UL Solutions (NYSE:ULS) Given New $88.00 Price Target at JPMorgan Chase & Co.

UL Solutions (NYSE:ULS) had its target price lifted by JPMorgan Chase & Co. from $84.00 to $88.00 in a research report released on Friday morning,Benzinga reports. They currently have a neutral rating on the stock.

Other equities research analysts have also recently issued research reports about the stock. UBS Group raised their target price on shares of UL Solutions from $85.00 to $90.00 and gave the stock a “neutral” rating in a research note on Friday. Zacks Research cut shares of UL Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Wells Fargo & Company lifted their target price on shares of UL Solutions from $97.00 to $102.00 and gave the company an “overweight” rating in a research note on Friday. Bank of America upped their target price on shares of UL Solutions to $86.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Robert W. Baird cut their price target on UL Solutions from $97.00 to $96.00 and set an “outperform” rating for the company in a research note on Friday. Five analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $85.50.

UL Solutions Price Performance

Shares of UL Solutions stock opened at $80.10 on Friday. The stock has a market cap of $16.09 billion, a P/E ratio of 50.37, a P/E/G ratio of 4.59 and a beta of 1.11. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.33 and a current ratio of 1.32. The stock’s fifty day moving average is $76.06 and its 200 day moving average is $75.04. UL Solutions has a one year low of $49.34 and a one year high of $91.95.

UL Solutions (NYSE:ULS) last issued its quarterly earnings results on Thursday, February 19th. The company reported $0.53 EPS for the quarter, topping analysts’ consensus estimates of $0.46 by $0.07. UL Solutions had a return on equity of 31.62% and a net margin of 10.61%.The business had revenue of $789.00 million during the quarter, compared to analysts’ expectations of $782.37 million. During the same quarter in the prior year, the business posted $0.49 earnings per share. The business’s quarterly revenue was up 6.8% on a year-over-year basis. Sell-side analysts anticipate that UL Solutions will post 1.69 earnings per share for the current year.

UL Solutions Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Monday, March 2nd will be given a $0.145 dividend. This is an increase from UL Solutions’s previous quarterly dividend of $0.13. This represents a $0.58 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, March 2nd. UL Solutions’s dividend payout ratio (DPR) is presently 31.14%.

Hedge Funds Weigh In On UL Solutions

Several institutional investors have recently added to or reduced their stakes in the company. T. Rowe Price Investment Management Inc. raised its holdings in shares of UL Solutions by 10.2% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 5,878,995 shares of the company’s stock worth $463,618,000 after acquiring an additional 545,528 shares in the last quarter. Invesco Ltd. increased its position in UL Solutions by 399.2% in the fourth quarter. Invesco Ltd. now owns 124,396 shares of the company’s stock worth $9,810,000 after purchasing an additional 99,478 shares during the last quarter. State of Tennessee Department of Treasury purchased a new stake in UL Solutions during the fourth quarter valued at $1,644,000. Empowered Funds LLC lifted its position in UL Solutions by 57.0% during the fourth quarter. Empowered Funds LLC now owns 34,712 shares of the company’s stock valued at $2,737,000 after purchasing an additional 12,599 shares during the last quarter. Finally, Zimmer Partners LP purchased a new position in shares of UL Solutions in the 4th quarter worth $35,076,000.

UL Solutions News Summary

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

• Positive Sentiment: Q4 results beat consensus: UL reported $0.53 EPS vs. $0.46 expected and revenue of $789M (vs. ~$782M), with revenue up ~6.8% YoY — a clear near‑term fundamental positive for the stock. MarketBeat Q4 release
• Positive Sentiment: Dividend increase: UL’s board raised the quarterly dividend to $0.145 (an ~11.5% hike), payable March 12 (ex‑dividend March 2), which supports the income profile and signals confidence in cash flow.
• Positive Sentiment: Analyst upgrade: Wells Fargo raised its price target to $102 and kept an overweight view, implying meaningful upside from current levels and signaling bullish analyst conviction. TickerReport on Wells Fargo note
• Neutral Sentiment: Analyst tweak with limited bullishness: JPMorgan nudged its target to $88 but retained a “neutral” rating, indicating only modest upside and mixed views on near‑term catalysts. Benzinga note
• Neutral Sentiment: Management commentary and details are now available (earnings call transcript and slide deck). Investors should scan the call for guidance and comments on lab investments and segment realignment that will shape future growth. Earnings call transcript
• Neutral Sentiment: Deep‑dive commentary highlights strategic investments: coverage notes the company is investing in labs and realigning segments to reshape long‑term growth — potentially positive long term but ambiguous near term. MSN deep dive
• Negative Sentiment: Market is pricing caution: despite the beat and dividend, shares fell — likely reflecting a combination of profit‑taking after recent gains, high valuation metrics (PE near the upper range), and investor concern about near‑term margin pressure from increased lab spending/realignment. Coverage comparing key metrics highlights areas investors are watching closely. Zacks analysis

UL Solutions Company Profile

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.