Ulta Beauty Inc. (ULTA) reported fourth-quarter 2025 revenue of $3.9 billion, up 11.8% year‑over‑year, while gross profit rose to $1.48 billion, an increase of 11.3% versus the prior year.
Cash flow from operations strengthened to $1.18 billion, a 13.9% increase year‑over‑year, while capital expenditures climbed to $191.6 million, up about 159% reflecting increased investment during the period.
Following the release, ULTA shares moved lower, showing a decline of 9.38% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Ulta Beauty Inc. Hedge Fund Activity
We have seen 471 institutional investors add shares of Ulta Beauty Inc. stock to their portfolio, and 583 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,479,617 shares (-76.6%) from their portfolio in Q4 2025, for an estimated $895,183,081
- HOLOCENE ADVISORS, LP removed 359,539 shares (-94.6%) from their portfolio in Q4 2025, for an estimated $217,524,690
- AGF MANAGEMENT LTD added 349,133 shares (+4859.2%) to their portfolio in Q4 2025, for an estimated $211,228,956
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 333,602 shares (-34.3%) from their portfolio in Q4 2025, for an estimated $201,832,546
- CITADEL ADVISORS LLC removed 307,428 shares (-74.1%) from their portfolio in Q4 2025, for an estimated $185,997,014
- SQUAREPOINT OPS LLC added 245,452 shares (+1306.0%) to their portfolio in Q4 2025, for an estimated $148,500,914
- GOLDMAN SACHS GROUP INC added 236,504 shares (+83.4%) to their portfolio in Q4 2025, for an estimated $143,087,285
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ulta Beauty Inc. Congressional Stock Trading
Members of Congress have traded $ULTA stock 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 members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 12/11.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Ulta Beauty Inc. Analyst Ratings
Wall Street analysts have issued reports on $ULTA in the last several months. We have seen 10 firms issue buy ratings on the stock, and 1 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
- Oppenheimer issued a "Outperform" rating on 12/10/2025
- Telsey Advisory Group issued a "Outperform" rating on 12/05/2025
- Evercore ISI Group issued a "Outperform" rating on 12/05/2025
- Baird issued a "Outperform" rating on 12/05/2025
To track analyst ratings and price targets for Ulta Beauty Inc., check out Quiver Quantitative's $ULTA forecast page.
Ulta Beauty Inc. 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 $712.0.
Here are some recent targets:
- Michael Binetti from Evercore ISI Group set a target price of $725.0 on 03/11/2026
- Susan Anderson from Canaccord Genuity set a target price of $799.0 on 03/10/2026
- Adrienne Yih from Barclays set a target price of $712.0 on 03/09/2026
- Ike Boruchow from Wells Fargo set a target price of $500.0 on 03/09/2026
- Dana Telsey from Telsey Advisory Group set a target price of $715.0 on 03/09/2026
- Olivia Tong from Raymond James set a target price of $790.0 on 01/21/2026
- Oliver Chen from TD Cowen set a target price of $775.0 on 01/21/2026
