ArcBest (ARCB)

• Market cap: $1.57B
• 1 day: -2.70%
• 5 days: 3.65%
• 1 month: -2.67%
• 3 months: -6.75%
• 6 months: -37.28%
• Year to date: -25.93%
• 1 year: -37.12%
• 5 years: 192.65%
• 10 years: 101.24%
• 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 Q1 regulatory disclosures by fund managers ($100M+ AUM)

11% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 88

5% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 40

0.7% more ownership

Funds ownership: 100.45% [Q4 2024] → 101.14% (+0.7%) [Q1 2025]

1% less funds holding

Funds holding: 270 [Q4 2024] → 268 (-2) [Q1 2025]

25% less capital invested

Capital invested by funds: $2.19B [Q4 2024] → $1.65B (-$541M) [Q1 2025]

53% less call options, than puts

Call options by funds: $1.97M | Put options by funds: $4.22M

100% less funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 0 (-2) [Q1 2025]

Research analyst outlook

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

• Low target: $60 12% downside
• Avg. target: $78 14% upside
• High target: $101 48% upside

8 analyst ratings

• positive: 4 50%
• neutral: 4 50%
• negative: 0 0%

Jefferies Stephanie Moore	25% upside $85	Buy Maintained	11 Jun 2025
B of A Securities Ken Hoexter	9% upside $74	Neutral Upgraded	10 Jun 2025
Goldman Sachs Jordan Alliger	48% upside $101	Buy Upgraded	2 Jun 2025
Stifel J. Bruce Chan	22% upside $83	Buy Maintained	30 Apr 2025
Wells Fargo Christian Wetherbee	12% downside $60	Equal-Weight Maintained	30 Apr 2025