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 7,296 funds
0
Analysts bullish %
of 14 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
7% more repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 319
1.74% less ownership
Funds ownership: 77.12% [Q4 2024] → 75.38% (-1.74%) [Q1 2025]
9% less capital invested
Capital invested by funds: $29.1B [Q4 2024] → $26.4B (-$2.72B) [Q1 2025]
10% less funds holding
Funds holding: 931 [Q4 2024] → 841 (-90) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 6 (-2) [Q1 2025]
51% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 140
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$150
6%
downside
Avg. target
$172
8%
upside
High target
$200
25%
upside
14 analyst ratings
6 positive
43%
7 neutral
50%
1 negative
7%
Goldman Sachs Jordan Alliger | 25%upside $200 | Buy Upgraded | 2 Jun 2025 |
B of A Securities Ken Hoexter | 14%upside $183 | Neutral Maintained | 16 May 2025 |
Barclays Brandon Oglenski | 6%upside $170 | Equal-Weight Maintained | 24 Apr 2025 |
Truist Securities Lucas Servera | 9%upside $175 | Buy Maintained | 24 Apr 2025 |
JP Morgan Brian Ossenbeck | 1%downside $158 | Neutral Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 13 articles about ODFL published over the past 30 days
Negative
Seeking Alpha
4 days 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
5 days 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
6 days 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 week 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 week 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.
Neutral
Business Wire
1 week ago
Old Dominion Freight Line Provides Update for Second Quarter 2025
THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) today reported certain less-than-truckload (“LTL”) operating metrics for May 2025. Revenue per day decreased 5.8% as compared to May 2024 due to an 8.4% decrease in LTL tons per day that was partially offset by an increase in LTL revenue per hundredweight. The decrease in LTL tons per day was attributable to a 6.8% decrease in LTL shipments per day and a 1.9% decrease in LTL weight per shipment. For the quarter-t.
Positive
Seeking Alpha
1 week ago
Top 15 High-Growth Dividend Stocks For June 2025
My Top 15 High-Growth Dividend Stocks outperformed SPY and VIG in May, gaining 6.45% versus SPY's 6.28% and VIG's 3.61%. The list's year-to-date return is 6.07%, beating SPY every month in 2025, though still short of my 12% annualized target. The June 2025 Top 15 stocks offer a 1.34% average dividend yield with a 22.82% 5-year dividend growth rate and are 25% undervalued.
Positive
MarketBeat
2 weeks ago
3 Quality Stocks Trading Near 52-Week Lows
During the recent market volatility caused by President Trump's rollout of trade tariffs, many investors are now faced with a significant question for their portfolios. This question seeks to identify capital in the right places and situations, which may be synonymous with quality stocks trading at a sufficient discount to allow for reasonable safety margins.
Positive
The Motley Fool
2 weeks ago
1 Top Dividend Stock That Could Soar in a Good Economy
When economic uncertainty lingers, investors often seek out durable, high-quality businesses. One company that fits the bill is Old Dominion Freight Line (ODFL -1.17%).
Positive
Zacks Investment Research
3 weeks ago
Why Is Old Dominion (ODFL) Up 3% Since Last Earnings Report?
Old Dominion (ODFL) reported earnings 30 days ago. What's next for the stock?
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