ArcBest (ARCB)

• Market cap: $1.6B
• 1 day: -4.09%
• 5 days: -7.41%
• 1 month: -2.67%
• 3 months: 0.49%
• 6 months: -3.5%
• Year to date: -23.5%
• 1 year: -29.6%
• 5 years: 121.16%
• 10 years: 150.37%
• Sector: Industrials
• Industry: Trucking

About: ArcBest Corp is an integrated logistics company that leverages technology and a full suite of shipping and logistics solutions to meet customers' supply chain needs. The company has two reportable operating segments: Asset-Based, which generates maximum revenue, and Asset-Light. The Asset-Based segment's operations include national, inter-regional, and regional transportation of general commodities through standard, expedited, and guaranteed less-than-truckload services. The Asset-Light segment represents the company's offerings in ground expedite, intermodal, household goods moving, managed transportation, warehousing and distribution, and international freight transportation for air, ocean, and ground.

Employees: 14,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

13% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 47

10% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 89

7% more capital invested

Capital invested by funds: $1.65B [Q1] → $1.76B (+$110M) [Q2]

1% more funds holding

Funds holding: 270 [Q1] → 273 (+3) [Q2]

9% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.83M

1.31% less ownership

Funds ownership: 101.23% [Q1] → 99.92% (-1.31%) [Q2]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $73
• Avg. target: $89
• High target: $130

6 analyst ratings

• positive: 2 33%
• neutral: 4 67%
• negative: 0 0%

Citigroup Ariel Rosa	$79	Neutral Maintained	10 Sep 2025
Wells Fargo Christian Wetherbee	$80	Equal-Weight Maintained	31 Jul 2025
Stifel J. Bruce Chan	$81	Buy Maintained	31 Jul 2025
Morgan Stanley Ravi Shanker	$130	Overweight Maintained	31 Jul 2025
UBS Thomas Wadewitz	$73	Neutral Maintained	31 Jul 2025