Old Dominion Freight LineODFL
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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
112% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 66
84% more call options, than puts
Call options by funds: $171M | Put options by funds: $93M
7% more funds holding
Funds holding: 866 [Q3] → 924 (+58) [Q4]
1.12% more ownership
Funds ownership: 75.92% [Q3] → 77.04% (+1.12%) [Q4]
8% less repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 354
10% less capital invested
Capital invested by funds: $32.2B [Q3] → $29B (-$3.15B) [Q4]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q3] → 8 (-1) [Q4]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Barclays Brandon Oglenski 29% 1-year accuracy 23 / 79 met price target | 11%upside $170 | Equal-Weight Maintained | 24 Apr 2025 |
Truist Securities Lucas Servera 8% 1-year accuracy 1 / 13 met price target | 14%upside $175 | Buy Maintained | 24 Apr 2025 |
JP Morgan Brian Ossenbeck 27% 1-year accuracy 9 / 33 met price target | 3%upside $158 | Neutral Maintained | 24 Apr 2025 |
Stifel J. Bruce Chan 8% 1-year accuracy 3 / 37 met price target | 14%upside $175 | Buy Maintained | 24 Apr 2025 |
Susquehanna Bascome Majors 29% 1-year accuracy 14 / 48 met price target | 10%upside $168 | Neutral Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 18 articles about ODFL published over the past 30 days









