Enphase, Saia, MYR Group, Old Dominion Freight Line, and Shoals Shares Skyrocket, What You Need To Know
Shares of Enphase, Saia, MYR Group, Old Dominion Freight Line, and Shoals surged in the afternoon session after the U.S. Supreme Court struck down tariffs previously imposed by the Trump administration. This ruling, which found the International Emergency Economic Powers Act of 1977 was not applicable to justify the tariffs, is expected to lower costs for manufacturers by reducing the price of imported materials and equipment. The market reaction indicates that while the news is significant, it's not seen as fundamentally altering the long-term perception of these businesses.
Insider Sell: Bradley Gabosch Sells Shares of Old Dominion Freig
Bradley Gabosch, a Director at Old Dominion Freight Line Inc (ODFL), sold 3,134 shares of the company on February 18, 2026. Following this transaction, he now holds 11,278 shares. The company's stock was trading at $194.27 on the day of the sale, and GuruFocus assessed it as "Modestly Overvalued" with a price-to-GF-Value ratio of 1.11.
Executive VP & Chief Customer Officer Of Saia Sold 59% Of Their Shares
Saia's Executive VP & Chief Customer Officer, Raymond Ramu, recently sold 59% of his holdings, amounting to US$2.0 million worth of stock at US$388 per share. This transaction was the largest insider sale at Saia in the last year, with overall insider sales outweighing buys. The article suggests caution for potential investors due to significant insider selling and relatively low insider ownership, despite it being a weak signal.
Aberdeen Group plc Trims Stake in Old Dominion Freight Line, Inc. $ODFL
Aberdeen Group plc reduced its stake in Old Dominion Freight Line (ODFL) by 10.2% in Q3, now holding 106,179 shares valued at $14.95 million. Institutional investors collectively own about 77.82% of ODFL, and analysts have a "Hold" consensus rating with a target price of $189.88, reflecting mixed sentiment. The company recently exceeded EPS estimates, despite a slight revenue decline, and increased its quarterly dividend.
Assessing Old Dominion Freight Line (ODFL) Valuation After EPS Beat And Dividend Increase In Soft Freight Market
Old Dominion Freight Line (ODFL) has shown recent momentum with a Q4 EPS beat and a dividend increase, despite a soft freight market. While analysts have raised their price targets, Simply Wall St's narrative suggests the stock is overvalued at its current price of $193.32, with a fair value estimate of $167.79. The valuation hinges on consistent revenue growth and strong margins, but risks include softer freight tons and higher overheads.
NEOS Investment Management LLC Has $11.84 Million Holdings in Old Dominion Freight Line, Inc. $ODFL
NEOS Investment Management LLC significantly increased its stake in Old Dominion Freight Line, Inc. (NASDAQ:ODFL) during the third quarter, raising its holdings by 63.4% to $11.84 million. This move is part of a broader trend of institutional investor activity in ODFL, with other major firms like Norges Bank, JPMorgan Chase & Co., and Vanguard Group Inc. also adjusting their positions. The company recently announced an increased quarterly dividend and reported earnings that surpassed analyst estimates.
Shell Asset Management Co. Reduces Position in Old Dominion Freight Line, Inc. $ODFL
Shell Asset Management Co. significantly reduced its stake in Old Dominion Freight Line, Inc. by 62.7% in Q3, selling 6,527 shares and holding 3,878 shares valued at $546,000. Old Dominion Freight Line reported stronger-than-expected quarterly earnings and revenue, and increased its quarterly dividend. Analysts currently have a "Hold" consensus on the stock, with an average price target of $189.88.
David Rolfe's Strategic Moves: Chubb Ltd Takes Center Stage with 3.29% Portfolio Share
David Rolfe, who manages Wedgewood's portfolio, submitted his Q4 2025 13F filing, revealing key investment changes. He added Chubb Ltd (NYSE:CB) as the most significant new buy, representing 3.29% of his portfolio, alongside Amazon.com Inc (NASDAQ:AMZN) and iShares Russell 1000 Growth ETF (IWF). Rolfe also increased positions in Motorola Solutions Inc (NYSE:MSI) and Old Dominion Freight Line Inc (NASDAQ:ODFL) while completely exiting Pool Corp (NASDAQ:POOL) and reducing stakes in PayPal Holdings Inc (NASDAQ:PYPL) and Alphabet Inc (NASDAQ:GOOGL).
Avis Budget Group (CAR) Q4 Earnings Report Preview: What To Look For
Avis Budget Group (CAR) is set to report Q4 earnings this Wednesday after market hours. Analysts expect revenues to grow by 1.3% year-on-year to $2.74 billion, with an adjusted loss of -$0.38 per share. The company has a history of missing revenue estimates, and while the ground transportation segment has shown positive sentiment recently, Avis Budget Group's stock is down 2% over the last month.
Old Dominion Freight Line, Inc. $ODFL Shares Acquired by Summitry LLC
Summitry LLC increased its stake in Old Dominion Freight Line (NASDAQ: ODFL) by 5.1% to 206,952 shares, valued at approximately $29.14 million. Institutional investors now own 77.82% of the company, which recently reported Q3 EPS of $1.09, beating estimates, and revenue of $1.31 billion. The company also announced a quarterly dividend increase to $0.29 per share.
Old Dominion Mourns Jack Congdon As Investors Weigh Governance And Valuation
Old Dominion Freight Line, Inc. board member John R. "Jack" Congdon, Sr. has passed away, prompting investors to consider future governance and long-range priorities. Congdon was instrumental in the company's evolution, highlighting the strong link between its leadership and culture. This event may lead to increased scrutiny on board composition and insider activity, especially given the stock's current overvalued status according to Simply Wall St.
XPO’s AI Gains Face Test As Freight Softness Tempers Growth Expectations
XPO reported stronger-than-expected Q4 revenue and efficiency gains, driven by AI and improved customer service, even as freight volumes have softened. Despite a stock rally reflecting investor confidence in the company's progress, analysts are now cautious about sustained growth if freight conditions remain soft. The company's focus on productivity and margin improvement will be crucial in balancing operational gains with a challenging market, while concerns about debt levels and capital allocation persist.
Old Dominion Opens Service Center in Eugene, Oregon
Old Dominion Freight Line Inc. has opened a new 20-door service center in Eugene, Oregon, located on a two-acre site at 32160 Old Highway 34, Tangent, Oregon. The facility was announced by Chuck Powell, vice president of the Pacific Northwest region. Old Dominion is an LTL carrier offering nationwide coverage and international services.
Why Saia (SAIA) Is Down 7.4% After Record Q4 Revenue But Weaker Profitability And EPS
Saia (SAIA) shares fell 7.4% despite reporting record Q4 2025 revenue of US$789.95 million, as net income and diluted EPS declined due to weaker profitability. The company's operating ratio worsened to 91.9% because of higher self-insurance costs and a softer freight market. This performance highlights the challenge of translating national network expansion into improved margins, with the execution of maturing new terminals being a key factor for future profitability.
Old Dominion's Baseball Trailer Promotes Series Sweepstakes
Old Dominion Freight Line has launched a special promotional trailer with plexiglass panels filled with baseballs to celebrate its role as the Official Freight Carrier of MLB. This trailer is part of the "OD Seats to the World Series" sweepstakes, offering tickets to the next three World Series to whoever guesses the number of baseballs inside. The trailer will embark on a cross-country tour, visiting MLB clubs sponsored by Old Dominion and promoting the brand to fans and logistics managers.
Saia’s National Network Delivers Record Revenue But Tests Margin Resilience
Saia (NasdaqGS:SAIA) achieved record revenue and market share after completing its first full year as a national network, despite facing softer freight volumes and higher insurance costs. While revenue grew, profitability was impacted by rapid expansion and increased operating expenses, indicated by a weaker operating ratio and lower net income. Improvements in safety metrics and a planned moderation of capital expenditure in 2026 suggest the company is addressing cost and risk management while continuing to scale its national platform.
Earnings Watch: UPS, ODFL Rise; Knight, P.A.M., Hub, Echo Fall
This article reports on the third-quarter earnings of several trucking companies. While UPS (NYSE:UPS) and Old Dominion Freight Line (NASDAQ: ODFL) saw slight profit increases, most other companies like Knight Transportation (NYSE: KNX), P.A.M. Transportation (NASDAQ: PTSI), Hub Group (NASDAQ: HUBG), and Echo Global Logistics (NASDAQ: ECHO) experienced drops in their profits. The varying results highlight the challenging economic environment and fluctuating market conditions affecting the trucking industry.
Wealthfront Advisers LLC Cuts Stock Holdings in Old Dominion Freight Line, Inc. $ODFL
Wealthfront Advisers LLC significantly reduced its stake in Old Dominion Freight Line, Inc. during the third quarter, selling 17,087 shares and now owning 26,148 shares valued at approximately $3.68 million. Despite this, other institutional investors have increased their holdings, and analysts maintain a "Hold" rating with an average target price of $189.88 for ODFL. The company recently beat earnings expectations and increased its quarterly dividend.
ING Groep NV Acquires Shares of 14,525 Old Dominion Freight Line, Inc. $ODFL
ING Groep NV has acquired a new position in Old Dominion Freight Line, Inc. (NASDAQ:ODFL) by purchasing 14,525 shares valued at approximately $2.045 million. This acquisition is part of a broader trend of institutional investors modifying their holdings in the transportation company. Old Dominion Freight Line recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
Old Dominion's $1.9M 401(k) Fee Suit Deal Gets Final OK
A federal judge in North Carolina has given final approval to a $1.9 million settlement in a class action lawsuit against Old Dominion Freight Line. The lawsuit accused the company of mismanaging its 401(k) plan by failing to keep fees low. Class counsel is set to receive $633,333 from the settlement.
Old Dominion's $1.9M 401(k) Fee Suit Deal Gets Final OK
A North Carolina federal judge has granted final approval to a $1.9 million settlement in a class action lawsuit against Old Dominion Freight Line. The lawsuit alleged that the company failed to maintain low fees for its 401(k) plan. As part of the settlement, class counsel will receive $633,333.
Old Dominion Freight Line Using Symbol Mobile Computers
Old Dominion Freight Line is equipping over 1,700 drivers with Symbol Technology Inc.'s PDT 7500 rugged handheld computers to manage pickup and delivery routes. These devices enable drivers to wirelessly collect and communicate timely information, improving customer service and operational efficiency by accurately tracking deliveries. The computers are chosen for their durability and long battery life, crucial for demanding daily operations.
Old Dominion's $1.9M 401(k) Fee Suit Deal Gets Final OK
A North Carolina federal judge has granted final approval to a $1.9 million settlement in a class action lawsuit against Old Dominion Freight Line. The suit alleged the company failed to keep fees low on its 401(k) plan. Class counsel is set to receive $633,333 from the settlement.
Logistics stocks get spooked by a penny-stock AI pitch (RIME:NASDAQ)
Shares of major freight and logistics companies experienced a significant drop after a small-cap firm, Algorhythm Holdings, Inc. (RIME), announced that its new AI technology could drastically improve broker productivity. This announcement reignited investor concerns about the potential for automation to disrupt the logistics sector, causing popular stocks like C.H. Robinson (CHRW) and XPO (XPO) to tumble.
Old Dominion Freight Line (NASDAQ:ODFL) Rating Increased to Buy at Argus
Argus upgraded Old Dominion Freight Line (NASDAQ:ODFL) from a "hold" to a "buy" rating, setting a $220 price target, which suggests a 14% upside. Despite this, the consensus rating among analysts remains "Hold" with a target of $189.88, while the stock traded down 0.8% on the day at $192.90. The company reported a slight beat on Q4 EPS ($1.09 vs. $1.06) and maintains strong profitability with a net margin of 18.6% and 77.8% institutional ownership.
Is Wall Street Bullish or Bearish on Old Dominion Freight Line Stock?
Old Dominion Freight Line (ODFL) has underperformed the S&P 500 and the iShares Transportation Average ETF over the past year but has seen significant gains year-to-date. Despite beating Q4 2025 earnings estimates, the company's revenue declined. Analysts generally rate ODFL as a "Hold," with a recent price target increase by Susquehanna analyst Bascome Majors.
Old Dominion Freight Line (NASDAQ:ODFL) Upgraded at Zacks Research
Zacks Research has upgraded Old Dominion Freight Line (NASDAQ:ODFL) from a "strong sell" to a "hold" rating. This upgrade comes as the company navigated a challenging period, reporting earnings that topped consensus estimates and maintaining a strong market position with various institutional investors adjusting their holdings. The stock currently holds an average "Hold" rating from analysts with a consensus price target of $188.57.
Top Analyst Reports for Eli Lilly, Marriott & Fortinet
This article presents the latest research reports from Zacks on 16 major stocks, including Eli Lilly (LLY), Marriott International (MAR), and Fortinet (FTNT), along with two micro-cap stocks, GSI Technology (GSIT) and Kewaunee Scientific (KEQU). It highlights the performance, key drivers, and challenges for each company based on their recent quarterly results and market positions. The reports offer insights into growth prospects and potential headwinds for these diverse companies across pharmaceuticals, hospitality, cybersecurity, and specialized technology sectors.
Susquehanna downgrades Saia stock rating to Neutral on valuation concerns By Investing.com
Susquehanna downgraded Saia Inc. (NASDAQ:SAIA) from Positive to Neutral, citing valuation concerns and setting a price target of $425.00. This adjustment comes after a significant 35.58% return over the past six months, placing the stock's RSI in overbought territory. The firm also lowered its 2026 EPS estimate to $10.35 due to below-the-line activity, though its 2027 EPS estimate remains unchanged at $6.00.
Old Dominion Freight Line's Q4 Earnings Call: Our Top 5 Analyst Questions
Old Dominion Freight Line (ODFL) experienced a decline in Q4 freight volumes and revenue, but managed costs effectively. Management discussed strategies for future growth, addressing analyst questions on demand recovery, yield trends, fleet strategy, competitive dynamics, and equipment cost inflation. The company maintains a cautious outlook while preparing for a potential rebound.
XPO, Inc. (XPO): A Deep-Dive into the North American LTL Powerhouse (2026)
XPO, Inc. (XPO) has transformed into a leading North American Less-Than-Truckload (LTL) carrier after strategic spin-offs and aggressive acquisitions. The company's stock has surged over 40% year-to-date in 2026, reaching all-time highs due to successful integration of Yellow Corp. terminals and margin improvements. Under CEO Mario Harik, XPO is focusing on operational excellence and technology to further expand margins and capture market share, aiming to challenge industry leaders like Old Dominion Freight Line.
Saia's LTL Backdrop To Remain Soft Into First-Half 2026, but Long-Term Margin Opportunities Intact
Morningstar analyst Matthew Young anticipates Saia's less-than-truckload (LTL) demand will stay subdued through the first half of 2026, but the company retains its long-term margin opportunities. Saia, a top-tier LTL carrier, is noted for its profitability and network quality and has recently expanded its network by acquiring former Yellow-owned terminals.
Is It Too Late To Reassess Old Dominion Freight Line (ODFL) After Recent Share Price Strength?
This article analyzes Old Dominion Freight Line (ODFL) using both Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio methods to assess its current valuation. The analysis suggests that despite recent share price strength, ODFL appears overvalued, with the DCF model indicating it is 74.6% overvalued and its P/E ratio exceeding its calculated "Fair Ratio." The piece encourages investors to utilize Simply Wall St's "Narratives" feature for a more personalized valuation approach.
ProShare Advisors LLC Sells 60,506 Shares of Old Dominion Freight Line, Inc. $ODFL
ProShare Advisors LLC reduced its stake in Old Dominion Freight Line, Inc. by 18.9%, selling 60,506 shares, though still holding 259,531 shares valued at $36.54 million. Other institutions like Norges Bank, First Trust, JPMorgan, and Citigroup have significantly increased their positions, bringing total institutional ownership to 77.82%. Despite a 5.7% year-over-year revenue drop, Old Dominion Freight Line slightly surpassed EPS estimates, raised its quarterly dividend, and holds a consensus "Hold" rating with an average target price of $185.46.
Envestnet Asset Management Inc. Sells 5,163 Shares of Old Dominion Freight Line, Inc. $ODFL
Envestnet Asset Management Inc. reduced its stake in Old Dominion Freight Line (NASDAQ:ODFL) by 1.2%, selling 5,163 shares and retaining 417,274 shares valued at $58.7 million. Old Dominion reported Q4 EPS of $1.09 and revenue of $1.31 billion, while also increasing its quarterly dividend to $0.29 per share. Analysts generally hold a "Hold" rating for the stock, with a consensus target price of $185.46.
Reaves W H & Co. Inc. Has $1.15 Million Stock Position in Old Dominion Freight Line, Inc. $ODFL
Reaves W H & Co. Inc. significantly reduced its stake in Old Dominion Freight Line, Inc. (NASDAQ:ODFL) during the third quarter, selling 88.9% of its holdings and retaining 8,200 shares valued at $1.15 million. Despite Old Dominion Freight Line slightly beating Q4 earnings estimates, revenue was down year-over-year, leading analysts to maintain a "Hold" rating with an average price target of $185.46. The company also announced an increased quarterly dividend of $0.29 per share, resulting in a 0.6% yield.
Old Dominion Freight Line, Inc. (NASDAQ:ODFL) Receives Average Recommendation of "Hold" from Analysts
Analysts have issued an average "Hold" recommendation for Old Dominion Freight Line, Inc. (NASDAQ:ODFL), with a consensus 12-month price target of $185.46 from 25 firms. The company reported a Q4 EPS beat but saw revenue and LTL tons per day decline, leading to mixed analyst adjustments including upgrades and downgrades, while also increasing its quarterly dividend. Institutional investors have significantly adjusted their positions, and the stock currently has a market capitalization of $42.34 billion.
Old Dominion Installs Iteris Safety Technology
Old Dominion Freight Line is implementing Iteris' Lane Departure Warning (LDW) system in 1,200 of its existing tractors and plans to make it standard on all future new truck purchases. The deployment will begin this month across 10 service centers and is expected to be completed within six months, following a two-year successful testing period. This initiative highlights Old Dominion's commitment to safety and proactive accident prevention.
Old Dominion Freight Line Inc (ODFL) Shares Gap Down to $195.27 on Feb 9
Shares of Old Dominion Freight Line Inc (ODFL) gapped down to $195.27 on February 9th, falling 3.56% in mid-day trading. The stock is currently 6.84% below its 52-week high and 54.96% above its 52-week low. Wall Street analysts recommend a "Hold" status with an average target price of $193.90, while GuruFocus estimates a fair value of $179.09, suggesting a downside.
ODFL Analyst Rating Downgrade: Citigroup Adjusts to Neutral, Raises PT
Citigroup has downgraded Old Dominion Freight Line (ODFL) from Buy to Neutral but raised its price target from $196.00 to $216.00, an increase of 10.20%. This adjustment reflects an updated valuation following various recent analyst evaluations, which show a diverse range of perspectives on ODFL's market performance. Despite the downgrade, ODFL maintains an average brokerage recommendation of "Hold" from 26 firms, with an average price target of $193.90 suggesting a slight downside from its current price.
Azzad Asset Management Inc. ADV Sells 5,352 Shares of Old Dominion Freight Line, Inc. $ODFL
Azzad Asset Management Inc. ADV has reduced its stake in Old Dominion Freight Line (NASDAQ: ODFL) by selling 5,352 shares, bringing their total holdings to 14,897 shares valued at $2.10 million. This move comes as ODFL reported Q4 EPS above expectations but experienced a revenue decline and noted volume weakness, leading to cautious Q1 guidance despite a dividend increase. Institutional ownership in ODFL remains high at 77.82%, with mixed analyst ratings and an average price target of $185.46.
Prime Capital Investment Advisors LLC Sells 28,978 Shares of Old Dominion Freight Line, Inc. $ODFL
Prime Capital Investment Advisors LLC significantly reduced its stake in Old Dominion Freight Line (ODFL) by 78.3% in Q3, selling 28,978 shares and retaining 8,015 shares valued at $1.13 million. The transportation company recently announced Q4 earnings that beat EPS estimates but saw a 5.7% revenue decline year-over-year, alongside cautious Q1 revenue guidance. Despite mixed analyst sentiment, Old Dominion Freight Line increased its quarterly dividend to $0.29 per share, payable March 18th.
Saia (SAIA) Reports Q4: Everything You Need To Know Ahead Of Earnings
Saia (NASDAQ:SAIA) is set to announce its Q4 earnings results this Tuesday. Analysts expect a 1.5% year-on-year revenue decline to $777 million and adjusted earnings of $1.91 per share, with estimates remaining consistent over the last 30 days. Despite past revenue misses, investor sentiment in the ground transportation sector is positive, with Saia's stock up 14.4% in the last month.
Old Dominion Expands in Albany, N.Y.
Old Dominion Freight Line Inc. has expanded its Albany Service Center by relocating to a new, larger facility. The new center boasts 72 doors, a 45% increase, and employs 50 people. The expansion aims to enhance direct service throughout Upstate New York, leveraging its strategic location near major interstates.
Old Dominion Debuts New Web Cube Calculator
Old Dominion Freight Line Inc. has introduced a new "Cube Calculator" accessible on its website, www.odfl.com. This tool allows customers to calculate the cubic feet and density for their shipments, especially useful for sea or air transportation. The company aims to provide quality service through such technological advancements.
Old Dominion Opens New Service Centers
Old Dominion Freight Line Inc. has expanded its network by opening two new service centers, one in Flagstaff, Arizona, and another in Santa Maria, California. These additions bring the company's total number of service centers to over 215, enhancing its direct service capabilities in both regions. The Santa Maria center, in particular, improves access for customers along the key U.S. Route 101 corridor.
Raymond James Financial Increases Old Dominion Freight Line (NASDAQ:ODFL) Price Target to $213.00
Raymond James Financial has raised its price target for Old Dominion Freight Line (NASDAQ:ODFL) to $213.00 from $180.00, maintaining an "outperform" rating, which suggests a 5.2% upside. Despite a modest Q4 EPS beat ($1.09 vs. $1.06), the company experienced a 5.7% year-over-year revenue decline and a 10.7% drop in LTL volume, leading to mixed analyst reactions and a consensus "Hold" rating with an average target of $185.46. The article highlights both positive and negative sentiments surrounding ODFL, noting modest Q4 beats and analyst upgrades as positive, while revenue decline and mixed analyst reactions as points of concern.
Old Dominion Freight Line (NASDAQ:ODFL) Price Target Raised to $176.00 at Rothschild & Co Redburn
Rothschild & Co Redburn increased its price target for Old Dominion Freight Line (NASDAQ:ODFL) to $176.00 from $114.00, while maintaining a "sell" rating due to a potential 13% downside from the current share price. This adjustment follows ODFL's modest Q4 earnings beat ($1.09 EPS vs. $1.06 consensus), despite a 5.7% year-over-year revenue decline and a nearly 10.7% drop in less-than-truckload (LTL) tons per day. The company currently holds a "Hold" consensus rating and a target price of $185.46 from analysts, reflecting a mixed outlook focusing on potential volume recovery.
Does Old Dominion Freight Line's (ODFL) Rich Payout Amid Softer Freight Demand Reveal Its True Priorities?
Despite softer freight demand leading to lower revenue and net income in Q4 2025, Old Dominion Freight Line (ODFL) increased its dividend and completed a significant share buyback. The article questions if these capital returns to shareholders truly reflect the company's priorities in a challenging market. While ODFL is seen as a premium-priced carrier emphasizing resilience, its current valuation might be overextended given the ongoing softness in freight volumes and varying analyst expectations.
ArcBest Corporation (ARCB): A Bull Case Theory
This article summarizes a bullish thesis on ArcBest Corporation (ARCB), a logistics operator anchored by a unionized less-than-truckload (LTL) network. The thesis highlights that despite a freight recession, the company is trading near its liquidation value and offers significant upside potential from industrial recovery, tonnage normalization, terminal monetization, and potential M&A, with projected EPS reaching $10-12 in a mid-cycle recovery and $18-20 with normalized shipment weights.
