Saia (SAIA)
Moves LTL freight nationwide through an integrated terminal network.
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Moves LTL freight across an integrated network covering the contiguous United States, with Canada and Mexico reached through partner carriers. Most revenue comes from LTL shipments, supplemented by brokered truckload, expedited transportation, and logistics services; expansion depends on terminals, equipment, technology, and skilled labor.
Moves less-than-truckload freight through an integrated network serving all 48 contiguous states. Brokered truckload, expedited transportation, and logistics services complement the core LTL business, which generates most revenue.
Combines time-definite and expedited options with a terminal-based network built through acquisitions and organic expansion. Canada and Mexico are reached through third-party interline carriers, keeping direct operations concentrated in the United States.
Execution depends on maintaining service quality while opening and staffing terminals, deploying tractors, trailers, and technology, and recruiting drivers, dockworkers, and mechanics. New locations require substantial upfront investment and can disrupt existing service; the workforce is union-free, while entry into new territories can increase unionization exposure.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 31, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $295 | Target: $285 |
| Jul 31, 2026 | Stifel Nicolaus | Target | Target: $450 | Target: $438 |
| Jul 31, 2026 | UBS | Reiterate | Rating: —Target: $493 | Target: $504 |
| Jul 31, 2026 | Barclays | Reiterate | Rating: —Target: $500 | Target: $475 |
| Jul 30, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $494 | Target: $476 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $84.0M · Total debt $269.2M · Total assets $3.72B · Shareholders' equity $2.73B
- Revenue
- $956.5M
- Operating income
- $125.2M
- Net income
- $94.3M
No dividends on record.
| Institutions | ≈ 104.47% | 27.87M shares | |
|---|---|---|---|
| 531 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.24% | 62.8K shares | |
| 13 holders · as of May 21, 2026 | |||
| Adds to | 104.71% | ||
26.67M 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 104.71%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.54% | 2.55M | as of Jun 30, 2026 |
AllianceBernstein L.P.Institution | 8.35% | 2.23M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 8.01% | 2.14M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.51% | 1.20M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.15% | 1.11M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 20, 2026 | Anthony R. Norwood | officer: EVP & CHRO | −292 | $468.77 |
| Feb 17, 2026 | Di-Ann Eisnor | director | −500 | $389.88 |
| Feb 13, 2026 | Raymond R. Ramu | officer: Exec. VP & Chief Customer Off. | −5,226 | $387.95 |
| Feb 13, 2026 | Patrick D. Sugar | officer: EVP Operations | −2,706 | $386.74 |
| Feb 13, 2026 | Kelly W. Benton | officer: VP & CAO | −800 | $389.00 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Saia | $352.73 | +1.35% | $9.28B | 33.6 | 27.5 | 2.7 | +17.1% |
| FedEx Freight | $118.68 | +0.92% | $17.58B | 30.4 | 21.4 | 2.0 | — |
| Old Dominion Freight Line | $176.51 | +0.66% | $36.47B | 33.8 | 28.2 | 6.5 | +10.4% |
| XPO | $178.52 | +2.40% | $20.41B | 51.4 | 30.2 | 2.4 | +13.2% |
| ArcBest | $131.69 | +1.50% | $2.90B | 188.0 | 15.9 | 0.7 | +15.9% |
| TFI International | $126.01 | +0.41% | $10.31B | 28.5 | 17.7 | 1.2 | +12.4% |
| Median | 33.8 | 21.4 | 2.0 | +12.8% |