Universal Logistics Holdings (ULH)

• Market cap: $635M
• 1 day: -3.44%
• 5 days: -0.86%
• 1 month: -6.62%
• 3 months: -7.09%
• 6 months: -50.24%
• Year to date: -44.87%
• 1 year: -40.40%
• 5 years: 54.52%
• 10 years: 8.84%
• 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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

5% more funds holding

Funds holding: 84 [Q4 2024] → 88 (+4) [Q1 2025]

0.52% more ownership

Funds ownership: 27.44% [Q4 2024] → 27.97% (+0.52%) [Q1 2025]

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

42% less capital invested

Capital invested by funds: $332M [Q4 2024] → $193M (-$139M) [Q1 2025]

Research analyst outlook

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

• Low target: $29 20% upside
• Avg. target: $29 20% upside
• High target: $29 20% upside

1 analyst rating

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

Stifel J. Bruce Chan

20% upside $29

Hold Maintained

29 Apr 2025