Andra AP fonden Grows Stock Position in Ulta Beauty Inc. $ULTA

Andra AP fonden increased its position in Ulta Beauty Inc. (NASDAQ:ULTA) by 351,900.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 228,800 shares of the specialty retailer’s stock after buying an additional 228,735 shares during the quarter. Ulta Beauty accounts for 1.6% of Andra AP fonden’s portfolio, making the stock its 7th largest position. Andra AP fonden owned about 0.51% of Ulta Beauty worth $125,096,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the stock. Norges Bank purchased a new stake in shares of Ulta Beauty during the second quarter valued at approximately $258,791,000. AQR Capital Management LLC increased its position in shares of Ulta Beauty by 76.6% during the second quarter. AQR Capital Management LLC now owns 477,504 shares of the specialty retailer’s stock valued at $222,794,000 after buying an additional 207,084 shares during the period. Thrivent Financial for Lutherans raised its holdings in Ulta Beauty by 1,597.2% in the third quarter. Thrivent Financial for Lutherans now owns 158,132 shares of the specialty retailer’s stock worth $86,459,000 after purchasing an additional 148,815 shares in the last quarter. Hudson Bay Capital Management LP bought a new stake in Ulta Beauty during the second quarter worth about $62,170,000. Finally, Rakuten Investment Management Inc. bought a new position in Ulta Beauty during the 3rd quarter valued at approximately $71,997,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

Ulta Beauty Stock Performance

NASDAQ ULTA opened at $695.63 on Friday. Ulta Beauty Inc. has a 52-week low of $309.01 and a 52-week high of $714.97. The firm’s 50 day moving average price is $657.31 and its 200-day moving average price is $577.29. The company has a market cap of $30.86 billion, a PE ratio of 26.67, a P/E/G ratio of 3.19 and a beta of 0.85.

Ulta Beauty (NASDAQ:ULTA) last announced its earnings results on Thursday, December 4th. The specialty retailer reported $5.14 EPS for the quarter, topping analysts’ consensus estimates of $4.61 by $0.53. Ulta Beauty had a net margin of 9.93% and a return on equity of 46.33%. The business had revenue of $2.86 billion during the quarter, compared to the consensus estimate of $2.70 billion. During the same period in the previous year, the company posted $5.14 earnings per share. The firm’s revenue was up 12.9% on a year-over-year basis. Ulta Beauty has set its FY 2025 guidance at 25.200-25.500 EPS. On average, analysts forecast that Ulta Beauty Inc. will post 23.96 earnings per share for the current fiscal year.

Trending Headlines about Ulta Beauty

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

• Positive Sentiment: JPMorgan raised its price target to $800 (from $647) while keeping an Overweight rating — a major bank’s higher target lends credibility to the recent rally and can attract funds. JPMorgan Raises Ulta Beauty (ULTA) Price Target to $800 from $647
• Positive Sentiment: Technicals show Ulta recently crossed above its 20-day moving average — a short-term bullish signal that often accompanies momentum-driven buying. Ulta Beauty (ULTA) Recently Broke Out Above the 20-Day Moving Average
• Positive Sentiment: Long-term performance stories are being circulated (example: what a $1,000 investment 10 years ago would be worth), which can reinforce buy-and-hold narratives among retail investors. Here’s How Much a $1000 Investment in Ulta Beauty Made 10 Years Ago Would Be Worth Today
• Neutral Sentiment: Ulta scheduled its fourth-quarter and fiscal 2025 results for March 12, 2026 — a near-term catalyst that could amplify volatility depending on same-store sales, margin trends and FY2026/25 guidance. Ulta Beauty to Report Fourth Quarter and Fiscal 2025 Results on March 12, 2026
• Neutral Sentiment: Zacks and other outlets note heightened investor attention on ULTA, which can mean increased short-term interest but doesn’t guarantee directional moves. Ulta Beauty Inc. (ULTA) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Valuation and momentum concerns: recent analyses flag a strong 90-day run and elevated returns over 1 year, which raises the risk of at least a short-term pullback if guidance or comp metrics disappoint. Assessing Ulta Beauty (ULTA) Valuation After A Strong 90 Day Share Price Run

Analyst Ratings Changes

Several brokerages recently weighed in on ULTA. Jefferies Financial Group started coverage on shares of Ulta Beauty in a research report on Wednesday, January 14th. They set a “hold” rating and a $700.00 price target for the company. Robert W. Baird set a $700.00 target price on Ulta Beauty in a report on Wednesday, December 17th. DA Davidson raised their price objective on shares of Ulta Beauty from $625.00 to $650.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Argus increased their price objective on shares of Ulta Beauty from $650.00 to $700.00 and gave the company a “buy” rating in a report on Friday, January 2nd. Finally, Oppenheimer raised their price target on Ulta Beauty from $675.00 to $750.00 and gave the company an “outperform” rating in a report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Ulta Beauty has a consensus rating of “Moderate Buy” and a consensus target price of $626.84.

Ulta Beauty Profile

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.