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Industrials · Trucking (No Local)

ULH UNIVERSAL LOGISTICS HOLDINGS, INC. SEC Filings & Insider Trading Activity 2026

company
CIK 1308208108 filings
Russell 2000
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ULH at a glance

UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH, SEC CIK 1308208) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as May 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) reported revenue of $1.6 billion (down 15.6% from FY2024) and a net loss of $99.9 million. Diluted EPS was -$3.79.
  • As of June 30, 2026, 18 institutional investment managers tracked by SignalX reported holding UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) shares worth $91.7 million in 13F-HR filings.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$1.6B
−15.6% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
18 funds
$91.7M · +1 vs prior quarter
Latest 8-K
Oct 1, 2026
Item 1.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jul 4, 2026

Management Discussion & Analysis

  • Q2 revenue $379.3M, down 3.7% YoY from $393.8M; intermodal declines offset by contract logistics growth
  • Net income $26.2M, 6.9% margin vs $8.3M, 2.1% YoY
  • Best segment contract logistics revenue $271.4M, operating margin 9.1% vs 8.4% YoY
  • Worst segment intermodal revenue $44.1M vs $68.9M, operating margin (23.7)% vs (8.2)% YoY
  • Borrowings $695.5M vs $798.6M; outlook pressured by uneven freight demand, elevated costs and tariffs

Risk Factors

  • New legal risk triggered by May 14, 2026 Supreme Court decision in Montgomery v. Caribe Transport II
  • Broker negligence claims may bypass federal preemption under varying state-law standards
  • Accident claims risk higher defense costs, settlements, judgments, premiums, and self-insured retentions
  • Third-party carrier accidents may create liability despite no vehicle ownership or driver employment
  • Insurance coverage and contractual indemnification may be insufficient or excluded

AI summary of the ULH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Oct 1, 2026Full analysis →

Item 1.01: Entry into a Material Definitive Agreement

  • Credit facility maturity extended two years to September 30, 2029, reducing near-term refinancing risk
  • Revolving commitments reduced from $500.0 million to $350.0 million, lowering available liquidity
Filed Jul 31, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Earnings release covers thirteen and twenty-six weeks ended July 4, 2026
  • Exhibit 99.1 contains Universal Logistics Holdings’ financial and operating results

Item 7.01: Regulation FD Disclosure

  • Quarterly cash dividend of $0.105 per common share declared
  • October 1, 2026 payment date for shareholders of record September 1, 2026

Item EX-99.1: Item EX-99.1

  • Q2 revenue $379.3M, GAAP EPS $0.99, boosted by $45.3M Kearny property gain
  • Core adjusted EPS $0.16 versus $0.32, with adjusted operating margin declining to 4.2% from 5.1%
Filed Jun 26, 2026Full analysis →

Item 1.01: Entry into a Material Definitive Agreement

  • UTSI sold its Kearny, New Jersey facility for $38.0 million cash, subject to contractual adjustments
  • Consideration also included all membership interests in Passaic Ventures, owner of a Newark, New Jersey facility

AI summaries of ULH 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
BELANGER GRANT EDWARDAMay 8, 2026$13.04
PHILLIPS TIMOTHYAFeb 4, 2026$18.92
BERES JUDE MARCUSAFeb 4, 2026$18.92
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue-$1.8B$1.6B
Operating Income-$203.1M-$64.3M
Net Income$92.9M$129.9M-$99.9M
Op. Margin-11.0%-4.1%
Net Margin-7.0%-6.4%
Balance Sheet
Total Assets$1.3B$1.8B$1.8B
Equity-$647.0M$540.4M
ROE-20.1%-18.5%
Per Share
EPS$3.53$4.93$-3.79
Cash Flow
Operating CF-$112.4M$183.0M
CapEx$240.6M$251.6M$224.2M

Source: XBRL data in UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate ULH share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
ULH shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202618$91.7M
Q1 202617$129.2M
Q4 202516$94.8M
Q3 202515$144.6M
Q2 202516$157.7M
Q1 202513$138.1M
Q4 20249$211.9M
Q3 202410$55.4M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
New Positions
Closed Positions
None this quarter.

Source: 13F-HR filings on SEC EDGAR (aggregated from 114 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

ULH filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
8-KOct 1, 2026Analysis-
10-QAug 13, 2026Analysis
8-KJul 31, 2026Analysis-
8-KJun 26, 2026Analysis-
10-QMay 14, 2026Analysis
4May 11, 2026-
8-KMay 1, 2026Analysis-
8-KApr 8, 2026Analysis-
8-KMar 20, 2026--
8-KMar 19, 2026Analysis-
10-KMar 16, 2026-
8-KMar 13, 2026Analysis-
8-KMar 9, 2026Analysis-
4Feb 6, 2026-
4Feb 6, 2026-
10-QNov 6, 2025Analysis
10-QAug 7, 2025-
10-QMay 8, 2025-
10-KMar 17, 2025-
10-QNov 7, 2024-
10-QAug 8, 2024-
10-QMay 9, 2024-
10-KMar 15, 2024-
10-QNov 9, 2023-
10-QAug 10, 2023-

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ULH SEC filings: frequently asked questions

Which institutions hold ULH stock?

As of June 30, 2026, the largest UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($58.5 million), Dimensional Fund Advisors ($11.9 million), BlackRock ($8.1 million), Vanguard Capital Management LLC ($4.2 million), BNY Mellon ($2.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was ULH's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) reported revenue of $1.6 billion (down 15.6% from FY2024) and a net loss of $99.9 million. Diluted EPS was -$3.79. The figures come from the XBRL data in the 10-K.

What did ULH report in its latest 8-K?

UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) filed an 8-K on October 1, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Credit facility maturity extended two years to September 30, 2029, reducing near-term refinancing risk.

What are the latest ULH SEC filings?

UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on May 11, 2026.

What is ULH's SEC CIK number?

UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH)'s SEC Central Index Key (CIK) is 1308208. EDGAR lists every ULH filing under that number.

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