Ulta (ULTA) Gained from New Leadership

4 hours ago 1

Soumya Eswaran

Tue, March 24, 2026 astatine 6:29 AM CDT 2 min read

Brown Advisory, an concern absorption company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Strategy lagged the Russell Midcap® Growth Index successful the 4th fourth owed to banal selection. The show was successful enactment with expectations for the afloat year. The steadfast believes that the Strategy underperformed successful 2025 due to the fact that it did not ain Palantir Technologies Inc (PLTR). The Strategy focuses connected achieving coagulated risk-adjusted returns by investing successful high-quality compounders with just valuations and marketplace capitalizations betwixt $2 cardinal and $50 cardinal astatine the clip of purchase. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Brown Advisory Mid-Cap Growth Strategy highlighted Ulta Beauty, Inc. (NASDAQ:ULTA) arsenic 1 of its caller additions to the portfolio. . Ulta Beauty, Inc. (NASDAQ:ULTA) is the largest quality retailer successful the US that offers a wide scope of quality products and services. On March 23, 2026, Ulta Beauty, Inc. (NASDAQ:ULTA) banal closed astatine $516.11 per share. One-month instrumentality of Ulta Beauty, Inc. (NASDAQ:ULTA) was -24.81%, and its shares mislaid 39.21% implicit the past 52 weeks. Ulta Beauty, Inc. (NASDAQ:ULTA) has a marketplace capitalization of $23.142 billion.

Brown Advisory Mid-Cap Growth Strategy stated the pursuing regarding Ulta Beauty, Inc. (NASDAQ:ULTA) successful its 4th fourth 2025 capitalist letter:

"Under the enactment of a recently promoted CEO, Ulta Beauty, Inc. (NASDAQ:ULTA) has returned to affirmative same-store income maturation and margins look to person stabilized. The institution stands to payment from a re-accelerating U.S. quality market, with planetary enlargement providing imaginable upside opening successful 2026. Additional optionality from e-commerce, marketplace initiatives, and UB Media could thrust further upside."

Ulta Beauty, Inc. (NASDAQ:ULTA) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 58 hedge money portfolios held Ulta Beauty, Inc. (NASDAQ:ULTA) astatine the extremity of the 4th quarter, up from 56 successful the erstwhile quarter. While we admit the imaginable of Ulta Beauty, Inc. (NASDAQ:ULTA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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