Banco Bilbao Vizcaya Argentaria S.A. Sells 8,799 Shares of Ulta Beauty Inc. $ULTA

Banco Bilbao Vizcaya Argentaria S.A. cut its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 41.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,655 shares of the specialty retailer’s stock after selling 8,799 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Ulta Beauty were worth $6,903,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the company. State of Wyoming raised its stake in shares of Ulta Beauty by 10.5% in the third quarter. State of Wyoming now owns 211 shares of the specialty retailer’s stock valued at $115,000 after acquiring an additional 20 shares during the last quarter. Quadrant Capital Group LLC grew its position in Ulta Beauty by 1.8% during the 2nd quarter. Quadrant Capital Group LLC now owns 1,165 shares of the specialty retailer’s stock worth $545,000 after acquiring an additional 21 shares during the last quarter. Level Four Advisory Services LLC increased its holdings in Ulta Beauty by 4.8% during the 3rd quarter. Level Four Advisory Services LLC now owns 459 shares of the specialty retailer’s stock valued at $251,000 after purchasing an additional 21 shares in the last quarter. Hardy Reed LLC increased its holdings in Ulta Beauty by 3.0% during the 3rd quarter. Hardy Reed LLC now owns 767 shares of the specialty retailer’s stock valued at $419,000 after purchasing an additional 22 shares in the last quarter. Finally, Stratos Wealth Partners LTD. raised its position in Ulta Beauty by 3.9% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 587 shares of the specialty retailer’s stock valued at $321,000 after purchasing an additional 22 shares during the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Analyst Ratings Changes

A number of research firms have commented on ULTA. Deutsche Bank Aktiengesellschaft set a $732.00 price objective on Ulta Beauty in a research note on Thursday, January 8th. Evercore lifted their price target on Ulta Beauty from $640.00 to $660.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Argus upped their price target on shares of Ulta Beauty from $650.00 to $700.00 and gave the stock a “buy” rating in a research report on Friday, January 2nd. Telsey Advisory Group increased their price objective on shares of Ulta Beauty from $640.00 to $715.00 and gave the stock an “outperform” rating in a report on Monday, March 9th. Finally, William Blair restated a “market perform” rating on shares of Ulta Beauty in a research report on Monday, March 9th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $671.27.

Ulta Beauty Stock Performance

Shares of ULTA opened at $516.74 on Tuesday. The business’s fifty day moving average price is $663.31 and its two-hundred day moving average price is $587.55. The firm has a market capitalization of $22.92 billion, a price-to-earnings ratio of 20.16, a PEG ratio of 2.44 and a beta of 0.82. Ulta Beauty Inc. has a 52 week low of $323.36 and a 52 week high of $714.97.

Ulta Beauty (NASDAQ:ULTA) last released its earnings results on Thursday, March 12th. The specialty retailer reported $8.01 earnings per share for the quarter, topping analysts’ consensus estimates of $7.93 by $0.08. Ulta Beauty had a return on equity of 43.56% and a net margin of 9.31%.The company had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $3.81 billion. During the same quarter in the previous year, the company posted $8.46 earnings per share. The firm’s quarterly revenue was up 11.8% on a year-over-year basis. Ulta Beauty has set its FY 2026 guidance at 28.050-28.550 EPS. As a group, research analysts forecast that Ulta Beauty Inc. will post 23.96 EPS for the current year.

Ulta Beauty News Summary

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

• Positive Sentiment: Q4 sales and comps beat expectations (revenue growth ~11–11.8%, comps ~5.8%) and EPS roughly matched estimates, showing the core retail business is still growing. Ulta Beauty: Improving Growth, Record Low Margins (Rating Upgrade)
• Positive Sentiment: New in‑store partnerships (Clöud Café) and promotional events (21 Days of Beauty) can drive traffic and basket size as Ulta experiments with adjacencies and in‑store experiences. Clöud Café Enters Ulta Beauty As Its First Coffee And Matcha Brand
• Neutral Sentiment: MarketBeat and other outlets note institutional accumulation and technical support levels (analysts point to potential floors near ~$550), suggesting downside may be limited if fundamentals hold. Ulta Beauty and an Ultimate Entry: Price Resets After Profit Miss
• Neutral Sentiment: Long‑term value researchers (Zacks, MarketBeat) continue to highlight Ulta’s durable market position and potential as a long‑term holding despite near‑term volatility. Why Ulta Beauty (ULTA) is a Top Value Stock for the Long-Term
• Negative Sentiment: Analysts trimmed price targets after the print (multiple firms cut targets and some issued downgrades), increasing downside pressure and amplifying the selloff. Ulta Beauty (NASDAQ:ULTA) Shares Gap Down on Analyst Downgrade
• Negative Sentiment: Investors punished the stock because margins are contracting and FY26 guidance was viewed as cautious (comp/growth guidance below street hopes), prompting questions about near‑term profit trajectory. Ulta Stock: Down 24% in Just 1 Month, Is This a Buying Opportunity?
• Negative Sentiment: Coverage pieces and trading‑idea writeups highlight the post‑earnings freefall and discuss where a bottom might be — signaling elevated short‑term risk and volatility for traders. Stock Of The Day: Where Will Ulta Beauty Find A Bottom?

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.