
Insider and congress filings
Ulta Beauty, Inc. (ULTA)
NASDAQ · Consumer Cyclical · 345 insider filings · 67 congress trades · last filed 7 days agoS&P 500
About Ulta Beauty, Inc.
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- Chief executive
- Kecia L. Steelman
- Employees
- 65,000
- Listed since
- Oct 25, 2007
- Market value
- $23.3B
- Price to earnings
- 19.7
- Earnings per share
- $27.90
- Dividend yield
- -
Earnings
6 reported quarters · next on Dec 3, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 27, 2026 | $6.55 | $6.22 | $3.0B | $3.0B | EPS beatRevenue beat |
| Q1 FY2026reported Jun 2, 2026 | $7.74 | $6.89 | $3.2B | $3.1B | EPS beatRevenue in line |
| Mar 12, 2026 | $8.01 | $8.10 | $3.9B | $3.8B | EPS in lineRevenue beat |
| Q3 FY2025reported Dec 4, 2025 | $5.14 | $4.61 | $2.9B | $2.7B | EPS beatRevenue beat |
| Q2 FY2025reported Aug 28, 2025 | $5.78 | $5.10 | $2.8B | $2.7B | EPS beatRevenue beat |
| Q1 FY2025reported May 29, 2025 | $6.70 | $5.81 | $2.8B | $2.8B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 22, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Kecia L. SteelmanPresident Chief Executive Officer (Principal Executive | $1.4M | $9.6M | $4.5M | $15.4M |
| Christopher J. DelOreficeChief Financial Officer (Principal Financial Officer) | $155K | $3.3M | $1.0M | $4.5M |
| Rene G. CásaresChief Legal Officer | $600K | $1.3M | $2.3M | $4.2M |
| Anita J. RyanChief Human Resources Officer | $716K | $2.5M | $1.0M | $4.2M |
The summary compensation table from the 2025 proxy statement, current executives only. 3 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $1.8B | 4,026,148 | -1.0% | 9.28% |
| Vanguard Capital Management LLC | $1.3B | 2,845,585 | -1.3% | 6.56% |
| Sanders Capital, LLC | $1.1B | 2,460,969 | +29.0% | 5.67% |
| State Street Corp | $913.1M | 2,024,623 | +1.1% | 4.67% |
| Vanguard Portfolio Management LLC | $876.0M | 1,942,423 | -0.9% | 4.48% |
| Price T Rowe Associates Inc | $689.3M | 1,528,402 | +55.4% | 3.52% |
| Geode Capital Management, LLC | $555.3M | 1,234,304 | -3.0% | 2.85% |
| Morgan Stanley | $469.8M | 1,041,675 | -7.0% | 2.40% |
| T. Rowe Price Investment Management, Inc. | $393.2M | 871,836 | -10.2% | 2.01% |
| Franklin Resources Inc | $382.8M | 848,855 | +35.1% | 1.96% |
| Norges Bank | $354.1M | 785,165 | +100.0% | 1.81% |
| Starlite Capital Inc | $336.8M | 732,154 | +100.0% | 1.69% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Open-market insider trades
7 filings of 345 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| George R. Mrkonic Jr.Director | Sold | 383 | $475.84 | $182K | Jun 15, 2026 | 1d |
| George R. Mrkonic Jr.Director | Sold | 452 | $539.29 | $244K | Apr 7, 2026 | 0d |
| Mike C. SmithDirector | Sold | 500 | $528.43 | $264K | Sep 4, 2025 | 4d |
| Jodi J. CaroGC, Chief Risk & Compl. Ofc. | Sold | 902 | $369.16 | $333K | Apr 1, 2025 | 1d |
| Kecia SteelmanPresident and CEO | Bought | 1,440 | $346.89 | $500K | Mar 20, 2025 | 4d |
| Catherine Ann HalliganDirector | Sold | 100 | $390.08 | $39K | Jul 2, 2024 | 1d |
| Jodi J. CaroGC, Chief Risk & Compl. Ofc. | Sold | 650 | $388.68 | $253K | Jun 25, 2024 | 2d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in ULTA
20 disclosures of 67 on record · median 20d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +1.4%S&P +0.6% · vs S&P 500 +0.8% | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +19.4%S&P +2.0% · vs S&P 500 +17.4% | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +21.8%S&P +2.5% · vs S&P 500 +19.3% | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +6.8%S&P +1.6% · vs S&P 500 +5.2% | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +2.9%S&P +11.1% · vs S&P 500 -8.3% | Apr 13, 2026 | May 11, 2026 | 28d |
| Maria Elvira Salazar | Stock | Purchase | $15,001 - $50,000 | +1.8%S&P +15.7% · vs S&P 500 -13.9% | Mar 19, 2026 | Apr 21, 2026 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -21.1%S&P +10.9% · vs S&P 500 -31.9% | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -21.0%S&P +10.6% · vs S&P 500 -31.6% | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -14.1%S&P +9.8% · vs S&P 500 -23.9% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Dan NewhouseSpouse | Stock | Sale | $1,001 - $15,000 | -8.7%S&P +10.6% · vs S&P 500 -19.3% | Dec 11, 2025 | Jan 15, 2026 | 35d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | +3.3%S&P +14.6% · vs S&P 500 -11.3% | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +48.2%S&P +28.3% · vs S&P 500 +19.9% | Feb 25, 2025 | Mar 6, 2025 | 9d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +33.8%S&P +27.6% · vs S&P 500 +6.2% | Jan 17, 2025 | Feb 6, 2025 | 20d |
| Greg LandsmanSpouse | Stock | Sale | $1,001 - $15,000 | +65.3%S&P +40.5% · vs S&P 500 +24.8% | Aug 14, 2024 | Sep 23, 2024 | 40d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +58.9%S&P +43.1% · vs S&P 500 +15.8% | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Greg LandsmanSpouseFiled late | Stock | Purchase | $15,001 - $50,000 | +43.7%S&P +45.1% · vs S&P 500 -1.4% | May 29, 2024 | Aug 14, 2024 | 77d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +41.0%S&P +39.8% · vs S&P 500 +1.1% | Jul 1, 2024 | Aug 7, 2024 | 37d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +42.2%S&P +43.9% · vs S&P 500 -1.7% | May 28, 2024 | Jun 5, 2024 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +29.2%S&P +50.8% · vs S&P 500 -21.5% | Apr 23, 2024 | May 6, 2024 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +33.3%S&P +50.0% · vs S&P 500 -16.7% | Apr 26, 2024 | May 6, 2024 | 10d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
3 members · estimate, as of Sep 10, 20263 members report a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Tony Wied | Republican · House | $50,001 - $100,000 | 0.3% |
| Maria Elvira Salazar | Republican · House | $15,001 - $50,000 | 1.4% |
| Dan Newhouse | Republican · House | $1,001 - $15,000 | 1.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Kelly E. GarciaChief Technology Officer | Stock award | 6,498 | Sep 1, 2026 |
| Brieane Lee OlsonDirector | Stock award | 271 | Sep 1, 2026 |
| Mike C. SmithDirector | Stock award | 404 | Jun 10, 2026 |
| Patricia A. LittleDirector | Stock award | 404 | Jun 10, 2026 |
| Gisel RuizDirector | Stock award | 404 | Jun 10, 2026 |
| Catherine Ann HalliganDirector | Stock award | 404 | Jun 10, 2026 |
| Martin BrokDirector | Stock award | 404 | Jun 10, 2026 |
| Lorna NaglerDirector | Stock award | 404 | Jun 10, 2026 |
| Kelly E. GarciaDirector | Stock award | 404 | Jun 10, 2026 |
| George R. Mrkonic Jr.Director | Stock award | 404 | Jun 10, 2026 |
| Stephenie Lee LandryDirector | Stock award | 404 | Jun 10, 2026 |
| Christopher DelOreficeChief Financial Officer | Stock award | 18,582 | Mar 31, 2026 |
| Kecia SteelmanPresident and CEO | Stock award | 115,959 | Mar 31, 2026 |
| Anita Jane RyanChief Human Resources Officer | Stock award | 6,355 | Mar 31, 2026 |
| Christopher LialiosSVP, Controller (p. Acct Ofc.) | Stock award | 1,276 | Mar 31, 2026 |
| Rene G. CasaresChief Legal Officer | Stock award | 5,561 | Mar 31, 2026 |
| Kecia SteelmanPresident and CEO | Tax withholding | 1,884 | Mar 15, 2026 |
| Anita Jane RyanChief Human Resources Officer | Tax withholding | 269 | Mar 15, 2026 |
| Anita Jane RyanChief Human Resources Officer | Stock award | 644 | Feb 12, 2026 |
| Kecia SteelmanPresident and CEO | Stock award | 3,416 | Feb 12, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling ULTA?
Across the 7 most recent open-market filings shown here, 1 was a purchase and 6 were sales.
Which members of Congress have traded ULTA?
Ro Khanna, Maria Elvira Salazar, Dan Newhouse, Val T. Hoyle, Greg Landsman disclosed ULTA transactions in the filings shown here.
Which members of Congress hold ULTA?
3 members of Congress report a position in ULTA in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Tony Wied, Maria Elvira Salazar and Dan Newhouse. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is ULTA in the S&P 500 or the Nasdaq 100?
Ulta Beauty, Inc. is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are ULTA trades disclosed?
Insider filings on this page reached the public a median of 1 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 20 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
