Exploring Universal Logistics Holdings, Inc. (ULH) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Universal Logistics Holdings, Inc. (ULH), and what motivates their investment decisions? With a market capitalization of $698 million and a stock price of $26.52 as of April 17, 2025, ULH stands as a key player in the transportation and logistics sector. But who are the individuals and institutions that hold significant stakes in this company, and what does their investment activity reveal about the company's prospects? Join us as we delve into the investor profile of ULH, uncovering the key shareholders and exploring the factors that drive their investment strategies, from insider ownership to institutional accumulation.

Universal Logistics Holdings, Inc. (ULH) Who Invests in Universal Logistics Holdings, Inc. (ULH) and Why?

Understanding the investor profile of Universal Logistics Holdings, Inc. (ULH) involves examining the diverse range of entities and individuals who hold shares in the company. These investors are typically categorized into retail investors, institutional investors, and hedge funds, each bringing different investment strategies and motivations.

Key Investor Types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors in Universal Logistics Holdings, Inc. (ULH) may be attracted to the company's growth prospects or dividend payouts.
• Institutional Investors: These include entities such as mutual funds, pension funds, insurance companies, and investment banks. Institutional investors often hold a significant portion of a company's shares and can influence its stock price. As of December 31, 2024, institutional investors held 75.70% of Universal Logistics Holdings, Inc. (ULH)'s outstanding shares. The top institutional holders include BlackRock Fund Advisors with 9.94% ownership and Dimensional Fund Advisors LP with 7.48%.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active returns for their investors. Hedge funds may invest in Universal Logistics Holdings, Inc. (ULH) for short-term gains or as part of more complex investment strategies. Citadel Advisors LLC is one of the hedge funds holding shares in Universal Logistics Holdings, Inc.

Investment Motivations:

Investors are drawn to Universal Logistics Holdings, Inc. (ULH) for a variety of reasons, often linked to the company's financial health, market position, and future outlook.

• Growth Prospects: The logistics industry is closely tied to economic activity, and Universal Logistics Holdings, Inc. (ULH)'s growth potential is linked to broader economic trends and the company's ability to capture market share.
• Dividends: Some investors are attracted to Universal Logistics Holdings, Inc. (ULH) because of its dividend payouts, which provide a steady stream of income.
• Market Position: Universal Logistics Holdings, Inc. (ULH)'s position in the logistics market, including its service offerings and client base, can make it an attractive investment.

Investment Strategies:

The strategies employed by investors in Universal Logistics Holdings, Inc. (ULH) can vary widely depending on their investment goals and risk tolerance.

• Long-Term Holding: Some investors adopt a long-term holding strategy, maintaining their positions for extended periods to benefit from the company's long-term growth and dividend income.
• Short-Term Trading: Other investors engage in short-term trading, buying and selling shares to capitalize on short-term price fluctuations.
• Value Investing: Value investors seek to invest in companies that they believe are undervalued by the market, with the expectation that the market price will eventually reflect the company's intrinsic value.

Here is a detailed breakdown of the major shareholders and their holdings in Universal Logistics Holdings, Inc. (ULH) as of December 31, 2024:

Understanding who invests in Universal Logistics Holdings, Inc. (ULH) and why provides valuable insights into market sentiment and the factors driving the company's stock performance. By examining the motivations and strategies of different investor types, stakeholders can gain a more comprehensive view of the company's investment landscape.

To gain further insights into Universal Logistics Holdings, Inc. (ULH), explore its Universal Logistics Holdings, Inc. (ULH): History, Ownership, Mission, How It Works & Makes Money.

Universal Logistics Holdings, Inc. (ULH) Institutional Ownership and Major Shareholders of Universal Logistics Holdings, Inc. (ULH)

Understanding the institutional ownership of Universal Logistics Holdings, Inc. (ULH) provides valuable insights into the company's investor profile and market sentiment. Examining the major shareholders, changes in ownership, and the overall impact of these investors can help stakeholders make informed decisions.

Here's an overview of ULH's institutional ownership:

• Top Institutional Investors: Identifying the largest institutional investors in Universal Logistics Holdings, Inc. (ULH) offers a glimpse into who holds significant stakes in the company.
• Changes in Ownership: Tracking whether institutional investors have increased or decreased their positions recently can indicate confidence levels and potential shifts in strategy.
• Impact of Institutional Investors: Assessing the role these large investors play in Universal Logistics Holdings, Inc. (ULH)'s stock price and overall corporate strategy is crucial for understanding market dynamics.

As of fiscal year 2024, the top institutional holders of Universal Logistics Holdings, Inc. (ULH) include:

• BlackRock Fund Advisors: As a significant institutional investor, BlackRock Fund Advisors holds a notable position in Universal Logistics Holdings, Inc. (ULH).
• The Vanguard Group, Inc.: The Vanguard Group is another major institutional investor with a substantial stake in ULH.
• Dimensional Fund Advisors LP: Dimensional Fund Advisors also appears as one of the key institutional holders of Universal Logistics Holdings, Inc. (ULH).

These major holders can exert influence through their investment decisions, impacting stock price volatility and corporate governance.

Changes in institutional ownership can signal important shifts. For example, an increase in holdings by institutional investors may reflect positive expectations about the company's future performance, while a decrease could indicate concerns or strategic realignments.

Institutional investors often engage with company management, influencing strategic decisions and corporate policies. Their presence can also enhance market confidence and attract further investment.

Analyzing these factors provides a comprehensive view of Universal Logistics Holdings, Inc. (ULH)'s investor base and its potential effects on the company's market position.

Universal Logistics Holdings, Inc. (ULH) Key Investors and Their Impact on Universal Logistics Holdings, Inc. (ULH)

Understanding the investor profile of Universal Logistics Holdings, Inc. (ULH) offers valuable insights into the company's stability, growth potential, and strategic direction. Examining who holds significant stakes, their recent activities, and their potential influence can provide a clearer picture of the company’s trajectory. Here’s a detailed look at the key investors and their impact on Universal Logistics Holdings, Inc. (ULH).

While specific real-time data on all current investors and their recent moves in 2024 may be subject to proprietary information and rapid market changes, we can discuss generally the types of investors and their potential impact based on available information.

Types of Investors:

• Institutional Investors: These include mutual funds, pension funds, insurance companies, and hedge funds. They often hold large blocks of shares and can significantly influence the stock price and company policies.
• Individual Investors: These are retail investors who buy and sell shares for their own accounts. Their collective activity can impact stock volatility.
• Insider Investors: These are the company's executives, directors, and employees who own shares. Their transactions are closely watched as they may indicate confidence in the company's future performance.

Notable Investors:

Identifying specific key investors requires access to the latest filings and institutional holdings data. Generally, keep an eye out for:

• Large mutual funds known for investing in logistics and transportation companies.
• Activist investors who may seek to influence company strategy.
• Significant individual shareholders with a long history of involvement with Universal Logistics Holdings, Inc. (ULH).

Investor Influence:

The influence of investors on Universal Logistics Holdings, Inc. (ULH) can manifest in several ways:

• Voting Rights: Large shareholders have a greater say in company decisions, including the election of board members and approval of major transactions.
• Market Sentiment: Significant buying or selling activity by major investors can impact market sentiment and stock price.
• Strategic Direction: Activist investors may push for changes in company strategy, such as cost-cutting measures, asset sales, or changes in management.

Recent Moves:

Keeping track of recent moves by key investors involves monitoring SEC filings (such as 13D, 13G, and Form 4) and news reports. Here are some potential scenarios to watch for:

• Significant stake increases or decreases: These can signal a change in investor confidence.
• Activist campaigns: Public demands for changes in company policy or management.
• Insider trading activity: Purchases or sales of shares by company executives or directors.

For more insights into the company's background, you might find this resource helpful: Universal Logistics Holdings, Inc. (ULH): History, Ownership, Mission, How It Works & Makes Money

Universal Logistics Holdings, Inc. (ULH) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the prospects of Universal Logistics Holdings, Inc. (ULH). Recent financial results and ownership changes provide insights into how major shareholders and the broader market perceive the company's value and future potential. Here's an overview of the current investor landscape:

Recent Market Reactions:

• Q4 2024 Earnings: Universal Logistics Holdings, Inc. reported its fourth-quarter 2024 earnings, which revealed a mixed performance. While revenue exceeded forecasts, the earnings per share (EPS) fell short of analyst expectations.
• Stock Decline: Following the earnings announcement, the company's stock experienced an 8.13% decline in after-hours trading, reflecting investor disappointment in the EPS miss despite strong revenue growth.
• Revenue vs. EPS: The company's EPS was $0.77, missing the forecast of $0.92. However, revenue for the quarter reached $465.1 million, surpassing the $435.7 million forecast.

Investor Sentiment:

• Institutional Ownership: As of December 31, 2024, institutional investors held a significant portion of Universal Logistics Holdings, Inc.'s stock.
• Major Institutional Holders: Top institutional shareholders include:
  • Fmr LLC: 11.11% ownership, holding 2,924,397 shares
  • Dimensional Fund Advisors LP: 3.25% ownership, holding 855,212 shares
  • BlackRock Inc: 2.08% ownership, holding 546,640 shares
  • Vanguard Group Inc: 1.50% ownership, holding 395,800 shares
• Insider Ownership: A substantial percentage of the company is owned by insiders, indicating strong alignment between management and shareholder interests.
• Matthew T. Moroun: Holds 74.04% of the company, with 19,486,310 shares, valued at $514.83 million.
• Manuel J. Moroun: Holds 59.15% of the company, with 15,566,481 shares, valued at $411.27 million.
• Insider Buying: Recent insider activity shows net buying, with executives and directors purchasing shares, signaling confidence in the company’s future. For example, on February 10, 2025:
• Jude Marcus Beres, Chief Financial Officer, bought 7,521 shares at $29.73, totaling $223.60k.
• Timothy Phillips, Chief Executive Officer, bought 5,887 shares at $29.73, totaling $175.02k.

Analyst Perspectives:

• Revenue Forecast: For the next quarter, revenue is expected to reach $400.60 million.
• EPS Forecast: The estimated earnings per share (EPS) for the next quarter is $0.48.
• Price Target: According to one analyst, the 12-month stock price forecast is $37.00.
• Analyst Ratings: Current analyst consensus is to 'Hold' the stock.

Financial Performance and Outlook:

• Full-Year 2024 Revenue: Universal Logistics Holdings, Inc. reported full-year 2024 revenue of $1.85 billion, with an operating margin of 8.2%.
• Q4 2024 Performance: The company's Q4 2024 revenue was $465.1 million, up 19% year-over-year.
• 2025 Outlook: Universal Logistics Holdings, Inc. projects total revenue for 2025 to be in the range of $1.7 billion to $1.8 billion, with operating margins between 7% and 9%.
• Q1 2025 Forecast: The company expects Q1 2025 revenue to be between $390 million and $410 million.

Key Financial Metrics (2024):

Stock Performance:

• Current Price: As of April 17, 2025, the stock price is approximately $26.52 per share.
• Volatility: The stock is 5.46% volatile with a beta coefficient of 1.55.
• 52-Week Range: The stock has traded between $22.86 and $53.29 over the past 52 weeks.

Strategic Moves and Challenges:

• Acquisition of Parsec: The acquisition of Parsec, a rail terminal operator, for $194 million in September 2024, expands Universal Logistics Holdings, Inc.'s service capabilities.
• Heavy Haul Wind Business: Expansion into the heavy haul wind business has shown strong results, contributing to the trucking segment's performance.
• Automotive Market Softness: The company faces challenges due to sluggish automotive production, impacting revenue forecasts.
• Intermodal Headwinds: Continued headwinds in the intermodal segment, particularly in Southern California, pose challenges.

Overall, investor sentiment appears mixed, with disappointment over missed EPS expectations tempered by strong revenue growth and strategic acquisitions. Insider buying and substantial insider ownership suggest confidence from those closest to the company. However, analysts point to potential challenges in specific market segments, advising a 'Hold' rating for the stock.

To gain further insights into Universal Logistics Holdings, Inc.'s mission, vision, and core values, refer to Mission Statement, Vision, & Core Values of Universal Logistics Holdings, Inc. (ULH).