Ulta Beauty (ULTA) is down 4.9% today. Here is some analysis on what might have caused this price movement.
Analysis: There does not appear to be a single new company-specific filing or press release tied to today’s drop, so the move may reflect continued caution after the company’s early-June earnings report and a string of recent analyst price-target reductions. This could be because investors are focusing less on Ulta’s solid top-line growth and more on margin sensitivity, consumer demand risks, and how much future investment may be needed to sustain momentum.
Details:
Ulta’s first-quarter fiscal 2026 results showed net sales rising 11.1% to $3.2 billion, comparable sales increasing 5.3%, and diluted earnings per share climbing 15.5% to $7.74.The company raised its fiscal 2026 diluted EPS outlook to $28.36 to $28.80 while leaving its net sales growth and comparable sales growth outlook unchanged.Recent analyst updates in June included lower price targets from firms that kept constructive ratings, suggesting a more cautious view on upside even after strong quarterly results.Ulta’s quarterly materials also showed higher SG&A expenses tied in part to the Space NK acquisition and strategic investments, which may be keeping investors alert to profit-margin pressure.Sources:
Ulta Beauty Investor Relations, SEC, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$ULTA Insider Trading Activity
$ULTA insiders have traded $ULTA stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ULTA stock by insiders over the last 6 months:
- GEORGE R JR MRKONIC has made 0 purchases and 2 sales selling 835 shares for an estimated $426,005.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$ULTA Hedge Fund Activity
We have seen 507 institutional investors add shares of $ULTA stock to their portfolio, and 592 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DIAMANT ASSET MANAGEMENT, INC. added 1,471,222 shares (+52171.0%) to their portfolio in Q1 2026, for an estimated $769,022,451
- SANDERS CAPITAL, LLC added 644,403 shares (+51.0%) to their portfolio in Q1 2026, for an estimated $336,835,892
- MARSHALL WACE, LLP removed 478,172 shares (-99.9%) from their portfolio in Q1 2026, for an estimated $249,945,286
- AGF MANAGEMENT LTD removed 349,598 shares (-98.1%) from their portfolio in Q1 2026, for an estimated $182,738,370
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 333,602 shares (-34.3%) from their portfolio in Q4 2025, for an estimated $201,832,546
- 1832 ASSET MANAGEMENT L.P. removed 231,637 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $121,078,976
- D. E. SHAW & CO., INC. added 218,762 shares (+4942.7%) to their portfolio in Q4 2025, for an estimated $132,353,197
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ULTA Congressional Stock Trading
Members of Congress have traded $ULTA stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ULTA stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$ULTA Analyst Ratings
Wall Street analysts have issued reports on $ULTA in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 01/21/2026
- Morgan Stanley issued a "Overweight" rating on 01/15/2026
- UBS issued a "Buy" rating on 01/07/2026
To track analyst ratings and price targets for $ULTA, check out Quiver Quantitative's $ULTA forecast page.
$ULTA Price Targets
Multiple analysts have issued price targets for $ULTA recently. We have seen 21 analysts offer price targets for $ULTA in the last 6 months, with a median target of $650.0.
Here are some recent targets:
- Oliver Chen from TD Cowen set a target price of $600.0 on 06/09/2026
- Steven Zaccone from Citigroup set a target price of $560.0 on 06/04/2026
- Susan Anderson from Canaccord Genuity set a target price of $731.0 on 06/03/2026
- Ike Boruchow from Wells Fargo set a target price of $450.0 on 06/03/2026
- Mark Altschwager from Baird set a target price of $700.0 on 06/03/2026
- Adrienne Yih from Barclays set a target price of $647.0 on 06/03/2026
- Michael Baker from DA Davidson set a target price of $585.0 on 06/03/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Ulta Beauty Falls 4.9% as Investors Appear to Reassess Recent Earnings and Valuation
Ulta Beauty (ULTA) is down 4.9% today. Here is some analysis on what might have caused this price movement.
Analysis: There does not appear to be a single new company-specific filing or press release tied to today’s drop, so the move may reflect continued caution after the company’s early-June earnings report and a string of recent analyst price-target reductions. This could be because investors are focusing less on Ulta’s solid top-line growth and more on margin sensitivity, consumer demand risks, and how much future investment may be needed to sustain momentum.
Details:
Sources:
Ulta Beauty Investor Relations, SEC, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$ULTA Insider Trading Activity
$ULTA insiders have traded $ULTA stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ULTA stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ULTA Hedge Fund Activity
We have seen 507 institutional investors add shares of $ULTA stock to their portfolio, and 592 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ULTA Congressional Stock Trading
Members of Congress have traded $ULTA stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ULTA stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$ULTA Analyst Ratings
Wall Street analysts have issued reports on $ULTA in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $ULTA, check out Quiver Quantitative's $ULTA forecast page.
$ULTA Price Targets
Multiple analysts have issued price targets for $ULTA recently. We have seen 21 analysts offer price targets for $ULTA in the last 6 months, with a median target of $650.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »