Ultrapar (UGP)

• Market cap: $3.28B
• 1 day: 6.69%
• 5 days: 10.18%
• 1 month: -0.33%
• 3 months: 12.22%
• 6 months: -27.16%
• Year to date: 15.21%
• 1 year: -47.67%
• 5 years: 19.76%
• 10 years: -66.63%
• Sector: Utilities
• Industry: Natural Gas Distribution

About: Ultrapar Participacoes SA engages in the investment of its own capital in services, commercial, industrial activities, through the subscription or acquisition of shares of other companies. The Company has three business segments: gas distribution, fuel distribution and storage. The gas distribution segment (Ultragaz) distributes LPG to residential, commercial, and industrial consumers, especially in the South, Southeast, and Northeast regions of Brazil. The fuel distribution segment operates the distribution and marketing of gasoline, ethanol, diesel, fuel oil, kerosene, natural gas for vehicles, and lubricants and related activities throughout all the Brazilian territory. The storage segment operates liquid bulk terminals, especially in the Southeast and Northeast regions of Brazil.

Employees: 10,126

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1,633% more call options, than puts

Call options by funds: $52K | Put options by funds: $3K

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

1.13% more ownership

Funds ownership: 4.33% [Q3] → 5.45% (+1.13%) [Q4]

0% more funds holding

Funds holding: 115 [Q3] → 115 (+0) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

12% less capital invested

Capital invested by funds: $182M [Q3] → $160M (-$21.7M) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $4.10 35% upside
• Avg. target: $4.10 35% upside
• High target: $4.10 35% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Goldman Sachs Bruno Amorim 20% 1-year accuracy 1 / 5 met price target

35% upside $4.10

Neutral Maintained

16 Jan 2025