Generali Asset Management SPA SGR Purchases 4,017 Shares of Ulta Beauty Inc. $ULTA

Generali Asset Management SPA SGR increased its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 2,732.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,164 shares of the specialty retailer’s stock after purchasing an additional 4,017 shares during the period. Generali Asset Management SPA SGR’s holdings in Ulta Beauty were worth $2,277,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of ULTA. J. Safra Sarasin Holding AG increased its stake in Ulta Beauty by 167.8% in the second quarter. J. Safra Sarasin Holding AG now owns 4,513 shares of the specialty retailer’s stock valued at $2,111,000 after acquiring an additional 2,828 shares during the period. Swedbank AB lifted its stake in Ulta Beauty by 6.7% during the third quarter. Swedbank AB now owns 581,506 shares of the specialty retailer’s stock worth $317,938,000 after purchasing an additional 36,456 shares during the period. Ascent Group LLC acquired a new stake in Ulta Beauty during the second quarter valued at approximately $395,000. Assenagon Asset Management S.A. grew its stake in shares of Ulta Beauty by 90.1% in the 3rd quarter. Assenagon Asset Management S.A. now owns 36,647 shares of the specialty retailer’s stock valued at $20,037,000 after purchasing an additional 17,365 shares during the period. Finally, Stance Capital LLC acquired a new position in shares of Ulta Beauty in the 2nd quarter worth approximately $3,809,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts recently commented on the company. B. Riley reaffirmed a “neutral” rating on shares of Ulta Beauty in a research note on Monday, December 8th. Weiss Ratings reissued a “hold (c)” rating on shares of Ulta Beauty in a report on Wednesday, October 8th. Wall Street Zen lowered shares of Ulta Beauty from a “buy” rating to a “hold” rating in a report on Friday, September 26th. Evercore ISI increased their target price on shares of Ulta Beauty from $640.00 to $660.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Finally, Robert W. Baird set a $700.00 price target on shares of Ulta Beauty in a research report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Ulta Beauty currently has an average rating of “Moderate Buy” and a consensus price target of $581.92.

Ulta Beauty Stock Up 2.5%

Ulta Beauty stock opened at $620.04 on Friday. The stock has a 50-day simple moving average of $555.51 and a 200 day simple moving average of $528.07. The stock has a market capitalization of $27.50 billion, a price-to-earnings ratio of 23.77, a P/E/G ratio of 3.27 and a beta of 0.85. Ulta Beauty Inc. has a 12-month low of $309.01 and a 12-month high of $622.27.

Ulta Beauty (NASDAQ:ULTA) last posted its quarterly earnings data on Thursday, December 4th. The specialty retailer reported $5.14 earnings per share for the quarter, beating the consensus estimate of $4.61 by $0.53. Ulta Beauty had a net margin of 9.93% and a return on equity of 46.33%. The firm had revenue of $2.86 billion during the quarter, compared to analysts’ expectations of $2.70 billion. During the same quarter last year, the company posted $5.14 EPS. The company’s quarterly revenue was up 12.9% compared to the same quarter last year. Ulta Beauty has set its FY 2025 guidance at 25.200-25.500 EPS. As a group, sell-side analysts anticipate that Ulta Beauty Inc. will post 23.96 EPS for the current year.

Ulta Beauty News Roundup

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

• Positive Sentiment: Argus raised its price target to $700 from $650 and kept a “buy” rating, signaling roughly double‑digit upside versus recent levels and giving momentum to buying interest. Argus price target article
• Positive Sentiment: Zacks upgraded ULTA from “hold” to “strong‑buy,” adding another buy‑side endorsement that supports further upside as investors reweight the stock. Zacks upgrade
• Positive Sentiment: Market reaction pushed ULTA to an all‑time intraday high, reflecting strong demand and reinforcing momentum investors often chase after analyst upgrades and positive guidance. All‑time high report
• Neutral Sentiment: Coverage roundup and analyst notes (e.g., Benzinga’s compilation of 10 forecasts) are amplifying attention and short‑term volatility expectations but include mixed price targets — headline stimulus rather than new fundamental change. Analyst roundup
• Neutral Sentiment: Ulta Beauty World tickets going live (makeup convention in Florida) is a brand/engagement positive that could modestly boost sales and loyalty but is unlikely to move near‑term EPS materially. Event ticketing article
• Neutral Sentiment: Recent commentary and retrospectives (e.g., Yahoo analysis of 2025 gains) are prompting investors to reassess positioning into 2026 — supportive background but more thematic than a fresh catalyst. Yahoo analysis

About Ulta Beauty

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.