ULS

UL Solutions Inc.

NYSE · Services-Testing Laboratories · Inc. DE · CIK 0001901440
$98.57 +1.60% $19.6B
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)4 New Institutional Positions
Vol
Market Cap$19.6B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders8 funds
Inst. Value$993.6M
Inst. Activity4 buys / 0 sells
Insider Activity0B / 7S
Insider Net $-$5.1M
SEC Reports6
Exchange NYSE·Sector Services-Testing Laboratories·Inc. DE·CIK 0001901440·Prev Close $97.02

Recent Activity

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
Jun 3, 2026 Insider
Schjotz Gitte sold 9,865 shares
See Remarks @ $96.98 ($956.7K)
Jun 2, 2026 Insider
Schjotz Gitte sold 12,015 shares
See Remarks @ $99.71 ($1.2M)
May 29, 2026 Insider
Robinson Ryan D sold 29,268 shares
Executive VP & CFO @ $0.00 ($0.00)
May 13, 2026 SEC
Two insiders at UL Solutions executed a cluster of transactions totaling $1.44M in net sales, including a $832K open-mar
CLUSTER — Impact 3/10
May 11, 2026 SEC
Two ULS insiders sold a combined $1.70M in open-market sales over a 7-day window, following a strong Q1 earnings beat. T
CLUSTER — Impact 4/10
Inst.
NORGES BANK — NEW
922,133 shares ($72.7M)
Inst.
MORGAN STANLEY — ADD
891,917 shares ($70.3M)

Price Targets

$108.95 +10.5% upside Buy
Current $98.57 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

NEUTRAL 8-K 3/10
UL Solutions granted CEO Jennifer Scanlon a special one-time award of 200,120 performance share units (PSUs) valued at $
Jun 3, 2026
NEUTRAL CLUSTER 3/10
Two insiders at UL Solutions executed a cluster of transactions totaling $1.44M in net sales, including a $832K open-mar
May 13, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$531.6M—
FMR LLC$147.8MTRIM
WELLS FARGO & COMPANY/MN$91.2MDOUBLED
NORGES BANK$72.7MNEW
MORGAN STANLEY$70.3MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Schjotz GitteSELL$956.7K
Jun 2, 2026Schjotz GitteSELL$1.2M
May 29, 2026Robinson RyanG$0.00
May 28, 2026Uggetti AlbertoSELL$234.2K
May 21, 2026Hecker FriedrichSELL$408.2K
8 institutional holders with $993.6M total value (12,599,290 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, WELLS. Net buying activity: 4 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC6,740,636$531.6M53.5%—
2FMR LLC1,873,926$147.8M14.9%TRIM -57.7%
3WELLS FARGO & COMPANY/MN1,156,379$91.2M9.2%DOUBLED +450.0%
4NORGES BANK922,133$72.7M7.3%NEW
5MORGAN STANLEY891,917$70.3M7.1%ADD +42.1%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC512,257$40.4M4.1%NEW
7TWO SIGMA INVESTMENTS, LP434,490$34.3M3.4%ADD +49.2%
8BANK OF AMERICA CORP /DE/67,552$5.3M0.5%DOUBLED +157.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW—922,133—$72.7M2025-Q4
MORGAN STANLEYADD627,543891,917+42.1%$70.3M2025-Q4
TWO SIGMA INVESTMENTS, LPADD291,150434,490+49.2%$34.3M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED26,27467,552+157.1%$5.3M2025-Q4
FMR LLCTRIM4,761,4612,016,294-57.7%$142.9M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED218,8151,203,575+450.0%$85.3M2025-Q3
MORGAN STANLEYADD324,125627,543+93.6%$44.5M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM577,927291,150-49.6%$20.6M2025-Q3
BANK OF AMERICA CORP /DE/TRIM87,75726,274-70.1%$1.9M2025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT153,3920-100.0%$0.002025-Q3
NORGES BANKEXIT1,223,9110-100.0%$0.002025-Q3
NORGES BANKNEW—1,223,911—$89.2M2025-Q2
UBS Group AGADD298,566529,216+77.3%$38.6M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM284,492153,392-46.1%$11.2M2025-Q2
BANK OF AMERICA CORP /DE/TRIM188,72087,757-53.5%$6.4M2025-Q2
UBS Group AGDOUBLED122,041298,566+144.6%$16.8M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM426,592284,492-33.3%$16.0M2025-Q1
MORGAN STANLEYTRIM504,903271,598-46.2%$15.3M2025-Q1
CITADEL ADVISORS LLCNEAR_EXIT263,79723,200-91.2%$1.3M2025-Q1
NORGES BANKEXIT3,485,7460-100.0%$0.002025-Q1
CITADEL ADVISORS LLCNEAR_EXIT1,580,303263,797-83.3%$13.2M2024-Q4
UBS Group AGDOUBLED5,020122,041+2331.1%$6.1M2024-Q4
MORGAN STANLEYDOUBLED198,541547,277+175.6%$27.0M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—342,707—$16.9M2024-Q3
20 unique insiders with 7 transactions. Net insider value: -$5.1M ($0.00 bought, $5.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
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 & CFOG29,268$0.00$0.00
May 28, 2026Uggetti AlbertoEVP & CCOSELL2,345$99.89$234.2K
May 21, 2026Hecker FriedrichDirectorSELL4,000$102.04$408.2K
May 20, 2026DOLLIVE JAMES PDirectorA2,206$0.00$0.00
May 20, 2026KENNEDY KEVINDirectorA2,206$0.00$0.00
May 20, 2026DOLLIVE JAMES PDirectorM2,805$0.00$0.00
May 20, 2026DOLLIVE JAMES PDirectorM2,805$0.00$0.00
May 20, 2026GOTTSCHALK MARLA CDirectorA2,206$0.00$0.00
May 20, 2026Hecker FriedrichDirectorM2,805$0.00$0.00
May 20, 2026Hecker FriedrichDirectorF1,266$101.98$129.1K
May 20, 2026Hecker FriedrichDirectorM2,805$0.00$0.00
May 20, 2026Hecker FriedrichDirectorA2,206$0.00$0.00
May 20, 2026Hooper Charles WDirectorA2,206$0.00$0.00
May 20, 2026Kini VikramDirectorM2,805$0.00$0.00
May 20, 2026Kini VikramDirectorA2,206$0.00$0.00
May 20, 2026Kini VikramDirectorM2,805$0.00$0.00
May 20, 2026Shannon James MDirectorA2,206$0.00$0.00
May 20, 2026THAMAN MICHAEL HDirectorM2,805$0.00$0.00
May 20, 2026THAMAN MICHAEL HDirectorM2,805$0.00$0.00
May 20, 2026THAMAN MICHAEL HDirectorA2,206$0.00$0.00
May 20, 2026SUSMAN SALLYDirectorA2,206$0.00$0.00
May 20, 2026Torstad ElisabethDirectorA2,206$0.00$0.00
May 20, 2026WILLIAMS GEORGE ADirectorA2,206$0.00$0.00
May 15, 2026Scanlon Jennifer F.President and CEOG11,242$0.00$0.00
May 11, 2026Uggetti AlbertoEVP & CCOSELL6,100$100.00$610.0K
May 7, 2026Schjotz GitteSee RemarksF6,370$99.41$633.2K
May 7, 2026Schjotz GitteSee RemarksSELL8,000$103.96$831.6K
May 7, 2026Schjotz GitteSee RemarksM22,340$0.00$0.00
May 7, 2026Schjotz GitteSee RemarksM22,340$28.34$633.1K
May 1, 2026Scanlon Jennifer F.President and CEOSELL9,532$91.43$871.5K
May 1, 2026D'Angelo ScottEVP, CLO & Corporate SecyM2,873$0.00$0.00
May 1, 2026Genovesi John ASee RemarksF765$91.60$70.1K
May 1, 2026D'Angelo ScottEVP, CLO & Corporate SecyM2,873$0.00$0.00
May 1, 2026D'Angelo ScottEVP, CLO & Corporate SecyF842$91.60$77.1K
May 1, 2026Chapin Linda SEVP & CHROM1,456$0.00$0.00
May 1, 2026Genovesi John ASee RemarksM1,943$0.00$0.00
May 1, 2026Chapin Linda SEVP & CHROM1,456$0.00$0.00
May 1, 2026Chapin Linda SEVP & CHROF611$91.60$56.0K
May 1, 2026Genovesi John ASee RemarksM1,943$0.00$0.00
May 1, 2026Hancock Lynn HSee RemarksM1,293$0.00$0.00
May 1, 2026Hancock Lynn HSee RemarksF573$91.60$52.5K
May 1, 2026Hancock Lynn HSee RemarksM1,293$0.00$0.00
May 1, 2026PEPPING KAREN KSenior VP & CAOM725$0.00$0.00
May 1, 2026PEPPING KAREN KSenior VP & CAOM725$0.00$0.00
May 1, 2026PEPPING KAREN KSenior VP & CAOF271$91.60$24.8K
May 1, 2026Scanlon Jennifer F.President and CEOM21,413$0.00$0.00
May 1, 2026Robinson Ryan DExecutive VP & CFOM4,862$0.00$0.00
May 1, 2026Scanlon Jennifer F.President and CEOF9,486$91.60$868.9K
6 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 4.7/10.
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
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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 +10.5% upside Buy (2.08)
$78.00 Low $120.00 High
MetricValue
Current Price$98.57
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
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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