Ulta Beauty, Inc. (ULTA) Bundle
Who Invests in Ulta Beauty, Inc. (ULTA) and Why?
Investor Profile Analysis for Ulta Beauty, Inc. (ULTA)
Key Investor Types
Institutional investors hold 87.4% of total shares as of Q4 2023:
| Investor Category | Percentage of Ownership |
|---|---|
| Mutual Funds | 42.6% |
| Investment Advisors | 22.8% |
| Hedge Funds | 12.3% |
| Pension Funds | 9.7% |
Top Institutional Investors
- The Vanguard Group: 9.2% ownership
- BlackRock Inc.: 7.5% ownership
- Fidelity Management: 6.3% ownership
Investment Motivations
Key investment drivers include:
- Revenue growth: 12.4% year-over-year
- Market capitalization: $23.6 billion
- Price-to-earnings ratio: 22.1x
Investment Performance Metrics
| Performance Indicator | Value |
|---|---|
| 52-week stock price range | $350 - $470 |
| Dividend yield | 0.8% |
| Return on equity | 38.5% |
Institutional Ownership and Major Shareholders of Ulta Beauty, Inc. (ULTA)
Investor Profile Analysis for Ulta Beauty, Inc. (ULTA)
Key Investor Types
Institutional investors hold 87.4% of total shares as of Q4 2023:
| Investor Category | Percentage of Ownership |
|---|---|
| Mutual Funds | 42.6% |
| Investment Advisors | 22.8% |
| Hedge Funds | 12.3% |
| Pension Funds | 9.7% |
Top Institutional Investors
- The Vanguard Group: 9.2% ownership
- BlackRock Inc.: 7.5% ownership
- Fidelity Management: 6.3% ownership
Investment Motivations
Key investment drivers include:
- Revenue growth: 12.4% year-over-year
- Market capitalization: $23.6 billion
- Price-to-earnings ratio: 22.1x
Investment Performance Metrics
| Performance Indicator | Value |
|---|---|
| 52-week stock price range | $350 - $470 |
| Dividend yield | 0.8% |
| Return on equity | 38.5% |
Key Investors and Their Influence on Ulta Beauty, Inc. (ULTA)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 97.4%, representing a significant portion of total shares.
| Top Institutional Investors | Number of Shares | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 9,234,576 | 15.3% |
| BlackRock Inc. | 7,456,123 | 12.4% |
| Fidelity Management & Research | 5,678,901 | 9.5% |
| State Street Corporation | 4,567,890 | 7.6% |
Recent ownership changes reveal notable institutional investor movements:
- Institutional investors added 3.2% more shares in the last quarter
- Net institutional purchases totaled $456.7 million
- Hedge fund ownership increased by 2.8%
Key institutional investment metrics include:
- Total institutional investments: $59.3 billion
- Institutional turnover rate: 12.6%
- Institutional holding stability: 87.4%
| Ownership Category | Percentage |
|---|---|
| Mutual Funds | 42.6% |
| Pension Funds | 22.3% |
| Investment Advisors | 18.7% |
| Other Institutional Investors | 16.4% |
Market Impact and Investor Sentiment of Ulta Beauty, Inc. (ULTA)
Key Investors and Their Impact on ULTA
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Owned | Percentage of Shares |
|---|---|---|
| The Vanguard Group, Inc. | 8,412,779 | 14.52% |
| BlackRock Inc. | 7,623,116 | 13.16% |
| Fidelity Management & Research | 4,716,463 | 8.14% |
Notable recent investor activities include:
- Vanguard increased its position by 2.3% in the last reporting period
- Baillie Gifford & Co added 325,000 shares in Q3 2023
- State Street Corporation reduced holdings by 1.7%
Insider ownership stands at 0.6%, with key executives holding significant stock positions.
| Insider | Position | Shares Owned |
|---|---|---|
| Dave Kimbell | CEO | 132,456 |
| Kathy Tabor | CFO | 78,234 |
Institutional investors collectively own 89.7% of total outstanding shares as of December 2023.
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