Universal

Action

Ticker: UVV

UVV

Price

Discussion sur UVV

Postes

HardRockDividende

@HardRockDividende

2Sem.·

Universal $UVV Loss on Sale

Hi. Can someone please tell me what’s been happening with $UVV (+1,08 %) ?

I’ve been invested since August 2024. Through July 2026, I was still up 8%. Now, the stock has lost 26% of its value. If I subtract the dividend, I’m still down 19%. Does anyone have any news about the company? I don’t want a total flop in my portfolio if the company doesn’t recover.

Greetings from the North.

11 Commentaires

Markus@KohleKompass

2Sem.

Hello,
A quick search using ChatGPT:

The three main reasons for the stock’s decline:

1. The tobacco leaf business is weakening significantly
This is the most important point. On August 5, 2026, Universal released its financial results for the first quarter of fiscal year 2027—and they were exceptionally weak.

2. The second pillar of the business is also causing problems
For several years now, Universal has been trying to build a growing business in food ingredients alongside its tobacco business. This segment is called Ingredients.
The problem: Investments in production capacity are costing money, while revenue growth is falling short of expectations. High fixed costs, an unfavorable product mix, and weak demand are weighing on profitability. Management expects that improvement measures will continue into the 2028 fiscal year.
This is an important point for me: Universal currently has not only a problem with the timing of tobacco sales but also challenges in its new business segment.

3. Investors have less confidence in earnings growth
Profits had already declined significantly in fiscal year 2026.
Revenue remained nearly stable, but adjusted earnings per share fell by about 43%. Added to this were high write-downs on tobacco inventories and a non-cash goodwill impairment charge of $41.1 million.
This is crucial: Universal is not primarily losing revenue, but rather, at present, its profitability.

Conclusion: The decline is fundamentally driven and not merely a result of general market weakness. A short-term recovery is possible, but I would only consider UVV a genuine recovery story if the next quarterly results show stabilization in sales, margins, and cash flow.

•

Voir toutes les 2 autres réponses

Andreas

@Andreas1991

4Année·

#bestworst ...

I absolutely do not know if you can consider options as an investment, but if I start from the current situation my worst was $UVV (+1,08 %) (-0.20%) minus the dividend it was a small minus. I have sold the so also in the sense best $MMP (4% I think) to structure my dividend portfolio.

However, if I start from the hold, my worst is currently $MO (+0,09 %) with a -8% (since I recently made the 100Stk full.

My best is $LTC (+1,52 %) first it looked like a stable company that wouldn't crack $40 and now it has already given me 25.25% including dividends.

My hardest loss I had once with a simple stock option that is long ago. Therefore I don't have all the numbers at hand. It was a simple short put on a stock (no more info which one it was 10 years ago). And I had triggered with 3k a margin call that ate me all my money to close on.

But my best investment is actually my wife no matter how much shit I build (ala Homer Simpsons or Peter Griffin) she was always with me and no matter how much a venture or jewelry (she doesn't want it she still wears the necklace from our 1 year old and it came together quite a bit) I would be willing to pay her.

Oh and woe one says that to my wife 😅

@JuliusVonSylt now you have my best/worst right with dividends I've started this year was previously only options I have traded and thus yes also no investment 😉

Do not know now who is still missing me #bestworst but maybe one comes forward I love to edit here purely😉

Titres populaires

Meilleurs créateurs cette semaine

Données en temps réel par LSX · Données fondamentales et de clôture de FactSet