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 7,323 funds
0
Analysts bullish %
of 8 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: 321
1.68% less ownership
Funds ownership: 77.12% [Q4 2024] → 75.44% (-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] → 844 (-87) [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
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$146
10%
downside
Avg. target
$172
6%
upside
High target
$200
23%
upside
8 analyst ratings
3 positive
38%
4 neutral
50%
1 negative
13%
Stifel J. Bruce Chan | 13%upside $183 | Buy Maintained | 24 Jul 2025 |
JP Morgan Brian Ossenbeck | 10%downside $146 | Neutral Maintained | 8 Jul 2025 |
Wells Fargo Christian Wetherbee | 1%downside $160 | Underweight Maintained | 7 Jul 2025 |
Baird Daniel Moore | 1%upside $164 | Neutral Reinstated | 1 Jul 2025 |
Truist Securities Lucas Servera | 11%upside $180 | Buy Maintained | 30 Jun 2025 |
Financial journalist opinion
Based on 9 articles about ODFL published over the past 30 days
Negative
Zacks Investment Research
1 day ago
Old Dominion's Q2 Earnings Coming Up: What's in Store for the Stock?
ODFL's top line in the second quarter of 2025 is expected to have been hurt by freight market softness, inflationary pressure and tariff-related uncertainties.
Positive
Seeking Alpha
1 day ago
Old Dominion: Light At The End Of The Tunnel - Part 2
Old Dominion remains my top LTL pick for its unmatched customer service and pricing power, making it a long-term winner. Despite ongoing volume declines, freight prices are firming, signaling supply-demand balance as weaker players exit and capacity tightens. Industry-wide capex cuts, especially by ODFL and peers, historically signal a market bottom and set the stage for recovery.
Neutral
Business Wire
6 days ago
Old Dominion Freight Line Announces $0.28 Per Share Quarterly Cash Dividend
THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) today announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share of common stock, payable on September 17, 2025, to shareholders of record at the close of business on September 3, 2025. This dividend payment represents a 7.7% increase to the quarterly cash dividend paid in September 2024. Forward-looking statements in this news release are made pursuant to the safe harbor prov.
Positive
Kiplinger
6 days ago
The Best Stocks of the Century
As we near the 25-year mark, we looked at which stocks have returned the most. Here are the 10 best stocks of the century so far.
Negative
Zacks Investment Research
6 days ago
Earnings Preview: Old Dominion Freight Line (ODFL) Q2 Earnings Expected to Decline
Old Dominion (ODFL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
2 weeks ago
The Dividend Fab Four - 30% Of My Portfolio, 100% Conviction
I'm zooming in on four core holdings, about a third of my portfolio, to explain why I'm betting big and staying patient through short-term noise. These stocks offer a mix of secular and cyclical growth, pricing power, and rising moats. They aren't high yielders, but I believe they'll outperform. My concentrated portfolio is volatile by design, but I'm in it for long-term alpha. I see dip-buying opportunities in some and strong hold cases in others.
Positive
The Motley Fool
3 weeks 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
3 weeks 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
4 weeks 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
1 month 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.
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