ULH Smart Money
Universal Logistics Holdings, Inc.
1W: +0.4%
1M: -3.2%
3M: +8.5%
YTD: +4.9%
1Y: -16.5%
3Y: -30.1%
5Y: -17.6%
$16.56
+0.40 (+2.48%)
After Hours: $17.83 (+1.27, +7.67%)
Weekly Expected Move ±6.2%
$15
$16
$17
$18
$19
Credit Risk of going bust: higher than 92% of companies Debt: 66.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the riskiest tenth, about 1 in 20 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.10 (down 81%), Universal Logistics Holdings, Inc. would be worth roughly what it owes.
Total debt $838.5M against a stock market value of $426.1M.
Distance to default 1.32 (Merton model): prices to 2026-10-26, balance sheet 2026-07-04, debt counted $395.5M (short-term plus half of long-term), stock volatility 86.3%; Altman Z'' 1.62. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $3.10 (down 81%), Universal Logistics Holdings, Inc. would be worth roughly what it owes.
Total debt $838.5M against a stock market value of $426.1M.
Distance to default 1.32 (Merton model): prices to 2026-10-26, balance sheet 2026-07-04, debt counted $395.5M (short-term plus half of long-term), stock volatility 86.3%; Altman Z'' 1.62. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 202683
Institutions Holding
+3 vs prior
25.8%
Ownership
-10.29%
15
New
27
Increased
31
Reduced
8
Closed
👔 Insider Trades
8 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-05-08 | BELANGER GRANT EDWARD | director | A-Grant/Award | 958 | $13.04 | $12K | Filing |
| 2026-02-04 | BERES JUDE MARCUS | officer: chief financial officer | A-Grant/Award | 7,400 | $18.92 | $140K | Filing |
| 2026-02-04 | PHILLIPS TIMOTHY | officer: chief executive officer | A-Grant/Award | 7,215 | $18.92 | $137K | Filing |
| 2025-05-05 | BELANGER GRANT EDWARD | director | A-Grant/Award | 667 | $22.47 | $15K | Filing |
| 2025-05-05 | MOROUN MATTHEW T | director | A-Grant/Award | 667 | $22.47 | $15K | Filing |
| 2025-05-05 | Moroun Matthew J. | director | A-Grant/Award | 667 | $22.47 | $15K | Filing |
| 2025-05-05 | Regan Michael A. | director | A-Grant/Award | 356 | $22.47 | $8K | Filing |
| 2025-05-05 | Urban Richard P | director | A-Grant/Award | 445 | $22.47 | $10K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| FMR LLC | 3,953,379 | $59M | +871 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 805,472 | $12M | -39,547 | 2026-06-30 | Filing |
| BlackRock, Inc. | 546,072 | $8M | +60,352 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 302,671 | $4M | -11,137 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 281,618 | $4M | -23,163 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 213,806 | $3M | +4,092 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 187,189 | $3M | +9,434 | 2026-06-30 | Filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 147,194 | $2M | +5,312 | 2026-06-30 | Filing |
| STATE STREET CORP | 143,647 | $2M | +2,142 | 2026-06-30 | Filing |
| Empowered Funds, LLC | 96,115 | $1M | +5,312 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 70,352 | $1M | +3,982 | 2026-06-30 | Filing |
| UBS Group AG | 60,137 | $890K | +5,924 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 52,750 | $781K | -4,635 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 52,750 | $781K | +52,750 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 47,967 | $710K | +8,924 | 2026-06-30 | Filing |
| VANGUARD FIDUCIARY TRUST CO | 45,386 | $672K | +638 | 2026-06-30 | Filing |
| Quantinno Capital Management LP | 43,389 | $642K | +5,623 | 2026-06-30 | Filing |
| Pacific Ridge Capital Partners, LLC | 33,770 | $500K | -388 | 2026-06-30 | Filing |
| ROYAL BANK OF CANADA | 31,380 | $464K | -152 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 30,200 | $447K | +30,200 | 2026-06-30 | Filing |