Ulta Beauty (ULTA) is down 3.5% today. Here is some analysis on what might have caused this price movement.
Analysis: A clear same-day company-specific catalyst is not obvious, so this looks at least partly like a sentiment-driven pullback. This could be because investors are focusing on the near-term end of Ulta Beauty at Target, while also turning cautious ahead of Ulta Beauty’s next earnings report later this month.
Details:
Ulta Beauty’s investor page shows no major new operating update since July 14, when the company disclosed that board member Kelly Garcia would become chief technology officer effective August 31.Ulta Beauty and Target previously said they will not renew their shop-in-shop partnership, with the arrangement scheduled to conclude in August 2026 after expanding to more than 600 Target locations.Target has already outlined a replacement strategy called Target Beauty Studio, signaling that the transition away from the Ulta-branded in-store concept is moving closer to implementation.Ulta Beauty’s investor calendar lists its fiscal second-quarter 2026 earnings call for August 27, which may be encouraging some traders to reduce risk as they wait for fresh sales, margin, and outlook commentary.Sources:
Ulta Beauty Investor Relations, SEC, Target
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 443 institutional investors add shares of $ULTA stock to their portfolio, and 641 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DIAMANT ASSET MANAGEMENT, INC. removed 1,471,025 shares (-99.8%) from their portfolio in Q2 2026, for an estimated $663,402,854
- SANDERS CAPITAL, LLC added 552,830 shares (+29.0%) to their portfolio in Q2 2026, for an estimated $249,315,273
- MARSHALL WACE, LLP removed 478,172 shares (-99.9%) from their portfolio in Q1 2026, for an estimated $249,945,286
- JPMORGAN CHASE & CO added 412,540 shares (+inf%) to their portfolio in Q2 2026, for an estimated $186,047,289
- 1832 ASSET MANAGEMENT L.P. removed 231,637 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $121,078,976
- CORIENT PRIVATE WEALTH LLC removed 218,702 shares (-94.7%) from their portfolio in Q1 2026, for an estimated $114,317,722
- AQR CAPITAL MANAGEMENT LLC added 206,553 shares (+69.3%) to their portfolio in Q1 2026, for an estimated $107,967,318
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 Price Targets
Multiple analysts have issued price targets for $ULTA recently. We have seen 17 analysts offer price targets for $ULTA in the last 6 months, with a median target of $635.0.
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
- 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
- Anna Andreeva from Piper Sandler set a target price of $600.0 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 Slides as Investors Weigh Target Partnership Wind-Down and Wait for Q2 Results
Ulta Beauty (ULTA) is down 3.5% today. Here is some analysis on what might have caused this price movement.
Analysis: A clear same-day company-specific catalyst is not obvious, so this looks at least partly like a sentiment-driven pullback. This could be because investors are focusing on the near-term end of Ulta Beauty at Target, while also turning cautious ahead of Ulta Beauty’s next earnings report later this month.
Details:
Sources:
Ulta Beauty Investor Relations, SEC, Target
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 443 institutional investors add shares of $ULTA stock to their portfolio, and 641 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 Price Targets
Multiple analysts have issued price targets for $ULTA recently. We have seen 17 analysts offer price targets for $ULTA in the last 6 months, with a median target of $635.0.
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 »