Market Cap
$23.4B
ULTA
Ulta Beauty, Inc.
$543.69 ▲ +1.11%
Prev close $537.73Market cap$23.4B
ConsensusBuy
12-mo target$631.44 (+16.1%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (1) Consumer & Retail
Snapshot
The big-picture read on ULTA right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (74%)
Inst. Holders
50 funds
Inst. Value
$14.1B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $1.8M sell
Insider Net $
-$1.8M
Social Sentiment
58° Warm
SEC Reports
5
Congressional
3 trades
Price chart 30d -2.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 Insider
Steelman Kecia sold 2,000 shares
President and CEO @ $545.88 ($1.1M)
Sep 11, 2026 Insider
Nagler Lorna sold 600 shares
Director @ $537.31 ($322.4K)
Sep 7, 2026 dark_pool
Dark Pool: ULTA — 0.6M shares, 37,199 trades
Week starting 2026-09-07. Total ATS volume: 630,718 shares across 37,199 trades.
Sep 1, 2026 Insider
Aug 17, 2026 SEC GARCIA KELLY E was granted 2,933 shares
Chief Technology Officer
Ulta Beauty appointed Brieane L. Olson, CEO of PacSun, as an independent director effective August 31, 2026, filling the
8-K — Impact 2/10
Jul 7, 2026 Congress
Jul 2, 2026 SEC Ro Khanna buy
$1,001 - $15,000 — House
A Texas federal district court granted a plaintiff's motion to amend her complaint to add a non-diverse employee as a de
COURT-RULING — Impact 2/10
Jun 30, 2026 Inst.
Sanders Capital, LLC — ADD
2,460,969 shares ($1.1B)
Analyst ratings buy % +10.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
74% rate it Buy or better · 34 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Wells Fargo | UPGRADE | Equal-Weight | 54% |
| Sep 14, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 9, 2026 | BMO Capital | INITIATE | Market Perform | 53% |
| Aug 28, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 28, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 28, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 28, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 28, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 28, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 25, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 16 | 8 | 1 | 0 | 74% | |
| Aug 1, 2026 | 9 | 16 | 8 | 1 | 0 | 74% | |
| Jul 1, 2026 | 9 | 16 | 8 | 1 | 0 | 74% | |
| Jun 1, 2026 | 9 | 16 | 8 | 1 | 0 | 74% | |
| May 1, 2026 | 8 | 16 | 9 | 1 | 0 | 71% | |
| Apr 1, 2026 | 7 | 16 | 10 | 1 | 0 | 68% | |
| Mar 1, 2026 | 6 | 17 | 11 | 1 | 0 | 66% | |
| Feb 1, 2026 | 6 | 17 | 11 | 1 | 0 | 66% |
Price targets
Where 25 covering analysts think ULTA trades over the next 12 months.
$631.44 +16.1% upside Buy
Current$543.69 Low$500.00 Median$635.00 High$731.00 25 analysts
$500.00$731.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
58°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 3.0/10.
NEUTRAL8-K2/10
Ulta Beauty appointed Brieane L. Olson, CEO of PacSun, as an independent director effective August 3
Aug 17, 2026
NEUTRALCOURT-RULING2/10
A Texas federal district court granted a plaintiff's motion to amend her complaint to add a non-dive
Jul 2, 2026
NEUTRAL1441/10
Director George R. Mrkonic Jr. filed a Form 144 notice of intent to sell 383 shares of Ulta Beauty c
Jun 15, 2026
NEUTRAL8-K3/10
Ulta Beauty filed an 8-K reporting the results of its 2026 Annual Meeting, where stockholders approv
Jun 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: ULTA — 0.6M shares, 37,199 trades
Week starting 2026-09-07. Total ATS volume: 630,718 shares across 37,199 trades.
Sep 2, 2026
ftd
FTD: ULTA — 1,283 shares ($0.7M) failed to deliver
Settlement: 20260902, Price: $545.66, FTD Value: $700,081.78, ULTA BEAUTY INC COM STK
Sep 1, 2026
ftd
FTD: ULTA — 1,439 shares ($0.8M) failed to deliver
Settlement: 20260901, Price: $537.10, FTD Value: $772,886.9, ULTA BEAUTY INC COM STK
Aug 31, 2026
dark_pool
Dark Pool: ULTA — 1.1M shares, 55,733 trades
Week starting 2026-08-31. Total ATS volume: 1,091,858 shares across 55,733 trades.
Aug 28, 2026
short_volume
Short Volume: ULTA — 65.4% short (0.5M / 0.7M)
Short: 483,832 | Exempt: 431 | TRF Vol: 739,300 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.59 | $5.43–$5.71 | 8.8% | -0.5% | 0↑ 14↓ | $3.0B | 16 |
| Next Q | $9.07 | $8.91–$9.24 | 13.2% | +0.1% | 7↑ 7↓ | $4.1B | 16 |
| Current FY | $28.95 | $28.70–$29.10 | 12.9% | +0.1% | 15↑ 1↓ | $13.3B | 18 |
| Next FY | $31.99 | $30.88–$33.16 | 10.5% | +0.2% | 12↑ 4↓ | $14.0B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.594 | — |
| 7d ago | $5.594 | — |
| 30d ago | $5.620 | -0.026 |
| 60d ago | $5.846 | -0.252 |
| 90d ago | $5.846 | -0.252 |
Institutional ownership
Which big funds own ULTA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $14.1B total value (31,197,792 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 4,026,148 | $1.8B | 12.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,845,585 | $1.3B | 9.1% | — |
| Sanders Capital, LLC | 2,460,969 | $1.1B | 7.9% | ADD +29.0% |
| STATE STREET CORP | 2,024,623 | $913.1M | 6.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,942,423 | $876.0M | 6.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,234,304 | $555.3M | 3.9% | — |
| MORGAN STANLEY | 1,041,675 | $469.8M | 3.3% | — |
| FRANKLIN RESOURCES INC | 848,855 | $382.8M | 2.7% | — |
| NORGES BANK | 785,165 | $354.1M | 2.5% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Sanders Capital, LLC | ADD | 1,908,139 | 2,460,969 | +29.0% | $1.1B |
| NORGES BANK | NEW | — | 785,165 | — | $354.1M |
| GOLDMAN SACHS GROUP INC | ADD | 494,623 | 638,734 | +29.1% | $288.1M |
| UBS Group AG | ADD | 282,691 | 442,344 | +56.5% | $199.5M |
| JPMORGAN CHASE & CO | TRIM | 1,104,673 | 412,540 | -62.7% | $189.4M |
| Alecta Tjanstepension Omsesidigt | ADD | 222,505 | 286,505 | +28.8% | $129.1M |
| Robeco Institutional Asset Management B.V. | TRIM | 362,576 | 260,750 | -28.1% | $117.6M |
| AMERICAN CENTURY COMPANIES INC | ADD | 185,758 | 233,016 | +25.4% | $105.1M |
| HSBC HOLDINGS PLC | ADD | 147,895 | 211,826 | +43.2% | $95.4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 34,444 | 185,232 | +437.8% | $83.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 33 transactions. Net -$1.8M — $0.00 bought, $1.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Steelman Kecia | President and CEO | SELL | 2,000 | $545.88 | $1.1M |
| Sep 11, 2026 | Nagler Lorna | Director | SELL | 600 | $537.31 | $322.4K |
| Sep 1, 2026 | GARCIA KELLY E | Chief Technology Officer | AWARD | 2,933 | — | — |
| Sep 1, 2026 | GARCIA KELLY E | Chief Technology Officer | AWARD | 3,565 | — | — |
| Sep 1, 2026 | Olson Brieane Lee | Director | AWARD | 271 | — | — |
| Jun 15, 2026 | MRKONIC GEORGE R JR | Director | SELL | 383 | $475.84 | $182.2K |
| Jun 10, 2026 | GARCIA KELLY E | Director | AWARD | 404 | — | — |
| Jun 10, 2026 | Brok Martin | Director | AWARD | 404 | — | — |
| Jun 10, 2026 | Halligan Catherine Ann | Director | AWARD | 404 | — | — |
| Jun 10, 2026 | Landry Stephenie Lee | Director | AWARD | 404 | — | — |
Congressional trades
ULTA trades disclosed by members of Congress, with disclosure delay.
3 members · 2 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Ulta Beauty Inc | Aug 12, 2026(37d) |
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | Ulta Beauty Inc | Apr 22, 2026(35d) |
| Feb 3, 2026 | Anthony Wied | R | HOUSE | SELL | $15,001 - $50,000 | Ulta Beauty Inc | Mar 12, 2026(38d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ULTA.
Shares short
2,442,845
Settlement Sep 15, 2026
Change vs prior
+9.0%
Semi-monthly cycle
Days to cover
4.3
At avg daily volume
Of shares outstanding
≈5.7%
Estimate — not % of float
All ULTA filing & press-release reports (5)
- 8-K reportAug 17, 2026
- COURT-RULING reportJul 2, 2026
- 144 reportJun 15, 2026
- 8-K reportJun 9, 2026
- 8-K reportJun 2, 2026