Universal Logistics Holdings (ULH) reported third-quarter 2026 operating revenue of $394.0 million and net income of $18.1 million. Basic and diluted earnings per share were both $0.69 for the quarter ended October 3, 2026.
The company reported operating income of $32.8 million and declared a quarterly cash dividend of $0.105 per common share.
- Total operating revenue was $394.049 million, compared with $396.786 million in the prior-year quarter.
- Net income was $18.142 million, compared with a net loss of $117.938 million a year earlier.
- Contract Logistics revenue rose 2.8% to $271.9 million. Intermodal revenue declined 17.9% to $53.1 million, while Trucking revenue was $69.0 million.
- Debt net was approximately $678.1 million at October 3, 2026, with cash and cash equivalents of $15.3 million.
- The dividend is payable January 6, 2027, to stockholders of record on December 1, 2026.
$ULH Hedge Fund Activity
We have seen 41 institutional investors add shares of $ULH stock to their portfolio, and 26 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 60,352 shares (+12.4%) to their portfolio in Q2 2026, for an estimated $893,209
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 52,750 shares (+inf%) to their portfolio in Q2 2026, for an estimated $780,700
- DENALI ADVISORS LLC removed 49,224 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $728,515
- DIMENSIONAL FUND ADVISORS LP removed 39,547 shares (-4.7%) from their portfolio in Q2 2026, for an estimated $585,295
- AQR CAPITAL MANAGEMENT LLC added 30,200 shares (+inf%) to their portfolio in Q2 2026, for an estimated $446,960
- D. E. SHAW & CO., INC. added 18,617 shares (+inf%) to their portfolio in Q2 2026, for an estimated $275,531
- MORGAN STANLEY removed 16,285 shares (-48.0%) from their portfolio in Q2 2026, for an estimated $241,018
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.