ArcBest (ARCB)

• Market cap: $1.35B
• 1 day: 3.16%
• 5 days: -5.93%
• 1 month: -17.09%
• 3 months: -38.08%
• 6 months: -45.24%
• Year to date: -36.35%
• 1 year: -47.24%
• 5 years: 187.29%
• 10 years: 63.92%
• Sector: Industrials
• Industry: Trucking

About: ArcBest Corp is engaged in logistics operations. The company operates in two operating segments, The Asset-Based segment includes the results of operations of ABF Freight System, Inc. and certain other subsidiaries. The segment operations include national, inter-regional, and regional transportation of general commodities through standard, expedited, and guaranteed LTL services. The services including freight transportation related to managed transportation solutions and other services. The Asset-Light segment includes the results of operations of the Company's service offerings in truckload, ground expedite, dedicated, intermodal, household goods moving, managed transportation, warehousing and distribution, and international freight transportation for air, ocean, and ground.

Employees: 15,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

1.41% more ownership

Funds ownership: 98.97% [Q3] → 100.39% (+1.41%) [Q4]

4% more call options, than puts

Call options by funds: $25M | Put options by funds: $24M

6% less funds holding

Funds holding: 284 [Q3] → 268 (-16) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 103

14% less capital invested

Capital invested by funds: $2.54B [Q3] → $2.19B (-$345M) [Q4]

30% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 50

Research analyst outlook

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

• Low target: $60 3% upside
• Avg. target: $88 50% upside
• High target: $145 148% upside

10 analyst ratings

• positive: 5 50%
• neutral: 4 40%
• negative: 1 10%

Goldman Sachs Jordan Alliger 31% 1-year accuracy 4 / 13 met price target	44% upside $84	Neutral Maintained	30 Apr 2025
Stifel J. Bruce Chan 13% 1-year accuracy 5 / 39 met price target	42% upside $83	Buy Maintained	30 Apr 2025
Wells Fargo Christian Wetherbee 25% 1-year accuracy 13 / 53 met price target	3% upside $60	Equal-Weight Maintained	30 Apr 2025
UBS Thomas Wadewitz 20% 1-year accuracy 8 / 40 met price target	9% upside $64	Neutral Maintained	30 Apr 2025
Truist Securities Lucas Servera 0% 1-year accuracy 0 / 13 met price target	54% upside $90	Buy Maintained	24 Apr 2025