ULS

UL Solutions Inc.

NYSE · Services-Testing Laboratories · Inc. DE · CIK 0001901440
$96.93 -1.50% $19.5B
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)23 New Institutional Positions13 Institutional Exits
Vol
Market Cap$19.5B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders50 funds
Inst. Value$4.8B
Inst. Activity23 buys / 13 sells
Insider Activity0B / 8S
Insider Net $-$5.2M
SEC Reports8
Exchange NYSE·Sector Services-Testing Laboratories·Inc. DE·CIK 0001901440·Prev Close $98.41

Recent Activity

Jun 12, 2026 SEC
A massive institutional accumulation cluster for UL Solutions (ULS) emerged in 2024 Q3, with 22 buyers adding $555M net
INST-CLUSTER — Impact 6/10
Jun 11, 2026 SEC
An institutional cluster in ULS (UL Solutions) for Q3 2025 shows mixed conviction: three passive mega-funds (Morgan Stan
INST-CLUSTER — Impact 4/10
Jun 9, 2026 Insider
PEPPING KAREN K sold 725 shares
Senior VP & CAO @ $97.74 ($70.9K)
Jun 8, 2026 Insider
Chapin Linda S was granted 2 shares
EVP & CHRO
Jun 8, 2026 Insider
DOLLIVE JAMES P was granted 3 shares
Director
Jun 3, 2026 SEC
UL Solutions granted CEO Jennifer Scanlon a special one-time award of 200,120 performance share units (PSUs) valued at $
8-K — Impact 3/10
Inst.
Durable Capital Partners LP — ADD
3,291,516 shares ($282.1M)
Inst.
Neuberger Berman Group LLC — DOUBLED
1,290,417 shares ($110.6M)

Price Targets

$108.95 +12.4% upside Buy
Current $96.93 Low $78.00 Median $112.00 High $120.00 12 analysts
$78.00 $120.00

Analyst Ratings

Hold59% buy · 17 analysts
6Strong Buy
4Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Citigroup MAINTAIN Neutral → Neutral
May 7, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 6, 2026 UBS MAINTAIN Neutral → Neutral
May 6, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Feb 24, 2026 Citigroup MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.56 ▲ +2.3% $0.54 — $0.59 8% YoY 9
Next Q $0.62 ▲ +1.5% $0.61 — $0.64 11% YoY 9
Current FY $2.30 ▲ +4.9% $2.24 — $2.38 16% YoY 12
Next FY $2.58 ▲ +4.2% $2.44 — $2.66 12% YoY 12

Latest Reports

BULLISH INST-CLUSTER 6/10
A massive institutional accumulation cluster for UL Solutions (ULS) emerged in 2024 Q3, with 22 buyers adding $555M net
Jun 12, 2026
MIXED INST-CLUSTER 4/10
An institutional cluster in ULS (UL Solutions) for Q3 2025 shows mixed conviction: three passive mega-funds (Morgan Stan
Jun 11, 2026

Top Institutional Holders

FundValueMove
Capital International Investors$520.6M—
BlackRock, Inc.$467.0MDOUBLED
KAYNE ANDERSON RUDNICK INVESTMENT$462.7M—
Capital Research Global Investors$313.1M—
VANGUARD CAPITAL MANAGEMENT LLC$296.3M—

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026PEPPING KARENSELL$70.9K
Jun 8, 2026Chapin LindaA$0.00
Jun 8, 2026DOLLIVE JAMESA$0.00
Jun 8, 2026GOTTSCHALK MARLAA$0.00
Jun 8, 2026Dadakis AlexA$0.00
50 institutional holders with $4.8B total value (55,900,268 shares) as of 2026-Q1. Top holders: Capital, BlackRock,, KAYNE. Net buying activity: 23 institutions added/increased vs 13 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Capital International Investors6,074,266$520.6M10.9%—
2BlackRock, Inc.5,448,867$467.0M9.8%DOUBLED +186.2%
3KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5,398,596$462.7M9.7%—
4Capital Research Global Investors3,653,938$313.1M6.5%—
5VANGUARD CAPITAL MANAGEMENT LLC3,456,747$296.3M6.2%—
6Durable Capital Partners LP3,291,516$282.1M5.9%ADD +28.4%
7VANGUARD PORTFOLIO MANAGEMENT LLC3,085,275$264.4M5.5%—
8JANUS HENDERSON GROUP PLC2,987,691$256.1M5.3%—
9Allspring Global Investments Holdings, LLC1,744,523$147.5M3.1%—
10FMR LLC1,625,009$139.3M2.9%—
11STATE STREET CORP1,544,569$132.4M2.8%DOUBLED +272.1%
12Neuberger Berman Group LLC1,290,417$110.6M2.3%DOUBLED +184.3%
13FIRST TRUST ADVISORS LP1,213,171$104.0M2.2%—
14WELLS FARGO & COMPANY/MN1,121,914$96.2M2.0%—
15FEDERATED HERMES, INC.1,090,695$93.5M2.0%ADD +28.7%
16DRIEHAUS CAPITAL MANAGEMENT LLC810,615$69.5M1.5%DOUBLED +191.9%
17Alyeska Investment Group, L.P.731,781$62.7M1.3%NEW
18BLAIR WILLIAM & CO/IL725,672$62.2M1.3%—
19MORGAN STANLEY669,394$57.4M1.2%ADD +42.1%
20SCHRODER INVESTMENT MANAGEMENT GROUP634,646$52.2M1.1%DOUBLED +116.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Durable Capital Partners LPADD2,563,5233,291,516+28.4%$282.1M2026-Q1
Neuberger Berman Group LLCDOUBLED453,8491,290,417+184.3%$110.6M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED293,058634,646+116.6%$52.2M2026-Q1
TD ASSET MANAGEMENT INCADD309,386428,196+38.4%$36.7M2026-Q1
SOROS FUND MANAGEMENT LLCTRIM580,520395,000-32.0%$33.9M2026-Q1
Baird Financial Group, Inc.DOUBLED112,952345,585+206.0%$29.6M2026-Q1
Capital World InvestorsNEW—340,217—$29.2M2026-Q1
Rockefeller Capital Management L.P.ADD211,095319,577+51.4%$27.4M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM376,039234,392-37.7%$20.1M2026-Q1
ExodusPoint Capital Management, LPDOUBLED12,923211,086+1533.4%$18.1M2026-Q1
MARSHALL WACE, LLPNEW—210,579—$18.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED603158,384+26166.0%$13.6M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM329,838122,532-62.9%$10.5M2026-Q1
BANK OF AMERICA CORP /DE/ADD67,552113,623+68.2%$9.7M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTDOUBLED23,15793,603+304.2%$8.0M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED26,71892,965+247.9%$8.0M2026-Q1
AGF MANAGEMENT LTDADD35,11646,137+31.4%$4.0M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM96,18937,608-60.9%$3.2M2026-Q1
Brevan Howard Capital Management LPDOUBLED4,41424,183+447.9%$2.1M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED30018,310+6003.3%$1.6M2026-Q1
WOLVERINE ASSET MANAGEMENT LLCTRIM45,00012,000-73.3%$1.0M2026-Q1
Hudson Bay Capital Management LPNEAR_EXIT67,50010,770-84.0%$923.1K2026-Q1
M&T BANK CORPNEAR_EXIT319,41010,549-96.7%$904.2K2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED3,7238,686+133.3%$744.5K2026-Q1
DEUTSCHE BANK AG\ADD3,6776,765+84.0%$579.8K2026-Q1
20 unique insiders with 50 transactions. Net insider value: -$5.2M ($0.00 bought, $5.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026PEPPING KAREN KSenior VP & CAOSELL725$97.74$70.9K
Jun 8, 2026Chapin Linda SEVP & CHROAWARD2——
Jun 8, 2026DOLLIVE JAMES PDirectorAWARD3——
Jun 8, 2026GOTTSCHALK MARLA CDirectorAWARD7——
Jun 8, 2026Dadakis AlexSee RemarksAWARD15——
Jun 8, 2026Genovesi John ASee RemarksAWARD2——
Jun 8, 2026Robinson Ryan DExecutive VP & CFOAWARD7——
Jun 8, 2026Hecker FriedrichDirectorAWARD3——
Jun 8, 2026Hancock Lynn HSee RemarksAWARD1——
Jun 8, 2026Hooper Charles WDirectorAWARD7——
Jun 8, 2026KENNEDY KEVINDirectorAWARD7——
Jun 8, 2026KENNEDY KEVINDirectorAWARD3——
Jun 8, 2026PEPPING KAREN KSenior VP & CAOAWARD1——
Jun 8, 2026Kini VikramDirectorAWARD3——
Jun 8, 2026Schjotz GitteSee RemarksAWARD4——
Jun 8, 2026Shannon James MDirectorAWARD7——
Jun 8, 2026Scanlon Jennifer F.President and CEOAWARD32——
Jun 8, 2026SUSMAN SALLYDirectorAWARD3——
Jun 8, 2026SUSMAN SALLYDirectorAWARD7——
Jun 8, 2026THAMAN MICHAEL HDirectorAWARD3——
Jun 8, 2026Torstad ElisabethDirectorAWARD7——
Jun 8, 2026Uggetti AlbertoEVP & CCOAWARD1——
Jun 8, 2026WILLIAMS GEORGE ADirectorAWARD7——
Jun 3, 2026Schjotz GitteSee RemarksSELL9,865$96.98$956.7K
Jun 2, 2026Schjotz GitteSee RemarksSELL12,015$99.71$1.2M
May 29, 2026Robinson Ryan DExecutive VP & CFOGIFT29,268——
May 28, 2026Uggetti AlbertoEVP & CCOSELL2,345$99.89$234.2K
May 21, 2026Hecker FriedrichDirectorSELL4,000$102.04$408.2K
May 20, 2026DOLLIVE JAMES PDirectorAWARD2,206——
May 20, 2026KENNEDY KEVINDirectorAWARD2,206——
May 20, 2026DOLLIVE JAMES PDirectorEXERCISE2,805——
May 20, 2026GOTTSCHALK MARLA CDirectorAWARD2,206——
May 20, 2026Hecker FriedrichDirectorEXERCISE2,805——
May 20, 2026Hecker FriedrichDirectorTAX W/H1,266$101.98$129.1K
May 20, 2026Hecker FriedrichDirectorAWARD2,206——
May 20, 2026Hooper Charles WDirectorAWARD2,206——
May 20, 2026Kini VikramDirectorEXERCISE2,805——
May 20, 2026Kini VikramDirectorAWARD2,206——
May 20, 2026Shannon James MDirectorAWARD2,206——
May 20, 2026THAMAN MICHAEL HDirectorEXERCISE2,805——
May 20, 2026THAMAN MICHAEL HDirectorAWARD2,206——
May 20, 2026SUSMAN SALLYDirectorAWARD2,206——
May 20, 2026Torstad ElisabethDirectorAWARD2,206——
May 20, 2026WILLIAMS GEORGE ADirectorAWARD2,206——
May 15, 2026Scanlon Jennifer F.President and CEOGIFT11,242——
May 11, 2026Uggetti AlbertoEVP & CCOSELL6,100$100.00$610.0K
May 7, 2026Schjotz GitteSee RemarksTAX W/H6,370$99.41$633.2K
May 7, 2026Schjotz GitteSee RemarksSELL8,000$103.96$831.6K
May 7, 2026Schjotz GitteSee RemarksEXERCISE22,340$28.34$633.1K
May 1, 2026Scanlon Jennifer F.President and CEOSELL9,532$91.43$871.5K
8 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 1 mixed, 4 neutral. Avg impact: 4.8/10.
BULLISH INST-CLUSTER 6/10
A massive institutional accumulation cluster for UL Solutions (ULS) emerged in 2024 Q3, with 22 buye
Jun 12, 2026
MIXED INST-CLUSTER 4/10
An institutional cluster in ULS (UL Solutions) for Q3 2025 shows mixed conviction: three passive meg
Jun 11, 2026
NEUTRAL 8-K 3/10
UL Solutions granted CEO Jennifer Scanlon a special one-time award of 200,120 performance share unit
Jun 3, 2026
NEUTRAL CLUSTER 3/10
Two insiders at UL Solutions executed a cluster of transactions totaling $1.44M in net sales, includ
May 13, 2026
NEUTRAL CLUSTER 4/10
Two ULS insiders sold a combined $1.70M in open-market sales over a 7-day window, following a strong
May 11, 2026
BULLISH 8-K 8/10
UL Solutions reported strong Q1 2026 results with revenue of $758M (+7.5% YoY) and GAAP diluted EPS
May 5, 2026
BULLISH 8-K 7/10
UL Solutions announced a $670 million acquisition of Eurofins Scientific's electrical and electronic
Apr 13, 2026
NEUTRAL 144 3/10
Jennifer F. Scanlon, an officer and director of UL Solutions Inc., filed a Form 144 to propose the s
Apr 1, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (59% buy). Based on 17 analysts: 6 strong buy, 4 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$108.95 mean target +12.4% upside Buy (2.08)
$78.00 Low $120.00 High
MetricValue
Current Price$96.93
Target Low$78.00
Target Mean$108.95
Target Median$112.00
Target High$120.00
# Analysts12
RecommendationBuy (2.08)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.56 $0.54 $0.59 7.6% +2.3% 2↑ 1↓ $0.8B 5.1% 9
Next Q
2026-09-30
 $0.62 $0.61 $0.64 11.2% +1.5% 1↑ 3↓ $0.8B 4.3% 9
Current FY
2026-12-31
 $2.30 $2.24 $2.38 15.6% +4.9% 7↑ 0↓ $3.2B 5.4% 12
Next FY
2027-12-31
 $2.58 $2.44 $2.66 12.1% +4.2% 5↑ 0↓ $3.4B 7.1% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.560
7d ago$0.560
30d ago$0.547+0.013
60d ago$0.548+0.012
90d ago$0.546+0.014
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Citigroup MAINTAIN Neutral Neutral
May 7, 2026 JP Morgan MAINTAIN Neutral Neutral
May 6, 2026 UBS MAINTAIN Neutral Neutral
May 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 24, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 20, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 20, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 20, 2026 Baird MAINTAIN Outperform Outperform
Feb 20, 2026 UBS MAINTAIN Neutral Neutral
Feb 20, 2026 B of A Securities MAINTAIN Buy Buy
Jan 20, 2026 UBS MAINTAIN Neutral Neutral
Dec 17, 2025 Baird UPGRADE Neutral Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266470059%
May 1, 20266470059%
Apr 1, 20266460063%
Mar 1, 20266460063%
Feb 1, 20265460060%
Jan 1, 20265460060%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 5, 2026
earnings_calendar
ULS Q1 2026 Earnings Scheduled — 2026-05-05
Apr 10, 2026
short_interest
FTD: ULS — 73,202 shares ($6.2M) failed to deliver
Settlement: 20260410, Price: $84.49, FTD Value: $6,184,836.98, UL SOLUTIONS INC CL A
Apr 6, 2026
short_interest
FTD: ULS — 13,681 shares ($1.2M) failed to deliver
Settlement: 20260406, Price: $84.60, FTD Value: $1,157,412.6, UL SOLUTIONS INC CL A
Mar 25, 2026
short_interest
FTD: ULS — 8,606 shares ($0.8M) failed to deliver
Settlement: 20260325, Price: $87.32, FTD Value: $751,475.92, UL SOLUTIONS INC CL A
Mar 11, 2026
short_interest
FTD: ULS — 22,685 shares ($1.9M) failed to deliver
Settlement: 20260311, Price: $81.63, FTD Value: $1,851,776.55, UL SOLUTIONS INC CL A
Feb 13, 2026
short_interest
FTD: ULS — 56,783 shares ($3.9M) failed to deliver
Settlement: 20260213, Price: $69.01, FTD Value: $3,918,594.83, UL SOLUTIONS INC CL A