Ulta Beauty Ownership

ULTA Stock  USD 375.25  14.78  4.10%   
Ulta Beauty shows a total of 47.11 Million outstanding shares. The majority of Ulta Beauty outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Ulta Beauty to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Ulta Beauty. Please pay attention to any change in the institutional holdings of Ulta Beauty as this could imply that something significant has changed or is about to change at the company. On September 24, 2024, Representative Greg Landsman of US Congress acquired under $15k worth of Ulta Beauty's common stock.
 
Shares in Circulation  
First Issued
2005-06-30
Previous Quarter
48.4 M
Current Value
47.7 M
Avarage Shares Outstanding
58 M
Quarterly Volatility
10.2 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Ulta Beauty in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Ulta Beauty, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
As of November 28, 2024, Dividends Paid is expected to decline to about 8.9 M. In addition to that, Dividend Yield is expected to decline to 0.01. The current year's Common Stock Shares Outstanding is expected to grow to about 55.9 M. The current year's Net Income Applicable To Common Shares is expected to grow to about 1.5 B.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Ulta Beauty. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
For information on how to trade Ulta Stock refer to our How to Trade Ulta Stock guide.

Ulta Stock Ownership Analysis

About 93.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.35. Ulta Beauty recorded earning per share (EPS) of 24.92. The entity last dividend was issued on the 16th of March 2012. Ulta Beauty, Inc. operates as a retailer of beauty products in the United States. Ulta Beauty, Inc. was incorporated in 1990 and is based in Bolingbrook, Illinois. Ulta Beauty operates under Specialty Retail classification in the United States and is traded on NASDAQ Exchange. It employs 16500 people. For more information please call the company at 630 410 4800 or visit https://www.ulta.com.
Besides selling stocks to institutional investors, Ulta Beauty also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Ulta Beauty's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Ulta Beauty's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Ulta Beauty Quarterly Liabilities And Stockholders Equity

5.74 Billion

Ulta Beauty Insider Trades History

Less than 1% of Ulta Beauty are currently held by insiders. Unlike Ulta Beauty's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Ulta Beauty's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Ulta Beauty's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Ulta Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Ulta Beauty is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Ulta Beauty backward and forwards among themselves. Ulta Beauty's institutional investor refers to the entity that pools money to purchase Ulta Beauty's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Champlain Investment Partners, Llc2024-09-30
610.4 K
Td Asset Management Inc2024-09-30
601.5 K
Norges Bank2024-06-30
557.1 K
Amundi2024-06-30
551 K
Alecta Pensionsforsakring, Omsesidigt2024-09-30
516.4 K
Alyeska Investment Group, L.p.2024-09-30
515.9 K
Bank Of America Corp2024-06-30
505.9 K
Deutsche Bank Ag2024-06-30
500.9 K
Legal & General Group Plc2024-06-30
500.1 K
Vanguard Group Inc2024-09-30
5.6 M
Blackrock Inc2024-06-30
4.4 M
Note, although Ulta Beauty's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Ulta Beauty Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Ulta Beauty insiders, such as employees or executives, is commonly permitted as long as it does not rely on Ulta Beauty's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Ulta Beauty insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Ulta Beauty's latest congressional trading

Congressional trading in companies like Ulta Beauty, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Ulta Beauty by those in governmental positions are based on the same information available to the general public.
2024-09-24Representative Greg LandsmanAcquired Under $15KVerify
2024-09-23Representative Greg LandsmanAcquired Under $15KVerify
2024-08-14Representative Greg LandsmanAcquired $15K to $50KVerify

Ulta Beauty Outstanding Bonds

Ulta Beauty issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Ulta Beauty uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Ulta bonds can be classified according to their maturity, which is the date when Ulta Beauty has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Ulta Beauty Corporate Filings

8K
16th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
3rd of July 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
24th of April 2024
Other Reports
ViewVerify
13A
5th of April 2024
An amended filing to the original Schedule 13G
ViewVerify

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When determining whether Ulta Beauty offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Ulta Beauty's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ulta Beauty Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Ulta Beauty Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Ulta Beauty. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
For information on how to trade Ulta Stock refer to our How to Trade Ulta Stock guide.
You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Is Other Specialty Retail space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Ulta Beauty. If investors know Ulta will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Ulta Beauty listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.12)
Earnings Share
24.92
Revenue Per Share
234.543
Quarterly Revenue Growth
0.009
Return On Assets
0.1791
The market value of Ulta Beauty is measured differently than its book value, which is the value of Ulta that is recorded on the company's balance sheet. Investors also form their own opinion of Ulta Beauty's value that differs from its market value or its book value, called intrinsic value, which is Ulta Beauty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Ulta Beauty's market value can be influenced by many factors that don't directly affect Ulta Beauty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Ulta Beauty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ulta Beauty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ulta Beauty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.