Universal Logistics Holdings, Inc. (ULH) reported second-quarter 2026 operating revenue of $379.3 million, compared with $393.8 million a year earlier. Net income was $26.2 million, up from $8.3 million in the prior-year period, and GAAP earnings were $0.99 per basic and diluted share.
The company said quarterly results included a $45.3 million gain on the sale of certain Kearny, New Jersey real property, a $3.9 million non-cash impairment charge and $12.3 million of charges related to outstanding legal matters. Universal also declared a quarterly cash dividend of $0.105 per share.
- Second-quarter operating income was $45.1 million, compared with $19.9 million a year earlier.
- Contract logistics revenue rose 4.2% to $271.4 million, with operating income of $24.6 million.
- Intermodal revenue fell 36.0% to $44.1 million, with an operating loss of $10.4 million.
- Trucking revenue was $63.8 million, compared with $64.1 million a year earlier, with operating income of $2.9 million.
- The dividend is payable to stockholders of record on September 1, 2026, and is expected to be paid on October 1, 2026.
$ULH Hedge Fund Activity
We have seen 29 institutional investors add shares of $ULH stock to their portfolio, and 32 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG added 47,099 shares (+662.1%) to their portfolio in Q1 2026, for an estimated $995,672
- BANK OF AMERICA CORP /DE/ removed 33,722 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $712,883
- CITADEL ADVISORS LLC removed 33,507 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $708,337
- DIMENSIONAL FUND ADVISORS LP removed 23,952 shares (-2.8%) from their portfolio in Q1 2026, for an estimated $506,345
- AMERICAN CENTURY COMPANIES INC added 23,213 shares (+8.0%) to their portfolio in Q1 2026, for an estimated $490,722
- WALLEYE CAPITAL LLC removed 22,401 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $473,557
- QUANTINNO CAPITAL MANAGEMENT LP added 20,511 shares (+118.9%) to their portfolio in Q1 2026, for an estimated $433,602
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.
