FilingsTodayUlta Beauty
At a glance
Ulta Beauty reported 2025 revenue of $12.39B, up 9.7% from $11.3B in 2024. Over 4 years since 2021 ($8.63B), that is growth of about 9.5% a year. Operating margin was 12.4%, down from 15% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 3 insiders reported 0 open-market purchases and 4 sales ($1.8M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $1.1M by President and CEO Kecia Steelman on Sep 21, 2026.
Ulta Beauty filed 8 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (4), bylaws or fiscal year change (1) and shareholder vote results (1). The latest officer or director change was reported on Aug 17, 2026.
2 of the 20 investors tracked here held Ulta Beauty at the last quarter end, worth $95.4M combined. It is the largest weight for Renaissance Technologies (0.1% of its portfolio), followed by National Pension Service (Korea) (0%). New this quarter: Renaissance Technologies. Reduced: National Pension Service (Korea).
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $986M | $1.24B | $1.29B | $1.2B | $1.15B |
| Diluted EPS | $17.98 | $24.01 | $26.03 | $25.34 | $25.64 |
Fiscal year ends Jan 30
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined