Universal Logistics price target lowered to $17 from $18 at Stifel

Stifel lowered the firm’s price target on Universal Logistics (ULH) to $17 from $18 and keeps a Hold rating on the shares. For 2026, the firm believes the focus for transport stocks will be on supply rationalization and cost-driven self-help, says the analyst, who continues to position “more conservatively in high-quality names that preserve or even expand share in a mild pullback.”