ULS UL Solutions Inc.

NEUTRAL Impact: 4/10 Insider Cluster (2 insiders)
Horizon days Filed May 1, 2026 Processed 1mo ago
Insider cluster: 2 insiders, $1.7M total
Latest settled — T+20d
ULS ▲ +9.10% at T+20d
NEUTRAL call ✓ call won +9.10% · α vs SPY +3.82% · entry $91.60 → $99.94
Next anchor: T+60d in 6w
Currently $96.93 · +5.82% from $91.60 entry
Entry anchored
Apr 30, 03:59 PM ET
via Databento tick
T+1d
-1.64%
call -1.64% · α -1.30%
$90.10
settled 6w ago
T+5d
+9.65%
call +9.65% · α +7.30%
$100.44
settled 5w ago
T+20d
+9.10%
call +9.10% · α +3.82%
$99.94
settled 15d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Two ULS insiders sold a combined $1.70M in open-market sales over a 7-day window, following a strong Q1 earnings beat. The CEO's sale of $872K and a director's sale of $832K are modest relative to the $20.2B market cap (0.008%), but the cluster's proximity to earnings and the exercise-and-sell pattern by the director amplify the signal. The sales are likely routine portfolio diversification after a 36% EPS beat, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$1.7M
Insiders
2

Actionable Insight

Insider sales are routine in size and follow a strong earnings beat — no bearish signal. Monitor for any Form 4 filings by the CEO in the next 30 days; a second sale would increase scrutiny. The stock's strong momentum (+9% on the prior bullish call) suggests the market is focused on fundamentals, not insider activity.

Key Facts

  • CEO Jennifer Scanlon sold 9,500 shares at $91.43 for $872K on May 1, 2026
  • Director Gitte Schjotz sold 8,000 shares at $103.96 for $832K on May 7, 2026
  • Schjotz also exercised 22,340 options at $28.34 and surrendered 6,370 shares for tax withholding
  • Total open-market sales of $1.70M represent 0.008% of ULS's $20.2B market cap
  • Q1 2026 earnings reported May 5 showed revenue of $758M (+7.5% YoY) and EPS of $0.45 (+36.4% YoY), beating consensus

Financial Impact

Open-market sales of $1.70M, immaterial relative to $20.2B market cap

insider ownershipdilution

Risk Factors

  • CEO sold near the stock's recent high — could indicate personal diversification rather than conviction
  • If additional insiders sell in the next 30 days, the cluster could signal peak sentiment

Market Snapshot

Exchange
NYSE
Sector
Services-Testing Laboratories
Analyst Consensus
59% bullish (17 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ULS-1778537429001
8 reports for ULS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ULS — sortable, filterable
Type Now
Jun 12, 2026
today
Institutional Cluster
BULLISH ★ 6/10
$99.33 awaiting T+1awaiting T+1$96.93 (−2.42%)
Jun 11, 2026
2d ago
Institutional Cluster
MIXED ★ 4/10
$97.43 awaiting T+1awaiting T+1$96.93 (−0.51%)
Jun 3, 2026
9d ago
8-K
NEUTRAL ★ 3/10
$99.20 $96.81▼ −2.41%▲ +0.19%$96.93 (−2.29%)
May 7, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$100.45 $98.86▼ −1.59%▼ −0.36%$96.93 (−3.51%)
May 5, 2026
5w ago
8-K
BULLISH ★ 8/10
$104.74 $104.89▲ +0.14%▼ −1.24%$96.93 (−7.46%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$91.60 $90.10▼ −1.64%▼ −1.30%$96.93 (+5.82%)
Apr 13, 2026
8w ago
8-K
BULLISH ★ 7/10
$89.52 $90.42▲ +1.01%▲ +0.23%$96.93 (+8.28%)
Apr 1, 2026
10w ago
144
NEUTRAL ★ 3/10
$84.60 $84.07▼ −0.63%▼ −1.10%$96.93 (+14.57%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (49h)

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