ULTA icon

Ulta Beauty

473.43 USD
-0.03
0.01%
Updated Jun 20, 12:55 PM EDT
1 day
-0.01%
5 days
3.27%
1 month
14.24%
3 months
38.88%
6 months
10.10%
Year to date
10.32%
1 year
25.11%
5 years
130.39%
10 years
204.09%
 

About: With more than 1,400 freestanding stores and 600 Target shop-in-shops, Ulta Beauty is the largest specialized beauty retailer in the US. The firm offers cosmetics (39% of 2024 sales), fragrances (13%), skin care (23%), and hair care products (19%). It also offers salon services, including hair, makeup, skin, and brow, that account for about 4% of its revenue and drive traffic. In addition, it collects royalties through its Target partnership and credit card revenue. Most standalone Ulta stores are approximately 10,000 square feet and are in suburban strip centers. The firm will soon open franchised stores in Mexico and has formed a joint venture to expand into the Middle East. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.

Employees: 58,000

0
Funds holding %
of 7,302 funds
0
Analysts bullish %
of 17 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

71% more call options, than puts

Call options by funds: $1.38B | Put options by funds: $807M

0.52% less ownership

Funds ownership: 89.73% [Q4 2024] → 89.22% (-0.52%) [Q1 2025]

4% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 358

5% less funds holding

Funds holding: 979 [Q4 2024] → 928 (-51) [Q1 2025]

16% less capital invested

Capital invested by funds: $18B [Q4 2024] → $15.2B (-$2.89B) [Q1 2025]

23% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 124

33% less funds holding in top 10

Funds holding in top 10: 12 [Q4 2024] → 8 (-4) [Q1 2025]

Research analyst outlook

17 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$350
26%
downside
Avg. target
$483
2%
upside
High target
$550
16%
upside

17 analyst ratings

12 positive
71%
neutral
24%
negative
6%
Loop Capital
Anthony Chukumba
8%upside
$510
Buy
Maintained
16 Jun 2025
Barclays
Adrienne Yih
2%upside
$485
Equal-Weight
Maintained
2 Jun 2025
Morgan Stanley
Simeon Gutman
16%upside
$550
Overweight
Maintained
30 May 2025
Citigroup
Kelly Crago
5%downside
$450
Neutral
Maintained
30 May 2025
Oppenheimer
Rupesh Parikh
8%upside
$510
Outperform
Maintained
30 May 2025

Financial journalist opinion

Based on 34 articles about ULTA published over the past 30 days

Positive
Zacks Investment Research
1 week ago
ODP or ULTA: Which Is the Better Value Stock Right Now?
Investors with an interest in Retail - Miscellaneous stocks have likely encountered both ODP Corp. (ODP) and Ulta Beauty (ULTA). But which of these two companies is the best option for those looking for undervalued stocks?
ODP or ULTA: Which Is the Better Value Stock Right Now?
Positive
Seeking Alpha
1 week ago
Ulta Beauty: A Margin Expansion Story
Ulta remains a high-quality business with strong fundamentals, loyal customers, and a pristine balance sheet, now trading at a good—not deep value—price. The 2025 investment thesis centers on margin expansion, not top line growth; operational improvements could lift margins from 14% back to 16%, unlocking shareholder value. Ulta's future growth levers include a high-margin media business, international expansion, new product categories, and continued buybacks, but risks remain around execution and competition.
Ulta Beauty: A Margin Expansion Story
Neutral
The Motley Fool
2 weeks ago
Zscaler and Ulta Beauty Report Results; the Market Experiences Moods
In this podcast, Motley Fool analysts Andy Cross and Asit Sharma discuss May's market bounce, plus earnings from ZScaler and Ulta Beauty.
Zscaler and Ulta Beauty Report Results; the Market Experiences Moods
Positive
MarketBeat
2 weeks ago
5 Earnings Season Winners With More Upside on the Way
Earnings season has come and gone, and many prominent companies surprised analysts with impressive Q1 earnings strength. Despite unpredictable tariffs, a weakening dollar, and ISM survey comments that suggest Armageddon is imminent, the S&P 500 continues to chug along toward its February all-time high.
5 Earnings Season Winners With More Upside on the Way
Positive
FXEmpire
2 weeks ago
Ulta Beauty Sales Growth Attracts Inflows
Strong sales growth sends Big Money to Ulta Beauty, Inc. (ULTA).
Ulta Beauty Sales Growth Attracts Inflows
Neutral
CNBC Television
2 weeks ago
Final Trades: Ulta, Disney, Gap and the SLV
The Investment Committee give you their top stocks to watch for the second half.
Final Trades: Ulta, Disney, Gap and the SLV
Positive
Zacks Investment Research
2 weeks ago
Ulta Beauty (ULTA) is a Great Momentum Stock: Should You Buy?
Does Ulta Beauty (ULTA) have what it takes to be a top stock pick for momentum investors? Let's find out.
Ulta Beauty (ULTA) is a Great Momentum Stock: Should You Buy?
Neutral
Seeking Alpha
2 weeks ago
Ulta Beauty, Inc. (ULTA) Presents at 2025 dbAccess Global Consumer Conference Transcript
Ulta Beauty, Inc. (NASDAQ:ULTA ) 2025 dbAccess Global Consumer Conference June 4, 2025 8:45 AM ET Company Participants Kecia L. Steelman - President, CEO & Director Paula M.
Ulta Beauty, Inc. (ULTA) Presents at 2025 dbAccess Global Consumer Conference Transcript
Positive
CNBC
2 weeks ago
Nationwide coordinated retail crime crackdown results in hundreds of arrests, authorities say
A nationwide coordinated crackdown on retail crime — what authorities are calling the first of its kind — led to hundreds of arrests in 28 states last week. The blitz involved more than 100 jurisdictions and over 30 retailers including Home Depot, Macy's, Target, Ulta Beauty, Walgreens, Kroger and Meijer.
Nationwide coordinated retail crime crackdown results in hundreds of arrests, authorities say
Positive
The Motley Fool
2 weeks ago
The Ultimate Growth Stock to Buy With $1,000 Right Now
Investing can feel overwhelming. There's a lot of jargon, but those starting out shouldn't feel intimidated.
The Ultimate Growth Stock to Buy With $1,000 Right Now
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