Ulta Beauty (NASDAQ:ULTA) Price Target Raised to $712.00 at Barclays

Ulta Beauty (NASDAQ:ULTA) had its price objective hoisted by Barclays from $680.00 to $712.00 in a research report report published on Monday morning,Benzinga reports. They currently have an overweight rating on the specialty retailer’s stock.

Other equities analysts also recently issued research reports about the stock. Deutsche Bank Aktiengesellschaft set a $732.00 price objective on shares of Ulta Beauty in a research report on Thursday, January 8th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ulta Beauty in a report on Wednesday, January 21st. Piper Sandler reiterated an “overweight” rating and set a $775.00 price target on shares of Ulta Beauty in a research note on Tuesday, January 27th. TD Cowen raised their price objective on shares of Ulta Beauty from $725.00 to $775.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Finally, Robert W. Baird set a $700.00 price objective on Ulta Beauty in a report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $633.12.

Ulta Beauty Price Performance

Shares of NASDAQ ULTA opened at $642.22 on Monday. The stock has a fifty day moving average price of $665.13 and a 200 day moving average price of $585.21. Ulta Beauty has a 1-year low of $309.01 and a 1-year high of $714.97. The company has a market cap of $28.49 billion, a PE ratio of 24.63, a P/E/G ratio of 3.01 and a beta of 0.82.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Ulta Beauty during the 4th quarter worth about $430,963,000. Holocene Advisors LP raised its position in shares of Ulta Beauty by 339.6% in the third quarter. Holocene Advisors LP now owns 379,939 shares of the specialty retailer’s stock valued at $207,732,000 after buying an additional 293,516 shares during the last quarter. Andra AP fonden lifted its stake in shares of Ulta Beauty by 351,900.0% during the third quarter. Andra AP fonden now owns 228,800 shares of the specialty retailer’s stock valued at $125,096,000 after buying an additional 228,735 shares during the period. Corient Private Wealth LLC boosted its position in Ulta Beauty by 1,837.4% during the fourth quarter. Corient Private Wealth LLC now owns 230,998 shares of the specialty retailer’s stock worth $139,756,000 after acquiring an additional 219,075 shares during the last quarter. Finally, Invesco Ltd. grew its stake in Ulta Beauty by 33.6% in the 3rd quarter. Invesco Ltd. now owns 840,383 shares of the specialty retailer’s stock worth $459,479,000 after acquiring an additional 211,485 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

Trending Headlines about Ulta Beauty

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

• Positive Sentiment: Morgan Stanley reaffirmed a Buy and kept a $750 price target, signaling confidence in near‑term outperformance and 2026 targets. Article Title
• Positive Sentiment: Telsey Advisory raised its price target to $715 and kept an Outperform rating, supporting upside expectations ahead of earnings. Article Title
• Positive Sentiment: Barclays lifted its target to $712 with an Overweight rating — another vote of confidence that suggests analyst buy‑side support. Article Title
• Positive Sentiment: Ulta is expanding exclusive brand partnerships (Hairstory into 300+ stores, NassifMD on UB Marketplace) and running the multi‑week “21 Days of Beauty” promotion — moves that can boost traffic, margins on exclusives and loyalty. Article Title
• Neutral Sentiment: Ulta is on a crowded earnings calendar this week; investors will be parsing guidance, comp trends, loyalty metrics and any AI/tech‑driven commentary. This creates event risk but also upside if results beat. Article Title
• Neutral Sentiment: Wall Street previews (Yahoo/Zacks) urge focus beyond headline revenue/EPS to metrics such as comp sales, average ticket, loyalty growth and gross margin mix — items that will drive the stock post‑earnings. Article Title Article Title
• Neutral Sentiment: High‑profile media commentary (Jim Cramer) has increased attention ahead of the print; such coverage can amplify intraday moves but is not a direct indicator of fundamentals. Article Title
• Negative Sentiment: Wells Fargo moved its target up to $500 but kept an Underweight rating — the low target and bearish stance create downward pressure and give investors a reason to take profits or trim positions. Article Title

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.