Quantbot Technologies LP Reduces Holdings in Ulta Beauty Inc. $ULTA

Quantbot Technologies LP lessened its position in shares of Ulta Beauty Inc. (NASDAQ:ULTA) by 93.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 709 shares of the specialty retailer’s stock after selling 10,244 shares during the quarter. Quantbot Technologies LP’s holdings in Ulta Beauty were worth $388,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its holdings in shares of Ulta Beauty by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 5,353,414 shares of the specialty retailer’s stock worth $2,926,979,000 after purchasing an additional 33,674 shares during the period. Marshall Wace LLP lifted its position in Ulta Beauty by 9.4% in the second quarter. Marshall Wace LLP now owns 654,598 shares of the specialty retailer’s stock valued at $306,234,000 after buying an additional 56,063 shares during the last quarter. Franklin Resources Inc. boosted its stake in Ulta Beauty by 5.4% during the second quarter. Franklin Resources Inc. now owns 582,635 shares of the specialty retailer’s stock worth $272,568,000 after buying an additional 30,100 shares during the period. Swedbank AB increased its position in shares of Ulta Beauty by 6.7% during the third quarter. Swedbank AB now owns 581,506 shares of the specialty retailer’s stock valued at $317,938,000 after acquiring an additional 36,456 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Ulta Beauty in the 2nd quarter valued at approximately $258,791,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on ULTA shares. Oppenheimer increased their price objective on shares of Ulta Beauty from $675.00 to $750.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 20th. Deutsche Bank Aktiengesellschaft set a $732.00 target price on Ulta Beauty in a research report on Thursday, January 8th. Evercore upped their price target on Ulta Beauty from $640.00 to $660.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. JPMorgan Chase & Co. lifted their price objective on Ulta Beauty from $600.00 to $606.00 and gave the company an “overweight” rating in a research note on Monday, December 1st. Finally, Morgan Stanley boosted their price objective on Ulta Beauty from $640.00 to $750.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $633.12.

Ulta Beauty Stock Down 0.6%

Ulta Beauty stock opened at $642.22 on Tuesday. The firm has a market cap of $28.49 billion, a PE ratio of 24.63, a price-to-earnings-growth ratio of 3.01 and a beta of 0.82. Ulta Beauty Inc. has a 52-week low of $309.01 and a 52-week high of $714.97. The company’s 50 day moving average is $665.13 and its two-hundred day moving average is $585.21.

Ulta Beauty News Summary

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.