Hbw Advisory Services 13F: Cuts Ulta Beauty (ULTA) Stake by $4.8M
Hbw Advisory Services reduced its holdings in Ulta Beauty, Inc. during the period, trimming its position by more than three-quarters.
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Hbw Advisory Services sold 8,809 shares from its stake in Ulta Beauty, Inc. ($ULTA), a 76.47% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 2,710 shares worth $1.48 million at the end of the quarter.
Since the filing, $ULTA is down 2.7% to date (from the $609.24 close on Oct 15, 2026).
Find the original: Hbw Advisory Services 13F filings on SEC EDGAR
ULTA
Ulta Beauty, Inc.
Key Points
- Hbw Advisory Services cut its holdings in Ulta Beauty, Inc. (NasdaqGS: ULTA) by 76.5%, selling 8,809 shares to finish the reporting period with 2,710 shares worth about $1.48 million.
- Ulta Beauty, Inc. shares trade near $592.88, positioned above its 50-day moving average of $544.66 and carrying a price-to-earnings ratio of 22.2.
- Major financial institutions adjusted their positions around the same time, with Blackrock Inc. lowering its stake by 39,847 shares to end with 4,026,148 shares valued at $2.39 billion.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Ulta Beauty, Inc. alert may contain errors. Disclosures
Hbw Advisory Services lowered its exposure to Ulta Beauty, Inc. (NasdaqGS: ULTA) over the reporting period, according to its latest Form 13F filing with the SEC. This backward-looking report reflects holdings as of the reporting date and might not show the firm's current position.
Hbw Advisory Services vs. the S&P 500
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What Changed in Hbw Advisory Services's Ulta Beauty, Inc. Position
Hbw Advisory Services trimmed its stake by 8,809 shares, a 76.5% decrease from the previous quarter. The firm ended the period with 2,710 shares of the specialty beauty retailer. Those remaining shares carried a reported value of $1,480,127.0.
Other Institutional Activity in Ulta Beauty, Inc.
Blackrock Inc. lowered its holdings by 39,847 shares, ending with 4,026,148 shares worth about $2,389,156,376.0. Vanguard Capital Management LLC cut its position by 38,941 shares, finishing with 2,845,585 shares valued at about $1,688,598,518.0. Sanders Capital, LLC grew its holdings by 552,797 shares, a 29.0% increase that left it with 2,460,969 shares worth about $1,460,363,548.0. State Street Corporation lifted its stake by 22,029 shares, a 1.1% increase to 2,024,623 shares valued at about $1,201,431,480.0. Vanguard Portfolio Management LLC trimmed its stake by 17,641 shares, a 0.9% drop to 1,942,423 shares worth about $1,152,653,180.0.
Ulta Beauty, Inc. Stock Up 0.1%
Ulta Beauty, Inc. shares traded near $592.88, sitting comfortably above the 50-day moving average of $544.66 and the 200-day moving average of $554.24. The company has a market capitalization of roughly $26.19 billion and a price-to-earnings ratio of 22.2. Its 52-week trading range spans from a low of $443.60 to a high of $714.97.
Recent Earnings
Ulta Beauty, Inc. generated $12.96 billion in revenue over the trailing period, reflecting an 8.9% growth rate. The company reported earnings of $27.44 per share, alongside a net margin of 9.34% and a return on equity of 46.12%. The next earnings release is scheduled for December 3, 2026.
Insider Buying and Selling at Ulta Beauty, Inc.
Mrkonic George JR sold 383 shares on June 15, 2026, at an average price of $475.84, totaling $182,246.72. Chief Executive Officer Steelman Kecia sold 2,000 shares on September 17, 2026, at an average price of $545.88, for a total value of $1,091,766.0. Director Nagler Lorna E sold 600 shares on September 11, 2026, at an average price of $537.31, coming to $322,388.0. Mrkonic George R Jr sold 383 shares on June 15, 2026, at an average price of $475.84, totaling $182,247.0.
Analysts Set New Price Targets
On September 15, 2026, Wells Fargo upgraded the stock to an Equal-Weight rating and raised its price target to $525.0 from $450.0. On September 14, 2026, DA Davidson maintained a Buy rating with a $625.0 price target. On September 09, 2026, BMO Capital initiated coverage with a Market Perform rating and a $580.0 price target. On August 28, 2026, UBS maintained a Buy rating while lowering its target from $735.0 to $710.0. On August 28, 2026, Citigroup maintained a Neutral rating and lifted its target from $560.0 to $580.0. Overall, the company holds a consensus buy rating with an average target price of $631.44 across 25 analyst opinions.
About Ulta Beauty, Inc.
Ulta Beauty, Inc. operates as a specialty beauty retailer across the United States, Mexico, and Kuwait. The company sells a wide mix of cosmetics, fragrance, skincare, haircare, and salon products through its physical stores, website, and mobile apps. This scale makes institutional position shifts an important indicator of broader sentiment among large investors.
Bottom Line
Institutional filings offer a backward-looking glimpse into portfolio adjustments made months prior. Observers can monitor upcoming earnings reports on December 3, 2026, alongside subsequent SEC filings to track how major funds manage their exposure moving forward.
Related Filing Alerts
Source: Hbw Advisory Services's 13F filing on $ULTA (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Hbw Advisory Services 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts