UL Solutions (NYSE:ULS) Price Target Raised to $102.00 at Wells Fargo & Company

UL Solutions (NYSE:ULS) had its price target increased by Wells Fargo & Company from $97.00 to $102.00 in a research report report published on Friday,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the stock.

Several other research firms also recently commented on ULS. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $84.00 price objective (up from $70.00) on shares of UL Solutions in a report on Wednesday, November 5th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of UL Solutions in a report on Monday, December 29th. Bank of America lifted their price objective on UL Solutions to $86.00 and gave the company a “buy” rating in a research note on Tuesday. Zacks Research cut UL Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Finally, Robert W. Baird dropped their target price on UL Solutions from $97.00 to $96.00 and set an “outperform” rating on the stock in a report on Friday. Five investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $85.50.

UL Solutions Stock Down 3.1%

UL Solutions stock opened at $80.10 on Friday. The business’s 50-day simple moving average is $76.06 and its two-hundred day simple moving average is $75.04. 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 company has a market cap of $16.09 billion, a PE ratio of 50.37, a PEG ratio of 4.59 and a beta of 1.11. UL Solutions has a fifty-two week low of $49.34 and a fifty-two week high of $91.95.

UL Solutions (NYSE:ULS) last released its 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. The firm had revenue of $789.00 million during the quarter, compared to the consensus estimate of $782.37 million. UL Solutions had a return on equity of 31.62% and a net margin of 10.61%.The company’s revenue was up 6.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.49 earnings per share. Equities analysts anticipate that UL Solutions will post 1.69 EPS for the current year.

UL Solutions Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Monday, March 2nd will be paid a dividend of $0.145 per share. This represents a $0.58 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, March 2nd. This is a positive change from UL Solutions’s previous quarterly dividend of $0.13. UL Solutions’s dividend payout ratio is currently 31.14%.

Institutional Investors Weigh In On UL Solutions

A number of institutional investors have recently added to or reduced their stakes in ULS. Allspring Global Investments Holdings LLC acquired a new position in UL Solutions during the third quarter worth $97,803,000. Ghisallo Capital Management LLC increased its stake in shares of UL Solutions by 1,299.3% during the fourth quarter. Ghisallo Capital Management LLC now owns 1,399,273 shares of the company’s stock worth $110,347,000 after purchasing an additional 1,299,273 shares in the last quarter. Norges Bank acquired a new position in shares of UL Solutions during the 2nd quarter worth about $89,174,000. Vanguard Group Inc. lifted its stake in UL Solutions by 21.9% in the 4th quarter. Vanguard Group Inc. now owns 6,740,636 shares of the company’s stock valued at $531,567,000 after buying an additional 1,213,188 shares in the last quarter. Finally, State Street Corp lifted its stake in UL Solutions by 272.1% in the 4th quarter. State Street Corp now owns 1,460,723 shares of the company’s stock valued at $115,193,000 after buying an additional 1,068,194 shares in the last quarter.

Key Headlines Impacting UL Solutions

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.