Ulta Beauty Ownership

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

Recent Insider Transactions

NasdaqGS:ULTA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Jul 24	SellUS$39,008	Catherine Halligan	Individual	100	US$390.08
25 Jun 24	SellUS$252,639	Jodi Caro	Individual	650	US$388.68
04 Jun 24	SellUS$154,568	George Mrkonic	Individual	397	US$389.34
19 Mar 24	SellUS$3,885,096	Kecia Steelman	Individual	7,363	US$529.11
19 Mar 24	SellUS$263,131	Catherine Halligan	Individual	500	US$526.26
19 Mar 24	SellUS$131,538	Anita Ryan	Individual	250	US$526.15

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 ULTA?
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	3,082,744	6.65%
Institutions	43,124,932	93%

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	US$2.5b	0.32%	0.04%
9.28%	BlackRock, Inc.	4,303,820	US$1.9b	-3.25%	0.03%
4.99%	State Street Global Advisors, Inc.	2,312,925	US$1.0b	-1.46%	0.04%
4.29%	T. Rowe Price Group, Inc.	1,988,576	US$879.2m	-9.09%	0.08%
2.56%	Geode Capital Management, LLC	1,188,730	US$525.6m	0.86%	0.04%
1.99%	Ontario Teachers' Pension Plan Board	923,828	US$408.5m	0%	3.08%
1.73%	Eaton Vance Management	800,967	US$354.1m	1.63%	0.08%
1.54%	UBS Asset Management AG	713,727	US$315.6m	-5.78%	0.03%
1.42%	Invesco Capital Management LLC	658,135	US$291.0m	-1.48%	0.11%
1.37%	Deutsche Asset & Wealth Management	636,321	US$281.3m	29.4%	0.08%
1.32%	Champlain Investment Partners, LLC	610,400	US$269.9m	5.45%	1.56%
1.3%	TD Asset Management, Inc.	601,466	US$265.9m	-3.11%	0.19%
1.28%	Goldman Sachs Asset Management, L.P.	591,465	US$261.5m	-12.2%	0.07%
1.2%	Norges Bank Investment Management	557,080	US$246.3m	0%	0.02%
1.11%	Alecta Pensionsförsäkring, ömsesidigt	516,405	US$228.3m	14.4%	0.47%
1.11%	Alyeska Investment Group, L.P.	515,942	US$228.1m	-16.7%	1.12%
1.08%	Legal & General Investment Management Limited	501,108	US$221.6m	0.21%	0.04%
1.06%	Northern Trust Global Investments	490,151	US$216.7m	-4.29%	0.03%
1.03%	JP Morgan Asset Management	476,012	US$210.5m	322%	0.02%
0.98%	Dimensional Fund Advisors LP	454,426	US$200.9m	7.48%	0.03%
0.82%	Toronto-Dominion Bank, Banking Investments	380,831	US$168.4m	-5.3%	0.26%
0.82%	Amundi Asset Management SAS	378,170	US$167.2m	-31.6%	0.03%
0.79%	HSBC Global Asset Management (UK) Limited	366,625	US$162.1m	8.53%	0.06%
0.79%	Morgan Stanley, Investment Banking and Brokerage Investments	365,358	US$161.5m	-7.51%	0.02%
0.77%	Citadel Advisors LLC	354,829	US$156.9m	169%	0.17%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 21:52
End of Day Share Price	2024/12/27 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