Ulta Beauty, Inc.
At today's price, Ulta Beauty, Inc. (ULTA) is priced for +2.0% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Ulta sells the full spectrum of beauty under one roof, prestige next to mass, anchored by a loyalty program its FY2025 10-K calls ⟦an important tool to increase retention of existing guests and to enhance their loyalty to the Ulta Beauty brand⟧, feeding a CRM that turns repeat guests into the engine of comparable-sales growth. • The biggest risk is the multiple, not the business: at roughly $456 a share against trailing EPS near $26.68, the price already credits steady mid-single-digit comps a
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1,057 institutional managers reported holding ULTA in 13F filings for the quarter ended 2026-03-31. Together they hold about 93% of the company; the top 10 hold 44%. 110 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 2.1M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ULTA has cut its share count 19.9% over the past five years, spending $5.48B on repurchases. It pays no dividend. Cash returned over the past three years: $3.16B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ULTA over the trailing three years: 2025: 1 buy totaling $500k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ULTA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-26 | -12.7% | +6.0% |
| 2023-08-25 | -7.0% | -6.7% |
| 2023-12-01 | +12.4% | +7.0% |
| 2024-03-27 | -5.5% | -26.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ULTA's latest 8-K filings: 2026-07-14 (items 5.02, 7.01, 9.01); 2026-06-09 (items 5.02, 5.03, 5.07, 9.01); 2026-06-02 (items 2.02, 9.01); 2026-03-12 (items 2.02, 9.01); 2025-12-18 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.