Universal Logistics Holdings (ULH)

• Market cap: $726M
• 1 day: -2.37%
• 5 days: -3.29%
• 1 month: -37.71%
• 3 months: -43.85%
• 6 months: -30.45%
• Year to date: -36.94%
• 1 year: -14.87%
• 5 years: 47.38%
• 10 years: 11.75%
• Sector: Industrials
• Industry: Trucking, Except Local

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: 9,311

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] → $330M (+$32M) [Q4]

1.04% more ownership

Funds ownership: 26.22% [Q3] → 27.26% (+1.04%) [Q4]

10% less funds holding

Funds holding: 91 [Q3] → 82 (-9) [Q4]

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Research analyst outlook

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

• Low target: $44 59% upside
• Avg. target: $44 59% upside
• High target: $44 59% upside

1 analyst rating

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

Stifel J. Bruce Chan 32% 1-year accuracy 10 / 31 met price target

59% upside $44

Hold Maintained

23 Jan 2025