ULHIndustrials · TruckingThe 1 Wall Street analysts covering Universal Logistics Holdings, Inc. hold a median 12-month price target of $16 — -13.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 12 Sept 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Universal Logistics Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (90): Reported profit is backed by cash, and the company is not expanding recklessly.
Growth (18): Sales and profits are flat, shrinking, or growing more slowly than they were.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ULH, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −13.7% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 July 2026 | Stifel | Maintains | Hold | $17 → $15 |
| 5 May 2026 | Stifel | Maintains | Hold | $20 → $17 |
| 5 May 2026 | Stifel | Maintains | Hold | — |
| 7 Apr 2026 | Stifel | Maintains | Hold | — |
| 16 Dec 2025 | Stifel | Maintains | Hold | — |
| 10 Oct 2025 | Stifel | Maintains | Hold | — |
| 29 Apr 2025 | Stifel | Maintains | Hold | — |
| 23 Jan 2025 | Stifel | Maintains | Hold | — |
| 29 Apr 2024 | Stifel | Downgrade | Hold | — |
| 10 Jan 2024 | Stifel | Upgrade | Buy | — |
| 14 Aug 2023 | Stifel | Maintains | Hold | — |
| 2 Nov 2022 | Stifel | Downgrade | Hold | — |
| 12 Oct 2020 | Stifel | Maintains | Buy | — |
| 4 Aug 2020 | Citigroup | Maintains | Neutral | — |
| 22 July 2020 | Citigroup | Maintains | Neutral | — |
| 2 Aug 2019 | Stifel | Upgrade | Buy | — |
| 30 Apr 2019 | Loop Capital | Upgrade | Buy | — |
| 29 Oct 2018 | Citigroup | Maintains | Neutral | — |
| 18 Oct 2018 | Loop Capital | Initiates | Hold | — |
| 16 Oct 2018 | Citigroup | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ULH appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, Universal Logistics Holdings, Inc. returned −24.4% against +17.5% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 64% of US stocks
Cheaper than 88% of US stocks
Cheaper than 77% of US stocks
Cheaper than 47% of US stocks
Higher than 22% of US stocks
Higher than 91% of US stocks
Higher than 10% of US stocks
Higher than 47% of US stocks
Higher than 23% of US stocks
Higher than 33% of US stocks
Higher than 51% of US stocks
Higher than 50% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Universal Logistics Holdings, Inc. has a market value of $488.9M and an enterprise value of $1.3B.
Revenue in the twelve months to 30 June 2026: $1.5B. The latest quarter shrank 3.7% year on year.
Net income over the same four quarters: −$134.7M, a −8.8% net margin.
Diluted earnings per share, trailing twelve months: $−3.48.
Free cash flow in the twelve months to 30 June 2026: $36.7M, after $110.2M of capital spending.
Universal Logistics Holdings, Inc. spent $11.1M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 6.6×; forward P/E: 16.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.27%, paying out 18% of earnings.
Universal Logistics Holdings, Inc. employs 10,525 people — $145K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Universal Logistics Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Universal Logistics reported second-quarter earnings of $0.16 per share, surpassing the Zacks Consensus Estimate of $0.13 per share, though down from $0.32 per share in the same quarter last year.
Why it matters — The earnings beat signals that Universal Logistics outperformed analyst expectations for the quarter, a key metric for investors tracking the company's performance.
Universal Logistics Holdings, Inc. reported its second quarter 2026 financial results, including operating revenues of $379.3 million and GAAP earnings per share of $0.99, and declared a quarterly dividend of $0.105 per share.
Why it matters — The results and dividend declaration provide shareholders and potential investors with a regular update on the company's financial performance and capital return policy.
The 1 Wall Street analysts covering Universal Logistics Holdings, Inc. have a median 12-month price target of $16, with estimates ranging from $16 to $16. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 1 analysts covering Universal Logistics Holdings, Inc., 0 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Universal Logistics Holdings, Inc. 80 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 2026, Universal Logistics Holdings, Inc. ranks 80 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (90 of 100).
No one can know that. What the data says: the median 12-month target from 1 analysts implies -13.7% from the last close, and Ticker Nerd's factor model ranks Universal Logistics Holdings, Inc. 80 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Universal Logistics Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ULH are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $16 to $16 over the next 12 months.
Universal Logistics Holdings, Inc. returned -24.4% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Universal Logistics Holdings, Inc. is a transportation and logistics company that provides customized supply chain solutions across the United States, Mexico, Canada, and Colombia.
The most recent item we track (Zacks Investment Research, 31 July 2026): "Universal Logistics (ULH) Beats Q2 Earnings Estimates". Universal Logistics reported second-quarter earnings of $0.16 per share, surpassing the Zacks Consensus Estimate of $0.13 per share, though down from $0.32 per share in the same quarter last year.
Universal Logistics Holdings, Inc. is a transportation and logistics company that provides customized supply chain solutions across the United States, Mexico, Canada, and Colombia. The company focuses on asset-light logistics services that help customers manage freight movement, materials handling, and coordinated distribution. Its core operations span contract logistics, intermodal services, trucking, and brokerage, supporting industries such as automotive, industrial manufacturing, retail, and consumer goods. Universal Logistics Holdings also offers value-added services that can include warehousing, cross-docking, consolidation, sequencing, kitting, repacking, and rail-related logistics support. By combining transportation management with warehouse and supply chain execution, the company plays an important role in helping businesses move goods efficiently through complex distribution networks.
CEO Mr. Timothy Phillips · 10,525 employees · United States · https://www.universallogistics.com
