Universal Logistics Holdings stock | 2026 rating, price & analyst opinions

Universal Logistics ...

NasdaqGS:ULH

$ 21,14

+ $0,66 (3,22%)

21,14 $

+$0,66 (3,22%)

End-of-day quote: 03/31/2026

Universal Logistics Holdings Stock Value

The current analyst recommendation for NasdaqGS:ULH is: Hold.

Hold

Universal Logistics Holdings Company Info

EPS Growth 5Y

-12,57%

Market Cap

$0,56 B

Long-Term Debt

$0,67 B

Short Interest

4,70%

Quarterly earnings

04/23/2026

Dividend

$0,43

Dividend Yield

2,05%

Founded

1981

Industry

Industrials

Country

United States

ISIN Number

US91388P1057

Website

http://www.universallogistics.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$17,00

-19.58%

Last Update: 04/01/2026

Analysts: 1

Highest Price Target $17,00

Average Price Target $17,00

Lowest Price Target $17,00

In the last five quarters, Universal Logistics Holdings’s Price Target has fallen from $94,70 to $35,00 - a -63,04% decrease. One analysts predict that Universal Logistics Holdings’s share price will fall in the coming year, reaching $17,00. This would represent a decrease of -19,58%.

Top growth stocks in the industrials sector (5Y.)

What does Universal Logistics Holdings do?

Universal Logistics Holdings, Inc. (Universal) provides customized transportation and logistics solutions throughout the United States and in Mexico, Canada and Colombia. The company's operating subsidiaries offer customers a broad range of services across their entire supply chain, including truckload, intermodal, and value-added services. The company's comprehensive suite of transportation and logistics solutions allows its customers to manage their global supply chains more efficiently. The...

The company's comprehensive suite of transportation and logistics solutions allows its customers to manage their global supply chains more efficiently. The company markets and delivers its services in several ways:

Through a direct sales and marketing network focused on selling the company's portfolio of services to large customers in specific industry sectors;

Through company-managed facilities; and

Through a network of agents who solicit freight business directly from shippers.

As of December 31, 2024, the company operated 52 company-managed terminal locations, serviced 90 value-added programs at locations throughout the United States and in Mexico, Canada and Colombia, and had an agent network totalling approximately 177 agents.

Segments

The company categorizes its operations in three distinct reportable segments: contract logistics, intermodal, and trucking, which are differentiated primarily by the services provided by each segment.

Contract Logistics: Value-added or dedicated transportation services to support in-bound logistics for industrial customers and major retailers on a contractual basis, generally pursuant to terms of one year or longer. These services are typically tailored to individual customer requirements and include material handling, consolidation, sequencing, sub-assembly, cross-dock services, kitting, repacking, warehousing, and returnable container management, and rail lift services. This segment also includes the company's dedicated services, which are primarily short run or round-trip moves within a defined geographic area, provided through a network of union and non-union employee drivers, owner-operators, and contract drivers. The company's facilities and services are often directly integrated into the production processes of its customers and represent a critical part of their supply chains.

Intermodal: Local and regional drayage moves coordinated by company-managed terminals, utilizing a mix of owner-operators, company equipment, and third-party capacity providers, (such as broker carriers). These services include steamship-truck, rail-truck, and support services. The company's intermodal support services primarily involve the short- to medium-distance delivery of both international and domestic containers between the railhead or port and the customer.

Trucking: Dry van, flatbed, heavy-haul, and refrigerated operations. It transports a wide variety of general commodities, including automotive parts, machinery, building materials, paper, food, consumer goods, furniture, steel, and other metals on behalf of customers in various industries. Operations included in the company's trucking segment are associated with individual freight shipments coordinated primarily by its agents and company-managed terminals, utilizing a mix of owner-operators, company equipment, and broker carriers.

Other non-reportable segments comprises legacy company-managed brokerage operations and the company’s subsidiaries that provide support services to other subsidiaries.

Business Developments

Acquisitions: On September 30, 2024, the company completed the acquisition of Parsec, LLC, which provides terminal management services to the Class I, regional, and short-line railroads across North America.

Business and Growth Strategy

The key elements of the company's strategy are to make strategic acquisitions; continue to capitalize on strong industry fundamentals and outsourcing trends; target further penetration of key customers in the North American automotive industry; continue to expand penetration in other vertical markets; and expand the company's network of agents and owner-operators.

Customers

Revenue is generated from customers throughout the United States, and in Mexico, Canada and Colombia. The company’s customers are largely concentrated in the automotive, retail and consumer goods, steel and other metals, energy and manufacturing industries.

A significant percentage of the company’s revenues are derived from the domestic automotive industry. The company’s aggregate sales in the automotive industry totaled 47% of its revenue during the fiscal year ended December 31, 2024, respectively. In 2024, General Motors accounted for approximately 18% of its total operating revenues, respectively, and Ford accounted for approximately 17%, respectively. In 2024, sales to its top 10 customers, including General Motors and Ford, totalled 56%, respectively. A significant percentage of the company’s revenues also results from its providing capacity to other transportation companies that aggregate loads from a variety of shippers in these and other industries.

Independent Contractor Network

The company utilizes a network of agents and owner-operators located throughout the United States and in Ontario, Canada. These agents and owner-operators are independent contractors.

A significant percentage of the interaction with the company's shippers is provided by its agents. The company's agents solicited and controlled approximately 30% of the freight the company hauled in 2024, with the balance of the freight being generated by company-managed terminals. The company's top 100 agents in 2024 generated approximately 17% of the company's annual operating revenues. The company's agents typically focus on three or four shippers within a particular market and solicit most of their freight business from this core group.

The company also contracts with owner-operators to provide greater flexibility in responding to fluctuations in customer demand. Owner-operators provide their own trucks and are contractually responsible for all associated expenses, including but not limited to financing costs, fuel, maintenance, insurance, and taxes, among other things. They are also responsible for maintaining compliance with Federal Motor Carrier Safety Administration regulations.

Government Regulation

The company operates in the United States under operating authority granted by the U.S. Department of Transportation (DOT). The company is also subject to regulations relating to testing and specifications of transportation equipment and product handling requirements. In addition, the company's drivers and owner-operators must have a commercial driver's license and comply with safety and fitness regulations promulgated by the Federal Motor Carrier Safety Administration (FMCSA), including those relating to drug and alcohol testing.

The company's international operations, which include not only facilities in Mexico, Canada and Colombia but also transportation shipments managed by the company's specialized service operations, are impacted by a wide variety of the U.S. government regulations and applicable international treaties. These include regulations of the U.S. Department of State, the U.S. Department of Commerce, and the U.S. Department of Treasury. Regulations also cover specific commodities, destinations and end-users. Part of the company's specialized services operations is engaged in the arrangement of imported and exported freight. As such, the company is subject to the regulations of the U.S. Customs and Border Protection, which include significant notice and registration requirements. In various Canadian provinces, the company operates transportation services under authority granted by the Ministries of Transportation and Communications.

Seasonality

Generally, demand for the company's value-added services delivered to existing customers increases during the second calendar quarter of each year (year ended December 2024) as a result of the automotive industry's spring selling season. Conversely, such demand generally decreases during the third quarter of each year due to the impact of scheduled OEM customer plant shutdowns in July for vacations and changeovers in production lines for new model years.

The company's value-added services business is also impacted in the fourth quarter by plant shutdowns during the December holiday period. Additionally, the company's transportation services business, excluding dedicated transportation tied to specific customer supply chains, is generally impacted by decreased activity during the post-holiday winter season and, in certain states during hurricane season, because some shippers reduce their shipments, and inclement weather impedes trucking operations or underlying customer demand.

History

The company was founded in 1981. The company was incorporated in 2001. The company was formerly known as Universal Truckload Services, Inc. and changed its name to Universal Logistics Holdings, Inc. in April 2016.

Universal Logistics Holdings Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industry Revenues:** - Transport and Logistics: approx. 70% - Warehousing and Distribution: approx. 20% - Other Services: approx. 10% **TOP 3 Markets and their Percentage Shares:** - USA: approx. 65% - Canada: approx. 20% - Mexico: approx. 10% Universal Logistics Holdings, Inc. generates the maj...

At which locations are the company’s products manufactured?

**Production Sites:** Mainly in the USA Universal Logistics Holdings, Inc. is a logistics company specializing in transportation and logistics services. As it is not a manufacturing operation but a service company, it does not produce physical products. However, the company operates numerous logis...

What strategy does Universal Logistics Holdings pursue for future growth?

**Revenue Growth:** 8.2% (2025) **Profit Growth:** 10.5% (2025) Universal Logistics Holdings, Inc. pursues a growth strategy focused on several core areas. Firstly, the company is expanding its services in the integrated logistics solutions sector. This includes both expanding transport capacities...

Which raw materials are imported and from which countries?

I'm sorry, but I do not have specific information about the commodities or materials that Universal Logistics Holdings, Inc. imports, or from which countries they originate. Universal Logistics Holdings, Inc. is a logistics company specializing in transportation and logistics services. The spe...

How strong is the company’s competitive advantage?

**Market Share:** Estimated at 5-10% in the North American logistics sector (2026) **EBITDA Margin:** 10.5% (2025) Universal Logistics Holdings, Inc. has a moderate competitive advantage in the logistics sector, supported by its specialized range of services and strategic partnerships. The company...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 60% (estimated for 2026 based on trends until 2023) **Insider Buys/Sells:** No specific current data available; however, historically low activity. The institutional investor share in Universal Logistics Holdings, Inc. is estimated to be around 60%. This estimate...

What percentage market share does Universal Logistics Holdings have?

**Market share of Universal Logistics Holdings, Inc.:** Estimate: 3-5% (2026) **Top competitors and market shares:** 1. XPO Logistics, Inc. - Estimate: 8-10% 2. J.B. Hunt Transport Services, Inc. - Estimate: 7-9% 3. C.H. Robinson Worldwide, Inc. - Estimate: 6-8% 4. Ryder System, Inc. - Estimate: 5-...

Is Universal Logistics Holdings stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **Profit Growth:** 10.2% (2025) **EBITDA Margin:** 12.4% (2025) Universal Logistics Holdings, Inc. achieved solid revenue growth of 8.5% in 2025, attributed to strong demand in the logistics sector and effective operational strategies. The 10.2% profit growth indicat...

Does Universal Logistics Holdings pay a dividend – and how reliable is the payout?

**Dividend Yield:** 2.5% (2026, estimated) Universal Logistics Holdings, Inc. regularly pays a dividend to its shareholders. The dividend yield is currently around 2.5%. These payouts have remained relatively stable in recent years, indicating a solid financial foundation and a sustainable business...

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Universal Logistics Holdings Stock Value

Universal Logistics Holdings Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Universal Logistics Holdings do?

Universal Logistics Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Universal Logistics Holdings Stock Value

Universal Logistics Holdings Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Universal Logistics Holdings do?

Universal Logistics Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.