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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.
Ulta Beauty, Inc. President and CEO Kecia Steelman reported an acquisition of 3,416 shares of common stock on February 12, 2026 at a price of $0 per share. The shares relate to performance-based restricted share units awarded on March 31, 2023 under Ulta Beauty’s 2011 Incentive Award Plan.
Each unit represents one share of common stock and vested after the compensation committee certified that performance goals were met on February 12, 2026, with an additional time-based vesting condition that lapses on March 15, 2026, subject to continued employment. Following this transaction, Steelman directly beneficially owns 33,484 shares of Ulta Beauty common stock.
Ulta Beauty, Inc. reported that its Chief Human Resources Officer, Anita Jane Ryan, acquired 644 shares of common stock on February 12, 2026 through a performance-based equity award. The shares were issued at a price of $0 per share and increased her directly held stake to 7,967 shares.
The 644 shares relate to performance-based restricted share units granted on March 31, 2023 under Ulta Beauty’s 2011 Incentive Award Plan. Each unit represents one share of common stock and vested after certain performance goals were met and service-based conditions that run through March 15, 2026, with the compensation committee certifying on February 12, 2026 that the performance goals were satisfied.
Ulta Beauty, Inc. has put a new Executive Severance Plan in place for its executive officers. This plan applies when an executive is involuntarily terminated without “Cause,” as defined in the plan, and not in connection with a change in control, death, or disability, which are handled separately.
The company’s existing Executive Change in Control and Severance Plan, originally adopted in 2017, will continue to govern qualifying terminations that occur in connection with a change in control. The new severance plan replaces prior severance protections for executive officers, such as individual letters or other plans, except for protections that are specifically provided under the change in control plan.
Ulta Beauty, Inc. director Catherine Ann Halligan reported a change in her holdings of the company’s common stock. On 12/15/2025, a transaction coded “G” (a bona fide gift) shows that 340 shares of common stock were disposed of at a price of $0, indicating the shares were given away rather than sold. Following this gift, she beneficially owns 2,060 shares of Ulta Beauty common stock in direct ownership.
Ulta Beauty (ULTA) appointed Christopher DelOrefice as Chief Financial Officer, and as principal financial and accounting officer, effective December 5, 2025. He joins from Becton Dickinson, following more than two decades in senior finance roles at Johnson & Johnson. Interim CFO Christopher Lialios will return to his role as Senior Vice President, Controller.
Compensation includes a $980,000 annual base salary. Beginning in fiscal 2026, he is eligible for an annual cash incentive with a target of 125% of base salary (maximum 200% of target) and participation in the long‑term incentive program with a 2026 target grant value of 450% of base salary (expected March 2026), split evenly between RSUs vesting March 15, 2029, and stock options vesting annually starting March 15, 2027. Sign‑on awards include $1,000,000 cash (subject to one‑year repayment if he resigns or is terminated for cause), RSUs valued at $1,100,000 vesting on the first anniversary, and RSUs valued at $2,200,000 vesting on the second anniversary, expected in December 2025. He will receive relocation support for 12 months and up to $20,000 in attorneys’ fees.
Form 144 notice for Ulta Beauty (ULTA) shows a proposed sale of 690 shares of common stock to be executed through Charles Schwab on 09/19/2025 with an aggregate market value of $369,019. The filer reports those 690 shares were acquired the same day via an employee stock option exercise and the exercise was a cashless exercise with broker payment.
The filing also discloses a prior sale by the same account: 1,525 shares sold on 09/11/2025 for gross proceeds of $791,994. The notice includes the standard representation that the seller is not aware of any material nonpublic information about the issuer.
Ulta Beauty, Inc. (ULTA) filed a Form 144 notifying intent to sell securities under Rule 144. The filer intends to sell 1,525 shares of common stock on or about 09/11/2025 through Charles Schwab & Co., Inc. The reported aggregate market value of the shares to be sold is $791,994.00, with 44,838,364 shares outstanding. The shares were acquired the same day, 09/11/2025, via an employee stock option exercise, and the payment method is listed as a broker payment for cashless exercise. No sales by the reporting person in the prior three months were reported. The notice includes the usual certification that the seller is not aware of undisclosed material adverse information about the issuer.
Mike C. Smith, a director of Ulta Beauty, Inc. (ULTA), reported a sale of 500 shares of ULTA common stock on 09/04/2025 at a reported price of $528.43 per share. After the sale, the filing shows Mr. Smith beneficially owned 2,263 shares directly. The Form 4 is signed by an attorney-in-fact on 09/08/2025.