Lorna Nagler Sells 600 Shares of Ulta Beauty (NASDAQ:ULTA) Stock

16 Sep 2026, 08:22 by Kim Johansen · The Markets Daily

Ulta Beauty Inc. (NASDAQ:ULTA – Get Free Report) Director Lorna Nagler sold 600 shares of the stock in a transaction on Friday, September 11th. The shares were sold at an average price of $537.31, for a total value of $322,386.00. Following the completion of the transaction, the director directly owned 7,168 shares in the company, valued at approximately $3,851,438.08. This represents a 7.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Ulta Beauty Stock Down 0.8%

Shares of ULTA stock opened at $544.32 on Wednesday. The business has a 50-day moving average price of $517.86 and a two-hundred day moving average price of $522.18. Ulta Beauty Inc. has a 12-month low of $443.60 and a 12-month high of $714.97. The firm has a market cap of $23.28 billion, a P/E ratio of 19.84, a price-to-earnings-growth ratio of 1.64 and a beta of 0.85.

Ulta Beauty (NASDAQ:ULTA – Get Free Report) last posted its quarterly earnings data on Thursday, August 27th. The specialty retailer reported $6.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.22 by $0.33. The firm had revenue of $3.04 billion during the quarter, compared to analysts’ expectations of $2.99 billion. Ulta Beauty had a return on equity of 45.40% and a net margin of 9.34%.The company’s revenue for the quarter was up 8.9% compared to the same quarter last year. During the same period in the prior year, the business earned $5.78 EPS. Ulta Beauty has set its FY 2026 guidance at 28.700-29.000 EPS. As a group, research analysts expect that Ulta Beauty Inc. will post 28.94 EPS for the current fiscal year.

Wall Street Analyst Weigh In

ULTA has been the topic of several research reports. Guggenheim began coverage on shares of Ulta Beauty in a research note on Tuesday. They set a “buy” rating on the stock. TD Cowen reiterated a “buy” rating on shares of Ulta Beauty in a research report on Tuesday, July 21st. FBN Securities assumed coverage on shares of Ulta Beauty in a research report on Tuesday. They set an “outperform” rating for the company. Barclays reduced their price objective on Ulta Beauty from $647.00 to $645.00 and set an “overweight” rating on the stock in a research note on Friday, August 28th. Finally, Morgan Stanley decreased their price objective on Ulta Beauty from $700.00 to $630.00 and set an “overweight” rating on the stock in a report on Wednesday, June 3rd. Twenty-four analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $627.83.

Get Our Latest Stock Analysis on ULTA

Ulta Beauty News Roundup

Here are the key news stories impacting Ulta Beauty this week:

Positive Sentiment: Ulta Beauty received a favorable analyst signal after an analyst was reported to have moved from a bearish stance, while DA Davidson reaffirmed its “buy” rating and assigned a $625 price target. This Ulta Beauty Analyst Is No Longer Bearish
Positive Sentiment: A Zacks analysis identified ULTA as a strong long-term momentum stock, reinforcing the company’s recent earnings and growth profile. Ulta most recently exceeded quarterly EPS and revenue expectations, with revenue increasing 8.9% year over year.
Positive Sentiment: Ulta is expanding its merchandise and customer reach through a nationwide retail rollout of Midi Health supplements and continued loyalty initiatives in the Middle East. Midi Health Makes Retail Debut with Ulta Beauty
Neutral Sentiment: Media coverage of Arctic Fox products and an Ulta launch associated with Sweet July and Ayesha Curry may support brand visibility, but these stories are unlikely to materially affect near-term earnings. Best Arctic Fox Product at Ulta Beauty
Negative Sentiment: Customer advocates are urging Ulta to remove Flock license-plate and surveillance cameras from its stores. Growing backlash over privacy and the use of the anti-theft tool could damage customer sentiment or require costly policy changes. Campaign Pushes Ulta to Drop Flock Cameras
Negative Sentiment: Director Lorna Nagler sold 600 ULTA shares for approximately $322,386, reducing her direct holdings by 7.72%. The transaction is modest relative to the company’s size but may add some caution around insider sentiment. Lorna Nagler Sells 600 Shares

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Tidal Investments LLC grew its stake in shares of Ulta Beauty by 34.6% in the second quarter. Tidal Investments LLC now owns 17,553 shares of the specialty retailer’s stock worth $7,916,000 after acquiring an additional 4,513 shares during the last quarter. Baird Financial Group Inc. raised its position in shares of Ulta Beauty by 0.4% in the 2nd quarter. Baird Financial Group Inc. now owns 14,868 shares of the specialty retailer’s stock worth $6,705,000 after purchasing an additional 60 shares during the last quarter. Arizona State Retirement System boosted its stake in Ulta Beauty by 4.0% in the 2nd quarter. Arizona State Retirement System now owns 12,540 shares of the specialty retailer’s stock worth $5,655,000 after purchasing an additional 485 shares in the last quarter. Empirical Finance LLC grew its position in Ulta Beauty by 3.0% during the 2nd quarter. Empirical Finance LLC now owns 1,798 shares of the specialty retailer’s stock valued at $811,000 after purchasing an additional 53 shares during the last quarter. Finally, Nykredit A S purchased a new stake in Ulta Beauty during the 2nd quarter valued at about $11,855,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

About Ulta Beauty

(Get Free Report)

Ulta Beauty, Inc is a specialty beauty retailer operating under the Ulta Beauty brand. The company sells a broad selection of cosmetics, skincare, haircare, fragrance, bath and body products, and beauty tools across a range of price points. Its merchandise includes both established brands and private-label products, as well as prestige, mass-market and professional beauty offerings.