Ulta Beauty Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:34U Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Jul 24	Sell€36,332	Catherine Halligan	Individual	100	€363.32
25 Jun 24	Sell€236,040	Jodi Caro	Individual	650	€363.14
04 Jun 24	Sell€142,048	George Mrkonic	Individual	397	€357.80
19 Mar 24	Sell€3,577,397	Kecia Steelman	Individual	7,363	€487.20
19 Mar 24	Sell€242,291	Catherine Halligan	Individual	500	€484.58
19 Mar 24	Sell€121,120	Anita Ryan	Individual	250	€484.48

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 34U?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	24,203	0.0522%
State or Government	52,265	0.113%
Individual Insiders	88,394	0.191%
General Public	3,165,912	6.83%
Institutions	43,041,764	92.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 56.65% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12%	The Vanguard Group, Inc.	5,583,104	€2.4b	0.32%	0.04%
9.28%	BlackRock, Inc.	4,303,820	€1.8b	-3.25%	0.03%
4.99%	State Street Global Advisors, Inc.	2,312,925	€980.2m	-1.46%	0.04%
4.29%	T. Rowe Price Group, Inc.	1,988,576	€842.7m	-9.09%	0.08%
2.56%	Geode Capital Management, LLC	1,188,730	€503.8m	0.86%	0.04%
1.99%	Ontario Teachers' Pension Plan Board	923,828	€391.5m	0%	3.06%
1.73%	Eaton Vance Management	800,967	€339.4m	1.63%	0.08%
1.54%	UBS Asset Management AG	713,727	€302.5m	-5.78%	0.03%
1.42%	Invesco Capital Management LLC	658,135	€278.9m	-1.48%	0.11%
1.37%	Deutsche Asset & Wealth Management	636,321	€269.7m	29.4%	0.08%
1.32%	Champlain Investment Partners, LLC	610,400	€258.7m	5.45%	1.56%
1.3%	TD Asset Management, Inc.	601,466	€254.9m	-3.11%	0.19%
1.28%	Goldman Sachs Asset Management, L.P.	591,465	€250.7m	-12.2%	0.07%
1.2%	Norges Bank Investment Management	557,080	€236.1m	0%	0.02%
1.11%	Alecta Pensionsförsäkring, ömsesidigt	516,405	€218.9m	14.4%	0.47%
1.11%	Alyeska Investment Group, L.P.	515,942	€218.7m	-16.7%	1.12%
1.08%	Legal & General Investment Management Limited	501,108	€212.4m	0.21%	0.04%
1.06%	Northern Trust Global Investments	490,151	€207.7m	-4.29%	0.03%
1.03%	JP Morgan Asset Management	476,012	€201.7m	322%	0.02%
0.98%	Dimensional Fund Advisors LP	454,426	€192.6m	7.48%	0.03%
0.82%	Toronto-Dominion Bank, Banking Investments	380,831	€161.4m	-5.3%	0.25%
0.82%	Amundi Asset Management SAS	378,170	€160.3m	-31.6%	0.03%
0.79%	HSBC Global Asset Management (UK) Limited	366,625	€155.4m	8.53%	0.06%
0.79%	Morgan Stanley, Investment Banking and Brokerage Investments	365,358	€154.8m	-7.51%	0.02%
0.77%	Citadel Advisors LLC	354,829	€150.4m	169%	0.17%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 04:01
End of Day Share Price	2025/01/02 00:00
Earnings	2024/11/02
Annual Earnings	2024/02/03

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Ulta Beauty, Inc. is covered by 48 analysts. 29 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Deborah Ciervo	Argus Research Company
Mark Altschwager	Baird
Ishan Majumdar	Baptista Research