Welcome to our dedicated page for Ulta Beauty SEC filings (Ticker: ULTA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Ulta Beauty filings document the regulatory record for a Delaware operating company whose common stock trades on the Nasdaq Global Select Market under ULTA. Material-event reports cover financial results, guidance releases, retail partnership disclosures, executive leadership changes, board appointments and executive severance arrangements.
Proxy materials describe annual meeting matters, director elections, board committee structure, executive compensation, equity awards and pay-versus-performance disclosures. The filing record also provides formal disclosure of governance practices, officer compensation arrangements, registered securities and other corporate actions tied to Ulta Beauty’s specialty beauty retail business.
Ulta Beauty senior executive Christopher Lialios received new equity awards, increasing his direct stake in the company. On March 31, 2026, he was granted options to buy 757 shares of Ulta Beauty common stock at an exercise price of $522.71 per share, expiring on March 31, 2036. These options vest in 25% annual increments beginning March 15, 2027 through March 15, 2030. He also received 519 shares of restricted stock that vest 100% on March 15, 2029. Following the restricted stock grant, his direct common stock holdings total 3,550 shares.
Ulta Beauty President and CEO Kecia Steelman received new equity awards in the form of stock options and restricted stock. She was granted options to purchase 37,070 shares of common stock at an exercise price of $522.71 per share, vesting in 25% annual increments from March 15, 2027 through March 15, 2030 and expiring on March 31, 2036. She also received a performance-based option covering 68,000 shares, split into two tranches that vest based on achieving average stock price compound annual growth rates of 8% and 18%, with any earned portion service-vesting on March 31, 2031 and any unearned portion as of March 30, 2031 forfeited. In addition, she was granted 10,889 shares of restricted stock that vest 100% on March 15, 2029, bringing her direct common stock holdings to 42,489 shares after these awards.
Ulta Beauty, Inc. Chief Human Resources Officer Anita Jane Ryan received equity awards that increase her direct stake in the company. She was granted 1,443 shares of restricted stock that vest 100% on March 15, 2029, adding to her long-term share ownership. She also received stock options covering 4,912 shares of common stock at an exercise price of $522.71 per share, vesting in 25% annual increments starting March 15, 2027 and continuing through March 15, 2030. Following these awards, she directly owns 9,141 shares of Ulta Beauty common stock.
Ulta Beauty’s Chief Financial Officer Christopher DelOrefice received new equity awards as part of his compensation. He was granted 4,219 shares of restricted stock that vest 100% on March 15, 2029, giving him more direct ownership over time.
He was also granted stock options covering 14,363 shares of common stock at an exercise price of $522.71 per share. These options vest in 25% annual increments beginning March 15, 2027 and on each anniversary through March 15, 2030, and expire on March 31, 2036. Following the grants, he directly holds 9,693 shares of common stock, plus the new option award.
Ulta Beauty Chief Legal Officer Rene G. Casares received new equity awards in the form of stock options and restricted stock. On March 31, 2026, Casares was granted options to purchase 4,298 shares of Ulta Beauty common stock at an exercise price of $522.71 per share, expiring on March 31, 2036. These options vest in 25% annual increments beginning on March 15, 2027 and on each anniversary through March 15, 2030. Casares also received 1,263 shares of restricted stock that vest 100% on March 15, 2029, increasing direct common stock holdings to 3,116 shares after the grant.
The Vanguard Group filed Amendment No. 12 to a Schedule 13G/A reporting 0 shares of Ulta Beauty common stock, equal to 0% of the class. The filing states that, following an internal realignment on January 12, 2026, certain Vanguard subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538, and that The Vanguard Group, Inc. no longer is deemed to have beneficial ownership over securities held by those subsidiaries.
The disclosure is administrative: it lists the issuer, the registrant address, the filer (The Vanguard Group), the signature by Ashley Grim as Head of Global Fund Administration, and affirms Vanguard’s aggregate reported ownership is five percent or less.
Ulta Beauty, Inc. is the largest specialty beauty retailer in the U.S., operating more than 1,500 Ulta U.S. stores plus 84 Space NK stores in the U.K., additional locations in Ireland, Mexico, Kuwait, and the UAE, and a growing e-commerce and marketplace platform.
The company targets “beauty enthusiasts” with a wide assortment of prestige, mass, and salon brands, in-store services, and robust omnichannel fulfillment options. Its Ulta Beauty Rewards® program exceeds 46 million members and generated about 95% of fiscal 2025 net sales, supporting personalized marketing and a retail media business (UB Media).
Ulta’s “Ulta Beauty Unleashed” plan focuses on driving core U.S. growth, scaling new businesses such as wellness, marketplace (UB), international expansion, and media, and strengthening its cost structure and culture. Key risks include macroeconomic pressure, intense competition, supply chain and labor costs, AI and cybersecurity challenges, regulatory complexity, and reputational exposure.
Ulta Beauty, Inc. President and CEO Kecia Steelman reported routine share dispositions related to tax withholding on vested equity awards. The issuer withheld a total of 1,884 shares of common stock at $535.72 per share to satisfy tax obligations on restricted and performance-based restricted stock grants. After these withholding transactions, she directly owns 31,600 Ulta Beauty shares.
Ulta Beauty, Inc. Chief Human Resources Officer Anita Jane Ryan reported routine tax-related share dispositions tied to vested stock awards. The issuer withheld a total of 269 shares of common stock, valued at $535.75 per share, to cover applicable tax obligations on restricted and performance-based stock vesting. Following these withholding transactions, she directly owns 7,698 shares of Ulta Beauty common stock.
Ulta Beauty reported higher sales but lower margins for the fourth quarter and fiscal 2025. Fourth-quarter net sales rose to $3,898.4 million from $3,487.6 million, with comparable sales up 5.8%. Diluted earnings per share were $8.01, down from $8.46, as operating margin slipped to 12.2% from 14.8%.
For fiscal 2025, net sales increased to $12,392.8 million from $11,295.7 million, and comparable sales grew 5.4%. Full-year diluted EPS edged up to $25.64 from $25.34, while operating margin declined to 12.4%. Year-end cash was $424.2 million and inventories were $2.2 billion, up 10.8%, reflecting new brands, the Space NK acquisition, and 60 net new U.S. stores.
The company invested $434.8 million in capital expenditures and repurchased 2.0 million shares for $890.5 million, leaving $1.8 billion under its $3.0 billion authorization. For fiscal 2026, Ulta Beauty guides net sales growth of 6% to 7%, comparable sales growth of 2.5% to 3.5%, operating income growth of 6% to 9%, diluted EPS of $28.05 to $28.55, and capital spending of $400 million to $450 million.