ULTA
Ulta Beauty, Inc.
$462.80
-0.91%
$19.9B
No data for this timeframe.
Vol
Market Cap$19.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders7 funds
Inst. Value$5.1B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$243.8K
Reddit Sentiment50° Neutral
SEC Reports2
Congressional2 trades
Recent Activity
Jun 9, 2026
SEC
Ulta Beauty filed an 8-K reporting the results of its 2026 Annual Meeting, where stockholders approved a new 2026 Incent
8-K — Impact 3/10
Jun 3, 2026
short_volume
Short Volume: ULTA — 65.8% short (0.7M / 1.0M)
Short: 651,034 | Exempt: 27 | TRF Vol: 989,238 | Short Ratio: 65.8% | Off-exchange volume (dark pool
Jun 2, 2026
SEC
Ulta Beauty reported Q1 FY2026 results with net sales of $3.16B (+11.1% YoY) and diluted EPS of $7.74 (+15.5% YoY), beat
8-K — Impact 7/10
Apr 7, 2026
Insider
MRKONIC GEORGE R JR sold 452 shares
Director @ $539.29 ($243.8K)
Mar 31, 2026
Insider
Casares Rene G. sold 4,298 shares
Chief Legal Officer @ $0.00 ($0.00)
Mar 31, 2026
Insider
Casares Rene G. sold 1,263 shares
Chief Legal Officer @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
712,323 shares ($431.0M)
Inst.
BANK OF AMERICA CORP — TRIM
586,513 shares ($354.8M)
Price Targets
$626.00
+31.0% upside
Strong Buy
Current $477.90
Low $450.00
Median $633.00
High $735.00
24 analysts
$450.00
$735.00
Analyst Ratings
9Strong Buy
16Buy
8Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 9, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Jun 4, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Jun 3, 2026 | UBS | MAINTAIN | Buy → Buy |
| Jun 3, 2026 | B. Riley Securities | MAINTAIN | Neutral → Neutral |
| Jun 3, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $6.18 ▼ -1.9% | $5.93 — $6.61 | 7% YoY | 17 |
| Next Q | $5.83 ▼ -4.4% | $5.53 — $6.19 | 13% YoY | 17 |
| Current FY | $28.74 | $28.29 — $30.00 | 12% YoY | 20 |
| Next FY | $31.83 ▲ +0.6% | $29.95 — $33.26 | 11% YoY | 20 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $3.3B | — |
| MORGAN STANLEY | $659.8M | — |
| NORGES BANK | $431.0M | NEW |
| BANK OF AMERICA CORP | $354.8M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $210.5M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 7, 2026 | MRKONIC GEORGE | SELL | $243.8K |
| Mar 31, 2026 | Casares Rene | A | $0.00 |
| Mar 31, 2026 | Casares Rene | A | $0.00 |
| Mar 31, 2026 | DelOrefice Christopher | A | $0.00 |
| Mar 31, 2026 | DelOrefice Christopher | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
2 members: 1 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Maria Elvira | R | BUY | $15,001 - $50,000 |
| Anthony Wied | R | SELL | $15,001 - $50,000 |
7 institutional holders with $5.1B total value (8,348,963 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,376,848 | $3.3B | 64.4% | — |
| 2 | MORGAN STANLEY | 1,090,625 | $659.8M | 13.1% | — |
| 3 | NORGES BANK | 712,323 | $431.0M | 8.5% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 586,513 | $354.8M | 7.0% | TRIM -26.4% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 347,985 | $210.5M | 4.2% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 230,969 | $139.7M | 2.8% | TRIM -52.3% |
| 7 | TWO SIGMA INVESTMENTS, LP | 3,700 | $2.2M | 0.0% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 712,323 | — | $431.0M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 796,542 | 586,513 | -26.4% | $354.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 3,700 | — | $2.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 124,600 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | EXIT | 553,184 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 703,179 | 907,327 | +29.0% | $424.5M | 2025-Q2 |
| NORGES BANK | NEW | — | 553,184 | — | $258.8M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 124,600 | — | $58.3M | 2025-Q2 |
| Fund 1 Investments, LLC | EXIT | 200 | 0 | -100.0% | $0.00 | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 524,557 | 250,046 | -52.3% | $91.7M | 2025-Q1 |
| Fund 1 Investments, LLC | NEW | — | 200 | — | $73.3K | 2025-Q1 |
| NORGES BANK | EXIT | 550,508 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 514,919 | 706,527 | +37.2% | $307.3M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 311,777 | 524,557 | +68.2% | $228.1M | 2024-Q4 |
| BERKSHIRE HATHAWAY INC | EXIT | 24,203 | 0 | -100.0% | $0.00 | 2024-Q4 |
| Mawer Investment Management Ltd. | EXIT | 36,947 | 0 | -100.0% | $0.00 | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 35,700 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 307,665 | — | $119.7M | 2024-Q3 |
6 unique insiders with 1 transactions. Net insider value: -$243.8K ($0.00 bought, $243.8K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 7, 2026 | MRKONIC GEORGE R JR | Director | SELL | 452 | $539.29 | $243.8K |
| Mar 31, 2026 | Casares Rene G. | Chief Legal Officer | A | 4,298 | $0.00 | $0.00 |
| Mar 31, 2026 | Casares Rene G. | Chief Legal Officer | A | 1,263 | $0.00 | $0.00 |
| Mar 31, 2026 | DelOrefice Christopher | Chief Financial Officer | A | 14,363 | $0.00 | $0.00 |
| Mar 31, 2026 | DelOrefice Christopher | Chief Financial Officer | A | 4,219 | $0.00 | $0.00 |
| Mar 31, 2026 | Steelman Kecia | President and CEO | A | 37,070 | $0.00 | $0.00 |
| Mar 31, 2026 | Ryan Anita Jane | Chief Human Resources Officer | A | 1,443 | $0.00 | $0.00 |
| Mar 31, 2026 | Ryan Anita Jane | Chief Human Resources Officer | A | 4,912 | $0.00 | $0.00 |
| Mar 31, 2026 | Steelman Kecia | President and CEO | A | 10,889 | $0.00 | $0.00 |
| Mar 31, 2026 | Lialios Christopher | SVP, Controller (P. Acct Ofc.) | A | 519 | $0.00 | $0.00 |
| Mar 31, 2026 | Lialios Christopher | SVP, Controller (P. Acct Ofc.) | A | 757 | $0.00 | $0.00 |
| Mar 15, 2026 | Steelman Kecia | President and CEO | F | 393 | $535.72 | $210.5K |
| Mar 15, 2026 | Ryan Anita Jane | Chief Human Resources Officer | F | 80 | $535.75 | $42.9K |
| Feb 12, 2026 | Steelman Kecia | President and CEO | A | 3,416 | $0.00 | $0.00 |
| Feb 12, 2026 | Ryan Anita Jane | Chief Human Resources Officer | A | 644 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (74% buy). Based on 34 analysts: 9 strong buy, 16 buy, 8 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$626.00 mean target
+31.0% upside
Strong Buy (1.81)
$450.00 Low
$735.00 High
| Metric | Value |
|---|---|
| Current Price | $477.90 |
| Target Low | $450.00 |
| Target Mean | $626.00 |
| Target Median | $633.00 |
| Target High | $735.00 |
| # Analysts | 24 |
| Recommendation | Strong Buy (1.81) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$6.18 | $5.93 | $6.61 | 7.0% | -1.9% | 2↑ 3↓ | $3.0B | 6.8% | 17 |
| Next Q 2026-10-31 |
$5.83 | $5.53 | $6.19 | 13.3% | -4.4% | 2↑ 3↓ | $3.0B | 5.0% | 17 |
| Current FY 2027-01-31 |
$28.74 | $28.29 | $30.00 | 12.1% | +0.4% | 6↑ 0↓ | $13.2B | 6.9% | 20 |
| Next FY 2028-01-31 |
$31.83 | $29.95 | $33.26 | 10.7% | +0.6% | 4↑ 1↓ | $14.0B | 5.4% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $6.182 | |
| 7d ago | $6.274 | -0.092 |
| 30d ago | $6.304 | -0.122 |
| 60d ago | $6.233 | -0.051 |
| 90d ago | $6.348 | -0.166 |
20 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 9, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jun 4, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jun 3, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jun 3, 2026 | B. Riley Securities | MAINTAIN | Neutral | Neutral |
| Jun 3, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jun 3, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Jun 3, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jun 3, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jun 3, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Jun 3, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Jun 3, 2026 | Wells Fargo | MAINTAIN | Underweight | Underweight |
| Jun 3, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Jun 3, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jun 3, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Apr 20, 2026 | Jefferies | UPGRADE | Hold | Buy |
| Apr 14, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Mar 13, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Mar 13, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Mar 13, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 13, 2026 | Piper Sandler | REITERATE | Overweight | Overweight |
| Mar 13, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 13, 2026 | Wells Fargo | MAINTAIN | Underweight | Underweight |
| Mar 13, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Mar 13, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Mar 11, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Mar 10, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Mar 9, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 9, 2026 | Wells Fargo | MAINTAIN | Underweight | Underweight |
| Mar 9, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 9, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Jan 21, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jan 21, 2026 | Raymond James | UPGRADE | Outperform | Strong Buy |
| Jan 20, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Jan 15, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 8, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| Jan 7, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jan 2, 2026 | Argus Research | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 6 | 16 | 10 | 1 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| 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) |
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
ULTA forming a base
▲ 1
💬 1
⚡ 0.5
Jun 3, 2026
short_volume
Short Volume: ULTA — 65.8% short (0.7M / 1.0M)
Short: 651,034 | Exempt: 27 | TRF Vol: 989,238 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
earnings_calendar
ULTA Q1 2027 Earnings Scheduled — 2026-06-02
Jun 2, 2026
short_volume
Short Volume: ULTA — 64.3% short (0.3M / 0.5M)
Short: 333,203 | Exempt: 8 | TRF Vol: 517,858 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ULTA — 1.1M shares, 51,897 trades
Week starting 2026-05-18. Total ATS volume: 1,069,888 shares across 51,897 trades.
May 11, 2026
dark_pool
Dark Pool: ULTA — 1.2M shares, 52,929 trades
Week starting 2026-05-11. Total ATS volume: 1,160,654 shares across 52,929 trades.
May 4, 2026
dark_pool
Dark Pool: ULTA — 0.9M shares, 46,928 trades
Week starting 2026-05-04. Total ATS volume: 946,177 shares across 46,928 trades.
May 4, 2026
short_interest
FTD: ULTA — 1,364 shares ($0.7M) failed to deliver
Settlement: 20260504, Price: $531.95, FTD Value: $725,579.8, ULTA BEAUTY INC COM STK
Apr 27, 2026
dark_pool
Dark Pool: ULTA — 1.0M shares, 51,211 trades
Week starting 2026-04-27. Total ATS volume: 1,022,003 shares across 51,211 trades.
Apr 20, 2026
dark_pool
Dark Pool: ULTA — 0.8M shares, 41,940 trades
Week starting 2026-04-20. Total ATS volume: 810,288 shares across 41,940 trades.
Apr 13, 2026
dark_pool
Dark Pool: ULTA — 1.1M shares, 52,072 trades
Week starting 2026-04-13. Total ATS volume: 1,058,412 shares across 52,072 trades.
Apr 10, 2026
short_interest
FTD: ULTA — 5,204 shares ($2.8M) failed to deliver
Settlement: 20260410, Price: $532.79, FTD Value: $2,772,639.16, ULTA BEAUTY INC COM STK
Apr 6, 2026
dark_pool
Dark Pool: ULTA — 0.9M shares, 50,315 trades
Week starting 2026-04-06. Total ATS volume: 869,415 shares across 50,315 trades.
Mar 30, 2026
dark_pool
Dark Pool: ULTA — 0.8M shares, 35,277 trades
Week starting 2026-03-30. Total ATS volume: 775,928 shares across 35,277 trades.
Mar 23, 2026
dark_pool
Dark Pool: ULTA — 1.1M shares, 54,979 trades
Week starting 2026-03-23. Total ATS volume: 1,149,005 shares across 54,979 trades.
Mar 16, 2026
dark_pool
Dark Pool: ULTA — 1.7M shares, 69,735 trades
Week starting 2026-03-16. Total ATS volume: 1,662,434 shares across 69,735 trades.