ULTRAPAR HOLDINGS INC
JPMorgan downgraded Ultrapar Holding (NYSE:UGP) to Neutral from Overweight, citing strong performance and valuation concerns. The stock has surged 116% year-to-date, trading near its 52-week high. Ultrapar reported Q2 2026 earnings with EPS of $0.2448, beating estimates, but revenue missed expectations. JPMorgan raised its price target to BRL42.50 from BRL39.00.
Ultrapar Participacoes S.A. (New) has an updated average price target of $7.3, up from $7.25, with a range of $4.82 to $9.17. This implies a 6% downside from the Oct. 7 closing price. The consensus rating remains 'Buy' among 14 analysts.
Ultrapar Participacoes S.A. (UGP) stock fell 5.21% on September 25, 2026, due to regulatory and operational concerns. Goldman Sachs cut its price target to $5.80, citing tempered foreign appetite and technical deterioration. The company has revenue of ~R$133.5bn, a 5.2% dividend yield, and a price-to-sales ratio of 0.31x. Analysts note weak profitability but manageable leverage.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning UGP (ULTRAPAR HOLDINGS INC). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent UGP coverage spans financial news, insider activity and market movers.
In the last 30 days, UGP insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($301K). The most active reporter was Hachem Andre Saleme, CFO and IRO Hidrovias, with 1 filing.
The downgrade suggests limited upside and may pressure the stock as investors price in valuation concerns.
Ultrapar Participacoes S.A. (New) has an updated average price target of $7.3, up from $7.25, with a range of $4.82 to $9.17. This implies a 6% downside from the Oct. 7 closing price. The consensus rating remains 'Buy' among 14 analysts.
The target cut signals weaker upside and supports the recent price decline.
Insider sale by a senior executive may signal reduced confidence and could pressure the stock short-term.
Small insider sale may signal limited confidence but size is negligible for price impact.
AlphAI scores every news story that mentions UGP with an AI model for sentiment and relevance, and aggregates insider trades from ULTRAPAR HOLDINGS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
JPMorgan downgraded Ultrapar Holding (NYSE:UGP) to Neutral from Overweight, citing strong performance and valuation concerns. The stock has surged 116% year-to-date, trading near its 52-week high. Ultrapar reported Q2 2026 earnings with EPS of $0.2448, beating estimates, but revenue missed expectations. JPMorgan raised its price target to BRL42.50 from BRL39.00.
2 min readUltrapar Participacoes S.A. (New) has an updated average price target of $7.3, up from $7.25, with a range of $4.82 to $9.17. This implies a 6% downside from the Oct. 7 closing price. The consensus rating remains 'Buy' among 14 analysts.
1 min readUltrapar Participacoes S.A. (UGP) stock fell 5.21% on September 25, 2026, due to regulatory and operational concerns. Goldman Sachs cut its price target to $5.80, citing tempered foreign appetite and technical deterioration. The company has revenue of ~R$133.5bn, a 5.2% dividend yield, and a price-to-sales ratio of 0.31x. Analysts note weak profitability but manageable leverage.
2 min readHachem Andre Saleme (CFO and IRO Hidrovias) sold 39,200 shares of ULTRAPAR HOLDINGS INC (UGP) at $7.67 ($0.30M total) on 2026-09-22.
1 min readRabelo Pedro Guedes (Financial Officer Ipiranga) sold 30,000 shares of ULTRAPAR HOLDINGS INC (UGP) at $7.58 ($0.23M total) on 2026-09-10.
1 min readLinden Leonardo Remiao (CEO Ipiranga) sold 60,000 shares of ULTRAPAR HOLDINGS INC (UGP) at $7.57 ($0.45M total) on 2026-09-10.
1 min readUBS reaffirmed a Buy rating on Ultrapar Participacoes SA (UGP) with a $7.90 price target. The consensus rating is Moderate Buy, with an average target of $6.85. UGP reported Q2 revenue of $42.46B and net profit of $1.58B, up from $34.06B and $1.09B last year. Insider sentiment is negative, with recent share sales by executives.
1 min readMorgan Stanley upgraded Vibra Energia to Buy, raising its price target to R$30.00 from R$26.50, and revised Ultrapar to Neutral with a R$22.00 target from R$21.00, citing tighter enforcement against fuel-market irregularities. Scotiabank upgraded Ultrapar to Outperform with a R$22.00 target. Canada’s CPPIB sold all 44 million Ultrapar shares in a block trade worth about R$1.3 billion at R$29.40 per share.
7 min readUltrapar Participações (UGP) rose about 4.1% after crude oil prices increased. Bank of America upgraded the stock to Buy from Neutral and raised its price target to $7.40 from $6.80, citing diminishing overhangs and expecting Ultrapar’s Q2 results to provide clarity.
1 min readAccording to Estadao’s Coluna do Broadcast (July 5), Alimentation Couche-Tard (owner of Circle K) is negotiating with Grupo Ultra/Ultrapar to buy a stake in Ipiranga, Brazil’s second-largest fuel distributor. Ipiranga has 6,000+ stations and annual revenue above 140 billion reais. The sale is part of Ultrapar’s fuel-arm restructuring; no deal is signed.
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