Universal Logistics Holdings, Inc.

NasdaqGS:ULH 株式レポート

時価総額:US$371.3m

Universal Logistics Holdings 配当と自社株買い

配当金 基準チェック /26

Universal Logistics Holdingsは配当を支払う会社で、現在の利回りは2.88%です。次の支払い日は 1st July, 2026で、権利落ち日は1st June, 2026 。

主要情報

2.9%

配当利回り

0.02%

バイバック利回り

総株主利回り2.9%
将来の配当利回りn/a
配当成長4.5%
次回配当支払日01 Jul 26
配当落ち日01 Jun 26
一株当たり配当金n/a
配当性向-10%

最近の配当と自社株買いの更新

分析記事 Nov 10

Universal Logistics Holdings (NASDAQ:ULH) Has Affirmed Its Dividend Of $0.105

Universal Logistics Holdings, Inc.'s ( NASDAQ:ULH ) investors are due to receive a payment of $0.105 per share on 2nd...

Recent updates

Seeking Alpha May 03

Universal Logistic Holdings Is Surviving By Underinvesting, But Needs A Quick Turn

Summary Universal Logistics Holdings reported a challenging 1Q26, with revenues down 4% and operating income collapsing nearly 70% YoY. ULH's financials are under pressure, with operational profits insufficient to cover interest expense and cash flow buoyed only by unsustainable underinvestment. Material reporting uncertainties exist, including restated impairment charges, internal control weaknesses, and a recent auditor change, demanding heightened investor caution. I maintain a Hold rating on ULH due to cyclical risks, ongoing operational headwinds, and a valuation that no longer compensates for elevated risk. Read the full article on Seeking Alpha
ナラティブの更新 Apr 25

ULH: Technical Repricing And CFO Transition Will Constrain Future Upside Potential

Analysts have raised their price target on Universal Logistics Holdings by $3 to reflect updated assumptions around discount rates and valuation multiples, while keeping fair value estimates broadly in line with prior views. Analyst Commentary Bullish Takeaways Bullish analysts view the $3 increase in the price target as better alignment between the share price and updated valuation work, rather than a shift in the underlying fair value narrative.
ナラティブの更新 Apr 11

ULH: Refined Assumptions And Governance Changes Will Shape Balanced Risk Reward Outlook

Analysts have raised their price target on Universal Logistics Holdings by $3 to $20, pointing to revised assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key drivers behind the update. Analyst Commentary Recent Street research around the new US$20 price target focuses on how updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E filter through to what investors might be willing to pay for Universal Logistics Holdings.
ナラティブの更新 Mar 28

ULH: Accounting Firm Change Will Pressure Overvalued Shares Going Forward

Analysts have adjusted their price target on Universal Logistics Holdings to $17.00, reflecting updated views on revenue growth, profit margins, the discount rate, and the expected future P/E multiple. What's in the News On March 13, 2026, the Audit Committee approved the dismissal of Grant Thornton LLP as Universal Logistics Holdings' independent registered public accounting firm, effective upon the filing of the Form 10-K for the fiscal year ending December 31, 2025.
ナラティブの更新 Mar 13

ULH: Stable Assumptions Will Support Bullish Future Pricing Outlook

Analysts have maintained their $17.00 price target for Universal Logistics Holdings, reflecting consistent assumptions around revenue growth, profit margins, discount rate, and future P/E in their updated models. Valuation Changes Fair Value: Model fair value is held at $17.00, showing no change in the updated assumptions.
ナラティブの更新 Feb 27

ULH: Steady Forecast Assumptions Will Sustain Fair Value Outlook

Analysts have maintained their fair value estimate for Universal Logistics Holdings at $17.00. This reflects unchanged assumptions regarding the discount rate, revenue growth, profit margin, and future P/E, and suggests that their price target rationale remains broadly consistent with prior views.
ナラティブの更新 Feb 10

ULH: Refined Risk Assumptions And Earnings Outlook Will Support Fair Value

Analysts have reaffirmed a fair value estimate of $17.00 for Universal Logistics Holdings while fine tuning assumptions such as a 12.33% discount rate and a future P/E of 9.77. These changes reflect updated views on the company’s risk profile and earnings outlook.
分析記事 Jan 29

Estimating The Fair Value Of Universal Logistics Holdings, Inc. (NASDAQ:ULH)

Key Insights Universal Logistics Holdings' estimated fair value is US$12.87 based on 2 Stage Free Cash Flow to Equity...
ナラティブの更新 Jan 26

ULH: Share Repurchases And Revenue Outlook Will Support Fairly Valued Shares

Analysts left their fair value estimate for Universal Logistics Holdings unchanged at US$17.00, keeping key inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions effectively steady based on their latest review. What's in the News Universal Logistics Holdings reported that from June 29, 2025 to September 27, 2025, it repurchased 0 shares for US$0 million, keeping the latest tranche inactive.
ナラティブの更新 Jan 08

ULH: Future Cash Returns And Steady Outlook Will Support Fairly Valued Shares

Narrative Update Overview Analysts have kept their fair value estimate for Universal Logistics Holdings unchanged at $17.00 per share, reflecting a steady view on revenue growth of about 32.0%, a profit margin of roughly 3.9%, and a forward P/E of around 9.8x, with no new Street research cited in this update. What's in the News Universal Logistics Holdings reported that from June 29, 2025 to September 27, 2025, it repurchased 0 shares for $0 under its existing buyback program, and that it has completed a total repurchase of 486,749 shares, or 1.82%, for $10.53 million under the buyback announced on July 29, 2021 (Key Developments).
分析記事 Jan 07

Is Now An Opportune Moment To Examine Universal Logistics Holdings, Inc. (NASDAQ:ULH)?

Universal Logistics Holdings, Inc. ( NASDAQ:ULH ), is not the largest company out there, but it led the NASDAQGS...
ナラティブの更新 Dec 20

ULH: Future Profitability And Cash Returns Will Support Fairly Valued Shares

Narrative Update on Universal Logistics Holdings Analysts have trimmed their price target on Universal Logistics Holdings by approximately $1.00 per share, citing slightly improved revenue growth and profit margin expectations, along with a higher perceived risk profile that they believe warrants a lower fair value multiple. What's in the News Completed share repurchase program originally announced on July 29, 2021, retiring a total of 486,749 shares, or about 1.82% of shares outstanding, for $10.53 million, with no shares repurchased in the most recent tranche covering June 29, 2025 to September 27, 2025 (company disclosure) Issued fourth quarter 2025 guidance, projecting operating revenues in the range of $365 million to $385 million, providing investors with clearer visibility into near term demand and pricing conditions (company guidance) Valuation Changes Fair Value Estimate: reduced slightly from $18.00 to $17.00 per share, reflecting modestly lower intrinsic valuation despite improved fundamentals.
分析記事 Dec 15

Here's What's Concerning About Universal Logistics Holdings' (NASDAQ:ULH) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
ナラティブの更新 Dec 06

ULH: Solid Revenue Outlook Will Support Future Upside From Current Levels

Analysts have modestly raised their price target on Universal Logistics Holdings to $18.00 per share, reflecting updated discount rate and profitability assumptions while keeping long term growth expectations largely unchanged. What's in the News Issued new earnings guidance for fourth quarter 2025, projecting operating revenues between $365 million and $385 million, signaling expectations of solid top line performance despite a mixed freight backdrop (company guidance) Confirmed that the updated revenue outlook reflects current demand trends in contract logistics and dedicated transportation, highlighting resilience in key customer sectors (company guidance) Indicated that management will revisit full year 2025 assumptions if quarter end results materially diverge from the projected revenue range, underscoring a cautious but flexible planning stance (company guidance) Valuation Changes Fair Value: Maintained at $18.00 per share, indicating no change in the overall intrinsic value estimate.
ナラティブの更新 Nov 22

ULH: Future Revenue Projections Will Support Bullish Sentiment Despite Lower Fair Value

Analysts have lowered their price target for Universal Logistics Holdings from $24.00 to $18.00. They cited updated fair value estimates and more conservative future earnings projections as key factors in the revision.
分析記事 Nov 10

Universal Logistics Holdings (NASDAQ:ULH) Has Affirmed Its Dividend Of $0.105

Universal Logistics Holdings, Inc.'s ( NASDAQ:ULH ) investors are due to receive a payment of $0.105 per share on 2nd...
ナラティブの更新 Nov 08

ULH: Future Profit Margin Stabilization Will Support Fair Value Enthusiasm

Analysts have reduced their price target for Universal Logistics Holdings and now value the company at $24.00 per share. This adjustment is due to a notable decrease in expected revenue growth and a more conservative profit margin outlook.
分析記事 Nov 04

Universal Logistics Holdings, Inc. (NASDAQ:ULH) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

Unfortunately for some shareholders, the Universal Logistics Holdings, Inc. ( NASDAQ:ULH ) share price has dived 25% in...
ナラティブの更新 Oct 25

Stable Supply Chain Outlook Will Continue Amid Buyback and Automotive Focus

Analysts have updated their price target for Universal Logistics Holdings. They are maintaining the fair value estimate at $24.00 per share, as recent model adjustments reflect stable revenue growth expectations and a modest increase in the discount rate.
ナラティブの更新 Oct 10

North American Automotive Ties Will Shape Supply Chain Amid Headwinds

Analysts have revised their fair value estimate for Universal Logistics Holdings down from $28.00 to $24.00 per share. They cite increased discount rates and lower projected profit margins as the primary factors behind the adjustment.
分析記事 Oct 04

When Should You Buy Universal Logistics Holdings, Inc. (NASDAQ:ULH)?

While Universal Logistics Holdings, Inc. ( NASDAQ:ULH ) might not have the largest market cap around , it saw...
分析記事 Jul 28

Universal Logistics Holdings (NASDAQ:ULH) Has Announced A Dividend Of $0.105

The board of Universal Logistics Holdings, Inc. ( NASDAQ:ULH ) has announced that it will pay a dividend of $0.105 per...
分析記事 Jul 02

The Returns At Universal Logistics Holdings (NASDAQ:ULH) Aren't Growing

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 May 26

A Look At The Fair Value Of Universal Logistics Holdings, Inc. (NASDAQ:ULH)

Key Insights Universal Logistics Holdings' estimated fair value is US$20.56 based on 2 Stage Free Cash Flow to Equity...
分析記事 Feb 26

Is Universal Logistics Holdings (NASDAQ:ULH) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Feb 11

Earnings Working Against Universal Logistics Holdings, Inc.'s (NASDAQ:ULH) Share Price Following 28% Dive

Unfortunately for some shareholders, the Universal Logistics Holdings, Inc. ( NASDAQ:ULH ) share price has dived 28% in...
分析記事 Feb 03

Returns On Capital At Universal Logistics Holdings (NASDAQ:ULH) Have Hit The Brakes

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
分析記事 Jan 03

If EPS Growth Is Important To You, Universal Logistics Holdings (NASDAQ:ULH) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

配当金の支払いについて

今日May 22 2026配当落ち日Jun 01 2026配当支払日Jul 01 202630 days 配当落ちから次の10 days 、次の配当を受け取るために購入する。

決済の安定と成長

配当データの取得

安定した配当: ULHの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: ULHの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Universal Logistics Holdings 配当利回り対市場
ULH 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (ULH)2.9%
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Transportation)1.6%
アナリスト予想 (ULH) (最長3年)n/a

注目すべき配当: ULHの配当金 ( 2.88% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) よりも高くなっています。

高配当: ULHの配当金 ( 2.88% ) はUS市場の配当金支払者の上位 25% ( 4.25% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: ULHは配当金を支払っていますが、会社は利益を上げていません。


株主配当金

キャッシュフローカバレッジ: ULHは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 09:25
終値2026/05/21 00:00
収益2026/04/04
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Universal Logistics Holdings, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Christian WetherbeeCitigroup Inc
Todd FowlerKeyBanc Capital Markets Inc.
Jeffrey KauffmanLoop Capital Markets