Ulta Beauty (ULTA)
Retailer of mass-to-prestige beauty products with digital shopping and in-store salon services.
Something off on this page? Send us feedback.
Sells cosmetics, skincare and wellness, haircare, fragrance, accessories, and salon services through stores and digital channels spanning multiple price points. Remains U.S.-centered, with wholly owned Space NK in the U.K. and Ireland plus joint-venture and franchise expansion in Mexico and the Middle East.
Combines prestige, mass, and professional beauty products with salon services across stores and digital channels. The assortment spans cosmetics, skincare and wellness, haircare, fragrance, accessories, and private-label products; an online marketplace adds third-party merchandise for a commission. Broad price points, in-store discovery, fulfillment options, and loyalty data support merchandising and personalization.
Operations remain centered on U.S. stores. Space NK adds wholly owned luxury-beauty retail in the U.K. and Ireland, while Mexico uses a joint venture and the Middle East a franchise. The single segment covers retail stores, salon services, and e-commerce. Execution depends on brand access, product availability, loyalty engagement, and holiday demand. Product safety, labeling, advertising, and distribution are regulated across categories, while salon services require local compliance.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | RBC Capital | Upgrade | Rating: — | |
| Sep 15, 2026 | Citigroup | Downgrade | ||
| Sep 15, 2026 | Cantor Fitzgerald | Initiate | Rating: — | |
| Sep 15, 2026 | Bernstein | Upgrade | Rating: — | |
| Sep 15, 2026 | Raymond James | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $213.5M · Total debt $2.52B · Total assets $6.96B · Shareholders' equity $2.64B
- Revenue
- $3.04B
- Operating income
- $384.2M
- Net income
- $282.0M
No dividends on record.
| Institutions | ≈ 101.82% | 43.53M shares | |
|---|---|---|---|
| 1,071 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.25% | 105.0K shares | |
| 17 holders · as of Sep 21, 2026 | |||
| Adds to | 102.07% | ||
42.76M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 102.07%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.42% | 4.03M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.66% | 2.85M | as of Jun 30, 2026 |
Sanders Capital, LLCInstitution | 5.76% | 2.46M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.74% | 2.02M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.54% | 1.94M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Kecia Steelman | officer: President and CEO | −2,000 | $545.88 |
| Sep 11, 2026 | Lorna Nagler | director | −600 | $537.31 |
| Jun 15, 2026 | George R. Jr Mrkonic | director | −383 | $475.84 |
| Apr 7, 2026 | George R. Jr Mrkonic | director | −452 | $539.29 |
- Amazon
Online marketplace and premium beauty pressure
- Walmart
Mass beauty, marketplace, and value-led omnichannel retail
- Target
Mass beauty retailer and current shop-in-shop channel
- Sally Beauty
Professional hair color and salon-supply specialty retail
- CVS Health
Drugstore beauty and wellness-adjacent convenience retail
- Macy's
Department-store beauty plus Bluemercury luxury beauty
- Estée Lauder Companies
Prestige beauty owner with brand-owned DTC channels
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ulta Beauty | $548.13 | −1.03% | $23.81B | 20.2 | 18.0 | 1.8 | +8.9% |
| Amazon | $249.48 | −2.16% | $2.74T | 20.5 | 26.7 | 3.5 | +19.6% |
| Walmart | $110.61 | +0.44% | $876.34B | 39.8 | 36.9 | 1.2 | +5.9% |
| Target | $158.03 | −0.62% | $72.23B | 16.5 | 17.0 | 0.7 | +5.3% |
| Sally Beauty | $16.66 | −1.77% | $1.62B | 8.8 | 7.6 | 0.4 | +0.2% |
| CVS Health | $86.13 | −1.11% | $111.13B | 23.0 | 10.6 | 0.3 | +7.3% |
| Macy's | $22.86 | +0.37% | $5.99B | 8.4 | 10.6 | 0.3 | −2.7% |
| Estée Lauder Companies | $98.02 | −2.26% | $36.27B | 200.6 | 29.6 | 2.4 | +6.5% |
| Median | 20.5 | 17.0 | 0.7 | +5.9% |