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Ulta Beauty, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 24 Mar 2025.
Ulta Beauty, Inc.: what insiders have been doing
Ulta Beauty, Inc., classified in the Retail & Commerce sector, is a listed company based in Bolingbrook, United States, founded in 1990. Its insiders report their share dealings to SEC (Form 4). From 18 October 2025 to 18 October 2026, the disclosure feed for Ulta Beauty, Inc. logged 20 filings by 13 insiders.
Only sales appear on the open market, 3 sales in all totalling €1.4M, filed by 3 insiders. One trade stands out by size: a sale of €952k from Steelman Kecia, disclosed on 21 September 2026, or 0.0046% of market capitalisation.
Compared with its exchange (5,811 companies, median 19 filings), a count of 20 filings is above the norm. Looking back to 2021, when coverage begins, insiders filed 1 purchase and 18 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 January 2026), the company reported revenue of 12.39 bn USD and net income of 1.15 bn USD.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. Section 16 rules allow two business days to file each Form 4. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
Elsewhere in the same sector, our signals recently picked up insider purchases at GameStop Corp. and Dick's Sporting Goods, Inc. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
148
Thresholds
n/a
Buy Volume
€457,783
1 ops. · all time
Sell Volume
€6M
18 ops. · all time
Who traded when
BuySaleKecia Steelman1 buy1 sale
Lorna Nagler1 sale
Mike C. Smith1 sale
Mrkonic George R Jr1 sale
Since the insiders bought
- +41.9%Entry US$370.75 · Close at T+365 US$526.14
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Ulta Beauty, Inc. Buy (bullish), based on 25 analysts. Average price target: US$631.44.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 6,946 of 24,148 companies
62.1
score / 100
Value52
Quality72
FCF yld4.1%
Earn yld4.4%
EV/EBITDA15.3x
ROE46%
Gross mgn39%
Net mgn9.3%
Debt/EBITDA1.2x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended January 2026 · cache
US$609.24
Analyst consensus
25 analystsBuy
US$500.00Target US$631.44(+4%)US$731.00
Income statement
RevenueUS$12.4B
Gross profitUS$4.8B39% margin
EBITDAUS$1.8B15% margin
Net incomeUS$1.2B9.3% margin
Valuation
PER (trailing)21.7x
PER (forward)19.0x
P/Book9.9x
Beta0.84
Balance sheet & cash
Market capUS$26B
Total debtUS$2.2B
Free Cash FlowUS$1.1B
Debt / Equity95%
Profitability & ownership
ROE46.1%
ROA14.8%
% insiders0.3%
% institutions103.7%
Last declaration on 21 September 2026
Declarations148 total
2,000 shares@ US$545.88280.0046% mcap11.7% of flowCommon StockSEC:0000897069-26-001790:0
2,000 shares@ US$545.8830.0046% mcap11.7% of flowCommonSEC144:0001921094-26-001034
600 shares@ US$537.31260.0013% mcap20.9% of flowCommon StockSEC:0000897069-26-001776:0
600 shares@ US$537.31330.0013% mcap20.9% of flowCommonSEC144:0001921094-26-001008
2,933 shares0Common StockSEC:0000897069-26-001748:0
383 shares@ US$475.84070.0009% mcap15.6% of flowCommonSEC144:0001921094-26-000651
404 sharesCommon StockSEC:0000897069-26-001367:0
404 sharesCommon StockSEC:0000897069-26-001369:0
452 shares@ US$539.290.0010% mcap20.7% of flowCommon StockSEC:0000897069-26-000823:0
519 shares0Common StockSEC:0000897069-26-000783:0
1,443 shares0Common StockSEC:0000897069-26-000773:0
10,889 shares0Common StockSEC:0000897069-26-000776:0
4,219 shares0Common StockSEC:0000897069-26-000771:0
1,263 shares0Common StockSEC:0000897069-26-000769:0
80 shares@ US$535.755.7% of flowCommon StockSEC:0000897069-26-000701:0
393 shares@ US$535.722.2% of flowCommon StockSEC:0000897069-26-000703:0
3,416 shares0Common StockSEC:0000897069-26-000396:0
644 shares0Common StockSEC:0000897069-26-000385:0
340 shares0Common StockSEC:0000897069-25-001812:0
1,825 shares0Common StockSEC:0000897069-25-001790:0
500 shares@ US$528.4353.8% of flowCommon StockSEC:0000897069-25-001442:0
277 shares0Common StockSEC:0000897069-25-001424:0
277 shares0Common StockSEC:0000897069-25-001426:0
383 shares0Common StockSEC:0000897069-25-001104:0
383 shares0Common StockSEC:0000897069-25-001100:0
25 of 148 declarations
About Ulta Beauty, Inc.
Ulta Beauty, Inc. is listed on the US market, NASDAQ under ticker ULTA, and is domiciled in the United States. For francophone investors, it is one of the most important names in specialty beauty retail, combining store-based retailing, e-commerce, and in-store services in a highly differentiated omnichannel model. Founded in 1990, Ulta built its business around a simple but powerful value proposition: “All Things Beauty, All in One Place,” spanning cosmetics, fragrance, skin care, hair care, wellness products, and salon services. ([ulta.com](https://www.ulta.com/investor/sec-filings/annual-reports/content/0001104659-25-038002/0001104659-25-038002.pdf?utm_source=openai))
The company is headquartered in Bolingbrook, Illinois. Over time, Ulta has established itself as the largest specialty beauty retailer in the United States, which gives it a meaningful competitive advantage versus mass merchants, premium beauty chains, and pure-play digital retailers. Its model is built on broad assortment, high store traffic, strong brand partnerships, and a loyal customer base supported by the Ulta Beauty Rewards program. Management emphasizes a seamless guest experience across physical stores, Ulta.com, and the Ulta Beauty App, which helps the company capture demand across multiple touchpoints. ([ulta.com](https://www.ulta.com/investor/news-events/press-releases/detail/204/ulta-beauty-to-report-first-quarter-fiscal-2025-results-on?utm_source=openai))
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Operationally, Ulta is more than a product retailer. It also offers salon services inside its stores, including hair, brow, and skin services, which supports differentiation, repeat visits, and customer engagement. The assortment spans mass, prestige, and specialty beauty categories, placing Ulta in a strategically attractive middle ground between scale-driven retail and premium positioning. This blend of retail, service, and loyalty creates a durable consumer proposition, although it also leaves the company exposed to shifts in discretionary spending, brand partner relationships, and the highly competitive US beauty market. ([ulta.com](https://www.ulta.com/investor?utm_source=openai))
Geographically, the core business remains the United States, where Ulta operates stores across all 50 states. That said, the company has started to broaden its international footprint through its Space NK subsidiary in the United Kingdom and Ireland, a joint venture in Mexico, and a franchise presence in the Middle East. These international initiatives remain secondary to the domestic franchise but signal a broader strategic ambition. ([ulta.com](https://www.ulta.com/investor/company-information?utm_source=openai))
Recent developments are notable. In May 2026, Ulta reported fiscal 2025 results showing growth in net sales and comparable sales, and it provided fiscal 2026 guidance pointing to continued momentum. The company also continued returning capital to shareholders through share repurchases. Another important strategic move was the announced acquisition of Space NK, which expands Ulta’s international platform. In January 2025, Ulta also announced that CEO Dave Kimbell would retire and that Kecia Steelman would become the new President and Chief Executive Officer, marking an important leadership transition. ([ulta.com](https://www.ulta.com/investor/news-events/press-releases/detail/224/ulta-beauty-announces-fourth-quarter-and-fiscal-2025?utm_source=openai))
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