moving average is $500.73 and its 200-day simple moving average is $531.63. The firm has a market capitalization of $23.33 billion, a PE ratio of 19.89, a price-to-earnings-growth ratio of 1.61 and a beta of 0.85. Ulta Beauty Inc. has a 12-month low of $443.60 and a 12-month high of $714.97.

Ulta Beauty (NASDAQ:ULTA – Get Free Report) last announced its quarterly earnings data on Thursday, August 27th. The specialty retailer reported $6.55 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $0.33. The firm had revenue of $3.04 billion during the quarter, compared to analyst estimates of $2.99 billion. Ulta Beauty had a return on equity of 45.40% and a net margin of 9.34%.The company’s revenue was up 8.9% on a year-over-year basis. During the same period last year, the company earned $5.78 earnings per share. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. Analysts anticipate that Ulta Beauty Inc. will post 28.91 EPS for the current year.

Ulta Beauty 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.