ArcBest (ARCB)
Pairs ABF Freight’s national LTL network with brokerage and managed logistics.
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Moves less-than-truckload freight nationwide through ABF Freight and sells truckload brokerage, expedited shipping, managed transportation, forwarding, warehousing, and household moving through asset-light operations. The owned terminal network supplies assured capacity, while third-party carriers extend reach; labor and fixed network costs make LTL utilization central to results.
Moves less-than-truckload freight through ABF Freight’s terminal network and sells complementary logistics through an asset-light segment. MoLo sources truckload capacity from third-party carriers, Panther handles ground-expedite shipments, and managed transportation, intermodal, international forwarding, warehousing, U-Pack household moving, and Vaux freight-handling technology broaden the offering. Operations cover every U.S. state, with additional reach into Canada, Mexico, Puerto Rico, and international air and ocean lanes.
Combines assured capacity from the owned LTL network with brokerage and managed services that require less equipment and real estate. The LTL network is infrastructure- and labor-intensive, with mostly fixed terminal costs; about four-fifths of Asset-Based employees work under the Teamsters agreement running through 2028. Freight volumes, market rates, fuel surcharges, and efficient use of labor and network capacity shape results.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 3, 2026 | UBS | Reiterate | Rating: —Target: $145 | Target: $154 |
| Jul 29, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $165 | Target: $172 |
| Jul 21, 2026 | Stifel Nicolaus | Target | Target: $116 | Target: $176 |
| Jul 15, 2026 | Citigroup | Initiate | Rating: — | |
| Jul 7, 2026 | UBS | Reiterate | Rating: —Target: $122 | Target: $145 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $168.4M · Total debt $459.8M · Total assets $2.45B · Shareholders' equity $1.27B
- Revenue
- $1.18B
- Operating income
- −$20.6M
- Net income
- −$13.8M
HistoryDividendAnnual yield
| Institutions | ≈ 103.63% | 23.16M shares | |
|---|---|---|---|
| 342 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.83% | 409.5K shares | |
| 26 holders · as of Sep 15, 2026 | |||
| Adds to | 105.46% | ||
22.35M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 105.46%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.69% | 3.51M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 7.38% | 1.65M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 6.90% | 1.54M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.13% | 1.37M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.08% | 1.36M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Jason T. Parks | officer: VP - Controller(1) | −855 | $135.09 |
| Aug 11, 2026 | Dennis L. II Anderson | officer: Chief Innovation Officer | −5,450 | $135.16 |
| Aug 7, 2026 | Judy R. Mcreynolds | director | −2,857 | $138.98 |
| Aug 6, 2026 | Judy R. Mcreynolds | director | −1,443 | $139.30 |
| Aug 6, 2026 | Janice E. Stipp | director | −5,000 | $138.71 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ArcBest | $131.35 | +1.23% | $2.90B | 188.0 | 15.9 | 0.7 | +15.9% |
| Old Dominion Freight Line | $175.50 | +0.08% | $36.47B | 33.8 | 28.1 | 6.5 | +10.4% |
| FedEx Freight | $117.42 | −0.16% | $17.58B | 30.4 | 21.2 | 2.0 | — |
| XPO | $178.88 | +2.60% | $20.41B | 51.4 | 30.3 | 2.4 | +13.2% |
| Saia | $351.06 | +0.87% | $9.28B | 33.6 | 27.4 | 2.7 | +17.1% |
| C.H. Robinson Worldwide | $151.91 | −0.61% | $18.02B | 29.2 | 22.1 | 1.1 | +19.3% |
| TFI International | $125.95 | +0.37% | $10.31B | 28.5 | 17.7 | 1.2 | +12.4% |
| RXO | $19.84 | +0.61% | $3.25B | — | 57.5 | 0.5 | +25.0% |
| J.B. Hunt | $235.22 | −0.40% | $22.18B | 33.5 | 27.3 | 1.7 | +19.4% |
| Median | 33.5 | 27.4 | 1.9 | +17.1% |