InsidersTradesSigma
Track the Ulta Beauty, Inc. stock price and the full directors' dealings record of the company, a listed issuer based in United States. Shares are listed on the US market, under the supervision of SEC (Form 4). Operating in the Retail & Commerce sector, Ulta Beauty, Inc. has recorded 144 public disclosures. Market capitalisation: €20.6bn. The latest transaction was filed on 15 June 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: Steelman Kecia. Every trade is openly available.
144
Insider Decl.
n/a
Thresholds
€457,783
1 ops.
Buy Volume
€5m
16 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Ulta Beauty, Inc. Buy (bullish), based on 24 analysts. Average price target: US$623.58.
35Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 6,932 of 29,062 companies
64.6
score / 100
Value58
Quality71
FCF yld4.8%
Earn yld5.2%
EV/EBITDA13.1x
ROE46%
Gross mgn39%
Net mgn9.3%
Debt/EBITDA1.2x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 15 June 2026
Declarations144 total
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% mcap22.5% of flowCommon StockSEC:0000897069-26-000823:0
1,263 shares0Common StockSEC:0000897069-26-000769:0
4,219 shares0Common StockSEC:0000897069-26-000771:0
10,889 shares0Common StockSEC:0000897069-26-000776:0
519 shares0Common StockSEC:0000897069-26-000783:0
1,443 shares0Common StockSEC:0000897069-26-000773:0
393 shares@ US$535.722.9% of flowCommon StockSEC:0000897069-26-000703:0
80 shares@ US$535.755.7% of flowCommon StockSEC:0000897069-26-000701:0
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:0000897069-25-001426:0
277 shares0Common StockSEC:0000897069-25-001424:0
383 shares0Common StockSEC:0000897069-25-001104:0
383 shares0Common StockSEC:0000897069-25-001100:0
383 shares0Common StockSEC:0000897069-25-001098:0
383 shares0Common StockSEC:0000897069-25-001096:0
383 shares0Common StockSEC:0000897069-25-001094:0
383 shares0Common StockSEC:0000897069-25-001092:0
383 shares0Common StockSEC:0000897069-25-001090:0
25 of 144 declarations
关于 Ulta Beauty, Inc.
Ulta Beauty, Inc. 在美国市场纳斯达克上市，股票代码为 ULTA，注册地在美国。对于法语投资者而言，它是专业美容零售领域最重要的公司之一，通过高度差异化的全渠道模式，结合了实体店零售、电子商务和店内服务。Ulta 成立于1990年，其业务围绕着一个简单而强大的价值主张：“所有美容，一站式购齐”，涵盖化妆品、香水、护肤品、护发品、健康产品和沙龙服务。([ulta.com](https://www.ulta.com/investor/sec-filings/annual-reports/content/0001104659-25-038002/0001104659-25-038002.pdf?utm_source=openai)) 公司总部位于伊利诺伊州博林布鲁克。随着时间的推移，Ulta 已成为美国最大的专业美容零售商，这使其相对于大众商家、高端美容连锁店和纯数字零售商具有显著的竞争优势。其模式建立在广泛的产品种类、高客流量、强大的品牌合作关系以及由 Ulta Beauty Rewards 计划支持的忠实客户群之上。管理层强调在实体店、Ulta.com 和 Ulta Beauty App 之间提供无缝的客户体验，这有助于公司在多个接触点捕捉需求。([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)) 在运营方面，Ulta 不仅仅是一家产品零售商。它还在店内提供沙龙服务，包括美发、眉毛和皮肤护理服务，这有助于差异化、重复访问和客户参与度。产品种类涵盖大众、高端和专业美容类别，使 Ulta 在规模驱动型零售和高端定位之间占据了战略上有吸引力的中间地带。这种零售、服务和忠诚度的结合创造了一个持久的消费者主张，尽管这也使公司面临可支配支出、品牌合作伙伴关系以及竞争激烈的美国美容市场变化的风险。([ulta.com](https://www.ulta.com/investor?utm_source=openai)) 从地理上看，核心业务仍然是美国，Ulta 在所有50个州都有门店。尽管如此，公司已开始通过其在英国和爱尔兰的 Space NK 子公司、在墨西哥的合资企业以及在中东的特许经营业务来扩大其国际足迹。这些国际举措仍次于国内特许经营，但预示着更广泛的战略抱负。([ulta.com](https://www.ulta.com/investor/company-information?utm_source=openai)) 近期发展值得关注。2026年5月，Ulta 公布了2025财年业绩，显示净销售额和可比销售额均实现增长，并提供了2026财年指引，表明持续增长势头。公司还通过股票回购继续向股东返还资本。另一个重要的战略举措是宣布收购 Space NK，这扩大了 Ulta 的国际平台。2025年1月，Ulta 还宣布首席执行官 Dave Kimbell 将退休，Kecia Steelman 将成为新的总裁兼首席执行官，这标志着重要的领导层过渡。([ulta.com](https://www.ulta.com/investor/news-events/press-releases/detail/224/ulta-beauty-announces-fourth-quarter-and-fiscal-2025?utm_source=openai))
