How Arcbest Corporation (ARCB) Affects Rotational Strategy Timing
This article analyzes Arcbest Corporation (ARCB) using AI models to provide insights into its stock performance and trading strategies. It highlights a near-term strong sentiment influencing mid-term neutrality and a long-term positive bias, noting elevated downside risk. The analysis offers specific strategies including Position Trading, Momentum Breakout, and Risk Hedging, along with multi-timeframe signal analysis for support and resistance levels.
Stocks Rally May 20, 2026: Dow Above 50,000, ArcBest Up 5.1% - News and Statistics
On May 20, 2026, stocks rallied, with the Dow Jones Industrial Average surpassing 50,000, driven by strong corporate fundamentals and improved U.S.-China trade relations. An agreement between President Trump and President Xi to maintain open shipping lanes in the Strait of Hormuz, coupled with positive April retail sales, fueled investor optimism. ArcBest (NASDAQ:ARCB) was among the companies seeing significant gains, rising 5.1%, although the article noted the stock's historical volatility.
ArcBest (ARCB) updates filing to show Texas as state of incorporation
ArcBest Corporation (ARCB) filed an amended 8-K report to correct a clerical error regarding its state of incorporation. The previous filing mistakenly listed Delaware, and this amendment updates it to correctly show Texas as the state of incorporation, with no other changes to the original disclosure. The amendment clarifies that the company had already converted its incorporation from Delaware to Texas and this filing simply rectified the cover page detail.
ArcBest (NASDAQ: ARCB) ends $50M receivables facility, shifts letters of credit
ArcBest Corporation (NASDAQ: ARCB) has terminated its $50 million receivables loan agreement with Toronto-Dominion Bank, which also featured an additional $100 million accordion capacity. This facility was previously used for letters of credit supporting workers' compensation and casualty claims, and no outstanding amounts or penalties were incurred upon termination. Going forward, ArcBest will issue letters of credit under its Fifth Amended and Restated Credit Agreement from November 2025.
AllianceBernstein reports 1,031,140 ArcBest shares (NASDAQ: ARCB)
AllianceBernstein L.P. has filed an amended Schedule 13G disclosing beneficial ownership of 1,031,140 shares of ArcBest Corp (NASDAQ: ARCB) common stock, representing 4.6% of the class. The firm holds sole dispositive power over all these shares and sole voting power over 897,812 shares. This ownership is on behalf of client discretionary investment advisory accounts, and AllianceBernstein operates independently from its majority owner, Equitable Holdings, Inc.
ArcBest (ARCB) price target increased by 29.28% to 140.05
This article reports that ArcBest (ARCB) has had its price target increased by 29.28% to $140.05. No further details, such as the analyst or firm responsible for the increase, are provided in this brief update.
ARCB SEC Filings - Arcbest Corp 10-K, 10-Q, 8-K Forms
This article provides a comprehensive list of recent SEC filings for Arcbest Corp (ARCB), including annual reports, quarterly reports, insider trading disclosures, and current reports. Each filing is summarized by Rhea-AI, detailing key information such as strategic outlines, ownership disclosures, executive stock awards, and financial results. The article also provides meta-information like impact scoring and sentiment analysis for each filing.
ArcBest Reincorporates in Texas, Updating Governance Framework
ArcBest (ARCB) has reincorporated from Delaware to Texas as of May 15, 2026, maintaining its name, operations, and stock trading symbol. This change alters certain stockholder rights under Texas corporate law, though operations and financial standing remain largely unaffected. Analysts currently rate ARCB as a Hold with a $137.00 price target, while TipRanks' AI Analyst, Spark, deems it Neutral due to balance sheet resilience and operational improvements, offset by weaker profitability and an overextended uptrend.
Arcbest Corp - Files certificates to convert from Delaware to Texas corporation - SEC filing
Arcbest Corp has filed certificates to convert its corporate domicile from Delaware to Texas, as disclosed in an SEC filing. This move follows the approval by ArcBest Corp stockholders for the reincorporation from Delaware to Texas on April 24.
ArcBest completes reincorporation from Delaware to Texas, maintains Nasdaq listing
ArcBest Corporation has completed its reincorporation from Delaware to Texas, a move that became effective on Friday, May 15, 2026, at 9:35 a.m. Central Time. The company's corporate affairs are now governed by Texas law, though its headquarters, operations, and Nasdaq listing under ticker ARCB remain unchanged. This reincorporation follows ArcBest's recent first-quarter 2026 earnings, where it beat EPS expectations but missed revenue forecasts, leading TD Cowen to raise its price target.
ArcBest (NASDAQ: ARCB) completes reincorporation of company in Texas
ArcBest Corporation (NASDAQ: ARCB) has completed its reincorporation from Delaware to Texas, effective May 15, 2026, at 9:35 a.m. Central Time. This change alters the legal framework governing the company and affects certain stockholder rights, as detailed in its March 13, 2026 proxy statement. The company filed conversion certificates in both states and a new Texas certificate of formation, along with updated Texas bylaws.
ArcBest Corporation $ARCB Shares Acquired by UBS Group AG
UBS Group AG significantly increased its stake in ArcBest Corporation (NASDAQ:ARCB) during the fourth quarter, boosting its holdings by 319.3% to over 208,000 shares. The transportation company recently reported strong earnings, beating analyst expectations with an EPS of $0.32, and has a "Moderate Buy" consensus rating from Wall Street analysts with an average target price of $123.42. ArcBest also announced a quarterly dividend of $0.12 per share.
[Form 4] ARCBEST CORP /DE/ Insider Trading Activity
This article details recent insider trading activity for ARCBEST CORP /DE/ (ARCB) based on a Form 4 filing. Chief Human Resources Officer Erin K. Gattis reported three transactions involving the disposal of common stock for tax withholding purposes, totaling 450 shares at prices around $121.78-$121.82. Following these transactions, Gattis indirectly holds 121.48 shares in a 401(k) and directly owns 30,449 shares.
ArcBest (ARCB) executive has 498 shares withheld to cover tax liabilities
ArcBest Corp.'s Chief Innovation Officer, Dennis L. Anderson II, had 498 shares of common stock withheld to cover tax liabilities on May 6 and 7, 2026. The shares were valued at $121.82 and $121.78 respectively, and this transaction is classified as a tax-withholding disposition rather than an open-market sale. Following these transactions, Anderson directly holds 20,097 shares of ArcBest common stock.
ArcBest (ARCB) VP Jason Parks reports 222-share tax-withholding on Form 4
ArcBest VP and Controller Jason T. Parks reported tax-related dispositions of 222 shares of ArcBest common stock through Form 4 filings. These shares were withheld on May 6-7, 2026, at prices around $121.78-$121.82 per share, to cover tax obligations. After these transactions, Parks directly holds 4,649 shares of ArcBest common stock.
ArcBest (NASDAQ: ARCB) CCO reports routine tax-share withholdings
ArcBest Corp's Chief Commercial Officer, Ralph Edward Sorg, reported routine tax-related share withholdings where 467 common shares were disposed of at approximately $121.80 per share on May 6 and 7, 2026. These transactions were for tax liabilities, not open-market sales, leaving him with 22,824 directly owned shares. The Form 4 filing details these dispositions and confirms the nature of the transactions.
ArcBest (NASDAQ: ARCB) CLO settles tax liability with 303 shares
ArcBest Corp.'s Chief Legal Officer, James Brent Hagy, settled tax obligations by transferring 303 shares of company common stock on May 6, 2026, at a value of $121.82 per share. This tax-withholding disposition resulted in Hagy directly holding 4,622 shares of ArcBest common stock afterward. The transaction was reported via a Form 4 SEC filing, providing transparency on insider activity.
ArcBest (ARCB) CEO uses 862 shares for tax withholding on equity
ArcBest (ARCB) President & CEO Seth Runser reported routine tax-related share dispositions, with a total of 862 shares of common stock withheld on May 6 and 7 to cover tax liabilities at approximately $121.80 per share. These were non-market transactions, specifically tax-withholding events, and he now directly holds just under 30,000 shares of ArcBest common stock. The actions were classified as transaction code F, indicating shares were used to satisfy tax obligations related to equity compensation rather than open-market sales.
ArcBest (NASDAQ: ARCB) CSO delivers 402 shares for tax withholding
ArcBest's (NASDAQ: ARCB) Chief Strategy Officer, Christopher A. Adkins, reported the disposition of 402 shares of common stock on May 6 and May 7, 2026, for tax withholding purposes. These F-coded transactions, valued around $121.80 per share, are not open-market sales but cover tax obligations. After these dispositions, Adkins directly holds 6,872 shares of ArcBest common stock.
ArcBest (NASDAQ: ARCB) CFO logs tax-withholding share dispositions on Form 4
ArcBest (NASDAQ: ARCB) CFO John Matthew Beasley reported routine tax-related share dispositions on Form 4. A total of 631 shares, valued at $121.82 and $121.78 per share, were withheld to cover tax liabilities associated with equity compensation. These transactions were not open-market sales, and after the dispositions, Beasley directly holds 14,222 shares of ArcBest common stock.
ArcBest (ARCB) CFO reports 3,000-share grant and tax withholding
ArcBest (ARCB) CFO John Matthew Beasley reported receiving a grant of 3,000 shares of common stock at no cost. Simultaneously, 321 shares were withheld to cover tax obligations at a price of $118.17 per share. Following these transactions, Beasley directly owns 15,174 shares of ArcBest common stock.
Director Bobby K George receives 1,350 ArcBest (ARCB) common shares as grant
ArcBest director Bobby K George was granted 1,350 shares of common stock on May 5, 2026, as equity compensation with no cash cost. This transaction, detailed in a Form 4 SEC filing, increased his direct ownership of ArcBest shares to 1,350. The filing indicates this was an award rather than a purchase, reflecting a neutral impact on the company's sentiment.
ArcBest (ARCB) director Ann G. Bordelon receives 1,350-share equity grant
ArcBest (ARCB) director Ann G. Bordelon was granted 1,350 shares of common stock on May 5, 2026, as indicated in a recent Form 4 filing. This equity award, valued at $0.00 per share, represents compensation rather than a market purchase. Following this transaction, Ms. Bordelon directly holds 1,350 shares of ArcBest common stock.
ArcBest (ARCB) freight president gets 2,200-share grant, 180 shares withheld
ArcBest Corp.'s ABF Freight president, Matthew R. Godfrey, received a grant of 2,200 shares of common stock at no cost on May 5, 2026. On the same day, 180 shares were disposed of at $118.17 each to cover tax obligations. Following these transactions, Godfrey's direct holdings in ArcBest common stock amount to 13,328 shares.
ArcBest (NASDAQ: ARCB) legal chief receives 1,850-share stock grant
ArcBest (NASDAQ: ARCB) Chief Legal Officer and Corporate Secretary, James Brent Hagy, received an equity award of 1,850 shares of common stock on May 5, 2026. This grant, recorded at no purchase price, increased his direct holdings to 4,925 common shares. This transaction was reported via a Form 4 filing, indicating a compensation-related equity award rather than an open-market purchase.
ArcBest HR chief granted 1,600 shares | ARCB Insider Trading
ArcBest Corporation's Chief Human Resources Officer, Erin K. Gattis, received a grant of 1,600 shares of common stock at no cost on May 5, 2026. On the same date, 245 shares were disposed of through a tax-withholding transaction at $118.17 per share. These transactions, reported via a Form 4 SEC filing, increased her direct holdings to 31,144 shares, with an additional 120.91 shares held indirectly through a 401(k) plan.
[Form 4] ARCBEST CORP /DE/ Insider Trading Activity
ArcBest President and CEO Seth Runser reported routine equity compensation, including receiving 10,150 shares as a stock award and disposing of 349 shares to cover tax obligations. After these transactions, Runser directly owns 30,457 shares of ArcBest common stock. The filing details the Form 4 information, transaction codes, and the resulting beneficial ownership.
[Form 4] ARCBEST CORP /DE/ Insider Trading Activity
ArcBest Corp.'s Vice President and Controller, Jason T. Parks, reported routine equity compensation activities. He received 775 shares as a grant and disposed of 122 shares for tax withholding purposes. After these transactions, Parks directly holds 4,993 shares of ArcBest common stock, reflecting an overall increase of 653 shares.
ArcBest (NASDAQ: ARCB) innovation chief granted 2,200 shares, 293 withheld
ArcBest Corp.'s Chief Innovation Officer, Dennis L. Anderson, received a grant of 2,200 shares on May 5, 2026, as part of routine equity compensation, with 293 shares withheld to cover tax obligations. After these transactions, Anderson directly owns 20,888 shares of ArcBest common stock. This insider activity was reported via a Form 4 SEC filing, detailing the grant at $0.00 per share and the tax-withholding disposition at $118.17 per share.
ArcBest Corp (ARCB) director granted 1,350 shares in stock award
ArcBest Corp (ARCB) director Janice E. Stipp received a stock grant of 1,350 common shares on May 5, 2026. This award, valued at $0.00 per share, was compensation and increased her direct ownership to 23,035 shares. The Form 4 filing indicates no sales or option exercises, only an equity award that modestly boosts her stake in the company.
Arcbest Corp (ARCB) director receives 1,350-share stock grant
Arcbest Corp (ARCB) director Eduardo F. Conrado was granted 1,350 common shares, increasing his direct holdings to 26,225 shares. The shares were acquired at $0.0000 per share, indicating a compensation-related equity award rather than an open-market purchase. Conrado also holds 3,600 common shares indirectly through a trust where his spouse is the trustee.
ArcBest director granted 1,350 ARCB shares | ARCB Insider Trading
ArcBest Corp. (ARCB) director Michael P. Hogan was granted 1,350 shares of common stock on May 5, 2026, as a compensation-related award with no cash cost per share. This transaction, detailed in a Form 4 filing, increased his direct ownership to 34,014 shares. The grant is categorized as a non-derivative acquisition, reflecting an insider's stock award rather than a purchase.
ArcBest director granted 1,350 company shares | ARCB Insider Trading
ArcBest Corp. director Salvatore A. Abbate received a grant of 1,350 shares of common stock on May 5, 2026, at a price of $0.00 per share. This transaction increased his direct holdings to 7,725 shares. The Form 4 filing, which reports this non-derivative transaction, indicates a neutral impact and sentiment.
How Investors May Respond To ArcBest (ARCB) Rising Sales, Small Loss, And Climate Governance Pushback
ArcBest (ARCB) reported increasing Q1 2026 sales but a small net loss, alongside continued share repurchases and a maintained dividend. The company also faced shareholder pushback regarding GHG emissions targets. This mixed performance of higher revenue, a modest loss, and ongoing capital returns, coupled with a climate governance issue, presents a multi-faceted view for investors.
FMR LLC increases passive ownership in ARCBEST (ARCB) to 5.8%
FMR LLC has filed a Schedule 13G, disclosing a 5.8% passive ownership stake in ARCBEST (ARCB), holding 1,290,755.82 shares as of March 31, 2026. The filing indicates sole dispositive power over these shares, with no shared voting or dispositive power, classifying FMR LLC as a passive investor. Richard Bourgelas signed the filing on behalf of FMR LLC and Abigail P. Johnson on May 5, 2026.
ArcBest Announces Its Fourth Quarter 2025 Earnings Conference Call
ArcBest Corporation (ARCB) has announced its Fourth Quarter 2025 Earnings Conference Call. The company's recent activities include various SEC filings, such as a SCHEDULE 13G, Form 10-Q, and Form 8-K, along with a declared quarterly dividend and the publication of its 2025 Impact Report. Analyst ratings from firms like Stephens, TD Cowen, Citigroup, BofA Securities, and Goldman have also been updated.
Why ArcBest Is Dropping 5.3%: JP Morgan Maintains Neutral
ArcBest Corporation shares dropped 5.3% despite eight major Wall Street firms raising their price targets by an average of 31.5%, indicating a rare disconnect where investor concerns might be outweighing analyst optimism. The selloff suggests skepticism regarding the upbeat revisions or profit-taking, with the market's negative reaction possibly signaling concerns about the trucking sector's near-term fundamentals. Investors should monitor if ArcBest can hold above the $117-$122 range, as falling below could lead to further selling, and any management commentary on freight demand trends will be crucial.
ArcBest Corp. Hits New 52-Week High of $130.50, Reflecting Strong Growth
ArcBest Corp. (ABFS) has reached a new 52-week high of $130.50, demonstrating a 16.33% increase over the past year. The company, a small-cap player in the transport services industry, has a market capitalization of $2,194 million, a P/E ratio of 38.00, and a low debt-to-equity ratio of 0.10. This new high signifies a notable upward movement from its previous 52-week low of $55.19.
ArcBest (NASDAQ:ARCB) Stock Rating Upgraded by Zacks Research
Zacks Research has upgraded ArcBest (NASDAQ:ARCB) from a "hold" to a "strong-buy" rating, while several other analysts have also raised their price targets for the transportation company. ArcBest recently beat its quarterly EPS estimates and its stock is trading near its 12-month high, supported by significant institutional investor ownership. The company operates in freight and supply chain solutions across North America.
ArcBest (NASDAQ: ARCB) grows Q1 2026 revenue but slips to slight net loss
ArcBest Corporation reported a 3.3% increase in Q1 2026 revenue, reaching $998.8 million, but posted a net loss of $1.0 million, or $(0.05) per diluted share, compared to a net income in the prior year. The Asset-Based segment saw revenue growth but reduced operating income due to higher wages and depreciation, while the Asset-Light segment improved from a loss to a slight operating income. Despite the net loss, the company maintains solid liquidity with available credit and plans for $150-$170 million in net capital spending for 2026.
Is ArcBest (ARCB) Stock Outpacing Its Transportation Peers This Year?
ArcBest (ARCB) has significantly outperformed its transportation peers and the overall Transportation sector this year, with a year-to-date return of approximately 72% compared to the sector's 10.9%. The company holds a Zacks Rank of #1 (Strong Buy) due to improved analyst sentiment and a stronger earnings outlook. Another stock, Nordic American Tankers (NAT), also showed strong year-to-date performance.
ArcBest Corp. Faces Valuation Shift Amid Declining Sales and Operational Challenges
ArcBest Corp., a small-cap transport services company, has seen its valuation grade shift from fair to expensive due to a high P/E ratio (38) and price to book value (1.69). Despite a 25.71% return over the past year, the company faces operational challenges, including a 7.2% decline in net sales for Q4 2025 and low operating cash flow of USD 228.95 million. These financial indicators suggest potential concerns about its operational efficiency and warrant a re-evaluation of its market position.
AMG National Trust Bank Purchases 12,300 Shares of ArcBest Corporation $ARCB
AMG National Trust Bank significantly increased its stake in ArcBest Corporation (NASDAQ:ARCB) during Q4, purchasing an additional 12,300 shares to own a total of 24,349 shares valued at $1.806 million. ArcBest recently beat Q1 non-GAAP EPS expectations and posted a 3.3% YoY revenue increase, leading the board to announce a quarterly dividend. Despite these positive indicators, the company reported a GAAP net loss and is facing ongoing freight margin pressure, with analysts holding a mixed "Hold" rating.
Vanguard Capital Management (ARCB) reports 1.18M shares, 5.28% stake
Vanguard Capital Management has filed a Schedule 13G, disclosing beneficial ownership of 1,178,027 shares of ArcBest Corp (ARCB) common stock, which represents a 5.28% stake in the company. The filing indicates Vanguard possesses sole dispositive power over all these shares and sole voting power over 173,020 shares. This disclosure, signed on April 29, 2026, details the passive investment by one of the largest asset managers.
ArcBest Corporation (NASDAQ:ARCB) Q1 2026 Earnings Call Transcript
ArcBest Corporation (NASDAQ:ARCB) reported earnings for Q1 2026, surpassing expectations with an EPS of $0.32 against an anticipated $0.27. The company's leadership highlighted navigating a challenging environment marked by severe winter weather, higher fuel prices, and economic uncertainty through disciplined execution, strategic investments in technology like ArcBestView, and a strong focus on customer relationships and efficiency initiatives. They remain confident in their long-term targets, anticipating sequential improvements in Q2 performance driven by commercial pipeline momentum, pricing discipline, and a tightening truckload market.
ArcBest: Q1 Earnings Snapshot
ArcBest Corp. (ARCB) reported a first-quarter loss of $1 million, or 5 cents per share, though its adjusted earnings of 32 cents per share surpassed Wall Street expectations. The freight transportation and logistics company also exceeded revenue forecasts, posting $998.8 million in the period. ArcBest shares have seen significant growth, rising 71% year-to-date and more than doubling over the last 12 months.
ArcBest revenue up 3.3% in the first quarter, net income declines
ArcBest reported a 3.3% increase in first-quarter 2026 revenue to $998.786 million, surpassing consensus estimates, driven by growth in both segment shipments and tonnage. Despite this, the company experienced a decline in net income, posting a loss of $1.037 million compared to a gain in the previous year, although adjusted net income per share of 32 cents beat estimates. Operating income for its ABF Freight segment also decreased, attributed to higher labor and fuel costs, while the logistics segment saw improved operating income.
ArcBest Posts Q1 Revenue Gain in Tenuous Freight Environment
ArcBest reported a 3.3% increase in first-quarter revenue, reaching $998.8 million, despite a challenging freight market. Concurrently, the company posted a net loss of $1.04 million for the quarter. Growth was seen in both asset-based and asset-light divisions, with asset-light showing improved profitability.
[SCHEDULE 13G] ARCBEST CORP /DE/ Passive Investment Disclosure (>5%)
Vanguard Portfolio Management has filed a Schedule 13G for ArcBest Corp (ARCB), reporting beneficial ownership of 1,277,859 shares, which represents 5.73% of the class. This disclosure indicates a passive investment exceeding 5%, primarily held through Vanguard funds and affiliates, with minimal sole voting power. The filing was signed by Ashley Grim on April 28, 2026.
Earnings call transcript: ArcBest Corp beats EPS expectations in Q1 2026
ArcBest Corporation (ARCB) reported Q1 2026 adjusted EPS of $0.32, exceeding analyst expectations of $0.29, despite missing revenue forecasts significantly at $98.79 million against $994.68 million. The company's stock rose 1.1% in premarket trading on the EPS beat, reflecting investor focus on profitability and future growth initiatives like the ArcBest View platform and AI investments. Despite ongoing challenges such as high fuel prices and economic uncertainty, ArcBest is optimistic about improving market conditions and aims for significant operating ratio improvements in Q2 2026.
