Carlyle-backed YipitData explores $2.5 billion-plus sale, sources say
YipitData, a data analytics provider backed by Carlyle Group, is reportedly exploring a sale that could value the company at over $2.5 billion. This move comes amid increasing investor interest in businesses with proprietary datasets, especially for training AI models. The company, which counts major retailers among its clients, is working with Goldman Sachs on the potential sale and is projected to achieve $280 million in annual recurring revenue this year.
Ulta Beauty (ULTA) Earnings Expected to Grow: Should You Buy?
Ulta Beauty (ULTA) is projected to report a year-over-year increase in earnings and revenues for the quarter ended July 2026. The company's Earnings ESP of +0.41% combined with a Zacks Rank of #3 suggests a high probability of beating the consensus EPS estimate. Investors are advised to consider other factors alongside these predictions when making investment decisions.
Niagen Bioscience Expands Tru Niagen® Retail Footprint with GNC and Sam’s Club
Niagen Bioscience has expanded the retail availability of its Tru Niagen® supplement, now offering it at GNC and Sam's Club stores and online. This move strengthens the company's retail presence and makes the NAD-boosting healthy-aging supplement accessible to a broader consumer base across 44 states. Tru Niagen® is supported by extensive clinical studies and patents, affirming its scientific backing and quality standards.
112,371 Shares in Ulta Beauty Inc. $ULTA Acquired by Mitsubishi UFJ Asset Management Co. Ltd.
Mitsubishi UFJ Asset Management Co. Ltd. has acquired 112,371 shares of Ulta Beauty Inc. (NASDAQ:ULTA) valued at approximately $50.7 million, giving it a 0.26% stake in the company. Institutional investors now own 90.39% of Ulta Beauty. Despite some recent target price reductions from analysts, Ulta maintains a "Moderate Buy" consensus rating and its latest quarterly results exceeded expectations.
Is Ulta Beauty's Push Into Exclusive Wellness Brands Reshaping The Investment Case For ULTA?
Ulta Beauty is focusing on exclusive wellness brands and has recently launched Nutrire across its platforms, while also concluding its Target shop-in-shop partnership. These strategic shifts, including a new board appointment, aim to strengthen Ulta's omnichannel growth and appeal to younger, engaged beauty customers. Investors need to assess how these exclusive brand initiatives will offset the loss of revenue from the Target partnership and contribute to Ulta's long-term financial performance.
BlackRock Inc. Purchases Shares of 4,026,148 Ulta Beauty Inc. $ULTA
BlackRock Inc. has acquired a significant new stake in Ulta Beauty Inc., purchasing over 4 million shares valued at approximately $1.82 billion, giving it a 9.37% ownership. This move comes as Ulta Beauty has reported strong quarterly results, exceeding revenue and EPS expectations, and maintains a "Moderate Buy" analyst consensus despite some recent price target reductions. The company is strategically adding exclusive beauty brands while facing a distribution risk with the termination of its Target shop-in-shop arrangement.
Ulta Beauty (ULTA) Projected to Post Quarterly Earnings on Thursday
Ulta Beauty (ULTA) is projected to announce its Q2 2027 earnings on Thursday, August 27th, with analysts forecasting earnings of $6.18 per share and revenue of $2.9831 billion. The company's previous quarter exceeded expectations, reporting $7.74 EPS and $3.16 billion in revenue. Analysts generally maintain a "Moderate Buy" rating for ULTA, though some have recently adjusted price targets, and the company is navigating strategic changes including new exclusive brands and the end of its Target partnership.
PROYA partners with Ulta Beauty to expand into US prestige skincare
Chinese beauty brand PROYA is entering the US market through a partnership with Ulta Beauty, launching its Advanced Firming and Original Repair collections in November 2026. This move signifies parent company Proya Cosmetics' international expansion strategy, positioning PROYA as a science-led, high-efficacy skincare brand. The collaboration provides PROYA a significant platform in the competitive US prestige skincare market and highlights the growing global ambitions of Chinese cosmetic companies.
Ulta Beauty Inc. stock underperforms Wednesday when compared to competitors despite daily gains
Ulta Beauty Inc. (ULTA) shares rose 2.15% to $527.85 on Wednesday, marking its second consecutive day of gains, despite the stock underperforming its competitors. The increase occurred on a favorable trading day for the broader market, with the S&P 500 Index and Dow Jones Industrial Average also seeing gains.
PROYA Partners with Ulta Beauty: Joining The Retailer's Prestige Skincare Portfolio Later This Year
PROYA, the flagship brand of Proya Cosmetics, has announced a partnership with Ulta Beauty, the largest beauty retailer in the U.S. PROYA will launch its Advanced Firming and Original Repair collections in 400 Ulta Beauty stores nationwide and online in November, marking a significant step in the brand's global expansion and bringing its science-led skincare philosophy to U.S. consumers. This collaboration emphasizes PROYA's shift from product export to comprehensive global brand development, aiming to build deep consumer trust and establish replicable operational standards for future international growth.
Oxbow Advisors LLC Takes $5.96 Million Position in Ulta Beauty Inc. $ULTA
Oxbow Advisors LLC has acquired a new position in Ulta Beauty Inc. (NASDAQ:ULTA), purchasing 13,217 shares valued at approximately $5.96 million during the second quarter. This move comes as Ulta Beauty exceeded its quarterly earnings expectations, reporting $7.74 EPS against an estimated $6.89, with revenue increasing by 11.1% year-over-year to $3.16 billion. Despite some analysts lowering price targets post-earnings, the company maintains a "Moderate Buy" consensus rating with an average target of $638.09, and institutional investors collectively own 90.39% of the stock.
Pallas Capital Advisors LLC Acquires New Shares in Ulta Beauty Inc. $ULTA
Pallas Capital Advisors LLC has acquired a new position of 3,020 shares in Ulta Beauty Inc., valued at approximately $1.36 million, during the second quarter. This move is part of broader institutional investor activity, with 90.39% of the stock owned by hedge funds and other institutional investors. Analysts maintain a "Moderate Buy" consensus rating for Ulta Beauty, despite recent price target reductions, and the company recently surpassed quarterly earnings and revenue expectations.
China’s biggest beauty firm to expand in US with Ulta deal
Proya Cosmetics Co, China's largest beauty company, is expanding into the US market through a partnership with Ulta Beauty Inc, launching its skincare lines in 400 stores and online. This move provides Proya with an avenue for growth as its domestic market faces intense competition and cautious consumer spending, following a revenue decline in 2025. The collaboration marks a significant breakthrough for a Chinese skincare brand in mainstream Western retail.
Rothschild Redburn initiates ResMed stock coverage with neutral rating
Rothschild Redburn has initiated coverage on ResMed Inc. (NYSE:RMD) with a Neutral rating and a price target of $230.00. The firm acknowledges ResMed's market leadership in obstructive sleep apnoea treatment but notes structural barriers and struggles to find meaningful upside to consensus estimates, viewing the current valuation as full. Despite recent strong fiscal fourth-quarter results, analysts are factoring in challenges such as the impact of GLP-1 pharmaceuticals and wearable health devices.
Citizens Financial Group Inc. RI Invests $1.11 Million in Ulta Beauty Inc. $ULTA
Citizens Financial Group Inc. RI has acquired a new position in Ulta Beauty Inc. (NASDAQ:ULTA), investing approximately $1.11 million by purchasing 2,470 shares during the second quarter. This move is part of broader institutional interest, with several other hedge funds also adjusting their stakes in the specialty retailer. Despite some recent analyst downgrades, the stock maintains a "Moderate Buy" rating, and the company has shown strong earnings and revenue growth.
Target Q2 Results: Analysts Expect $2.31 EPS, Revenue at $26.15 Billion
Analysts anticipate Target Corp (NYSE: TGT) to report Q2 adjusted earnings per share of $2.31 on revenues of $26.15 billion, with comparable sales expected to rise 2-3%. Prediction markets highlight key discussion points like 'Beauty' and 'Target Plus', while options traders are pricing in a 7% stock move post-results. Bank of America recently raised its fiscal 2027 EPS estimate for Target to $8.46 and price target to $124 but maintained an Underperform rating due to valuation concerns, despite strong traffic trends suggesting market share gains.
Ulta Beauty Inc. stock outperforms competitors on strong trading day
Shares of Ulta Beauty Inc. (ULTA) rose 4.75% to $516.74 on a generally down day for the stock market, breaking a six-day losing streak. The S&P 500 Index (SPX) and Dow Jones Industrial Average (DJIA) both experienced declines. This strong performance allowed Ulta Beauty Inc. to outperform its competitors despite the overall market trend.
At 55 With No Dividend Income, $1,500 a Month Into the SCHD ETF Is the Last Lever You Have
For a 55-year-old with no dividend income and a decade until retirement, contributing $1,500 monthly to the SCHD ETF can be a strategy for share accumulation, though dividend compounding will not be the primary driver due to the short timeframe. The article highlights that SCHD's dividend growth has slowed recently, leading to a real income cut when considering inflation. It recommends splitting contributions between SCHD and a broad market index fund to gain diversified exposure beyond SCHD's sector concentration.
Is Ulta Beauty (ULTA) Still Trading At A 13% Discount?
Ulta Beauty (ULTA) appears modestly undervalued based on a Discounted Cash Flow (DCF) model, suggesting a 13% discount to its intrinsic value of $567 per share. However, its P/E ratio is roughly in line with earnings, indicating the stock is fairly valued from that perspective. The article concludes that Ulta Beauty is neither a clear bargain nor clearly overvalued, with its future performance depending on its ability to sustain cash generation and protect margins against competition and rising costs.
SBH Rallies 34.3% in 3 Months as Growth Drivers Face a Valuation Test
Sally Beauty Holdings, Inc. (SBH) shares have rallied 34.2% over the past three months, driven by improved digital engagement, gross margin expansion, and strong Sally segment sales. While recent operating results provide fundamental support for the advance, the company still faces challenges with its Beauty Systems Group sales and increased promotional activity. Despite trading below industry averages, SBH's current valuation is above its five-year median, suggesting the rally might already reflect much of the recent progress.
SBH Q3 Results Pair Margin Gains With a Tighter 2026 Sales Outlook
Sally Beauty Holdings (SBH) reported fiscal third-quarter 2026 adjusted earnings of 55 cents per share, exceeding analyst estimates, driven by margin gains and cost controls. Despite the earnings beat, the company narrowed its fiscal 2026 sales outlook due to weakness in its Beauty Systems Group and Care segments. The company is relying on new product assortments, digital initiatives, and store refreshes to drive demand in the final quarter, while its "Fuel for Growth" program continues to deliver significant pretax benefits.
Should You Buy SBH as Peer Discount Meets Growth and Execution Risks?
Sally Beauty Holdings (SBH) presents a mixed investment case, trading at a significant discount compared to its industry but above its own historical valuation. While the company demonstrates improving margins, e-commerce growth, and strong cash generation, it faces challenges from Beauty Systems Group weakness and increased promotional activity. The article suggests that despite a favorable Zacks Rank and Style Scores, the stock needs more consistent consolidated growth to justify its valuation premium over its historical median.
Is Ulta Beauty (ULTA) Still Trading At A 13% Discount?
Ulta Beauty (ULTA) stock shows a mixed performance, with a 33.3% gain over five years but a recent decline. A Discounted Cash Flow (DCF) model suggests the stock is currently trading at a 13% discount to its intrinsic value, while its P/E ratio is roughly in line with market expectations. The article concludes that Ulta Beauty is neither a clear bargain nor clearly overvalued, with its future valuation dependent on its ability to sustain cash generation and protect margins against competition and rising costs.
Target finalizes divorce from Ulta, signaling shift in beauty market
Target has ended its shop-in-shop partnership with Ulta Beauty, a separation that was a year in the making. To fill this void, Target is launching a new "Beauty Studio" design in about 600 locations and plans to integrate beauty-specific rewards into its loyalty program. This move positions Target to have more control over its beauty offerings and potentially benefit from increased margins in a thriving beauty market, where both mass and prestige segments are experiencing significant growth.
BBWI Looks 42.7% Undervalued on GF Value™ with Dividend Yield at 4.1%
Bath & Body Works Inc (BBWI) has been upgraded to a Buy rating by Citi Research with a $25 price target, following strong Q2 performance and an optimistic outlook for new product launches. The stock is considered significantly undervalued by GuruFocus, with a GF Value™ of $34.04 against a current price of $19.50, and offers an attractive 4.1% dividend yield with a conservative payout ratio. Insider and guru buying activity further signals confidence in the company, despite flat dividend growth and weaker growth metrics.
Ulta Beauty Jumps 5.1% Amid Sector-Wide Rally
Ulta Beauty (ULTA) shares surged 5.1% to close at $518.38 on Tuesday, participating in a broad sector-wide rally that boosted specialty retail stocks. The movement, which also saw gains for peers like Bath & Body Works, Chewy, and Academy Sports & Outdoors, suggests a rotation into the sector driven by macro factors or reassessment of valuations, rather than company-specific news. Investors are advised to monitor whether this momentum continues.
Marathon Petroleum stock hits all-time high at 363.35 USD
Marathon Petroleum (MPC) stock has reached an all-time high of $363.35, representing a 1-year increase of 120.63% and a year-to-date return of 122%. This surge is driven by strong investor confidence, positive market sentiment, and recent impressive second-quarter 2026 earnings, which surpassed Wall Street expectations. Analysts have revised earnings upwards, and Freedom Broker upgraded the stock rating to Hold with a raised price target.
Ulta Beauty stock slips after Q2 earnings beat as investors digest guidance
Ulta Beauty's stock slipped after reporting strong Q2 2026 earnings, beating analyst estimates for both EPS and revenue, but investors are now evaluating its full-year guidance and valuation. The company demonstrated resilient profitability, double-digit top-line growth, and a strong return on equity. Leadership changes and strategic focus on exclusive products and omnichannel integration are key aspects shaping its future, with institutional investors showing continued interest despite the recent share price decline.
Ulta Beauty (ULTA) Adds Two New Beauty Lines To Its National Lineup
Ulta Beauty (ULTA) has announced two new exclusive partnerships, adding Nutrire and Dr. Reju-All's skincare line to its national lineup. Nutrire will launch as a Sparked brand, focusing on hair wellness, while Dr. Reju-All will expand Ulta's clinically focused skincare offerings. These additions aim to attract younger shoppers, drive revenue, and differentiate Ulta Beauty's in-house offerings amidst rising costs.
UNIVEST FINANCIAL Corp Buys Shares of 15,329 Ulta Beauty Inc. $ULTA
UNIVEST FINANCIAL Corp has acquired 15,329 shares of Ulta Beauty Inc. (NASDAQ:ULTA) for approximately $6.91 million during the second quarter. This move is part of broader institutional interest in Ulta Beauty, with several other large investors also increasing their stakes. The article details institutional ownership, insider trading activity, analyst ratings, and Ulta Beauty's recent financial performance.
Performance Wealth Partners LLC Buys New Shares in Ulta Beauty Inc. $ULTA
Performance Wealth Partners LLC has acquired new shares in Ulta Beauty Inc. (NASDAQ:ULTA), purchasing 3,080 shares valued at approximately $1,389,000 during the second quarter. Other institutional investors have also adjusted their holdings in Ulta Beauty, with several increasing their stakes. Ulta Beauty reported strong earnings, beating analyst estimates, and has an average "Moderate Buy" rating from analysts with a consensus price target of $638.09.
TimesSquare Capital Management LLC Buys Shares of 416,195 Ross Stores, Inc. $ROST
TimesSquare Capital Management LLC has acquired a new stake of 416,195 shares in Ross Stores, Inc. (NASDAQ:ROST), valued at approximately $88.587 million, making it their 18th largest holding. Other institutional investors also increased their positions in Ross Stores, with notable acquisitions by National Pension Service and Eurizon Capital SGR S.p.A. The article also provides a financial overview of Ross Stores, including its market capitalization, P/E ratio, recent earnings beat, and dividend announcement, along with updated analyst ratings.
PacSun’s Brieane Olson Appointed To Ulta’s Board of Directors
Ulta Beauty, Inc. has announced the appointment of Brieane Olson, CEO of Pacific Sunwear, to its Board of Directors, effective August 31, 2026. Olson brings over 20 years of specialty retail experience and will fill the seat vacated by Kelly G. Garcia. Ulta's CEO, Kecia Steelman, stated that Olson's expertise in strategy execution, talent development, and value creation will be invaluable to the board.
The Latest Beauty Executive Moves at Ulta Beauty, Kosas and More
Ulta Beauty, The Estée Lauder Cos., Kosas, and other beauty companies have announced significant executive appointments. Kelly Garcia will join Ulta Beauty as chief technology officer, Madeleine Boyd is the new senior vice president of global brand communications at The Estée Lauder Cos., and Shannon Henschel has been named vice president of global brand at Kosas. These moves reflect a strategic focus on technology, brand communication, and marketing leadership within the beauty industry.
Ulta Beauty (ULTA) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Ulta Beauty (ULTA) experienced a 3.42% dip, outperforming the broader market's decline in the latest session, but has seen a 6.5% increase over the past month. The company is set to release its earnings on August 27, 2026, with projected EPS and revenue increases. Analysts' recent revisions and the company's Zacks Rank of #2 (Buy) suggest a positive outlook, despite its premium valuation compared to industry averages.
Ulta Beauty Inc. stock underperforms Monday when compared to competitors
Ulta Beauty Inc. (ULTA) stock fell by 3.41% on Monday, closing at $493.33, underperforming the broader market as the S&P 500 and Dow Jones Industrial Average also saw declines. This marked the sixth consecutive day of losses for Ulta Beauty's stock.
Why CAVA Group (CAVA) Is Up 20.9% After Q2 Results And New Board Appointment
CAVA Group (CAVA) saw its stock rise 20.9% following strong Q2 2026 results, with sales reaching US$368.44 million and net income US$23.02 million. The company also appointed Ulta Beauty executive Amiee Bayer-Thomas to its board, bringing expertise in large-scale retail operations. This combination of robust financial performance and strengthened leadership aims to support CAVA's ambitious expansion plans and growth trajectory, although investors are cautioned to monitor potential shifts in traffic or margins.
Ulta Beauty Adds Pacsun CEO Brieane Olson to Board
Ulta Beauty has appointed Brieane Olson, CEO of Pacsun, to its board of directors, effective August 31, 2026. Olson's appointment follows a recent limited-edition fashion and beauty collaboration between Pacsun and Ulta. She brings over 20 years of retail experience and joins during a strong period for Ulta, which reported an 11% increase in net sales for Q1 fiscal 2026.
Ulta Beauty Appoints PacSun CEO Brieane Olson to Board of Directors
Ulta Beauty (Nasdaq: ULTA) has appointed Brieane Olson, CEO of PacSun, to its board of directors, effective August 31, 2026. Olson brings over two decades of specialty retail, merchandising, and omnichannel experience, which will be valuable as Ulta implements its Ulta Beauty Unleashed strategy and expands internationally. Her appointment fills the board seat vacated by Kelly G. Garcia, who is transitioning to Chief Technology Officer at Ulta Beauty.
Ulta Beauty Adds Independent Director to Board
Ulta Beauty (ULTA) has appointed Brieane L. Olson, CEO of Pacific Sunwear, as an independent director to its board, effective August 31, 2026. Olson's extensive specialty retail and omnichannel expertise is expected to strengthen governance and support Ulta Beauty's "Unleashed" growth strategy and international expansion. This appointment expands Ulta's board to 10 directors, following Kelly G. Garcia's transition to chief technology officer.
Ulta appoints Brieane L. Olson to Board effective Aug 31, 2026
Ulta has appointed Brieane L. Olson as an independent director, effective August 31, 2026, to fill the board seat previously held by Kelly E. Garcia. Olson, who currently serves as CEO of PacSun, was selected for her extensive experience in specialty retail, strategy, brand building, and omnichannel commerce. This change was formally disclosed in an SEC 8-K filing by Ulta Beauty, Inc.
Form 8K Ulta Beauty Inc For: 17 August By Investing.com
This article reports that Ulta Beauty Inc. filed a Form 8K on August 17th. The brief announcement provides no further details about the content of the filing but lists Ulta Beauty Inc. under the stock symbol ULTA. The article was published by Investing.com.
Form 8K Ulta Beauty Inc For: 17 August By Investing.com
This article reports on the filing of a Form 8K by Ulta Beauty Inc. on August 17th. The brief news item also mentions that Ulta Beauty's stock (ULTA) is down 2.88%.
Ulta Beauty Appoints Brieane Olson to Its Board of Directors
Ulta Beauty, Inc. has announced the appointment of Brieane Olson to its Board of Directors, effective August 31, 2026. Olson brings over 20 years of specialty retail experience and currently serves as CEO of Pacific Sunwear. Her expertise in strategic planning, brand building, and omnichannel commerce is expected to be invaluable as Ulta Beauty continues to advance its "Ulta Beauty Unleashed" strategy.
Form 8K Ulta Beauty Inc For: 17 August By Investing.com
The article reports on Ulta Beauty Inc.'s (ULTA) Form 8K filing for August 17th. It briefly mentions the company's stock performance (-0.93%) and is primarily a notice about the regulatory filing. The content focuses on market data, unrelated news, and promotional material rather than detailed analysis of the filing.
Ulta Beauty (ULTA) Adds Two New Beauty Lines To Its National Lineup
Ulta Beauty (ULTA) has expanded its national lineup by adding two new beauty lines: Nutrire and Dr. Reju-All. Nutrire is making its retail debut as a "Sparked" brand, focusing on early-stage growth, while Dr. Reju-All's signature skincare line will be rolled out nationwide. These strategic additions aim to diversify Ulta Beauty's offerings with emerging and clinically-focused skincare brands, potentially boosting customer traffic and engagement.
Lynch Asset Management Inc. Makes New Investment in Ulta Beauty Inc. $ULTA
Lynch Asset Management Inc. has purchased a new stake of 5,450 shares in Ulta Beauty Inc., valued at approximately $2,458,000, according to its latest SEC filing. Other hedge funds have also adjusted their positions in Ulta Beauty. This news comes amidst recent insider selling by a director and varied analyst ratings, with the stock currently holding a "Moderate Buy" consensus.
Diamond Hill Capital Management LLC Investment Advisor Invests $18.31 Million in Ulta Beauty Inc. $ULTA
Diamond Hill Capital Management LLC Investment Advisor has acquired a new position in Ulta Beauty Inc. (NASDAQ:ULTA), purchasing 40,597 shares valued at approximately $18.31 million during the second quarter. This investment makes Diamond Hill Capital Management LLC Investment Advisor the owner of about 0.09% of Ulta Beauty's stock. The article also details other institutional investor activities, insider trading, analyst ratings, and Ulta Beauty's recent financial performance.
K-Beauty Has Conquered the World. China’s Proya Wants C-Beauty to Be Next.
China's largest cosmetics company, Proya Cosmetics, is set to launch its flagship brand in the U.S. through a partnership with Ulta Beauty. This move aims to introduce "C-Beauty" to a global market, following the success of K-Beauty, and is driven by the increasing competition Chinese beauty labels face in their domestic market. The partnership with Ulta will provide Proya with a significant retail channel in the U.S.
Avalon Trust Co Acquires New Holdings in Ulta Beauty Inc. $ULTA
Avalon Trust Co recently acquired a new position in Ulta Beauty Inc. (NASDAQ:ULTA), purchasing 2,743 shares valued at approximately $1.24 million. Other institutional investors have also adjusted their holdings in Ulta Beauty, and corporate insiders have made transactions, including a director's sale of 383 shares in June. The article also provides details on Ulta Beauty's financial performance, analyst ratings, and stock price movements.
