Ulta Beauty Inc. (ULTA)

NASDAQ:
ULTA
| Latest update: Oct 15, 2025, 5:18 PM

Stock events for Ulta Beauty, Inc. (ULTA)

Ulta Beauty's stock has experienced significant positive momentum in the past six months, reaching a 52-week high of $560.0 on October 3, 2025, reflecting a 49.7% return over the past year and a 51.7% surge in the last six months, partly attributed to the company's expanding market presence and product innovation. Ulta Beauty reported a 6.7% increase in comparable sales for the second quarter of fiscal year 2025, surpassing market expectations, driven by a 3.7% rise in transactions and a 2.9% increase in average ticket size, leading UBS Group to raise its price target for Ulta Beauty to $680.00. However, earlier in the six-month period, on August 28, 2025, Ulta Beauty's shares declined by 7.1% after the company lowered its annual sales and profit forecast due to slowing demand for higher-priced cosmetics and fragrances.

Demand Seasonality affecting Ulta Beauty, Inc.’s stock price

Ulta Beauty experiences clear demand seasonality, with the holiday season, particularly December, being a critical period for top-line sales and significantly elevated foot traffic. Minor holidays like Valentine's Day also contribute to spikes in visits. While demand for certain products like masks and mascara is normalizing after pandemic-driven surges, there is a growing interest in beauty and skincare among younger demographics, which Ulta is catering to. However, the company did note a softening in demand for higher-priced cosmetics and fragrances in August 2024, leading to a revised annual forecast. Despite this, fragrance continues to be a strong category, showing double-digit growth in Q1 2025, with skincare and wellness also performing well.

Overview of Ulta Beauty, Inc.’s business

Ulta Beauty, Inc. is a prominent American beauty retailer specializing in cosmetics, fragrances, skincare, haircare, and beauty tools, operating within the Consumer Discretionary sector. It holds a significant market share in the Beauty, Cosmetics & Fragrance Stores industry, offering a wide array of products from both high-end luxury brands and more affordable options, including its private-label cosmetics line. Each Ulta Beauty location also features a beauty salon, and the company has a robust online presence through Ulta.com and a loyalty program called Ultamate Rewards.

ULTA’s Geographic footprint

Ulta Beauty's primary operations are concentrated in the United States, where it is the largest beauty retailer, operating 1,451 stores across all 50 states as of May 3, 2025, with a significant portion in the East Coast region and California. Ulta Beauty has also expanded its reach through a partnership with Target, with approximately 250 Ulta stores located inside Target stores as of January 28, 2023, and plans to expand to 800 Target locations. Internationally, Ulta Beauty announced its expansion into the Mexican market in 2025 through a joint venture with the retail group Axo, with initial plans to open stores in Mexico City and Guadalajara. The company also acquired the premium beauty retailer Space NK, which has 83 stores in the UK and Ireland, in 2025.

ULTA Corporate Image Assessment

In the past year, Ulta Beauty has actively worked to enhance its brand reputation and customer engagement through experiential initiatives, increasing its in-person events for 2025 to 70,000 store events, up from 50,000 the previous year. A notable event was "Ulta Beauty World," its first-ever consumer-facing event held in San Antonio, Texas, in April 2025, which generated substantial social media buzz. Ulta also launched new marketing strategies, including its first Super Bowl campaign and a partnership as the official beauty partner for Beyoncé's Cowboy Carter tour. However, changes to the format of their "21 Days of Beauty" sale received negative feedback from customers, leading the company to revert to the original format for the Fall 2024 sale. Additionally, some customers have expressed concerns about Ulta's "marketplace" feature, fearing a decline in credibility due to the potential for fake or substandard products from third-party vendors.

Ownership

Ulta Beauty, Inc. has a diverse ownership structure, with institutional investors holding a substantial portion of the company's stock, approximately 77.16% to 78.54%. As of December 2023, Vanguard Group was identified as Ulta's largest shareholder, holding 11.57% of the shares. Other major institutional owners include BlackRock, Inc., State Street Corp, Morgan Stanley, JPMorgan Chase & Co, Geode Capital Management, Llc, Sanders Capital, LLC, and Price T Rowe Associates Inc /md/. Individual investors and insiders also hold a smaller percentage of the company's stock.

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Price Chart

$541.01

2.84%
(1 month)

Top Shareholders

The Vanguard Group, Inc.
11.49%
BlackRock, Inc.
8.80%
T. Rowe Price Group, Inc.
4.27%
State Street Corp.
4.16%
Morgan Stanley
2.88%
JPMorgan Chase & Co.
2.65%
Geode Holdings Trust
2.59%
Sanders Capital LLC
2.50%
UBS Group AG
2.26%
The Toronto-Dominion Bank
1.93%
Bank of America Corp.
1.79%
MW Group LP
1.41%
Franklin Resources, Inc.
1.36%
Invesco Ltd.
1.36%
Northern Trust Corp.
1.28%
Government of Norway
1.23%
Swedbank AB
1.18%
Deutsche Bank AG
1.15%
Dimensional Holdings, Inc.
1.10%
Balyasny Asset Management Holdings LP
1.09%

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FAQ

What is the current stock price of Ulta Beauty, Inc.?

As of the latest update, Ulta Beauty, Inc.'s stock is trading at $541.01 per share.

What’s happening with Ulta Beauty, Inc. stock today?

Today, Ulta Beauty, Inc. stock is up by 2.84%, possibly due to news.

What is the market sentiment around Ulta Beauty, Inc. stock?

Current sentiment around Ulta Beauty, Inc. stock is positive, based on recent news, trading volume, and analyst opinions.

Is Ulta Beauty, Inc.'s stock price growing?

Over the past month, Ulta Beauty, Inc.'s stock price has increased by 2.84%.

How can I buy Ulta Beauty, Inc. stock?

You can buy Ulta Beauty, Inc. stock through any brokerage platform, such as e.g., Robinhood, Fidelity, E*TRADE, by searching for the ticker symbol ULTA

Who are the major shareholders of Ulta Beauty, Inc. stock?

Major shareholders of Ulta Beauty, Inc. include institutions such as The Vanguard Group, Inc. (11.49%), BlackRock, Inc. (8.80%), T. Rowe Price Group, Inc. (4.27%) ... , according to the latest filings.