
Insider and congress filings
Ulta Beauty, Inc. (ULTA)
NASDAQ · Consumer Cyclical · 347 insider transactions · 67 congress trades · last filed 1 month agoS&P 500
About Ulta Beauty, Inc.
from the company's filings and listing, as of Oct 21, 2026- Exchange
- NASDAQ
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- Chief executive
- Kecia L. Steelman
- Employees
- 65,000
- Listed since
- Oct 25, 2007
- Market value
- $25.8B
- Price to earnings (12 mo)
- 21.9
- Net income per share, as reported (12 mo)
- $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 beat, GAAPRevenue beat |
| Q1 FY2026reported Jun 2, 2026 | $7.74 | $6.89 | $3.2B | $3.1B | EPS beat, GAAPRevenue in line |
| Q4 FY2025reported 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 beat, GAAPRevenue beat |
| Q2 FY2025reported Aug 28, 2025 | $5.78 | $5.10 | $2.8B | $2.7B | EPS beat, GAAPRevenue beat |
| Q1 FY2025reported May 29, 2025 | $6.70 | $5.81 | $2.8B | $2.8B | EPS beat, GAAPRevenue 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. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 22, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Kecia L. SteelmanPresident Chief Executive Officer (Principal Executive Officer) | $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 proxy statement for fiscal 2025, with titles as filed then. 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 | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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% | 4.62% |
| Vanguard Portfolio Management LLC | $876.0M | 1,942,423 | -0.9% | 4.48% |
| T. Rowe Price 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 Templeton Inc | $382.8M | 848,855 | +35.1% | 1.96% |
| Norges Bank | $354.1M | 785,165 | New | 1.81% |
| Starlite Capital Inc | $336.8M | 732,154 | New | 1.69% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
7 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Kecia SteelmanPresident and CEO | Sold | 2,000 | $545.88 | $1.1M | Sep 17, 2026filed Sep 21, 2026 | 2d |
| Lorna NaglerDirector | Sold | 600 | $537.31 | $322K | Sep 11, 2026filed Sep 14, 2026 | 1d |
| George R. Mrkonic Jr.Director | Sold | 383 | $475.84 | $182K | Jun 15, 2026filed Jun 16, 2026 | 1d |
| George R. Mrkonic Jr.Director | Sold | 452 | $539.29 | $244K | Apr 7, 2026filed Apr 7, 2026 | 0d |
| Mike C. SmithDirector | Sold | 500 | $528.43 | $264K | Sep 4, 2025filed Sep 8, 2025 | 2d |
| Jodi J. CaroGC, Chief Risk & Compl. Ofc. | Sold | 902 | $369.16 | $333K | Apr 1, 2025filed Apr 2, 2025 | 1d |
| Kecia SteelmanPresident and CEO | Bought | 1,440 | $346.89 | $500K | Mar 20, 2025filed Mar 24, 2025 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (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 |
| Martin BrokDirector | Stock award | 404 | Jun 10, 2026 |
| Kelly E. GarciaDirector | Stock award | 404 | Jun 10, 2026 |
| Catherine Ann HalliganDirector | Stock award | 404 | Jun 10, 2026 |
| Stephenie Lee LandryDirector | Stock award | 404 | Jun 10, 2026 |
| Patricia A. LittleDirector | Stock award | 404 | Jun 10, 2026 |
| George R. Mrkonic Jr.Director | Stock award | 404 | Jun 10, 2026 |
| Lorna NaglerDirector | Stock award | 404 | Jun 10, 2026 |
| Gisel RuizDirector | Stock award | 404 | Jun 10, 2026 |
| Mike C. SmithDirector | Stock award | 404 | Jun 10, 2026 |
| Rene G. CasaresChief Legal Officer | Stock award | 5,561 | Mar 31, 2026 |
| Christopher DelOreficeChief Financial Officer | Stock award | 18,582 | Mar 31, 2026 |
| Anita Jane RyanChief Human Resources Officer | Stock award | 6,355 | Mar 31, 2026 |
| Kecia SteelmanPresident and CEO | Stock award | 115,959 | Mar 31, 2026 |
| Christopher LialiosSVP, Controller (p. Acct Ofc.) | Stock award | 1,276 | Mar 31, 2026 |
| Anita Jane RyanChief Human Resources Officer | Tax withholding | 269 | Mar 15, 2026 |
| Kecia SteelmanPresident and CEO | Tax withholding | 1,884 | 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.
Congress trades in ULTA
20 disclosures of 67 on record · median 19d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +16.9%S&P 500 +0.3% · +16.5 pts vs S&P 500 | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +37.6%S&P 500 +1.7% · +35.9 pts vs S&P 500 | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +38.5%After the saleS&P 500 +1.7% · +36.8 pts vs S&P 500 | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +23.1%S&P 500 +1.3% · +21.8 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +18.6%After the saleS&P 500 +10.8% · +7.8 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Maria Elvira Salazar | Stock | Purchase | $15,001 - $50,000 | +16.9%S&P 500 +15.1% · +1.8 pts vs S&P 500 | Mar 19, 2026 | Apr 21, 2026 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -9.0%After the saleS&P 500 +10.5% · -19.5 pts vs S&P 500 | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -9.0%S&P 500 +10.2% · -19.2 pts vs S&P 500 | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -1.0%S&P 500 +9.5% · -10.5 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Dan NewhouseSpouse | Stock | Sale | $1,001 - $15,000 | +5.2%After the saleS&P 500 +10.2% · -5.0 pts vs S&P 500 | Dec 11, 2025 | Jan 15, 2026 | 35d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | +19.0%After the saleS&P 500 +14.2% · +4.8 pts vs S&P 500 | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +70.8%After the saleS&P 500 +27.9% · +42.9 pts vs S&P 500 | Feb 25, 2025 | Mar 6, 2025 | 9d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +54.2%After the saleS&P 500 +27.1% · +27.0 pts vs S&P 500 | Jan 17, 2025 | Feb 6, 2025 | 20d |
| Greg LandsmanSpouse | Stock | Sale | $1,001 - $15,000 | +89.8%After the saleS&P 500 +39.8% · +50.0 pts vs S&P 500 | Aug 14, 2024 | Sep 23, 2024 | 40d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +83.1%After the saleS&P 500 +42.6% · +40.5 pts vs S&P 500 | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Greg LandsmanSpouse | Stock | Purchase | $15,001 - $50,000 | +65.1%S&P 500 +44.4% · +20.7 pts vs S&P 500 | May 29, 2024 | Aug 14, 2024 | 77d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +62.5%S&P 500 +39.4% · +23.1 pts vs S&P 500 | Jul 1, 2024 | Aug 7, 2024 | 37d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +63.8%After the saleS&P 500 +43.4% · +20.4 pts vs S&P 500 | May 28, 2024 | Jun 5, 2024 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +48.9%S&P 500 +50.3% · -1.3 pts vs S&P 500 | Apr 23, 2024 | May 6, 2024 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +53.7%After the saleS&P 500 +49.5% · +4.1 pts vs S&P 500 | Apr 26, 2024 | May 6, 2024 | 10d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in ULTA, filterable by party, chamber, type and account.
Members of Congress reporting a position
4 members · estimate, as of Oct 20, 20264 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 | 1.7% |
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.3% |
| Dan Newhouse | Republican · House | $1,001 - $15,000 | 1.2% |
Estimate, as of Oct 20, 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.
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 and Greg Landsman disclosed ULTA transactions in the filings shown here.
Which members of Congress hold ULTA?
4 members of Congress report a position in ULTA in the estimate we hold as of Oct 20, 2026. The three largest estimated positions belong to Tony Wied, Maria Elvira Salazar and Lucy McBath. 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 Oct 26, 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 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 19 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 Oct 26, 2026.
