ULTA is the ticker symbol for Ulta Beauty, Inc., a publicly traded Consumer Discretionary sector company listed on Nasdaq. 13F Pro tracks ULTA with AI-powered analysis, a 32-signal quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is ULTA a good stock to buy?

13F Pro's AI ranking engine scores ULTA at 67.3/100, ranked #374 of 2,960 stocks based on 32 fundamental signals including profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for ULTA is available at https://13fpro.ai/company/ULTA. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source ULTA data?

All Ulta Beauty, Inc. fundamentals and ownership data come directly from SEC EDGAR. Ulta Beauty, Inc. files with the SEC under CIK 1403568. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Ulta Beauty, Inc.(ULTA)— Stock Profile, AI Score & Financials

Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-08-01.

Ulta Beauty, Inc. (ULTA) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores ULTA at 67.3/100 on a 32-signal composite quality model, placing it at rank #374 of 2,960 stocks — the top 25% of the AI-ranked universe. ULTA scores in the top quartile across balance sheet strength (95.1), revenue scale (88.7), institutional flow (76.8). Based on the latest XBRL financial filings (Q2 2026), Ulta Beauty, Inc. reports quarterly revenue of $3.0B, net income of $282.0M, an operating margin of 12.5%. Top institutional holders of ULTA by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, Sanders Capital, based on the most recent SEC filings. ULTA trades on the Nasdaq exchange and files with the SEC under CIK 1403568. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ULTA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Ulta Beauty, Inc. directly from SEC EDGAR.

AI Quality Score

67.3/100

AI Rank

#374

Revenue

$3.0B

Net Income

$282.0M

Free Cash Flow

$38.4M

Operating Margin

12.5%

ULTA key financials by period

Ulta Beauty, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating margin
FY 2026	10-K	$12.4B	$1.2B	12.4%
FY 2025	10-K	$11.3B	$1.2B	13.9%
FY 2024	10-K	$11.2B	$1.3B	15.0%
FY 2023	10-K	$10.2B	$1.2B	16.1%
FY 2022	10-K	$8.6B	$985.8M	15.0%
FY 2021	10-K	$6.2B	$175.8M	3.9%

Institutions holding ULTA

Institutional investors reporting a position in Ulta Beauty, Inc. on SEC Form 13F.
Institution	Shares	Value	Reported
BlackRock	4,026,148	$1.8B	2026-06-30
VANGUARD CAPITAL MANAGEMENT	2,845,585	$1.3B	2026-06-30
Sanders Capital	2,460,969	$1.1B	2026-06-30
STATE STREET	2,024,623	$913.1M	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT	1,942,423	$876.0M	2026-06-30
PRICE T ROWE ASSOCIATES	1,528,402	$689.3M	2026-06-30
GEODE CAPITAL MANAGEMENT	1,234,304	$555.3M	2026-06-30
MORGAN STANLEY	1,041,675	$469.8M	2026-06-30
T. Rowe Price Investment Management	871,836	$393.2M	2026-06-30
FRANKLIN RESOURCES	848,855	$382.8M	2026-06-30

SEC EDGAR: CIK 1403568 →

Ulta Beauty, Inc.

ULTA

NasdaqLarge CapConsumer Discretionary

13F Pro Quality Score

67.3/100

Rank #374 of 2,960 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

65.9/100

Profitability

59.0/100

Balance Sheet

95.1/100

Earnings Quality

40.4/100

Free Cash Flow

53.0/100

Institutional Flow

76.8/100

Revenue Scale

88.7/100

Dilution Risk

82.3/100

Price Chart

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What's Driving ULTA's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-08-27 — Q2 FY2026 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Ulta Beauty Q2 revenue grew 8.9% YoY to $3.04B, driven by 3.8% comparable sales growth and Space NK acquisition, with net income up 8.1% to $282M.

Biggest Revenue Drivers

Largest Expense Items

Cost of sales$1,848.7M+8.9% YoY

Increased with sales; space NK business mix impact partially offset by lower shrink and higher merchandise margin.

Selling, general and administrative expenses$802.8M+8.2% YoY

Higher advertising expenses and corporate overhead, partially offset by lower incentive compensation.

Pre-opening expenses$4.5M-11.3% YoY

Costs for store expansion; 34 stores opened in first 26 weeks of FY2026.

Margins: Gross margin declined 10 bps to 39.1% YoY, primarily due to Space NK's lower-margin business mix. SG&A leverage was achieved despite higher advertising spend, with expenses declining 20 bps as a percentage of sales due to strategic investments and overhead absorption.

Watch Items from the Filing

Comparable sales deceleration: Q2 comp sales of 3.8% significantly slower than prior year's 6.7%, driven only by ticket growth with negative transaction impact.
Space NK acquisition impact: Acquired business carries lower gross margin (39.1% Q2 vs 39.2% prior year), pressuring consolidated profitability despite 8.9% top-line growth.
Interest expense swing: Quarterly net interest flipped from $1.4M income to $3.7M expense as short-term debt rose from $289M to $340M to fund $799M in share repurchases YTD.
Strong store expansion: 34 net new stores (1,622 total) and healthy inventory management at $2.4B flat YoY support medium-term growth runway in U.S. beauty market.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →