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NYSE:ULS 20 February 2026

UL Solutions (NYSE: ULS) stock jumps after 2025 results, dividend hike and 2026 margin target

UL Solutions (NYSE: ULS) stock jumps after 2025 results, dividend hike and 2026 margin target

UL Solutions shares surged nearly 16% to $82.64 after the company raised its dividend 11.5% and posted higher fourth-quarter revenue and margins. UL expects 2026 adjusted EBITDA margins of 26.5%–27% and signed a deal to sell its employee health and safety software unit, with closing expected in Q2. Net income fell to $71 million due to restructuring costs.

Stock Market Today

  • USA Rare Earth Shares Surge 11.5% Amid Strategic Acquisition and Leadership Hires
    March 14, 2026, 8:12 AM EDT. USA Rare Earth shares rose 11.5% this week, outperforming the broader market despite a declining S&P 500. The company announced it will acquire the remaining 18.6% stake in the Round Top rare earth deposit from Texas Mineral Resources for about $73 million in stock. This deal reduces uncertainty around funding for Round Top's commercial development, scheduled to start in 2028 after magnet production begins in 2026. Additionally, USA Rare Earth appointed Gregory Bowman as Chief Global Policy Officer, leveraging his defense and government strategy experience to bolster ties with the U.S. Department of Defense. These moves position the company strongly in the critical heavy rare earth element sector, important for defense applications and federal support under the CHIPS Act.
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