Old Dominion Freight Line
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
129% more call options, than puts
Call options by funds: $195M | Put options by funds: $85.3M
61% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 80
15% more repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 310
4% more funds holding
Funds holding: 850 [Q1] → 883 (+33) [Q2]
4% less capital invested
Capital invested by funds: $26.4B [Q1] → $25.5B (-$942M) [Q2]
1.29% less ownership
Funds ownership: 75.58% [Q1] → 74.28% (-1.29%) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 4 (-2) [Q2]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Citigroup
Ariel Rosa
|
$173
|
Buy
Maintained
|
10 Sep 2025 |
Baird
Daniel Moore
|
$148
|
Neutral
Maintained
|
4 Aug 2025 |
Barclays
Brandon Oglenski
|
$155
|
Equal-Weight
Maintained
|
31 Jul 2025 |
Stifel
J. Bruce Chan
|
$168
|
Buy
Maintained
|
31 Jul 2025 |
Wells Fargo
Christian Wetherbee
|
$145
|
Underweight
Maintained
|
31 Jul 2025 |
Morgan Stanley
Ravi Shanker
|
$165
|
Equal-Weight
Maintained
|
31 Jul 2025 |
Raymond James
Patrick Tyler Brown
|
$165
|
Outperform
Maintained
|
31 Jul 2025 |
UBS
Thomas Wadewitz
|
$155
|
Neutral
Maintained
|
31 Jul 2025 |
Stephens & Co.
Daniel Imbro
|
$174
|
Overweight
Maintained
|
31 Jul 2025 |
B of A Securities
Ken Hoexter
|
$160
|
Neutral
Maintained
|
30 Jul 2025 |
JP Morgan
Brian Ossenbeck
|
$146
|
Neutral
Maintained
|
8 Jul 2025 |
Truist Securities
Lucas Servera
|
$180
|
Buy
Maintained
|
30 Jun 2025 |
Susquehanna
Bascome Majors
|
$160
|
Neutral
Maintained
|
18 Jun 2025 |
Financial journalist opinion
Based on 10 articles about ODFL published over the past 30 days