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Investing.com - Stifel lowered its price target on Universal Logistics (NASDAQ:ULH) to $28.00 from $29.00 on Monday, while maintaining a Hold rating on the stock. According to InvestingPro data, the stock has shown significant momentum with a 20% return over the past week, though it remains 35% lower over the past six months.
The transportation and logistics company reported second-quarter earnings per share of $0.32, slightly below Stifel’s estimate of $0.34. Universal Logistics posted consolidated revenue of $394 million, compared to Stifel’s estimate of $399 million. The company maintains strong liquidity with a current ratio of 1.85, and has consistently paid dividends for 15 consecutive years, as highlighted in InvestingPro’s comprehensive analysis.
The company’s operating ratio was 94.9%, marginally worse than Stifel’s projected 94.7%, though EBITDA margin met expectations. Stifel expressed concerns about the stability of Universal’s core Contract Logistics operation, suggesting current conditions warrant a "richer risk-reward proposition" to generate interest.
Stifel analysts specifically cited wariness regarding the accretiveness of Universal’s recent Parsec acquisition, exposure to policy uncertainty in end markets, and the prolonged underperformance of the company’s Intermodal segment.
Despite acknowledging potential to invest in less-liquid micro cap stocks when opportunities arise, Stifel concluded that better opportunities exist elsewhere in the transportation sector, leading to the maintained Hold rating. Trading at a P/E ratio of 12.85 and EV/EBITDA of 5.77, InvestingPro analysis suggests the stock is currently overvalued, with additional insights available in the Pro Research Report covering this and 1,400+ other US stocks.
In other recent news, Universal Logistics Holdings reported its second-quarter 2025 earnings, which did not meet analysts’ expectations. The company announced an earnings per share (EPS) of $0.32, slightly below the projected $0.34. Additionally, Universal Logistics reported revenues of $393.8 million, falling short of the anticipated $398.5 million. Despite the earnings miss, the stock experienced a notable increase in aftermarket trading. These developments reflect the company’s current financial performance and market response. Investors are closely monitoring these figures as they assess the company’s future prospects.
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