Jennifer Scanlon Sells 12,500 Shares of UL Solutions (NYSE:ULS) Stock

UL Solutions Inc. (NYSE:ULS) CEO Jennifer Scanlon sold 12,500 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $92.08, for a total transaction of $1,151,000.00. Following the transaction, the chief executive officer directly owned 151,724 shares of the company’s stock, valued at approximately $13,970,745.92. This trade represents a 7.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website.

UL Solutions Stock Down 2.5%

ULS stock opened at $77.06 on Friday. The stock has a market cap of $15.53 billion, a PE ratio of 31.20, a price-to-earnings-growth ratio of 3.21 and a beta of 0.71. The firm’s 50-day simple moving average is $92.06 and its 200 day simple moving average is $87.37. UL Solutions Inc. has a fifty-two week low of $61.64 and a fifty-two week high of $107.54. The company has a quick ratio of 1.16, a current ratio of 1.42 and a debt-to-equity ratio of 0.19.

UL Solutions (NYSE:ULS) last posted its earnings results on Tuesday, August 4th. The company reported $0.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.56 by $0.03. UL Solutions had a net margin of 16.02% and a return on equity of 28.81%. The firm had revenue of $816.00 million during the quarter, compared to analyst estimates of $813.62 million. During the same period in the previous year, the business posted $0.52 EPS. UL Solutions’s revenue was up 5.2% on a year-over-year basis. As a group, sell-side analysts predict that UL Solutions Inc. will post 2.13 EPS for the current year.

UL Solutions Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 8th. Stockholders of record on Friday, May 29th were given a dividend of $0.145 per share. The ex-dividend date was Friday, May 29th. This represents a $0.58 annualized dividend and a dividend yield of 0.8%. UL Solutions’s payout ratio is currently 23.48%.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Wells Fargo & Company cut their target price on UL Solutions from $120.00 to $104.00 and set an “overweight” rating on the stock in a research note on Wednesday. UBS Group lowered their price target on UL Solutions from $110.00 to $96.00 and set a “buy” rating on the stock in a report on Wednesday. BNP Paribas Exane began coverage on shares of UL Solutions in a research note on Monday, April 20th. They set a “neutral” rating and a $95.00 price objective on the stock. The Goldman Sachs Group set a $86.00 price objective on shares of UL Solutions in a report on Wednesday. Finally, Citigroup decreased their target price on shares of UL Solutions from $106.40 to $82.80 and set a “neutral” rating for the company in a research report on Wednesday. Six research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, UL Solutions presently has a consensus rating of “Moderate Buy” and a consensus target price of $96.78.

Institutional Trading of UL Solutions

Several institutional investors have recently modified their holdings of ULS. Capital International Investors boosted its position in shares of UL Solutions by 6.6% during the 4th quarter. Capital International Investors now owns 8,043,735 shares of the company’s stock valued at $634,616,000 after purchasing an additional 495,424 shares in the last quarter. Vanguard Group Inc. boosted its holdings in UL Solutions by 21.9% during the fourth quarter. Vanguard Group Inc. now owns 6,740,636 shares of the company’s stock worth $531,567,000 after buying an additional 1,213,188 shares in the last quarter. T. Rowe Price Investment Management Inc. boosted its holdings in UL Solutions by 10.2% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 5,878,995 shares of the company’s stock worth $463,618,000 after buying an additional 545,528 shares in the last quarter. Janus Henderson Group PLC grew its position in UL Solutions by 1.8% in the fourth quarter. Janus Henderson Group PLC now owns 3,024,820 shares of the company’s stock worth $238,538,000 after buying an additional 54,910 shares during the last quarter. Finally, Bessemer Group Inc. increased its holdings in shares of UL Solutions by 2.0% in the first quarter. Bessemer Group Inc. now owns 2,265,772 shares of the company’s stock valued at $194,199,000 after buying an additional 44,103 shares in the last quarter.

Trending Headlines about UL Solutions

Here are the key news stories impacting UL Solutions this week:

• Positive Sentiment: Wells Fargo reaffirmed its Buy rating, signaling continued confidence in UL Solutions’ growth prospects despite lowering its price target from $120 to $104. Wells Fargo Reaffirms Buy Rating
• Positive Sentiment: UL Solutions exceeded second-quarter expectations, reporting adjusted EPS of $0.59 versus the $0.56 consensus and revenue of $816 million versus $813.6 million expected. Revenue increased 5.2% year over year, while reported organic growth and margin expansion pointed to continued operating momentum. UL Solutions Second-Quarter Results
• Positive Sentiment: Management indicated a potential 2026 adjusted EBITDA margin of approximately 27%. The planned Eurofins E&E acquisition could provide an additional growth engine, and analysts view the transaction’s valuation and resulting leverage as manageable. UL Solutions 2026 Margin Outlook
• Neutral Sentiment: UBS maintained a Buy rating while cutting its price target from $110 to $96. The target reduction reflects more cautious assumptions, but still indicates significant potential upside from recent levels. UBS Lowers UL Solutions Price Target
• Neutral Sentiment: The stock remains valued at a premium, with a forward earnings multiple above 40 and a consensus target near $97–$102. This leaves investors focused on whether earnings growth can justify the valuation.
• Negative Sentiment: CEO Jennifer Scanlon sold 12,500 shares for approximately $1.15 million, reducing her direct ownership by 7.61%. Although she retains a substantial stake, the insider sale may add modest pressure to investor sentiment. SEC Insider Trading Filing
• Negative Sentiment: Investors remain concerned that rising stock-based compensation and capital expenditures—projected at roughly 8.5% of revenue—could weigh on free cash flow. These concerns help explain the share-price retreat following the earnings release. UL Solutions Free Cash Flow Analysis

About UL Solutions

UL Solutions (NYSE: ULS) is a global safety science company that provides testing, inspection, certification, advisory and digital solutions designed to help organizations manage risk, ensure regulatory compliance and drive innovation. With roots dating back to 1894 when it was founded as Underwriters’ Electrical Bureau, the company rebranded as UL Solutions following its initial public offering in 2022. Headquartered in Northbrook, Illinois, UL Solutions operates independently to serve a broad range of industries with an emphasis on product safety, performance and sustainability.

The company’s core services include standards development, product testing and certification for sectors such as building products, consumer electronics, automotive, life sciences, energy and industrial equipment.