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ULTA

Ulta Beauty

Ticker ULTABOLINGBROOK, ILFiscal year ends JanuaryBook value per share $60.76Diluted shares 43.5M

Ulta Beauty, Inc. (Nasdaq: ULTA) is an international specialty beauty retailer offering cosmetics, fragrance, skin care, hair care, wellness products and salon services to beauty-focused consumers. Its U.S. business combines prestige, mass-market and professional products with salon services, sold through stores and… From the company’s description.

In fiscal 2026, Ulta Beauty reported revenue of $12.39B, up 9.7% from fiscal 2025, and net income of $1.15B. Its operating margin was 12.4%, and operations generated $1.50B in cash. Over the twelve months to Aug 1, 2026, revenue was $12.96B.

Fiscal year 2026 · ends 01-30Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-08-01
Sales & profitability
$12.39BFY2026
+9.7% year over year
Last 12 mo $12.96B
12.37%FY2026
−1.5 percentage points
Last 12 mo 12.46%
$1.15BFY2026
−4.0% year over year
Last 12 mo $1.21B
41.14%FY2026
−7.1 percentage points
Last 12 mo 45.77%
Cash & financing
$1.50BFY2026
+12.3% year over year
Last 12 mo $1.57B
$1.07BFY2026
+10.8% year over year
Last 12 mo $1.15B
0.02FY2026
Last 12 mo 0.13
45.0MFY2026
−5.1% year over year
Last 12 mo 43.5M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Ulta Beauty does

In the company’s own words

Ulta Beauty, Inc. (Nasdaq: ULTA) is an international specialty beauty retailer offering cosmetics, fragrance, skin care, hair care, wellness products and salon services to beauty-focused consumers. Its U.S. business combines prestige, mass-market and professional products with salon services, sold through stores and digital channels, while international operations include Space NK in the U.K. and Ireland, a joint venture in Mexico and a franchise in the Middle East. The company reports one operating segment. In fiscal 2025, it offered approximately 30,000 products from about 600 brands across its U.S. stores and digital platforms, and operated more than 1,500 U.S. stores. Its portfolio includes the Ulta Beauty Collection private-label brand and the luxury beauty retailer Space NK, acquired in 2025; Ulta Beauty at Target shop-in-shops are scheduled to end when the partnership agreement concludes in August 2026. The company employed approximately 66,820 associates across the U.S., U.K., Ireland and Uruguay as of January 31, 2026. Its website is www.ulta.com.

Company details
Sector
Consumer Discretionary
Industry (SIC)
Retail
Headquarters
BOLINGBROOK, IL
Fiscal year end
January
CIK
1403568
SIC
5990

Financial performance, year by year

Fiscal 2014–2026 · USD
$-1.30B$2.59B$6.48B$10.36B$14.25B2014201520162017201820192020202120222023202420252026Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Ulta Beauty — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

790
funds hold it
1 of 35
superinvestors hold it
$7.27B
held by funds, at market
35.7%
of shares held by funds

Superinvestors in Ulta Beauty · what they did last quarter

Bill SmeadDECREASED -5.5%
Smead Capital Management
1.1%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Ulta Beauty’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.03%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.03%of fund net assets
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS
0.19%of fund net assets
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
0.03%of fund net assets
iShares Core S&P 500 ETF
IVV · iShares Trust
0.03%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Ulta Beauty and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Ulta Beauty's earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Ulta Beauty's last four quarterly filings that the numbers alone won't show?”
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