ULTRAPAR HOLDINGS INC
Ultrapar is a Brazilian holding company responsible for capital allocation and portfolio management for Grupo Ultra. Its portfolio includes Ipiranga, Ultragaz, Ultracargo and Hidrovias, with operations across Brazil and, through Hidrovias, in Argentina, Paraguay and Uruguay. Ultrapar is headquartered in São Paulo, Brazil. Ipiranga distributes fuels and lubricants through a service-station network and supplies fuel and logistics services to business customers. Ultragaz sells LPG, renewable-source electricity, compressed natural gas, biomethane and bioLPG, and provides energy management services. Ultracargo offers liquid bulk storage and integrated logistics services through terminals. Hidrovias provides waterway transportation and port services, primarily for grains, minerals and fertilizers. Ultrapar manages this portfolio and allocates capital among its businesses.
No SEC Form 4 filings for $UGP in the last 30 days.
See all $UGP insider activity →Ultrapar Participacoes ADR (UGP) reported Q3 EPS of $0.27, missing estimates of $0.278, with revenue at $7.98B, below the $8.36B consensus. The stock is down 11.85% over 3 months but up 32.76% over 12 months. InvestingPro rates its financial health as 'great performance.'
Ultrapar, a Brazilian group, reported a 249% increase in Q3 net income to R$2.697 billion (US$483 million) due to one-off tax credits. Revenue rose 20% to R$44.432 billion (US$7.96 billion). However, recurring EBITDA fell 15% from Q2, and cash generation declined due to supplier financing and subsidies.
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.
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 earnings, insider activity and financial news.
Earnings miss suggests short-term price pressure.
Ultrapar, a Brazilian group, reported a 249% increase in Q3 net income to R$2.697 billion (US$483 million) due to one-off tax credits. Revenue rose 20% to R$44.432 billion (US$7.96 billion). However, recurring EBITDA fell 15% from Q2, and cash generation declined due to supplier financing and subsidies.
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.
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.
Ultrapar Participacoes ADR (UGP) reported Q3 EPS of $0.27, missing estimates of $0.278, with revenue at $7.98B, below the $8.36B consensus. The stock is down 11.85% over 3 months but up 32.76% over 12 months. InvestingPro rates its financial health as 'great performance.'
Ultrapar, a Brazilian group, reported a 249% increase in Q3 net income to R$2.697 billion (US$483 million) due to one-off tax credits. Revenue rose 20% to R$44.432 billion (US$7.96 billion). However, recurring EBITDA fell 15% from Q2, and cash generation declined due to supplier financing and subsidies.
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.
Hachem 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.
Rabelo Pedro Guedes (Financial Officer Ipiranga) sold 30,000 shares of ULTRAPAR HOLDINGS INC (UGP) at $7.58 ($0.23M total) on 2026-09-10.
Linden Leonardo Remiao (CEO Ipiranga) sold 60,000 shares of ULTRAPAR HOLDINGS INC (UGP) at $7.57 ($0.45M total) on 2026-09-10.
UBS 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.
Morgan 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.
