ULTA monthly performance report
View ULTA's monthly returns, drawdown, and seasonality trends — updated every month.
ULTA monthly report
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Key takeaways
- Ulta Beauty (ULTA) closed September 2026 at $540.98, up 0.72% for the month and +1.15% over the trailing 12 months.
- Year-to-date, ULTA is −10.58%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −3.01% versus its 200-day moving average ($557.78), a cautious technical signal.
- Over the past three years, ULTA has underperformed the S&P 500 by −39.07%, with a relative strength index reading of 77.2.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Ulta Beauty ended September 2026 at $540.98, posting a monthly return of +0.72%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +1.42%.
The current quarter stands at +19.96% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −3.01% versus the 200-day moving average ($557.78).
Year-to-date, ULTA is −10.58% against SPY +11.70%, a gap of −22.28%. The stock is currently −24.34% below its 52-week high, with maximum 3-year drawdown at −44.56%.
| Period | ULTA | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.51% | −0.12% | −0.39% |
| 1 Week | −1.06% | −0.34% | −0.72% |
| 1 Month | +0.72% | −0.70% | +1.42% |
| 3 Months | +16.67% | +2.80% | +13.87% |
| 6 Months | +0.98% | +13.85% | −12.87% |
| YTD | −10.58% | +11.70% | −22.28% |
| 12 Months | +1.15% | +15.01% | −13.86% |
| 3 Years | +32.63% | +71.69% | −39.07% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2025 | +19.16% |
| #2 | Dec 2023 | +15.02% |
| #3 | Jul 2026 | +13.71% |
| #4 | Dec 2024 | +12.49% |
| #5 | Dec 2025 | +12.28% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −23.67% |
| #2 | Apr 2024 | −22.57% |
| #3 | Jun 2026 | −11.37% |
| #4 | Feb 2025 | −11.11% |
| #5 | Aug 2023 | −6.69% |
| Quarter | Return |
|---|---|
| Q2 2025 | +27.63% |
| Q3 2025 | +16.87% |
| Q4 2025 | +10.66% |
| Q1 2026 | −13.60% |
| Q2 2026 | −13.72% |
| Q3 2026 (QTD) | +19.96% |
| Year | Return |
|---|---|
| 2023 | +4.46% |
| 2024 | −11.24% |
| 2025 | +39.11% |
| 2026 | −10.58% |
| Metric | Value |
|---|---|
| 52-Week High | $714.97 (2026-02-18) |
| 52-Week Low | $443.60 (2026-06-30) |
| Current Price | $540.98 |
| 200-Day Moving Average | $557.78 |
| Price vs 200DMA | −3.01% |
| 3-Year Maximum Drawdown | −44.56% (2025-03-13) |
| Current Drawdown from 52W High | −24.34% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 77.2 |
| 3-Year Excess Return vs S&P 500 | −39.07% |
| RS Peak | 120.5 (Feb 2024) |
| RS Trough | 61.8 (Nov 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was ULTA's return for this report period?
ULTA returned +0.72% in the latest monthly window ending 2026-09-18.
Has ULTA outperformed SPY year to date?
YTD ULTA: −10.58% vs SPY: +11.70%.
What is ULTA's 12-month return?
+1.15% over the trailing 12 months.
Is ULTA above or below its 200-day moving average?
Price is −3.01% versus 200DMA ($557.78).
What is the maximum drawdown in the 3-year window?
−44.56% on 2025-03-13.