Universal Logistics (ULH) Stock Insights

ULH price $17.04 +0.48 +2.90%

Ticker
ULH
Price
$17.04
Change
+0.48 +2.90%
Market cap ?
$449.31M
P/E ?
-4.81
Forward P/E ?
12.72
Dividend yield ?
2.51%
Beta ?
0.74
Sector
Industrials
Industry
Trucking
Stocklytics score
30
Value
65
Quality
17
Growth
9

Stocklytics score rationale: value 65, quality 17, growth 9.

Financials

2016201720182019202020212022202320242025
1072751000121666500014617080001511998000139108300017509800002015456000166213900018460350001558397000

Universal Logistics Holdings, Inc. (ULH) is a diversified company specializing in a comprehensive range of transportation and supply chain management solutions. Its operations extend across the United States, Mexico, Canada, and into Colombia. ULH's core services include a variety of full truckload options, such as standard dry van, flatbed, specialized heavy-haul, and temperature-controlled (refrigerated)…

Fair value

ULH fair value $9.00. Price $17.04. Price is 89% above fair value.

Below fair value, and cheaper than usual. A larger discount than on 80% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 74.47M. Growth 0.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 26.37M. Net debt 944.53M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Model uncertainty high for this stock

Compare ULH

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-02-11—0.16—392.00M
2026-11-05—0.32—390.00M
2026-07-310.990.13379.32M380.40M
2026-05-01-0.130.09367.57M372.30M
2026-03-130.14-0.05385.43M376.10M
2025-11-060.240.18396.79M422.80M
2025-07-240.320.34393.79M426.70M
2025-04-240.230.48382.39M400.60M
2025-02-060.770.93465.13M427.30M
2024-10-241.151.18426.83M427.30M
2024-07-251.171.14462.16M461.60M
2024-04-251.990.73491.91M428.60M
2024-02-150.810.71390.92M377.30M
2023-10-260.881.00421.25M416.60M
2023-07-270.901.01412.57M448.10M
2023-04-270.950.93437.40M448.10M
2023-02-091.271.36458.72M461.20M
2022-10-271.841.34505.69M494.30M
2022-07-281.691.15527.18M487.80M
2022-05-051.560.72523.86M443.60M
2022-02-100.920.54467.37M426.00M
2021-10-280.740.52445.59M437.30M
2021-07-290.950.79422.78M410.60M
2021-04-290.800.70415.23M—
2021-02-040.600.49385.95M299.31M
2020-10-290.500.50364.99M364.99M
2020-07-300.230.08257.98M89.73M
2020-04-300.450.39382.16M331.21M
2020-02-060.320.29375.93M340.69M
2019-10-240.420.57375.49M788.52M
2019-07-250.700.77383.18M421.49M
2019-04-250.590.56377.41M346.47M
2019-02-210.550.41386.38M282.88M
2018-10-250.530.52374.29M367.24M
2018-07-260.620.38365.93M224.26M
2018-04-260.370.32335.11M289.82M
2018-02-220.220.24314.02M314.00M
2017-10-260.260.23313.00M72.23M
2017-07-270.100.09305.20M274.68M
2017-04-270.150.12284.44M227.52M

Dividends

Yield 2.46%. Payout ratio —. Frequency Quarterly.

Safety score 87/100 · Safe. Payout ratio is not reported, so this part stays neutral. Dividends use less than 40% of free cash flow. Dividends were paid in 17 separate years. Yield is 2.5%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-09-01$0.102026-09-012026-10-01Quarterly
2026-06-01$0.102026-06-012026-07-01Quarterly
2026-03-23$0.102026-03-232026-04-03Quarterly
2025-12-01$0.102025-12-012026-01-02Quarterly
2025-08-29$0.102025-09-012025-10-01Quarterly
2025-06-02$0.102025-06-022025-07-01Quarterly
2025-03-03$0.102025-03-032025-04-01Quarterly
2024-12-02$0.102024-12-022025-01-02Quarterly
2024-08-30$0.102024-09-022025-01-02Quarterly
2024-06-03$0.102024-06-032024-07-01Quarterly
2024-03-01$0.102024-03-042024-04-01Quarterly
2023-12-01$0.102023-12-042024-01-02Quarterly
2023-08-31$0.102023-09-042023-10-02Quarterly
2023-06-02$0.102023-06-052023-07-03Quarterly
2023-03-03$0.102023-03-062023-04-03Quarterly
2022-12-02$0.102022-12-052023-01-03Quarterly
2022-09-01$0.102022-09-052022-10-03Quarterly
2022-06-03$0.102022-06-062022-07-05Quarterly
2022-03-04$0.102022-03-072022-04-04Quarterly
2021-12-03$0.102021-12-062022-01-04Quarterly
2021-09-02$0.102021-09-062021-10-04Quarterly
2021-06-04$0.102021-06-072021-07-06Quarterly
2021-02-26$0.102021-03-012021-04-05Quarterly
2020-12-04$0.102020-12-072021-01-04Semi-Annual
2020-02-28$0.102020-03-022020-04-06Semi-Annual
2019-11-29$0.102019-12-022020-01-02Quarterly
2019-08-02$0.102019-08-052019-08-12Quarterly
2019-05-03$0.102019-05-062019-05-16Semi-Annual
2019-03-01$0.212019-03-042019-03-14Quarterly
2018-11-02$0.102018-11-052018-11-15Quarterly
2018-08-03$0.102018-08-062018-08-16Quarterly
2018-05-04$0.102018-05-072018-05-17Quarterly
2018-03-02$0.072018-03-052018-03-15Quarterly
2017-11-03$0.072017-11-062017-11-16Quarterly
2017-08-03$0.072017-08-072017-08-17Quarterly
2017-05-04$0.072017-05-082017-05-18Quarterly
2017-03-02$0.072017-03-062017-03-16Quarterly
2016-11-03$0.072016-11-072016-11-17Quarterly
2016-08-04$0.072016-08-082016-08-18Quarterly
2016-05-05$0.072016-05-092016-05-19Quarterly
2016-03-03$0.072016-03-072016-03-17Quarterly
2015-10-29$0.072015-11-022015-11-12Quarterly
2015-07-30$0.072015-08-032015-08-13Quarterly
2015-05-07$0.072015-05-112015-05-21Quarterly
2015-02-26$0.072015-03-022015-03-12Quarterly
2014-10-30$0.072014-11-032014-11-13Quarterly
2014-07-31$0.072014-08-042014-08-14Quarterly
2014-05-01$0.072014-05-052014-05-15Quarterly
2014-02-27$0.072014-03-032014-03-13Quarterly
2013-10-31$0.072013-11-042013-11-14Quarterly
2013-08-01$0.072013-08-052013-08-15Quarterly
2012-03-22$1.002012-03-262012-04-05Semi-Annual
2011-09-14$1.002011-09-162011-09-26Irregular
2009-03-04$1.002009-03-072009-03-20Irregular

Insider trades

DateInsiderActionSharesPriceValue
2026-06-01Rogers Michael H.Other0——
2026-05-08BELANGER GRANT EDWARDBuy958$13.0412.49K
2026-02-04BERES JUDE MARCUSBuy7.40K$18.92140.01K
2026-02-04PHILLIPS TIMOTHYBuy7.21K$18.92136.51K
2025-05-05BELANGER GRANT EDWARDBuy667$22.4714.99K
2025-05-05Moroun Matthew J.Buy667$22.4714.99K
2025-05-05MOROUN MATTHEW TBuy667$22.4714.99K
2025-05-05MOROUN MATTHEW TBuy667$22.4714.99K
2025-05-05Urban Richard PBuy445$22.4710.00K
2025-05-05Regan Michael A.Buy356$22.478.00K
2025-02-10BERES JUDE MARCUSBuy7.52K$29.73223.60K
2025-02-10PHILLIPS TIMOTHYBuy5.89K$29.73175.02K
2024-05-06BELANGER GRANT EDWARDBuy331$45.2214.97K
2024-05-06MOROUN MATTHEW TBuy331$45.2214.97K
2024-05-06Moroun Matthew J.Buy331$45.2214.97K
2024-05-06MOROUN MATTHEW TBuy331$45.2214.97K
2024-05-06Urban Richard PBuy331$45.2214.97K
2024-05-06Regan Michael A.Buy221$45.229.99K
2024-02-14BERES JUDE MARCUSBuy5.22K$31.96166.93K
2024-02-14PHILLIPS TIMOTHYBuy5.16K$31.96164.91K
2023-08-11Wolfe H.E.Sell3.75K$32.24120.90K
2023-08-01MOROUN MATTHEW TBuy11.10M$25.59284.21M
2023-08-01MOROUN MATTHEW TBuy3.20M$25.5981.90M
2023-08-01MOROUN MATTHEW TSell11.10M$25.59284.21M
2023-08-01MOROUN MATTHEW TSell3.20M$25.5981.90M
2023-08-01MOROUN MATTHEW TBuy11.10M$24.62273.33M
2023-08-01MOROUN MATTHEW TSell11.10M$24.62273.33M
2023-08-01MOROUN MATTHEW TBuy3.20M$24.6278.77M
2023-08-01MOROUN MATTHEW TSell3.20M$24.6278.77M
2023-05-08MOROUN MATTHEW TBuy590$25.4215.00K
2023-05-08MOROUN MATTHEW TBuy590$25.4215.00K
2023-05-08BELANGER GRANT EDWARDBuy472$25.4212.00K
2023-05-08Moroun Matthew J.Buy590$25.4215.00K
2023-05-08Urban Richard PBuy590$25.4215.00K
2023-05-08Regan Michael A.Buy393$25.429.99K
2023-05-08Hudson Marcus D.Buy324$25.428.24K
2023-05-08CALDERONE FREDERICK PBuy590$25.4215.00K
2023-04-27Hudson Marcus D.Other0——
2023-03-24BERES JUDE MARCUSBuy8.44K$27.59232.89K
2023-03-24PHILLIPS TIMOTHYBuy9.13K$27.59252.01K
2022-06-16Wolfe H.E.Sell5.00K$28.00140.00K
2022-05-09Urban Richard PBuy647$23.1714.99K
2022-05-09BELANGER GRANT EDWARDBuy216$23.175.00K
2022-05-09Moroun Matthew J.Buy647$23.1714.99K
2022-05-09MOROUN MATTHEW TBuy647$23.1714.99K
2022-05-09MOROUN MATTHEW TBuy647$23.1714.99K
2022-03-11Urban Richard PBuy5.00K$20.49102.45K
2021-12-20MOROUN MATTHEW TBuy3.09M$14.9446.18M
2021-12-20Moroun Nora M.Sell3.09M$14.9446.18M
2021-06-18MOROUN MATTHEW TBuy417.76K$21.008.77M
2021-06-18MOROUN MATTHEW TSell417.76K$21.008.77M
2021-05-03Moroun Nora M.Buy81.08K——
2021-05-03MOROUN MATTHEW TSell81.08K——
2020-12-15MOROUN MATTHEW TSell3.01M——
2020-12-15Moroun Nora M.Sell0——
2020-12-10MOROUN MATTHEW TBuy1.47M$19.4528.62M
2020-12-08MOROUN MATTHEW TBuy914.45K——
2020-12-08MOROUN MATTHEW TBuy447.40K——
2020-12-08MOROUN MATTHEW TSell914.45K——
2020-12-08Wolfe H.E.Sell6.25K$22.05137.81K
2020-09-18MOROUN MATTHEW TSell1.20M——
2020-09-18MOROUN MATTHEW TBuy1.20M——
2020-08-06MOROUN MATTHEW TSell1.92M——
2020-04-30Moroun Matthew J.Other0——
2020-02-05BERES JUDE MARCUSBuy5.00K$17.7488.70K
2020-01-10PHILLIPS TIMOTHYBuy60.00K$18.821.13M
2020-01-10PHILLIPS TIMOTHYSell0——
2019-12-31MOROUN MATTHEW TOther0——
2019-09-16BERES JUDE MARCUSSell10.00K$22.50225.00K
2019-09-16MOROUN MANUEL JSell600.00K$22.5013.50M
2019-04-25MOROUN MATTHEW TBuy346.44K——
2019-04-25MOROUN MATTHEW TBuy53.56K——
2019-04-25MOROUN MATTHEW TBuy2.00M——
2019-04-25MOROUN MANUEL JSell346.44K——
2019-04-25MOROUN MANUEL JSell53.56K——
2019-03-28MOROUN MANUEL JSell2.00M——
2019-03-28MOROUN MANUEL JBuy2.00M——
2019-02-20Rogers JeffBuy12.00K$23.56282.72K
2019-02-20BERES JUDE MARCUSBuy10.00K$23.56235.60K
2018-08-07Rogers JeffSell7.50K$35.25264.38K
2018-08-07Rogers JeffSell7.50K$35.25264.38K
2018-08-07Wolfe H.E.Sell10.06K$35.25354.79K
2018-04-27GOODEN CLARENCE WSell0——
2018-03-09Rogers JeffBuy1.00K$21.7021.70K
2017-11-05Wolfe H.E.Sell17.50K$22.00385.00K
2017-02-22Rogers JeffBuy10.00K$13.45134.50K
2016-07-27BELANGER GRANT EDWARDSell0——
2016-03-31BERES JUDE MARCUSSell0——
2016-02-24Rogers JeffBuy10.00K$15.55155.50K
2015-12-23Crittenden David A.Buy5.00K$14.9374.65K
2015-08-19Rogers JeffSell2.50K$20.3350.82K
2015-07-09MOROUN MANUEL JSell787.47K$21.5016.93M
2015-07-09MOROUN MANUEL JSell698.59K$21.5015.02M
2015-04-29Rogers JeffBuy20.00K$22.03440.60K
2015-03-06Wolfe H.E.Sell25.00K$24.90622.50K
2015-03-05Rogers JeffBuy10.00K$25.18251.80K
2014-12-31Wolfe H.E.Sell858$28.5124.46K
2014-12-20Wolfe H.E.Sell429$28.2912.14K
2014-08-07Wolfe H.E.Sell7.50K$24.07180.53K
2014-06-03Rogers JeffSell0——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 75, holders +6 vs prior quarter. Ownership 28.21%.

HolderSharesChangeChange %Value
FMR LLC3.95M871+0.02%58.51M
DIMENSIONAL FUND ADVISORS LP805.47K-39.55K-4.68%11.92M
BLACKROCK, INC.546.07K60.35K+12.43%8.08M
AMERICAN CENTURY COMPANIES INC302.67K-11.14K-3.55%4.48M
VANGUARD CAPITAL MANAGEMENT LLC281.62K-23.16K-7.60%4.17M
GEODE CAPITAL MANAGEMENT, LLC213.81K4.09K+1.95%3.17M
BANK OF NEW YORK MELLON CORP187.19K9.43K+5.31%2.77M
BRIDGEWAY CAPITAL MANAGEMENT, LLC147.19K5.31K+3.74%2.18M
STATE STREET CORP143.65K2.14K+1.51%2.14M
EMPOWERED FUNDS, LLC96.11K5.31K+5.85%1.42M
NORTHERN TRUST CORP70.35K3.98K+6.00%1.04M
UBS GROUP AG60.14K5.92K+10.93%890.03K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC52.75K-4.63K-8.08%780.70K
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.52.75K52.75KNew780.70K
VANGUARD PORTFOLIO MANAGEMENT LLC47.97K8.92K+22.86%709.91K
VANGUARD FIDUCIARY TRUST CO45.39K638+1.43%671.71K
QUANTINNO CAPITAL MANAGEMENT LP43.39K5.62K+14.89%642.16K
PACIFIC RIDGE CAPITAL PARTNERS, LLC33.77K-388-1.14%499.80K
ROYAL BANK OF CANADA31.38K-158-0.50%464.00K
AQR CAPITAL MANAGEMENT LLC30.20K30.20KNew446.96K
CITIGROUP INC25.88K13.19K+103.90%383.07K
GOLDMAN SACHS GROUP INC23.84K13.82K+137.77%352.89K
NUVEEN, LLC22.95K2.39K+11.63%339.64K
STRS OHIO19.50K6.60K+51.16%288.60K
MILLENNIUM MANAGEMENT LLC19.17K4.69K+32.39%283.72K

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Universal Logistics (ULH) Stock Insights

ULH$17.04+0.48 +2.90%

$449.31M

Market Cap

-4.81

P/E

12.72

Forward P/E

30

Score

Price History