Universal Logistics Holdings (ULH)

• Market cap: $703M
• 1 day: 2.57%
• 5 days: 1.25%
• 1 month: -1.98%
• 3 months: -39.26%
• 6 months: -37.95%
• Year to date: -38.90%
• 1 year: -20.21%
• 5 years: 108.02%
• 10 years: 19.65%
• Sector: Industrials
• Industry: Trucking

About: Universal Logistics Holdings Inc is an asset-light provider of customized transportation and logistics solutions throughout the United States, and in Mexico, Canada and Colombia. It offers services such as truckload, brokerage, intermodal, dedicated, and value-added services. The company reports into four segments namely trucking, intermodal, company-managed brokerage, and contract logistics. The majority of the revenue is earned from the contract logistics segment.

Employees: 10,821

Fund manager confidence

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

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

12% more capital invested

Capital invested by funds: $297M [Q3] → $331M (+$34.5M) [Q4]

1.25% more ownership

Funds ownership: 26.15% [Q3] → 27.4% (+1.25%) [Q4]

9% less funds holding

Funds holding: 91 [Q3] → 83 (-8) [Q4]

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Research analyst outlook

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

• Low target: $44 65% upside
• Avg. target: $44 65% upside
• High target: $44 65% upside

1 analyst rating

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

Stifel J. Bruce Chan 0% 1-year accuracy 0 / 36 met price target

65% upside $44

Hold Maintained

23 Jan 2025