Inside the research

Ulta Beauty, Inc.

ULTA Research profile · latest available data

Price overview

$545.20

▼ -3.58 (-0.7%)

52w hi$706.82
52w lo$450.75
Vol313.70K
As of25 Sep 2026

The Verdict

Hold

Our score -0.05

Short-0.03
Medium-0.11
Long+0.05

computed 2026-09-27

Key fundamentals

Ulta Beauty, Inc.

Consumer Cyclical · Specialty Retail

Market cap$23.31B
Enterprise value$25.62B
Trailing P/E19.84x
Forward P/E17.00x
EV / EBITDA13.25x
P / S (ttm)1.80x
Profit margin9.3%
Return on equity46.1%
Revenue growth+8.9%
Earnings growth+13.3%
Debt / equity95.47

Layer Breakdown

LayerRawContribution
Fundamental+0.29
Sector-0.03
Technical-0.06
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States, Mexico, and Kuwait. The company offers branded and private label beauty products, including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools through its Ulta Beauty stores, shop-in-shops, Ulta.com website, and its mobile applications. It also provides wellness products. The company was formerly known as ULTA Salon, Cosmetics & Fragrance, Inc. and changed its name to Ulta Beauty, Inc. in January 2017. Ulta Beauty, Inc. was incorporated in 1990 and is based in Bolingbrook, Illinois.

United States · www.ulta.com

Risk Metrics

Beta vs SPX0.84
Corr SPX0.37
Annual vol36.8%
Annual ret+21.9%
Sharpe0.60
Max DD-36.2%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$681.50
High / Low$810.00 / $475.00
Median$705.00
Analysts24
Strong Buy4
Buy15
Hold7
Sell1
Strong Sell0

Recent rating actions

2026-04-20Jefferies→ Buy
2026-04-14DA Davidson→ Buy
2026-03-13Wells Fargo→ Underweight
2026-03-13Telsey Advisory Group→ Outperform
2026-03-13TD Cowen→ Buy
2026-03-13Piper Sandler→ Overweight

Material Events

DateEvent8-K
2026-07-14Officer / Director Change, Reg FD Disclosure…read
2026-06-09Officer / Director Change, Bylaws Amendment…read
2026-06-02Earnings Release, Exhibitsread
2026-03-12Earnings Release, Exhibitsread
2025-12-18Officer / Director Change, Exhibitsread
2025-12-04Earnings Release, Exhibitsread
2025-10-16Officer / Director Change, Other Material Event…read
2025-08-28Earnings Release, Exhibitsread
2025-08-21Officer / Director Change, Other Material Event…read
2025-08-14Other Material Event, Exhibitsread
2025-07-25Officer / Director Changeread
2025-06-30Officer / Director Change, Other Material Event…read

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders7
Top-5 share99.2%
HHI3,293 (concentrated)

Top Holders

HolderValueShares
State Street Corp$913.06M2.02M
Citadel Advisors$354.85M786.85K
Capital Research / Capital World$274.04M607.64K
AQR Capital Management$163.39M362.41K
Renaissance Technologies$80.18M177.78K
Millennium Management$14.46M32.06K
T. Rowe Price Group$689.28K1.53M

As of 2026-06-30

Dividends

Yield (TTM)0.00%
$ / share (TTM)$0.00
5y CAGR—

Annual dividend per share

2012$1.00

SEC Filings

DateFormDoc
2026-07-148-Kview
2026-06-164view
2026-06-114view
2026-06-114view
2026-06-114view
2026-06-114view
2026-06-114view
2026-06-114view
2026-06-114view
2026-06-114view
2026-06-114view
2026-06-098-Kview
2026-06-05DEFA14Aview
2026-06-028-Kview
2026-06-0210-Qview

The Long Run

FY 2011–2025 · 14 years

LineLatestCAGRTrend
Revenue$11.21B+18.6%
Gross profit$4.38B+20.8%
Operating income$1.56B+27.3%
Net income$1.15B+40.7%
Cash from ops$1.48B+23.7%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$550.74$553.04$541.32$545.20313.70K
Sep 24$544.02$551.86$542.18$548.78309.50K
Sep 23$563.10$563.10$543.21$543.81328.80K
Sep 22$558.70$566.10$552.65$553.86501.60K
Sep 21$545.27$561.47$544.43$557.86512.40K

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