ULTA
Ulta Beauty, Inc.
$467.74
-1.82%
$20.1B
No data for this timeframe.
Vol
Market Cap$20.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders50 funds
Inst. Value$13.6B
Inst. Activity31 buys / 19 sells
Insider Activity0B / 1S
Insider Net $-$243.8K
Reddit Sentiment50° Neutral
SEC Reports2
Congressional2 trades
Recent Activity
Jun 10, 2026
Insider
GARCIA KELLY E was granted 404 shares
Director
Jun 10, 2026
Insider
Brok Martin was granted 404 shares
Director
Jun 10, 2026
Insider
Halligan Catherine Ann was granted 404 shares
Director
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
Inst.
Sanders Capital, LLC — ADD
1,908,139 shares ($997.4M)
Inst.
Alecta Tjanstepension Omsesidigt — TRIM
222,505 shares ($116.2M)
Price Targets
$627.25
+34.1% upside
Strong Buy
Current $467.74
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 ▼ -2.0% | $5.93 — $6.61 | 7% YoY | 18 |
| Next Q | $5.84 ▼ -4.2% | $5.53 — $6.19 | 14% YoY | 18 |
| Current FY | $28.76 ▲ +0.5% | $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 |
|---|---|---|
| BlackRock, Inc. | $2.1B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | — |
| STATE STREET CORP | $1.0B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | — |
| Sanders Capital, LLC | $997.4M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | GARCIA KELLY | A | $0.00 |
| Jun 10, 2026 | Brok Martin | A | $0.00 |
| Jun 10, 2026 | Halligan Catherine | A | $0.00 |
| Jun 10, 2026 | Landry Stephenie | A | $0.00 |
| Jun 10, 2026 | LITTLE PATRICIA | 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 |
50 institutional holders with $13.6B total value (25,965,664 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,065,810 | $2.1B | 15.6% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2,884,415 | $1.5B | 11.1% | — |
| 3 | STATE STREET CORP | 2,002,587 | $1.0B | 7.7% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,960,042 | $1.0B | 7.5% | — |
| 5 | Sanders Capital, LLC | 1,908,139 | $997.4M | 7.3% | ADD +51.0% |
| 6 | MORGAN STANLEY | 1,120,044 | $585.5M | 4.3% | — |
| 7 | Invesco Ltd. | 738,157 | $385.8M | 2.8% | — |
| 8 | FRANKLIN RESOURCES INC | 628,540 | $328.5M | 2.4% | — |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 611,100 | $319.4M | 2.4% | — |
| 10 | BANK OF AMERICA CORP /DE/ | 598,104 | $312.6M | 2.3% | — |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 573,500 | $299.8M | 2.2% | — |
| 12 | Swedbank AB | 533,655 | $278.9M | 2.1% | — |
| 13 | GOLDMAN SACHS GROUP INC | 494,623 | $258.5M | 1.9% | — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 493,209 | $257.8M | 1.9% | — |
| 15 | Amundi | 476,481 | $249.1M | 1.8% | — |
| 16 | Alyeska Investment Group, L.P. | 472,672 | $247.1M | 1.8% | — |
| 17 | CITADEL ADVISORS LLC | 418,500 | $218.8M | 1.6% | — |
| 18 | Legal & General Group Plc | 350,765 | $183.3M | 1.3% | — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 348,277 | $182.0M | 1.3% | — |
| 20 | TD ASSET MANAGEMENT INC | 322,401 | $168.5M | 1.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Sanders Capital, LLC | ADD | 1,263,736 | 1,908,139 | +51.0% | $997.4M | 2026-Q1 |
| Alecta Tjanstepension Omsesidigt | TRIM | 320,105 | 222,505 | -30.5% | $116.2M | 2026-Q1 |
| Epoch Investment Partners, Inc. | TRIM | 291,916 | 213,761 | -26.8% | $111.7M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 58,452 | 176,752 | +202.4% | $92.4M | 2026-Q1 |
| Nuveen, LLC | TRIM | 268,476 | 168,158 | -37.4% | $87.9M | 2026-Q1 |
| Allianz Asset Management GmbH | ADD | 74,943 | 122,109 | +62.9% | $63.8M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 6,392 | 105,683 | +1553.4% | $55.2M | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB | DOUBLED | 38,421 | 106,333 | +176.8% | $54.9M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 76,491 | 96,691 | +26.4% | $50.5M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | TRIM | 121,090 | 77,391 | -36.1% | $41.5M | 2026-Q1 |
| AVIVA PLC | ADD | 61,360 | 76,821 | +25.2% | $40.2M | 2026-Q1 |
| ING GROEP NV | DOUBLED | 12,398 | 73,524 | +493.0% | $38.4M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 50,485 | 69,140 | +37.0% | $36.1M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 37,332 | 58,225 | +56.0% | $30.4M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | NEW | — | 53,250 | — | $27.8M | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT | NEW | — | 49,653 | — | $26.0M | 2026-Q1 |
| Mariner, LLC | ADD | 35,697 | 48,557 | +36.0% | $25.4M | 2026-Q1 |
| Assenagon Asset Management S.A. | ADD | 25,495 | 47,737 | +87.2% | $25.0M | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC | DOUBLED | 409 | 36,827 | +8904.2% | $19.2M | 2026-Q1 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 23,697 | 34,583 | +45.9% | $18.1M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEW | — | 34,444 | — | $18.0M | 2026-Q1 |
| Korea Investment CORP | TRIM | 48,055 | 34,035 | -29.2% | $17.8M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | NEW | — | 33,641 | — | $17.6M | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | DOUBLED | 1,268 | 28,523 | +2149.4% | $14.9M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 7,984 | 25,059 | +213.9% | $13.1M | 2026-Q1 |
14 unique insiders with 24 transactions. Net insider value: -$243.8K ($0.00 bought, $243.8K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Jun 10, 2026 | LITTLE PATRICIA A | Director | AWARD | 404 | — | — |
| Jun 10, 2026 | Ruiz Gisel | Director | AWARD | 404 | — | — |
| Jun 10, 2026 | MRKONIC GEORGE R JR | Director | AWARD | 404 | — | — |
| Jun 10, 2026 | Nagler Lorna | Director | AWARD | 404 | — | — |
| Jun 10, 2026 | Smith Mike C. | Director | AWARD | 404 | — | — |
| Apr 7, 2026 | MRKONIC GEORGE R JR | Director | SELL | 452 | $539.29 | $243.8K |
| Mar 31, 2026 | Casares Rene G. | Chief Legal Officer | AWARD | 4,298 | — | — |
| Mar 31, 2026 | Casares Rene G. | Chief Legal Officer | AWARD | 1,263 | — | — |
| Mar 31, 2026 | DelOrefice Christopher | Chief Financial Officer | AWARD | 14,363 | — | — |
| Mar 31, 2026 | DelOrefice Christopher | Chief Financial Officer | AWARD | 4,219 | — | — |
| Mar 31, 2026 | Steelman Kecia | President and CEO | AWARD | 37,070 | — | — |
| Mar 31, 2026 | Ryan Anita Jane | Chief Human Resources Officer | AWARD | 1,443 | — | — |
| Mar 31, 2026 | Ryan Anita Jane | Chief Human Resources Officer | AWARD | 4,912 | — | — |
| Mar 31, 2026 | Steelman Kecia | President and CEO | AWARD | 10,889 | — | — |
| Mar 31, 2026 | Lialios Christopher | SVP, Controller (P. Acct Ofc.) | AWARD | 519 | — | — |
| Mar 31, 2026 | Lialios Christopher | SVP, Controller (P. Acct Ofc.) | AWARD | 757 | — | — |
| Mar 15, 2026 | Steelman Kecia | President and CEO | TAX W/H | 393 | $535.72 | $210.5K |
| Mar 15, 2026 | Ryan Anita Jane | Chief Human Resources Officer | TAX W/H | 80 | $535.75 | $42.9K |
| Feb 12, 2026 | Steelman Kecia | President and CEO | AWARD | 3,416 | — | — |
| Feb 12, 2026 | Ryan Anita Jane | Chief Human Resources Officer | AWARD | 644 | — | — |
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
$627.25 mean target
+34.1% upside
Strong Buy (1.81)
$450.00 Low
$735.00 High
| Metric | Value |
|---|---|
| Current Price | $467.74 |
| Target Low | $450.00 |
| Target Mean | $627.25 |
| 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 | 6.9% | -2.0% | 2↑ 13↓ | $3.0B | 6.8% | 18 |
| Next Q 2026-10-31 |
$5.84 | $5.53 | $6.19 | 13.6% | -4.2% | 1↑ 14↓ | $3.0B | 4.9% | 18 |
| Current FY 2027-01-31 |
$28.76 | $28.29 | $30.00 | 12.2% | +0.5% | 11↑ 2↓ | $13.2B | 6.9% | 20 |
| Next FY 2028-01-31 |
$31.83 | $29.95 | $33.26 | 10.7% | +0.6% | 13↑ 2↓ | $14.0B | 5.3% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $6.177 | |
| 7d ago | $6.145 | +0.031 |
| 30d ago | $6.304 | -0.128 |
| 60d ago | $6.233 | -0.056 |
| 90d ago | $6.237 | -0.061 |
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.