Old Dominion Freight LineODFL
ODFL
About: Old Dominion Freight Line is the second-largest less-than-truckload carrier in the United States (following FedEx Freight), with more than 250 service centers and 11,000-plus tractors. It is one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns are head and shoulders above its peers. Strategic initiatives revolve around boosting network density through market share gains and maintaining industry-leading service (including ultralow cargo claims) via steadfast infrastructure investment.
Employees: 21,895
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
192% more call options, than puts
Call options by funds: $175M | Put options by funds: $59.9M
6% more repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 320
1.68% less ownership
Funds ownership: 77.12% [Q4 2024] → 75.43% (-1.68%) [Q1 2025]
9% less capital invested
Capital invested by funds: $29.1B [Q4 2024] → $26.4B (-$2.7B) [Q1 2025]
9% less funds holding
Funds holding: 931 [Q4 2024] → 843 (-88) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 6 (-2) [Q1 2025]
50% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 140
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$146
13%
downside
Avg. target
$170
2%
upside
High target
$200
19%
upside
11 analyst ratings
4 positive
36%
6 neutral
55%
1 negative
9%
JP Morgan Brian Ossenbeck | 13%downside $146 | Neutral Maintained | 8 Jul 2025 |
Wells Fargo Christian Wetherbee | 5%downside $160 | Underweight Maintained | 7 Jul 2025 |
Baird Daniel Moore | 2%downside $164 | Neutral Reinstated | 1 Jul 2025 |
Truist Securities Lucas Servera | 7%upside $180 | Buy Maintained | 30 Jun 2025 |
Susquehanna Bascome Majors | 5%downside $160 | Neutral Maintained | 18 Jun 2025 |
Financial journalist opinion
Based on 5 articles about ODFL published over the past 30 days
Positive
The Motley Fool
4 days ago
3 Magnificent S&P 500 Dividend Stocks Down 19% to 26%: Is It Time to Buy the Dip?
I am an adherent to the Gardner-Kretzmann Continuum's strategy of owning at least one stock for each year of your age. Because of this notion, I have 37 "core" holdings that I try to add to consistently over time.
Neutral
Business Wire
1 week ago
Old Dominion Freight Line to Webcast Second Quarter 2025 Conference Call
THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) announced today that it plans to release its second quarter 2025 financial results before opening of trading on Wednesday, July 30, 2025. The Company will also hold a conference call to discuss its financial results and outlook at 10:00 a.m. (Eastern Time) on Wednesday, July 30, 2025. An online, real-time webcast of Old Dominion's quarterly conference call will be available at ir.odfl.com on Wednesday, July 30, 2.
Positive
Seeking Alpha
1 week ago
Top 15 High-Growth Dividend Stocks For July 2025
My Top 15 High-Growth Dividend Stocks outperformed SPY and VIG in June, gaining 6.15% versus SPY's 5.14% and VIG's 3.41%. The list's year-to-date return is 12.59%, beating SPY every month in 2025, though still a bit short of my 12% annualized target. The July 2025 Top 15 stocks offer a 1.38% average dividend yield with an 18.78% 5-year dividend growth rate and are 23% undervalued.
Positive
Seeking Alpha
3 weeks ago
Old Dominion Freight Line: Valuation More Attractive, But Additional Downside Could Be Near
Old Dominion Freight Line faces near-term headwinds from high interest rates, lower freight volumes, and rising costs, but fundamentals remain solid for long-term investors. Despite recent declines, ODFL's dividend is well-covered, free cash flow is strong, and reduced CAPEX enhances future flexibility for buybacks or debt reduction. Valuation remains elevated with a forward P/E above 30x, so I recommend waiting for a further 10-20% price drop before adding shares.
Positive
Zacks Investment Research
3 weeks ago
Should Investors Retain ODFL Stock Despite its Higher Valuation?
With Old Dominion shares moving south, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
Negative
Seeking Alpha
1 month ago
Old Dominion: Price Moves In Sync With Valuation
Old Dominion Freight Line remains resilient despite softer consumer demand, maintaining high margins and a strong balance sheet. The company's pricing power and efficient operations help offset macroeconomic headwinds and tariff risks. Valuation metrics now suggest ODFL is fairly valued, offering realistic entry points after a justified price correction.
Positive
MarketBeat
1 month ago
Why Goldman Sachs Suddenly Boosted These 3 Trucking Stocks
Most investors develop their own investment ideas so that they understand where and why the price action might impact their portfolio performance once a position is opened. However, sometimes, the market is too quiet or too noisy to always have a clear picture of what is happening behind the scenes.
Positive
Seeking Alpha
1 month ago
My Entire Net Worth Is Built On This Dividend Strategy - Here's Why
I've updated my investment framework to eliminate overlap, clarify pillars, and better guide my dividend growth investing strategy. The new model focuses on three pillars: company-specific factors, economic fundamentals, and external risks and opportunities. I prioritize leading economic indicators over lagging data like GDP, aiming to predict business cycles and buy cyclical stocks at opportune times.
Negative
Zacks Investment Research
1 month ago
Old Dominion Unveils Weak LTL Unit Performance for May 2025
ODFL's revenue per day fell 5.8% year over year in May 2025, owing to an 8.4% decrease in LTL tons per day, which was partially offset by an increase in LTL revenue per hundredweight.
Positive
Seeking Alpha
1 month ago
Old Dominion Freight Lines - If You Own Only One Trucking Company, Make It This One
Old Dominion Freight Lines (ODFL) is my top trucking stock pick, offering unmatched quality and long-term value in the LTL segment. ODFL's premium service focus and superior network create high barriers to entry and sustainable competitive advantages over truckload peers and other LTL carriers. ODFL consistently gains market share and delivers industry-leading returns on capital, justifying its premium valuation versus competitors like SAIA.
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