Ulta Beauty, Inc.
ULTA- Exchange
- Nasdaq
- Industry
- Retail-Retail Stores, NEC
- SEC CIK
- 0001403568
In the last 90 days, Ulta Beauty, Inc. insiders filed 0 open-market purchases and 2 sales; 1,035 institutions reported holding it in 13F filings for Q2 2026, worth $19.1B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $28.4B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $1.41M in total
- 2
- 13F holdersQ2 2026, −62 vs. previous quarter
- 1,035
- 13F valueReported value at the end of Q2 2026
- $19.1B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $12.4B
- +9.7% year over year
- Net income, FY2025
- $1.15B
- −4.0% year over year
- Free cash flow, FY2025
- $1.07B
- +10.8% year over year
- Revenue, Q2 FY2026
- $3.04B
- +8.9% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 2.04M
- Shares sold short
- Change
- −98.7K
- −4.6% vs. previous
- Days to cover
- 4.36
- At average daily volume
Superinvestors holding ULTA, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding ULTA at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Ulta Beauty, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 21, 2026 (view filing)5:16 PM ET | Sep 17 | 4 days | Steelman KeciaPresident and CEO | SSale | −2.00K | $545.88 | −$1.09M | −4.7%40.5K after | |
| Sep 14, 2026 (view filing)4:36 PM ET | Sep 11 | 3 days | Nagler LornaDirector | SSale | −600 | $537.31 | −$322.4K | −7.7%7.17K after | |
| Jun 16, 2026 (view filing) | Jun 15 | 1 day | Mrkonic George R JrDirector | SSale | −383 | $475.84 | −$182.2K | −13.7%2.40K after | |
| Apr 7, 2026 (view filing) | Apr 7 | Same day | Mrkonic George R JrDirector | SSale | −452 | $539.29 | −$243.8K | −15.9%2.38K after | |
| Sep 8, 2025 (view filing) | Sep 4 | 4 days | Smith Mike C.Director | SSale | −500 | $528.43 | −$264.2K | −18.1%2.26K after | |
| Apr 2, 2025 (view filing) | Apr 1 | 1 day | Caro Jodi JGC, Chief Risk & Compl. Ofc. | SSale | −902 | $369.16 | −$333.0K | −10.6%7.63K after | |
| Mar 24, 2025 (view filing) | Mar 20 | 4 days | Steelman KeciaPresident and CEO | PPurchase | +1.44K | $346.89 | +$499.5K | +9.3%17.0K after | |
| Jul 3, 2024 (view filing) | Jul 2 | 1 day | Halligan Catherine AnnDirector | SSale | −100 | $390.08 | −$39.0K | −4.7%2.02K after | |
| Jun 27, 2024 (view filing) | Jun 25 | 2 days | Caro Jodi JGC, Chief Risk & Compl. Ofc. | SSale | −650 | $388.68 | −$252.6K | −8.7%6.80K after | |
| Jun 5, 2024 (view filing) | Jun 4 | 1 day | Mrkonic George R JrDirector | SSale | −397 | $389.34 | −$154.6K | −16.6%2.00K after |
Top 10 13F holders, Q2 2026
See all 1,035 holdersThe largest institutional positions in Ulta Beauty, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,026,148 | $1.82B | 0.03% | −39,662−1.0% | Reduced |
| Vanguard Capital Management LLC | 2,845,585 | $1.28B | 0.03% | −38,830−1.3% | Reduced |
| Sanders Capital, LLC | 2,460,969 | $1.11B | 1.11% | +552,830+29.0% | Added |
| State Street Corp | 2,024,623 | $913.1M | 0.03% | +22,036+1.1% | Added |
| Vanguard Portfolio Management LLC | 1,942,423 | $876.0M | 0.04% | −17,619−0.9% | Reduced |
| Price T Rowe Associates Inc | 1,528,402 | $689.3M | 0.07% | +544,723+55.4% | Added |
| Geode Capital Management, LLC | 1,234,304 | $555.3M | 0.03% | −38,323−3.0% | Reduced |
| Morgan Stanley | 1,041,675 | $469.8M | 0.02% | −78,369−7.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 871,836 | $393.2M | 0.26% | −98,560−10.2% | Reduced |
| Franklin Resources Inc | 848,855 | $382.8M | 0.08% | +220,315+35.1% | Added |
Holders of 5% or more of ULTA
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Ulta Beauty, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 8.60%3.88M shares | – | Jul 17, 20251 filing | Jul 17, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 7.60%3.33M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
| Sanders Capital, LLC | 13G | 5.74%2.47M shares | New | Aug 4, 20261 filing | Aug 4, 2026 | SEC |
Politician trades
All politician trades in ULTA9 members of Congress reported 17 trades in Ulta Beauty, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Apr 21, 2026 |  Maria Elvira Salazar House · FL | Buy | $15K-$50K |
| Jan 15, 2026 |  Dan Newhouse House · WA | Sell (partial) | $1K-$15K |
| Oct 10, 2025 |  Val T. Hoyle House · OR | Sell | $1K-$15K |
| Sep 23, 2024 |  Greg Landsman House · OH | Sell | $1K-$15K |
| Aug 14, 2024 | Greg Landsman House · OH | Buy | $15K-$50K |
House · FL · Apr 21, 2026
Buy$15K-$50K
House · WA · Jan 15, 2026
Sell (partial)$1K-$15K
House · OR · Oct 10, 2025
Sell$1K-$15K
House · OH · Sep 23, 2024
Sell$1K-$15K
House · OH · Aug 14, 2024
Buy$15K-$50K