Market Cap
$13.1B
ULS
UL Solutions Inc.
$67.59 ▲ +1.64%
Prev close $66.50Market cap$13.1B
ConsensusBuy
12-mo target$96.48 (+42.7%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)34 New Institutional Positions16 Institutional Exits
Snapshot
The big-picture read on ULS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (65%)
Inst. Holders
50 funds
Inst. Value
$6.1B
Inst. Activity
34 buys / 16 sells
SEC Reports
9
Price chart 30d -8.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 Insider
Robinson Ryan D was granted 9 shares
Executive VP & CFO
Sep 10, 2026 Insider
Shannon James M was granted 10 shares
Director
Sep 10, 2026 Insider
Scanlon Jennifer F. was granted 58 shares
President and CEO
Sep 7, 2026 dark_pool
Aug 4, 2026 SEC Dark Pool: ULS — 0.5M shares, 21,318 trades
Week starting 2026-09-07. Total ATS volume: 535,073 shares across 21,318 trades.
UL Solutions reported Q2 2026 adjusted EPS of $0.59, beating consensus by 5.4%, on revenue of $816M (+5.2% YoY, +6.6% or
8-K — Impact 6/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
7,131,683 shares ($726.4M)
Jun 30, 2026 Inst.
Jun 12, 2026 SEC STATE STREET CORP — ADD
2,279,148 shares ($232.2M)
A massive institutional accumulation cluster for UL Solutions (ULS) emerged in 2024 Q3, with 22 buyers adding $555M net
INST-CLUSTER — Impact 6/10
Analyst ratings buy % +8.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
65% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Aug 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | UBS | UPGRADE | Buy | 55% |
| May 7, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 7, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 5 | 6 | 0 | 0 | 65% | |
| Aug 1, 2026 | 6 | 5 | 6 | 0 | 0 | 65% | |
| Jul 1, 2026 | 6 | 4 | 7 | 0 | 0 | 59% | |
| Jun 1, 2026 | 6 | 4 | 7 | 0 | 0 | 59% | |
| May 1, 2026 | 6 | 4 | 7 | 0 | 0 | 59% | |
| Apr 1, 2026 | 6 | 4 | 6 | 0 | 0 | 63% | |
| Mar 1, 2026 | 6 | 4 | 6 | 0 | 0 | 63% | |
| Feb 1, 2026 | 5 | 4 | 6 | 0 | 0 | 60% |
Price targets
Where 12 covering analysts think ULS trades over the next 12 months.
$96.48 +42.7% upside Strong Buy
Current$67.59 Low$79.00 Median$95.50 High$120.00 12 analysts
$79.00$120.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 4 bullish, 0 bearish, 1 mixed, 4 neutral · avg impact 4.9/10.
BULLISH8-K6/10
UL Solutions reported Q2 2026 adjusted EPS of $0.59, beating consensus by 5.4%, on revenue of $816M
Aug 4, 2026
BULLISHINST-CLUSTER6/10
A massive institutional accumulation cluster for UL Solutions (ULS) emerged in 2024 Q3, with 22 buye
Jun 12, 2026
MIXEDINST-CLUSTER4/10
An institutional cluster in ULS (UL Solutions) for Q3 2025 shows mixed conviction: three passive meg
Jun 11, 2026
NEUTRAL8-K3/10
UL Solutions granted CEO Jennifer Scanlon a special one-time award of 200,120 performance share unit
Jun 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: ULS — 0.5M shares, 21,318 trades
Week starting 2026-09-07. Total ATS volume: 535,073 shares across 21,318 trades.
Aug 31, 2026
dark_pool
Dark Pool: ULS — 0.6M shares, 28,493 trades
Week starting 2026-08-31. Total ATS volume: 608,751 shares across 28,493 trades.
Aug 28, 2026
ftd
FTD: ULS — 9,820 shares ($0.7M) failed to deliver
Settlement: 20260828, Price: $75.55, FTD Value: $741,901, UL SOLUTIONS INC CL A
Aug 24, 2026
dark_pool
Dark Pool: ULS — 0.6M shares, 24,317 trades
Week starting 2026-08-24. Total ATS volume: 575,814 shares across 24,317 trades.
Aug 20, 2026
ftd
FTD: ULS — 14,751 shares ($1.1M) failed to deliver
Settlement: 20260820, Price: $76.04, FTD Value: $1,121,666.04, UL SOLUTIONS INC CL A
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.62 | $0.58–$0.65 | 9.9% | +0.2% | 2↑ 4↓ | $0.8B | 9 |
| Next Q | $0.61 | $0.58–$0.66 | 14.3% | +0.2% | 2↑ 6↓ | $0.8B | 9 |
| Current FY | $2.32 | $2.25–$2.41 | 16.5% | +0.0% | 6↑ 3↓ | $3.2B | 12 |
| Next FY | $2.60 | $2.50–$2.72 | 12.2% | +0.0% | 7↑ 4↓ | $3.4B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.615 | — |
| 7d ago | $0.614 | +0.001 |
| 30d ago | $0.614 | +0.001 |
| 60d ago | $0.624 | -0.009 |
| 90d ago | $0.624 | -0.008 |
Institutional ownership
Which big funds own ULS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.1B total value (60,362,529 shares) as of 2026-Q2. Top holders: BlackRock,, Capital, KAYNE. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,131,683 | $726.4M | 11.8% | ADD +30.9% |
| Capital International Investors | 6,115,196 | $622.9M | 10.1% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4,694,443 | $478.2M | 7.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,504,948 | $357.0M | 5.8% | — |
| Capital Research Global Investors | 3,367,530 | $343.0M | 5.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,241,880 | $330.2M | 5.4% | — |
| Jupiter Topco LLC | 3,042,429 | $309.9M | 5.0% | — |
| STATE STREET CORP | 2,279,148 | $232.2M | 3.8% | ADD +47.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,011,579 | $204.9M | 3.3% | ADD +36.9% |
| Neuberger Berman Group LLC | 1,819,860 | $185.4M | 3.0% | ADD +41.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 5,448,867 | 7,131,683 | +30.9% | $726.4M |
| STATE STREET CORP | ADD | 1,544,569 | 2,279,148 | +47.6% | $232.2M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 1,469,379 | 2,011,579 | +36.9% | $204.9M |
| Neuberger Berman Group LLC | ADD | 1,290,417 | 1,819,860 | +41.0% | $185.4M |
| NORGES BANK | NEW | — | 1,486,850 | — | $151.5M |
| Pictet Asset Management Holding SA | DOUBLED | 12,388 | 915,471 | +7290.0% | $93.2M |
| MORGAN STANLEY | ADD | 669,394 | 880,673 | +31.6% | $89.7M |
| NORTHERN TRUST CORP | ADD | 422,486 | 582,602 | +37.9% | $59.3M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 18,310 | 516,059 | +2718.5% | $52.6M |
| GOLDMAN SACHS GROUP INC | TRIM | 566,325 | 420,710 | -25.7% | $42.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
20 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Robinson Ryan D | Executive VP & CFO | AWARD | 9 | — | — |
| Sep 10, 2026 | Shannon James M | Director | AWARD | 10 | — | — |
| Sep 10, 2026 | Scanlon Jennifer F. | President and CEO | AWARD | 58 | — | — |
| Sep 10, 2026 | Robinson Ryan D | Executive VP & CFO | AWARD | 12 | — | — |
| Sep 10, 2026 | PEPPING KAREN K | Senior VP & CAO | AWARD | 1 | — | — |
| Sep 10, 2026 | Robinson Ryan D | Executive VP & CFO | AWARD | 18 | — | — |
| Sep 10, 2026 | Scanlon Jennifer F. | President and CEO | AWARD | 43 | — | — |
| Sep 10, 2026 | Shannon James M | Director | AWARD | 5 | — | — |
| Sep 10, 2026 | Shannon James M | Director | AWARD | 4 | — | — |
| Sep 10, 2026 | Scanlon Jennifer F. | President and CEO | AWARD | 74 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ULS.
Shares short
5,453,131
Settlement Sep 15, 2026
Change vs prior
+10.5%
Semi-monthly cycle
Days to cover
8.6
At avg daily volume
Of shares outstanding
≈2.7%
Estimate — not % of float
All ULS filing & press-release reports (9)
- 8-K reportAug 4, 2026
- INST-CLUSTER reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 3, 2026
- CLUSTER reportMay 13, 2026
- CLUSTER reportMay 11, 2026
- 8-K reportMay 5, 2026
- 8-K reportApr 13, 2026
- 144 reportApr 1, 2026