ODFL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $180.48
Market Cap (MRQ) $37.44B
P/E (TTM) 34.7
EPS (TTM) $5.20
Revenue (TTM) $5.60B
Div Yield 0.63%
ROE (TTM) 24.8%
Debt/Equity (MRQ) 0.0
52W Range $126–$252

ODFL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 7
Ex-date Split Type
March 28, 2024 2-for-1 Forward
March 25, 2020 3-for-2 Forward
Sept. 10, 2012 3-for-2 Forward
Aug. 24, 2010 3-for-2 Forward
Dec. 1, 2005 3-for-2 Forward
May 21, 2004 3-for-2 Forward
June 17, 2003 3-for-2 Forward

About Old Dominion Freight Line, Inc. - Common Stock Company overview from Wikipedia

05 · wikidata

Old Dominion Freight Line, Inc. (ODFL) is an American regional, inter-regional and national less than truckload shipping (LTL) company. In addition to its core LTL services, the company offers expedited, logistics and household moving services.

The company has five primary product groups: Domestic, Expedited, People, Global, Household Services and Technology. Global offerings include full container load (FCL) and less-than-container load (LCL) service to the Caribbean, Europe, the Far East, Central America and South America. The company operates more than 5,800 tractors and more than 22,500 trailers.

History

Foundation and early history

Old Dominion Freight Line, Inc. traces its origins to 1934 when husband and wife Earl Congdon Sr. and Lillian Congdon (née Herbert) founded the company with a single straight truck running between Richmond and Norfolk, Virginia. The name is a reference to a common nickname for the Commonwealth of Virginia, the "Old Dominion." The company initially operated with Earl Sr. as its only driver, and with the pair running business operations from their home. Lillian served as an alternate driver if Earl Sr. was unavailable.

Following passage of the Motor Carrier Act of 1935, the Interstate Commerce Commission (ICC) began regulating the trucking industry. ODFL was initially granted a Certificate of Public Convenience and Necessity (CPCN) by the ICC to transport interstate freight on their original route between Richmond and Norfolk, but this freight had to be destined for transit outside the state of Virginia either internationally or interstate. The only other type of shipments ODFL was allowed to carry were interline shipments, transiting freight along this route on behalf of other carriers who did not possess a CPCN for that route.

The company moved its operations out of the Congdon's house into its terminal, a space outside a grocery store, in 1935. But, with that space lacking a loading dock, they moved again in 1936 to a facility with two truck bays. The facility was shared with Overnite Transportation with the two bays split between them. By the end of that year, ODFL was operating six tractor-trailers and 12 straight trucks and shortly thereafter moved to a dedicated seven-bay facility.

Through the late 1930s, the company made several moves to remain solvent under regulation. These included wet leasing a significant portion of their fleet to the Manchester Board and Paper Co. in 1936 and unsuccessfully attempting to lease operating authority from Carter Brothers Express Lines in 1939 to expand ODFL's routes. An attempt by employees to unionize under the Teamsters Union was unsuccessful in 1939 after a three-month strike. Despite some challenges, the company remained profitable thorough the end of the decade, but used its proceeds to finance expansion. By 1940, ODFL had three service centers, 45 employees and 12 drivers.

In 1940, the company's drivers were successfully unionized under the Teamsters, this time supported by Earl Sr., at the behest of a large customer. In the 1940s, ODFL switched from a navy blue and red livery for its tractors to the dark green color, which it continued to use throughout its history. The reason for the change was that it had purchased vehicles from International Harvester, which were delivered dark green. Instead of repainting the new trucks to match its older trucks, ODFL chose to repaint the older trucks to match the new ones.

Wartime expansion

During World War II, ODFL expanded outside Virginia, beginning in 1941 by buying the trucks of New Dixie Transfer and leasing New Dixie's CPCN for a year. This allowed ODFL to operate between Richmond and a number of points in North Carolina and South Carolina. ODFL also received broader authorization to run routes within Virginia and acquired an additional route from the Wilson Trucking Co. in 1942. This was one of three routes Wilson had acquired from former ODFL competitor Hampton Roads Transport Company earlier that year. With a focus on its Virginia operations, especially transporting equipment and supplies for the military to ports, ODFL chose not to renew their lease of New Dixie's CPCN, making them solely a Virginia intrastate operator again.

The company converted a disused lumber mill into a trucking terminal in 1942, to support the volume of business they were doing during the war. This facility also housed the company's offices and its first maintenance shop. Also in 1942, Earl Sr. and Lillian became 50-50 partners in the business officially, though through the late 1940s Lillian stepped back from day-to-day operations as the company hired additional staff. By 1944, the company operated 14 straight trucks, 18 tractors and 25 trailers with 74 employees.

Post-war growth

ODFL was one of many unionized carriers impacted by a Teamsters strike that lasted over 10 weeks in 1946. Just before the union called the end of the strike, ODFL drivers in Richmond decided to leave the union and return to work. Other ODFL drivers remained unionized. The financial impact of the strike forced the company to lay off many of its office workers and sell off its operating authority for a major route between Richmond and Norfolk to Davidson Transfer and Storage, to maintain enough capital to continue operations.

Following the strike, ODFL was able to recover. By 1947, it was operating 16 straight trucks, 25 tractors and 35 trailers, and it was profitable. The following year, it began a partnership with Globe Freight Airline, Inc. where ODFL distributed airfreight through Virginia.

After Earl Congdon Sr. died in 1950, Lillian Congdon assumed the presidency and was joined by sons Earl Jr. and Jack. In 1957, Old Dominion extended its operations to most major markets in North Carolina and southern Virginia. Five years later, in 1962, the company relocated its headquarters to High Point, North Carolina and merged with Bottoms-Fiske trucking company.

Between 1969 and 1979, the company acquired several competing trucking lines. With the deregulation of the trucking industry in the 1980s, Old Dominion extended its service area into Florida, Tennessee and California and also started serving the major markets of Chicago and Dallas.

In 1991, the company (ticker symbol: ODFL) became a public company via an initial public offering.

On January 24, 2022, ODFL became a Nasdaq-100 company, replacing Peloton Interactive on the index.

David Congdon, grandson of the company's founders, was named president and COO in 1997. Until May 2018, he served as the company's Vice Chairman and CEO. He then succeeded his father Earl Congdon Jr. as executive chairman. Earl moved to the role of senior executive chairman. Greg C. Gantt served as president and CEO until July 1, 2023, when he was succeeded by Marty Freeman as president and CEO.

Operations

Old Dominion operates in 50 U.S. states, Canada and Puerto Rico, with over 23,000 employees as of July 2023. In July 2023, ODFL operated 256 terminals, referred to by the company as "service centers." Corporate headquarters are located in Thomasville, North Carolina, in the Piedmont Triad region.

Old Dominion's core less-than-truckload (LTL) operations are typical of the LTL business model. Customer deliveries and pickups are made during the day, using day cab trucks and smaller trailers, some equipped with liftgates. These "P&D" trucks are driven by local drivers, who return to the service center at the end of the business day. At the service center, these small shipments are consolidated onto smaller "pup"trailers and transported by night-shift "linehaul" drivers to another service center close to the final destination of the freight.

Sustainability

Old Dominion is part of the U.S. Environmental Protection Agency's SmartWay Transport Partnership, a collaboration between freight shippers, carriers and logistics companies to voluntarily achieve certain environmental standards around fuel efficiency and reduced emissions.

== Citations ==

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorIndustrials industryRoad & Rail employees20,173 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$5.50B
2017-12-31 → 2025-12-31
EPS$4.84
2017-12-31 → 2025-12-31
Free Cash Flow$955M
2017-12-31 → 2025-12-31
Net margin19.4%
2018-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend ODFL 5Y avg Peer Median Verdict
P/E (TTM) 34.75Y avg ≈28.8 ≈28.8 47.9 Fair value
P/S (TTM) 6.75Y avg ≈4.5 ≈4.5 1.6 Overvalued
P/B (MRQ) 8.25Y avg ≈6.3 ≈6.3 4.1 Overvalued
EV / EBITDA 27.65Y avg ≈17.5 ≈17.5 · ·
Price / FCF (TTM) 33.65Y avg ≈30.4 ≈30.4 · ·
Price / Cash Flow (TTM) 26.95Y avg ≈17.4 ≈17.4 14.6 Overvalued
EV / Revenue 6.85Y avg ≈4.6 ≈4.6 · ·
EV / FCF 39.35Y avg ≈30.0 ≈30.0 · ·
Price / Tangible Book 8.75Y avg ≈6.3 ≈6.3 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield0.63%
Payout Ratio23.0%
Annualized Payout≈$1.16Paid quarterly
5Y Div CAGR≈30.1%Per share, split-adjusted
Growth Streak≈7Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 2, 2026$0.29USD≈0.61%
Jun 3, 2026$0.29USD≈0.48%
Mar 4, 2026$0.29USD≈0.52%
Dec 3, 2025$0.28USD≈0.74%
Sep 3, 2025$0.28USD≈0.74%
Jun 4, 2025$0.28USD≈0.67%
Mar 5, 2025$0.28USD≈0.60%
Dec 4, 2024$0.26USD≈0.49%
Sep 4, 2024$0.26USD≈0.50%
Jun 5, 2024$0.26USD≈0.52%
Mar 5, 2024$0.26USD≈0.40%
Dec 5, 2023$0.20USD≈0.41%
Sep 5, 2023$0.20USD≈0.35%
Jun 6, 2023$0.20USD≈0.46%
Feb 28, 2023$0.20USD≈0.38%
Dec 6, 2022$0.15USD≈0.42%
Sep 6, 2022$0.15USD≈0.40%
May 31, 2022$0.15USD≈0.39%
Mar 1, 2022$0.15USD≈0.29%
Nov 30, 2021$0.10USD≈0.23%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 3.0%
Next Report Oct 27, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 28, 2026 $1.68 $1.54 9.0%
March 31, 2026 $1.14 $1.07 6.5%
Dec. 31, 2025 $1.09 $1.08 0.82%
Sept. 30, 2025 $1.28 $1.24 3.1%
June 30, 2025 $1.27 $1.31 -3.3%
March 31, 2025 $1.19 $1.17 2.0%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 12
Metric Trend 2025202420232022202120202019201820172016
Revenue $5.50B$5.81B$5.87B$6.26B$5.26B$4.02B$4.11B$4.04B$3.36B$2.99B
Operating Expenses $4.14B$4.27B$4.23B$4.42B$3.86B$3.11B$3.29B$3.23B$2.78B$2.51B
Operating Income $1.36B$1.54B$1.64B$1.84B$1.39B$907M$819M$817M$576M$484M
Other Non-op $-4M$-3M$-5M$-3M$-2M$-5M$-1M$-4M$1M$-2M
Pretax Income $1.36B$1.56B$1.65B$1.84B$1.39B$901M$824M$816M$576M$478M
Income Tax $338M$372M$408M$464M$354M$229M$208M$210M$112M$182M
Net Income $1.02B$1.19B$1.24B$1.38B$1.03B$673M$616M$606M$464M$296M
EPS (Basic) $4.86$5.51$5.66$6.13$8.94$5.71$5.11$4.93$5.63$3.56
EPS (Diluted) $4.84$5.48$5.63$6.09$8.89$5.68$5.10$4.92$5.63$3.56
Shares (Basic) 210,535,000215,326,000218,842,000224,682,000115,651,411117,737,180120,414,218122,885,34682,308,41783,112,012
Shares (Diluted) 211,598,000216,485,000220,180,000226,156,000116,409,989118,493,203120,609,599123,029,67282,407,06883,153,659
EBITDA $1.36B$1.54B$1.64B$1.84B$1.39B$907M$819M$817M$576M$484M
Balance Sheet 24
Metric Trend 2025202420232022202120202019201820172016
Cash & Equivalents $120M$109M$434M$186M$463M$401M$404M$190M$127M$10M
Short-term Investments $0$0$0$49M$254M$330M····
Receivables $472M$502M$579M$579M$567M$445M$398M$428M$394M$320M
Prepaid Expense $80M$84M$94M$93M$68M$57M$55M$48M$41M$38M
Current Assets $695M$721M$1.14B$934M$1.38B$1.24B$867M$706M$585M$383M
PP&E (Net) $4.50B$4.51B$4.10B$3.69B$3.22B$2.91B$2.97B$2.75B$2.40B$2.24B
PP&E (Gross) $6.88B$6.83B$6.25B$5.82B$5.14B$4.59B$4.43B$4.07B$3.58B$3.28B
Accum. Depreciation $2.38B$2.33B$2.15B$2.13B$1.92B$1.68B$1.46B$1.32B$1.18B$1.04B
Goodwill ······$19M$19M$19M$19M
Other Non-current Assets $271M$265M$274M$218M$222M$212M$140M$65M$60M$53M
Total Assets $5.47B$5.49B$5.51B$4.84B$4.82B$4.37B$4.00B$3.55B$3.07B$2.70B
Accounts Payable $63M$92M$113M$106M$83M$69M$70M$79M$74M$89M
Accrued Liabilities $70M$70M$70M$52M$62M$52M$46M$26M$25M$23M
Current Liabilities $484M$541M$545M$530M$464M$373M$366M$357M$351M$289M
Capital Leases $84M$93M$105M$81M$89M$93M$56M···
Deferred Tax $371M$382M$363M$311M$249M$220M$262M$248M$190M$273M
Other Non-current Liabilities $285M$284M$287M$265M$329M$350M$242M$215M$206M$179M
Total Liabilities $1.16B$1.25B$1.25B$1.19B$1.14B$1.04B$915M$865M$792M$845M
Long-term Debt $40M······$45M$95M$105M
Total Debt $20M$20M$20M$20M······
Retained Earnings $4.06B$4.00B$4.00B$3.40B$3.49B$3.09B$2.85B$2.53B$2.13B$1.71B
Stockholders' Equity $4.31B$4.24B$4.26B$3.65B$3.68B$3.33B$3.08B$2.68B$2.28B$1.85B
Liabilities + Equity $5.47B$5.49B$5.51B$4.84B$4.82B$4.37B$4.00B$3.55B$3.07B$2.70B
Shares Outstanding 208,556,788212,984,747217,930,932110,222,819115,011,172117,057,696119,532,53481,231,13182,375,94582,416,657
Cash Flow 15
Metric Trend 2025202420232022202120202019201820172016
D&A $365M$345M$324M$276M$260M$261M$254M$230M$206M$190M
Stock-based Comp $13M$11M$11M$16M$15M$11M$17M$5M$3M$1M
Deferred Tax $-11M$19M$53M$62M$30M$-41M$13M$58M$-83M$35M
Operating Cash Flow $1.37B$1.66B$1.57B$1.69B$1.21B$933M$984M$900M$536M$566M
CapEx $415M$771M$757M$775M$550M$225M$479M$588M$382M$418M
Investing Cash Flow $-366M$-751M$-660M$-547M$-455M$-552M$-474M$-580M$-368M$-407M
Debt Issued ·····$100M····
Net Debt Issued $-20M$-20M$-20M··$55M·$-50M$0$-26M
Stock Repurchased $730M$967M$454M$1.28B$536M$364M$241M$163M$8M$130M
Net Stock Activity $-730M$-967M$-454M$-1.28B$-536M$-364M$-241M$-163M$-8M$-130M
Dividends Paid $236M$224M$175M$134M$92M$71M$55M$43M$33M·
Financing Cash Flow $-992M$-1.23B$-662M$-1.42B$-696M$-384M$-297M$-257M$-51M$-159M
Net Change in Cash $11M$-325M$247M$-276M$61M$-2M$213M$63M$117M$-1M
Taxes Paid $332M$338M$361M·······
Free Cash Flow $955M$888M$812M$916M$663M$708M$505M$312M$154M$148M
Profitability 7
Metric Trend 2025202420232022202120202019201820172016
Operating Margin 24.8%26.6%28.0%29.4%26.5%22.6%19.9%20.2%··
Net Margin 18.6%20.4%21.1%22.0%19.7%16.8%15.0%15.0%··
Pretax Margin 24.8%26.8%28.1%29.4%26.4%22.4%20.1%20.2%··
EBITDA Margin 24.8%26.6%28.0%29.4%26.5%22.6%19.9%20.2%··
ROA 18.7%21.6%23.9%28.5%22.5%16.1%15.4%18.3%16.1%11.5%
ROE 24.0%28.2%29.8%38.2%29.1%20.7%20.0%22.9%22.5%16.7%
ROIC 23.6%27.6%28.8%37.5%28.2%20.3%19.9%22.6%20.4%16.2%
Liquidity & Solvency 3
Metric Trend 2025202420232022202120202019201820172016
Current Ratio 1.41.32.11.83.03.32.42.01.71.3
Quick Ratio 1.21.11.91.52.83.22.21.71.51.1
Debt / Equity 0.00.00.00.0······
Efficiency 2
Metric Trend 2025202420232022202120202019201820172016
Asset Turnover 1.01.11.11.31.11.01.01.2··
Receivables Turnover 11.310.810.110.910.49.510.39.8··
Per Share 6
Metric Trend 2025202420232022202120202019201820172016
Book Value / Share $20.67$19.93$39.07$33.14$32.00$28.42$38.66$33.00$27.64$22.46
Revenue / Share $25.98$26.86$53.28$55.36$45.15$33.88$51.10$49.30··
Cash Flow / Share $6.48$7.66$14.25$14.96$10.42$7.87$12.24$10.97$6.51$6.80
Cash / Share $0.58$0.51$3.98$1.69$4.02$3.43$5.06$2.34$1.55$0.12
Dividend / Share $1.12$1.04$0.80$0.60$0.80$0.60$0.45$0.35$0.40$0.00
EPS (TTM) $4.84$5.48$5.63$6.09$8.89$5.68$5.10$4.92$5.63$3.56
Growth Rates 10
Metric Trend 2025202420232022202120202019201820172016
Revenue YoY -5.5%-0.88%-6.3%19.1%30.9%·····
Revenue CAGR 3Y -4.2%3.4%13.5%·······
Revenue CAGR 5Y 6.5%·········
EPS YoY -11.7%-2.7%-7.5%-31.5%56.5%·····
EPS CAGR 3Y -7.4%-14.9%-0.29%·······
EPS CAGR 5Y -3.1%·········
Net Income YoY -13.7%-4.3%-10.0%33.1%53.8%·····
Net Income CAGR 3Y -9.4%4.7%22.6%·······
Net Income CAGR 5Y 8.8%·········
Dividends Paid CAGR 5Y 27.1%·········
Valuation (TTM) 17
Metric Trend 2025202420232022202120202019201820172016
Revenue TTM $5.50B$5.81B$5.87B$6.26B$5.26B$4.02B$4.11B$4.04B$3.36B$2.99B
Net Income TTM $1.02B$1.19B$1.24B$1.38B$1.03B$673M$616M$606M$464M$296M
Market Cap $32.70B$37.57B$22.08B$15.64B$20.61B$11.42B$5.04B$3.34B$3.61B$2.36B
Enterprise Value $32.60B$37.48B$21.67B$15.42B······
P/E 32.432.236.023.320.217.212.48.47.88.0
P/S 5.96.53.82.53.92.81.20.81.10.8
P/B 7.68.95.24.35.63.41.61.21.61.3
P / Tangible Book 7.68.95.24.35.63.4····
P / Cash Flow 23.922.614.19.217.012.25.13.76.74.2
P / FCF 34.242.327.217.131.116.110.010.723.416.0
EV / EBITDA 24.024.313.28.4······
EV / FCF 34.142.226.716.8······
EV / Revenue 5.96.43.72.5······
Dividend Yield 0.72%0.60%0.79%0.86%0.45%0.62%1.1%1.3%0.91%·
Earnings Yield 3.1%3.1%2.8%4.3%5.0%5.8%8.1%11.9%12.8%12.4%
Payout Ratio 23.0%18.9%14.1%9.8%8.9%10.6%8.9%7.0%7.1%·
Annual Payout $236M$224M$175M$134M$92M$71M$55M$43M$33M·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $5.50B $5.81B $5.87B $6.26B $5.26B
Operating Margin % 24.8% 26.6% 28.0% 29.4% 26.5%
Net Income $1.02B $1.19B $1.24B $1.38B $1.03B
Diluted EPS $4.84 $5.48 $5.63 $6.09 $8.89

Institutional owners (13F) 1,099 filers · $37.2B total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,099
Value held $37.2B
New positions 143
Exited positions 73
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
143 (-36 vs prior Q) 73 (-24 vs prior Q) 394 (+32 vs prior Q) 348 (+37 vs prior Q) +624K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $3,583,192,816 22,851,995 9.64% Shares
BlackRock, Inc. $3,416,006,995 15,771,039 9.19% Shares
FMR LLC $2,749,914,242 12,695,818 7.40% Shares
VANGUARD CAPITAL MANAGEMENT LLC $2,620,690,402 12,099,217 7.05% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,888,277,863 8,717,811 5.08% Shares
STATE STREET CORP $1,793,438,470 8,279,956 4.83% Shares
Invesco Ltd. $1,584,246,213 7,314,156 4.26% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,122,291,449 5,201,143 3.02% Shares
Boston Partners $828,373,623 3,817,754 2.23% Shares
GOLDMAN SACHS GROUP INC $721,326,238 3,330,223 1.94% Shares
CIBC Bancorp USA Inc. $695,094,538 3,209,121 1.87% Shares
NORGES BANK $645,649,078 2,980,836 1.74% Shares
CIBC Private Wealth Group LLC $614,764,213 4,366,843 1.65% Shares
JPMORGAN CHASE & CO $579,168,404 2,636,296 1.56% Shares
MORGAN STANLEY $557,946,150 2,575,926 1.50% Shares
Bank of New York Mellon Corp $543,289,366 2,508,261 1.46% Shares
PARNASSUS INVESTMENTS, LLC $462,697,887 2,136,186 1.25% Shares
FRANKLIN RESOURCES INC $426,938,529 1,971,092 1.15% Shares
NORTHERN TRUST CORP $383,220,634 1,769,255 1.03% Shares
Clearbridge Investments, LLC $306,021,290 1,412,841 0.82% Shares
Nuveen, LLC $304,425,713 1,405,475 0.82% Shares
CITADEL ADVISORS LLC $275,219,541 1,270,635 0.74% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $264,851,115 1,222,766 0.71% Shares
Legal & General Group Plc $253,155,145 1,168,768 0.68% Shares
DIMENSIONAL FUND ADVISORS LP $236,788,000 1,093,068 0.64% Shares
VANGUARD FIDUCIARY TRUST CO $224,556,368 1,036,733 0.60% Shares
LONDON CO OF VIRGINIA $202,528,737 935,031 0.55% Shares
AQR CAPITAL MANAGEMENT LLC $194,717,887 910,961 0.52% Shares
Caisse de depot et placement du Quebec $190,556,882 879,764 0.51% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $189,838,133 971,536 0.51% Shares
TD Asset Management Inc $170,574,883 787,511 0.46% Shares
CITIGROUP INC $169,468,429 782,403 0.46% Shares
VOYA INVESTMENT MANAGEMENT LLC $162,553,317 750,477 0.44% Shares
BANK OF AMERICA CORP /DE/ $160,146,847 739,367 0.43% Shares
TWO SIGMA ADVISERS, LP $159,449,920 1,016,900 0.43% Shares
DEUTSCHE BANK AG\ $154,855,138 714,936 0.42% Shares
MARSHALL WACE, LLP $154,582,871 713,679 0.42% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $151,218,510 698,146 0.41% Shares
California Public Employees Retirement System $147,558,533 681,249 0.40% Shares
Amundi $144,745,116 668,260 0.39% Shares
BRIDGES INVESTMENT MANAGEMENT INC $138,896,916 641,260 0.37% Shares
EVENTIDE ASSET MANAGEMENT, LLC $129,921,258 599,458 0.35% Shares
LAZARD ASSET MANAGEMENT LLC $129,848,858 599,487 0.35% Shares
UBS Group AG $129,730,187 598,939 0.35% Shares
1832 Asset Management L.P. $123,142,515 568,525 0.33% Shares
PRINCIPAL FINANCIAL GROUP INC $120,124,411 554,591 0.32% Shares
Capital Research Global Investors $118,275,767 546,056 0.32% Shares
AMERICAN CENTURY COMPANIES INC $117,699,610 543,396 0.32% Shares
WELLS FARGO & COMPANY/MN $116,912,022 539,760 0.31% Shares
Swiss National Bank $114,603,060 529,100 0.31% Shares

Show all 1,099 institutional owners →

Activists & 5%+ owners 4 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
John R. Congdon, Jr., Jeffrey W. Congdon, Susan C. Terry ×2 filings Nov. 23, 2016 · Initial filing Passive investment SEC
Susan C. Terry Oct. 9, 2012 · Initial filing · SEC
John R. Congdon, John R. Congdon, Jr., Jeffrey W. Congdon, Susan C. Terry Sept. 10, 2012 · Initial filing Passive investment SEC
Earl E. Congdon, David S. Congdon, Marilyn M. Congdon, Kathryn L. Congdon, Helen S. Congdon, Audrey L. Congdon, Audrey L. Congdon Irrevocable Trust Number Two Dated May 28, 2004, John B. Yowell, Seth Morgan Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010, Megan Elise Yowell Irrevocable Inter Vivos Trust Dated August 25, 2010, Karen C. Pigman, Melissa A. Penley, Matthew A. Penley, Mark A. Penley, John R. Congdon, John R. Congdon, Jr., Susan C. Terry, Jeffrey W. Congdon, John R. Congdon Trust for Jeffrey Whitefield Congdon, Jr. Dated January 2, 1991, John R. Congdon Trust for Mark Ross Congdon Dated January 2, 1991, John R. Congdon Trust for Peter Whitefield Congdon Dated January 2, 1991, John R. Congdon Trust for Michael Davis Congdon Dated January 2, 1991, John R. Congdon Trust for Mary Evelyn Congdon Dated January 2, 1991, John R. Congdon Trust for Kathryn Lawson Terry Dated January 2, 1991, John R. Congdon Trust for Nathaniel Everett Terry Dated January 2, 1991, John R. Congdon Trust for Hunter Andrew Terry Dated January 2, 1991 ×4 filings Nov. 8, 2010 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 38 insiders · 18 officers · 21 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Kevin M. Freeman President and CEO Feb. 12, 2026 F 14,707 0 0 $0
Adam N Satterfield EVP and CFO Feb. 12, 2026 F 54,689 0 0 $0
Wes J Frye Senior VP - Finance and CFO Feb. 11, 2015 A 1,903 0 0 $0
Gregory B Plemmons EVP and COO Feb. 12, 2026 F 9,917 0 0 $0
John B Yowell Executive VP and COO Nov. 15, 2010 G 105,786 0 0 $0
Cecil E. Overbey Jr. SVP - Strategic Development Aug. 25, 2026 S 22,746 0 1 $-3,958,277
David S Congdon Executive Chairman May 27, 2026 G 0 0 2 $-10,127,840
Earl E Congdon Chair Emeritus & Sr. Advisor May 18, 2026 G 2,151,847 0 2 $-4,903,174
Christopher James Kelley SVP - Operations Feb. 18, 2026 S 4,193 0 1 $-16,034
Clayton G. Brinker VP - Accounting and Fin. (PAO) Feb. 12, 2026 F 2,029 0 0 $0
Steven W. Hartsell SVP - Sales Feb. 12, 2026 F 7,619 0 0 $0
Christopher T Brooks SVP - Human Resources, Safety Feb. 12, 2026 F 41,042 0 0 $0
Ross H. Parr SVP - Legal Affairs GC and Sec Feb. 12, 2026 F 43,958 0 0 $0
Kimberly S Maready VP - Accounting & Fin. (PAO) May 17, 2024 G 19,186 0 0 $0
David J. Bates SVP - Operations Feb. 27, 2023 S 14,082 0 0 $0
John P Booker III VP - Controller Feb. 9, 2018 F 2,961 0 0 $0
John R Congdon Vice Chairman of the Board Aug. 21, 2013 G 858,078 0 0 $0
Joel B Mccarty JR Senior Vice President June 28, 2012 A 10,743 0 0 $0
Worthing Jackman Director Sept. 22, 2026 A 545 0 0 $0
Albert Randolph Smith II Director May 20, 2026 A 859 0 0 $0
Andrew Stephen Davis Director May 20, 2026 A 3,635 0 0 $0
Thomas A. Stith III Director May 20, 2026 A 4,817 0 0 $0
Wendy T. Stallings Director May 20, 2026 A 7,817 0 0 $0
Bradley R Gabosch Director May 20, 2026 A 12,137 0 1 $-608,842
Sherry A Aaholm Director May 20, 2026 A 12,739 0 0 $0
Greg C Gantt Director May 20, 2026 A 89,410 0 5 $-6,595,699
John D. Kasarda Director May 20, 2026 A 16,223 0 0 $0
Cheryl Scully Director May 20, 2026 A 2,683 0 0 $0
John R Congdon JR Director May 20, 2026 A 2,683 0 0 $0
Debra King Director May 21, 2025 A 1,029 0 0 $0
Leo H Suggs Director Nov. 8, 2024 S 7,383 0 0 $0
Patrick D Hanley Director May 17, 2023 A 8,994 0 0 $0
Michael D. Wray Director May 18, 2022 A 9,530 0 0 $0
CULP ROBERT G III Director Nov. 27, 2018 G 1,418 0 0 $0
Paul J Breitbach Director May 29, 2015 A 3,087 0 0 $0
John A Ebeling Director Aug. 14, 2008 S 2,725 0 0 $0
Jeffrey W Congdon 10% owner Aug. 10, 2016 S 869,640 0 0 $0
Helen S Congdon 10% owner Sept. 21, 2010 S 135,829 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 131 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
KMID · Virtus ETF Trust II 3.84% 8,260 NS July 31, 2026 N-PORT
IYT · iShares Trust 3.50% 390,664 SH Sept. 11, 2026 Daily
SHPP · Pacer Funds Trust 2.29% 223 NS July 31, 2026 N-PORT
UPGD · Invesco Exchange-Traded Fund Trust 1.78% 11,686 SH Oct. 1, 2026 Daily
TPOR · Direxion Shares ETF Trust 1.75% 1,454 NS July 31, 2026 N-PORT
YOKE · EA Series Trust 1.67% 18,407 NS July 31, 2026 N-PORT
LCLG · Advisors Series Trust 1.55% 7,848 NS July 31, 2026 N-PORT
TGLB · T. Rowe Price Exchange-Traded Funds… 1.27% 1,576 NS July 31, 2026 N-PORT
RSPN · Invesco Exchange-Traded Fund Trust 1.18% 49,789 SH Oct. 1, 2026 Daily
QFLR · Innovator ETFs Trust 1.12% 27,785 NS July 31, 2026 N-PORT
QQQE · Direxion Shares ETF Trust 0.96% 60,371 NS July 31, 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0.89% 1,433,902 SH Aug. 19, 2026 Daily
JMID · Janus Detroit Street Trust 0.87% 966 NS July 31, 2026 N-PORT
ALTL · Pacer Funds Trust 0.80% 3,479 NS July 31, 2026 N-PORT
JOET · Virtus ETF Trust II 0.74% 8,486 NS July 31, 2026 N-PORT
QNXT · iShares Trust 0.72% 1,088 SH Sept. 11, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.57% 61,480 NS July 31, 2026 N-PORT
HIBL · Direxion Shares ETF Trust 0.54% 1,920 NS July 31, 2026 N-PORT
VIS · VANGUARD WORLD FUND 0.54% 227,719 SH Aug. 19, 2026 Daily
DUSL · Direxion Shares ETF Trust 0.51% 1,352 NS July 31, 2026 N-PORT
FFLC · FIDELITY COVINGTON TRUST 0.47% 26,823 NS July 31, 2026 N-PORT
IMCG · iShares Trust 0.47% 103,373 SH Sept. 11, 2026 Daily
IYJ · iShares Trust 0.42% 44,295 SH Sept. 11, 2026 Daily
FQAL · FIDELITY COVINGTON TRUST 0.42% 28,011 NS July 31, 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0.39% 4,056,126 SH Aug. 19, 2026 Daily
EXI · iShares Trust 0.33% 26,303 SH Sept. 11, 2026 Daily
SPHQ · Invesco Exchange-Traded Fund Trust 0.31% 334,505 SH Oct. 1, 2026 Daily
IWS · iShares Trust 0.26% 220,621 SH Sept. 11, 2026 Daily
QUAL · iShares Trust 0.26% 663,832 SH Sept. 11, 2026 Daily
IWR · iShares Trust 0.25% 765,081 SH Sept. 11, 2026 Daily
IMCB · iShares Trust 0.24% 21,866 SH Sept. 11, 2026 Daily
FXR · First Trust Exchange-Traded AlphaDE… 0.22% 7,675 NS July 31, 2026 N-PORT
IWP · iShares Trust 0.21% 217,813 SH Sept. 11, 2026 Daily
QRMI · Global X Funds 0.20% 137 NS July 31, 2026 N-PORT
QTR · Global X Funds 0.20% 73 NS July 31, 2026 N-PORT
PTNQ · Pacer Funds Trust 0.20% 11,348 NS July 31, 2026 N-PORT
QYLG · Global X Funds 0.20% 1,502 NS July 31, 2026 N-PORT
QYLD · Global X Funds 0.20% 76,698 NS July 31, 2026 N-PORT
QCLR · Global X Funds 0.20% 31 NS July 31, 2026 N-PORT
QQWZ · Pacer Funds Trust 0.20% 473 NS July 31, 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0.20% 1,075,096 SH Oct. 1, 2026 Daily
XOEF · iShares Trust 0.19% 230 SH Sept. 11, 2026 Daily
QSIX · Pacer Funds Trust 0.19% 161 NS July 31, 2026 N-PORT
EUSA · iShares, Inc. 0.18% 19,029 SH Sept. 11, 2026 Daily
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0.18% 69,208 NS July 31, 2026 N-PORT
PALC · Pacer Funds Trust 0.18% 1,760 NS July 31, 2026 N-PORT
DFVX · Dimensional ETF Trust 0.17% 4,301 NS July 31, 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0.17% 46,015 SH Oct. 1, 2026 Daily
SIZE · iShares Trust 0.17% 3,924 SH Sept. 11, 2026 Daily
ESUM · Strategy Shares 0.16% 1,389 NS July 31, 2026 N-PORT
QQQM · Invesco Exchange-Traded Fund Trust … 0.15% 952,835 SH Oct. 1, 2026 Daily
QQQ · Invesco QQQ Trust, Series 1 0.15% 4,329,863 SH Oct. 1, 2026 Daily
MTUM · iShares Trust 0.15% 200,252 SH Sept. 11, 2026 Daily
ESLV · Strategy Shares 0.15% 99 NS July 31, 2026 N-PORT
PWS · Pacer Funds Trust 0.14% 159 NS July 31, 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0.14% 42,159 SH Aug. 19, 2026 Daily
USXF · iShares Trust 0.14% 11,140 SH Sept. 11, 2026 Daily
VUG · VANGUARD INDEX FUNDS 0.13% 2,249,301 SH Aug. 19, 2026 Daily
IQSU · New York Life Investments ETF Trust 0.11% 1,750 NS July 31, 2026 N-PORT
IVE · iShares Trust 0.11% 303,679 SH Sept. 11, 2026 Daily
MPLY · Strategy Shares 0.11% 83 NS July 31, 2026 N-PORT
ILCG · iShares Trust 0.11% 18,152 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.11% 160,305 SH Sept. 11, 2026 Daily
SUSL · iShares Trust 0.10% 6,601 SH Sept. 11, 2026 Daily
AQLT · iShares Trust 0.10% 1,771 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.09% 214,278 NS July 31, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.09% 89,329 SH Aug. 19, 2026 Daily
FEX · First Trust Exchange-Traded AlphaDE… 0.09% 6,506 NS July 31, 2026 N-PORT
EGLE · Global X Funds 0.09% 9 NS July 31, 2026 N-PORT
FBCG · FIDELITY COVINGTON TRUST 0.08% 26,145 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.08% 46,356 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.08% 2,008 NS July 31, 2026 N-PORT
CATH · Global X Funds 0.08% 4,699 NS July 31, 2026 N-PORT
IWD · iShares Trust 0.07% 329,536 SH Sept. 11, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.07% 42,210 SH Aug. 19, 2026 Daily
CHRI · Global X Funds 0.07% 26 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.07% 10,697 NS July 31, 2026 N-PORT
VOXP · Advisors Series Trust 0.07% 18 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.07% 11 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.06% 152 NS July 31, 2026 N-PORT
ACVF · ETF Opportunities Trust 0.06% 458 NS July 31, 2026 N-PORT
USCL · iShares Trust 0.06% 9,923 SH Sept. 11, 2026 Daily
XYLD · Global X Funds 0.06% 9,514 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.06% 14 NS July 31, 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.06% 25,730 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.06% 3,159 NS July 31, 2026 N-PORT
TOPC · iShares Trust 0.06% 110 SH Sept. 10, 2026 Daily
PTLC · Pacer Funds Trust 0.06% 9,316 NS July 31, 2026 N-PORT
LGDX · Tidal Trust III 0.06% 405 NS July 31, 2026 N-PORT
HDUS · Lattice Strategies Trust 0.06% 580 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.06% 4,753,717 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.06% 218,592 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.06% 5,943,698 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.06% 30,750 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.06% 15,718 SH Aug. 19, 2026 Daily
BKLC · BNY Mellon ETF Trust 0.06% 15,230 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.06% 57,678 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.06% 2,105 SH Sept. 11, 2026 Daily
XYLG · Global X Funds 0.06% 170 NS July 31, 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0.06% 690 NS July 31, 2026 N-PORT
QDPL · Pacer Funds Trust 0.05% 4,393 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.05% 5,584 NS July 31, 2026 N-PORT
ILCB · iShares Trust 0.05% 3,619 SH Sept. 10, 2026 Daily
IVV · iShares Trust 0.05% 2,307,002 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.05% 28,414 SH Oct. 1, 2026 Daily
TOV · EA Series Trust 0.05% 601 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.05% 1,109 SH Oct. 1, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.05% 32,377 SH Oct. 1, 2026 Daily
IWB · iShares Trust 0.05% 129,301 SH Sept. 11, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.05% 1,275 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.05% 4,571 SH Oct. 1, 2026 Daily
IYY · iShares Trust 0.05% 7,873 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.05% 51,285 SH Sept. 11, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.05% 14,308 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.04% 237,654 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.04% 4,536 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.04% 1,943 SH Oct. 1, 2026 Daily
PHDG · Invesco Actively Managed Exchange-T… 0.04% 145 SH Oct. 1, 2026 Daily
TOK · iShares Trust 0.04% 534 SH Sept. 10, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.04% 874 SH Aug. 19, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.04% 2,116 SH Oct. 1, 2026 Daily
URTH · iShares, Inc. 0.04% 17,095 SH Sept. 10, 2026 Daily
DGRO · iShares Trust 0.04% 85,173 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.03% 60,844 SH Sept. 11, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.03% 158,064 SH Aug. 19, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.03% 15,348 SH Oct. 1, 2026 Daily
CRBN · iShares Trust 0.03% 1,624 SH Sept. 11, 2026 Daily
IWF · iShares Trust 0.02% 145,455 SH Sept. 11, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.02% 630 SH Aug. 19, 2026 Daily
VONG · VANGUARD SCOTTSDALE FUNDS 0.02% 61,701 SH Aug. 19, 2026 Daily
DYNF · BlackRock ETF Trust 0.01% 21,218 SH Sept. 11, 2026 Daily

ODFL Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 31 analysts BUY
Median target $232.00 +28.5%
5 16.1% Strong Buy
9 29.0% Buy
15 48.4% Hold
1 3.2% Sell
1 3.2% Strong Sell

12-Month Price Target

Mean target $228.78 +26.8%

Now Current price $180.48
Low$156.00 Mean$228.78 High$280.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
ODFL $32.70B 32.4 -5.5% 18.6% 24.0% ·
XPO $15.90B 51.5 1.1% 3.9% 17.3% ·
JBHT $18.38B 31.8 -0.73% 5.0% 16.6% ·
FDXF $23.98B 36.6 -1.1% 7.4% 69.1% ·
KNX $8.49B 127.5 0.80% 0.88% 0.93% ·
UHAL · · 3.6% 1.4% 1.1% ·
SAIA $8.70B 34.3 0.79% 7.9% 10.2% ·
R $7.54B 16.0 0.23% 3.9% 16.3% ·
LSTR · 44.1 -1.6% 2.4% 13.0% ·
SNDR · 45.0 7.2% 1.8% 3.4% ·
RXO $2.07B -21.4 26.2% -1.7% -6.4% ·

Latest News Recent headlines mentioning this company

23

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 5, 2026