Universal Logistics Holdings (ULH)

• Market cap: $690M
• 1 day: -0.08%
• 5 days: -2.35%
• 1 month: 0.38%
• 3 months: -40.07%
• 6 months: -38.87%
• Year to date: -40.07%
• 1 year: -28.63%
• 5 years: 110.43%
• 10 years: 5.09%
• Sector: Industrials
• Industry: Trucking, Except Local

Fund manager confidence

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

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

11% more capital invested

Capital invested by funds: $298M [Q3] → $331M (+$33.7M) [Q4]

1.18% more ownership

Funds ownership: 26.22% [Q3] → 27.4% (+1.18%) [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 68% upside
• Avg. target: $44 68% upside
• High target: $44 68% upside

1 analyst rating

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

Stifel J. Bruce Chan 15% 1-year accuracy 5 / 33 met price target

68% upside $44

Hold Maintained

23 Jan 2025