UGP
ULTRAPAR HOLDINGS INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- X Jul 31 Short interest jumps 124.1% to 2.46M
- S Aug 18 1 insider sell $3.8K at $6.51
- S Sep 1 1 insider sell $55.4K at $6.93
- S Sep 10 2 insiders sell $681.6K at $7.57
- A Sep 17 Scotiabank downgrades
- S Sep 22 1 insider sell $300.7K at $7.67
- X Sep 30 Short interest jumps 61.1% to 7.21M
- S Oct 14 1 insider sell $1000.0K at $7.77
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $2.0M.
- InstitutionsMIXED
Q2 2026: 18 added (0 new), 13 trimmed or exited.
- AnalystsBULLISH
14 of 21 rate it Buy or better. Median target $7.90 (+20%).
- TrendRANGE
10% below its 50-day average. New closing high $7.97 on Oct 21.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Qube Research & Technologies Ltd | DOUBLED | $28.2M |
| BlackRock, Inc. | ADD | $28.0M |
| MARSHALL WACE, LLP | ADD | $16.0M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | $11.2M |
| JANE STREET GROUP, LLC | ADD | $9.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | $8.9M |
| GOLDMAN SACHS GROUP INC | NEAR_EXIT | $6.8M |
| Point72 Asset Management, L.P. | DOUBLED | $3.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
21 analystsPrice is inside the target range. Median implies +20%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 17, 2026 | Scotiabank DOWNGRADE | Sector Perform |
| Sep 4, 2026 | UBS MAINTAIN | Buy |
| Aug 26, 2026 | Goldman Sachs MAINTAIN | Neutral |
| Jul 8, 2026 | B of A Securities UPGRADE | Buy |
| Jun 30, 2026 | B of A Securities MAINTAIN | Neutral |
| Jun 17, 2026 | UBS MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 14, 2026 | Sa Neto Francisco Director | SELL | $1000.0K |
| Sep 24, 2026 | Palhares Alexandre Mendes CFO and IRO | AWARD | 75,000 sh |
| Sep 24, 2026 | Pizzinatto Rodrigo de Almeida Chief Executive Officer | AWARD | 200,000 sh |
| Sep 24, 2026 | de Oliveira Manuella Carvalho Campos People Officer | AWARD | 50,000 sh |
| Sep 22, 2026 | Hachem Andre Saleme CFO and IRO Hidrovias | SELL | $300.7K |
| Sep 16, 2026 | Amaral Decio de Sampaio CEO Hidrovias | AWARD | 140,000 sh |
| Sep 16, 2026 | Amaral Decio de Sampaio CEO Hidrovias | TO ISSUER | 140,000 sh |
| Sep 10, 2026 | Linden Leonardo Remiao CEO Ipiranga | SELL | $454.2K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 0 bullish · 1 bearish · 4 neutral- NEUTRAL 6-KOct 26, 2026
A shareholder (Pátria Private Equity) sold 7.6 million Ultrapar shares (0.7% of capital), reducing the voting block under the shareholders' agreement to 34.7% of shares, below the 35% regulatory threshold. The sale does not change control or management, and the shareholders' agreement remains in…
🔒 Fresh report (last 24h), subscribers only
- NEUTRAL CLUSTERSep 14, 2026
Two senior executives at Ultrapar's Ipiranga subsidiary—the CEO and Financial Officer—collectively…
The dollar amount is too small to be material for a $8.3B company, but the coordination (same day, same subsidiary, both senior) warrants monitoring. Check if these sales were pre-planned 10b5-1…
- BEARISH CLUSTERSep 14, 2026
Two Ipiranga subsidiary executives at Ultrapar Holdings sold a combined $682K in open-market sales…
The simultaneous open-market sales by the CEO and Financial Officer of the Ipiranga subsidiary, without disclosed trading plans, suggest potential concern about near-term performance at that unit…
- NEUTRAL 6-KJun 17, 2026
Ultrapar's Board of Directors approved a share buyback program authorizing the repurchase of up to…
Monitor the pace of actual share repurchases under the program over the next 12 months. The buyback is small relative to market cap (~$5.2B) and primarily for incentive plan purposes, so it is…
All UGP filing & press-release reports (5)
- 6-K reportOct 26, 2026
- CLUSTER reportSep 14, 2026
- CLUSTER reportSep 14, 2026
- 6-K reportJun 17, 2026
- 6-K reportJun 2, 2026