Company Overview - Ultrapar Participacoes S.A. (UGP) currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy) [3][4] - The company has shown strong performance metrics, with shares up 5.3% over the past week and 7.07% over the past month, outperforming the Zacks Oil and Gas - Production and Pipelines industry, which increased by 1% and 3.36% respectively [6] Price Performance - Over the last three months, UGP shares have increased by 24.69%, and over the past year, they have gained 21.36% [7] - In comparison, the S&P 500 has only moved 4.53% and 13.83% over the same periods [7] Trading Volume - UGP's average 20-day trading volume is 2,842,560 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, 2 earnings estimates for UGP have moved higher, increasing the consensus estimate from $0.28 to $0.41 [10] - For the next fiscal year, 1 estimate has moved upwards with no downward revisions during the same period [10] Conclusion - Considering the positive price trends, trading volume, and earnings outlook, UGP is positioned as a promising investment opportunity with a Momentum Score of B [12]

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Financial Data and Key Metrics Changes - Ultrapar's adjusted EBITDA was R$1.9 billion, a 27% increase year over year, including R$185 million in extraordinary tax credits [8] - Net income for the quarter reached R$772 million, an 11% increase year over year, driven by higher operating results and tax credits [8] - Operating cash generation was R$2.1 billion, nearly three times the cash generated in the same period last year [9] - The company ended the quarter with R$12 billion in net debt and a leverage of 1.7 times, down from 1.9 times in the previous quarter [10] Business Line Data and Key Metrics Changes - Ipiranga's volume sold increased by 1% compared to last year, with a notable recovery in sales volume in September [10] - Epranga's EBITDA totaled R$1.85 billion, a 12% increase year over year, while recurring EBITDA was R$892 million, a 5% decrease compared to the previous year [11] - UltraGas reported a 6% decrease in LPG volume sold compared to the same period in 2023, but recurring adjusted EBITDA increased by 3% [12] - UltraCargo's average installed capacity grew by 3% year over year, but cubic meters sold decreased by 12%, leading to a 9% decrease in net revenue [13][14] - Hidrovias handled 30% more volume compared to the same period last year, with adjusted EBITDA reaching R$332 million [15] Market Data and Key Metrics Changes - The market recovery was noted following the carbon lookout operation, which has been addressing irregular companies in the sector [10] - The competitive dynamics in the LPG market were impacted by increased costs from Petrobras auctions, leading to lower demand [12] Company Strategy and Development Direction - The company is focused on reducing leverage and enhancing its strategic positioning, including the expansion of UltraCargo's terminal and the acquisition of a stake in Virto [5][6] - Ultrapar aims to invest in sectors with high growth and profitability potential, while also considering dividend distribution if no suitable projects are found [23][27] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the ongoing recovery in the market, expecting continued volume growth and profitability in the fourth quarter [12] - The company is committed to fighting illegal practices in the fuel sector and is optimistic about the impact of recent regulatory actions [4][20] Other Important Information - The company recognized R$238 million in extraordinary tax credits at Epranga, contributing to strong cash generation [4] - The approval of the LPG terminal in Pecém for UltraGas was highlighted as a commitment to safety and efficiency in supply [6] Q&A Session Summary Question: Expectations for Ipiranga's volume and margin improvements - Management noted that the hidden carbon operation has positively impacted the industry, with expectations for volume recovery and margin optimization [18][20] Question: Future capital allocation strategy - The company will seek projects with potential for value creation, but if no suitable projects are found, it may increase dividend distribution [23][27] Question: Cash generation and dividend distribution - Strong cash generation in the quarter may lead to anticipated dividends in the fourth quarter, considering new taxation on dividends [26][27] Question: Inventory variation and CapEx expectations - Management indicated that inventory levels are stable, and CapEx for the year is expected to be about 10% less than initially planned [28][29] Question: Changes in LPG pricing and compliance with resellers - The government program aims to address energy poverty, and compliance with resellers is being actively communicated [30][32] Question: Regulatory review of LPG - The regulatory review process is ongoing, with expectations for completion in the first half of 2026 [33][34] Question: Profitability expectations for Ipiranga in the fourth quarter - Management expects similar profitability levels in the fourth quarter, with ongoing market dynamics influencing margins [35]

3Q25 Earnings conference call 11/13/2025 3Q25 highlights Key highlights of the quarter (i) Completion of the expansion of Ultracargo's Santos terminal (+34 thousand m³ of capacity in Oct/25) (ii) Closing of the sale of Hidrovias' cabotage operation for R$ 715 M on November 1 st , enabling focus on more synergistic and complementary businesses, while strengthening its financial position (iii) Acquisition of a 37.5% stake in Virtu Participações for R$ 102 million, aligned with Ultrapar's strategy of investing ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 Or 15d-16 Of The Securities Exchange Act Of 1934 For the month of November 2025 Commission File Number: 001-14950 ULTRAPAR HOLDINGS INC. (Translation of Registrant's Name into English) Brigadeiro Luis Antonio Avenue, 1343, 9th Floor São Paulo, SP, Brazil 01317-910 (Address of Principal Executive Offices) Indicate by check mark whether the registrant files or will file ann ...

Group 1: Ultrapar Participacoes (UGP) - Ultrapar Participacoes is a major Brazilian industrial group and one of the largest distributors of liquefied petroleum gas in Brazil, also a leading producer of petrochemicals and chemicals [1] - The company has a Zacks Rank of 1 (Strong Buy) and has seen the Zacks Consensus Estimate for its current year earnings increase by 33.3% over the last 60 days [1] - Ultrapar has a PEG ratio of 2.01, which is lower than the industry average of 2.63, and possesses a Growth Score of A [2] Group 2: Urban Outfitters (URBN) - Urban Outfitters is a lifestyle specialty retailer offering fashion apparel, accessories, footwear, home decor, and gifts [2] - The company carries a Zacks Rank of 1 and has experienced a 5.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Urban Outfitters has a PEG ratio of 1.07, compared to the industry average of 1.66, and has a Growth Score of B [3] Group 3: Western Digital (WDC) - Western Digital is a leading developer and manufacturer of data storage devices and solutions based on NAND flash and hard disk drive technologies [3] - The company holds a Zacks Rank of 1 and has seen a 2.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - Western Digital has a PEG ratio of 0.97, significantly lower than the industry average of 2.27, and possesses a Growth Score of B [4]

Core Viewpoint - Value investing remains a preferred strategy for identifying strong stocks in various market conditions, utilizing established valuation metrics to uncover potential opportunities [2][3]. Company Summary: Ultrapar Participacoes (UGP) - Ultrapar Participacoes (UGP) is currently rated as a Zacks Rank 1 (Strong Buy) and has a Value grade of A, indicating strong potential for value investors [4]. - UGP's P/E ratio stands at 11.56, significantly lower than the industry average of 18.32, suggesting it may be undervalued [4]. - The stock's Forward P/E has fluctuated between 6.92 and 12.93 over the past 52 weeks, with a median of 10.05 [4]. - UGP's PEG ratio is 2.13, which is lower than the industry average of 2.53, indicating a favorable valuation relative to expected earnings growth [5]. - The stock's PEG has ranged from 1.74 to 3.38 in the past year, with a median of 2.47 [5]. - UGP has a P/B ratio of 1.34, which is attractive compared to the industry average of 2.40, suggesting solid valuation against its book value [6]. - The P/B ratio has varied between 0.97 and 1.61 over the past year, with a median of 1.19 [6]. - UGP's P/CF ratio is 5.03, significantly lower than the industry's average of 11.41, indicating strong cash flow relative to its valuation [7]. - The P/CF ratio has been between 3.46 and 5.45 in the past 52 weeks, with a median of 4.37 [7]. - Overall, these metrics suggest that UGP is likely undervalued, supported by a strong earnings outlook, making it an impressive value stock at present [8].

Group 1 - Phillips 66 has gained approximately 14.8% year-to-date, outperforming the Oils-Energy sector, which has returned an average of 3.6% [4] - The Zacks Rank for Phillips 66 is currently 2 (Buy), indicating a positive earnings outlook with a 24.8% increase in the full-year earnings estimate over the past quarter [3] - The company is part of the Oil and Gas - Refining and Marketing industry, which has seen an average gain of 13% this year, further highlighting Phillips 66's strong performance [5] Group 2 - Ultrapar Participacoes S.A. is another Oils-Energy stock that has outperformed the sector, with a year-to-date increase of 46% and a Zacks Rank of 1 (Strong Buy) [4][5] - The consensus EPS estimate for Ultrapar has risen by 31.5% over the past three months, indicating strong analyst sentiment [5] - The Oil and Gas - Production and Pipelines industry, to which Ultrapar belongs, is currently ranked 158 and has increased by 7.8% this year [6]

Core Insights - Ultrapar Participações S.A. reported a significant increase in net income, with a 134% year-over-year rise to $215 million in the second quarter, driven by higher operating cash generation and successful project execution [2] - The company's recurring EBITDA rose by 15% to $306 million, while total revenue reached $34.1 billion, indicating strong financial performance [2] - Ultrapar's balance sheet remains robust, with net debt at $2.35 billion and a net debt-to-EBITDA ratio of 1.9x [2] Business Developments - The completion of the acquisition of Hydrovias and the advancement of the railway branch construction have strengthened Ultrapar's logistics operations and supported its expansion strategy [3] - Despite these positive developments, Ultrapar faces operational challenges, including decreased volumes at Ipiranga and Ultragaz, potential increased competition from Petrobras in the LPG market, and regulatory uncertainties [4] - Ultrapar operates in various sectors, including lubrication services, convenience retail, LPG, and fuel distribution in Brazil [4]

Group 1 - Ultrapar Participações S.A. (NYSE:UGP) is recognized as one of the cheap energy stocks to buy under $5, with a significant increase of over 18.33% since the release of its fiscal second quarter results for 2025 on August 15 [1] - The company reported a revenue of $34.06 billion, reflecting a year-over-year growth of 5.29%, and a net income of $1.09 billion, which grew by 148.53% year-over-year [1] - Management anticipates stronger seasonal volumes and improved profitability for Ipiranga in the upcoming quarter [1] Group 2 - On September 26, Goldman Sachs raised the price target for Ultrapar Participações S.A. from $4 to $4.5 while maintaining a Buy rating on the stock [2] - Ultrapar Participações S.A. is a Brazilian company primarily focused on automotive fuel retail and related industries [2]