ULTA icon

Ulta Beauty

476.84 USD
+0.70
0.15%
At close Jul 11, 4:00 PM EDT
After hours
475.10
-1.74
0.36%
1 day
0.15%
5 days
0.02%
1 month
4.35%
3 months
31.92%
6 months
18.05%
Year to date
11.11%
1 year
18.97%
5 years
147.44%
10 years
185.62%
 

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 7,312 funds
0
Analysts bullish %
of 16 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

0.49% more ownership

Funds ownership: 89.73% [Q4 2024] → 90.22% (+0.49%) [Q1 2025]

4% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 358

5% less funds holding

Funds holding: 979 [Q4 2024] → 930 (-49) [Q1 2025]

15% less capital invested

Capital invested by funds: $18B [Q4 2024] → $15.3B (-$2.72B) [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

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

Low target
$350
27%
downside
Avg. target
$491
3%
upside
High target
$550
15%
upside

16 analyst ratings

11 positive
69%
neutral
25%
negative
6%
Telsey Advisory Group
Dana Telsey
9%upside
$520
Outperform
Maintained
11 Jul 2025
DA Davidson
Michael Baker
15%upside
$550
Buy
Maintained
7 Jul 2025
Loop Capital
Anthony Chukumba
7%upside
$510
Buy
Maintained
16 Jun 2025
Barclays
Adrienne Yih
2%upside
$485
Equal-Weight
Maintained
2 Jun 2025
Morgan Stanley
Simeon Gutman
15%upside
$550
Overweight
Maintained
30 May 2025

Financial journalist opinion

Based on 13 articles about ULTA published over the past 30 days

Positive
Proactive Investors
1 day ago
Ulta Beauty to enter UK market with acquisition of Space NK
Ulta Beauty Inc (NASDAQ:ULTA) announced that it it is entering the UK beauty retail market through its acquisition of Space NK from the private equity firm Manzanita Capital. The financial terms of the acquisition were not disclosed, but media reports estimate the purchase price exceeds £300 million (US$408 million).
Ulta Beauty to enter UK market with acquisition of Space NK
Neutral
Business Wire
1 day ago
Ulta Beauty Announces Acquisition of Leading British Beauty Retailer Space NK from Manzanita Capital
BOLINGBROOK, Ill.--(BUSINESS WIRE)--Ulta Beauty Announces Acquisition of Leading British Beauty Retailer Space NK from Manzanita Capital.
Ulta Beauty Announces Acquisition of Leading British Beauty Retailer Space NK from Manzanita Capital
Positive
Reuters
1 day ago
Ulta Beauty set to buy British retail chain Space NK, Sky News reports
U.S. cosmetics retailer Ulta Beauty is on the verge of a deal to buy British high street chain Space NK, Sky News reported on Thursday, citing a source.
Ulta Beauty set to buy British retail chain Space NK, Sky News reports
Positive
Market Watch
4 days ago
Ulta Beauty is starting to separate itself from the competition, analyst says
Over recent months, cosmetics chain Ulta Beauty Inc. has faced competition from retail giants like Amazon.com Inc., Walmart Inc. and Target Corp., and some analysts on Wall Street have said its shelf selection leaned too heavily on older brands.
Ulta Beauty is starting to separate itself from the competition, analyst says
Neutral
Zacks Investment Research
1 week ago
Ulta Beauty Sees Steady Comps: Is Broad-Based Growth Enough?
ULTA posts 2.9% comp sales growth, but weakness in makeup and haircare raises concerns about category balance.
Ulta Beauty Sees Steady Comps: Is Broad-Based Growth Enough?
Positive
Benzinga
1 week ago
5 Stocks Set To Crush Q2 Earnings
The S&P 500 finally reached new all-time highs this week, surpassing the level last seen in February, and investors have plenty of confidence as they move into the summer.
5 Stocks Set To Crush Q2 Earnings
Neutral
Zacks Investment Research
1 week ago
ODP vs. ULTA: Which Stock Is the Better Value Option?
Investors interested in Retail - Miscellaneous stocks are likely familiar with ODP Corp. (ODP) and Ulta Beauty (ULTA). But which of these two stocks offers value investors a better bang for their buck right now?
ODP vs. ULTA: Which Stock Is the Better Value Option?
Negative
WSJ
2 weeks ago
Ulta Beauty Chief Financial Officer Paula Oyibo Leaves
The cosmetics retailer didn't specify a reason for the departure of Oyibo, who joined the company in 2019 and had been CFO since April 2024.
Ulta Beauty Chief Financial Officer Paula Oyibo Leaves
Negative
Reuters
2 weeks ago
Ulta Beauty CFO Paula Oyibo quits, picks insider for interim role
Ulta Beauty said on Wednesday its finance chief Paula Oyibo has quit the role after a little over a year and named insider Chris Lialios as its interim CFO.
Ulta Beauty CFO Paula Oyibo quits, picks insider for interim role
Neutral
Business Wire
2 weeks ago
Ulta Beauty Announces CFO Transition Process
BOLINGBROOK, Ill.--(BUSINESS WIRE)--Ulta Beauty Announces CFO Transition Process.
Ulta Beauty Announces CFO Transition Process
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