CVLG COVENANT LOGISTICS GROUP, INC.

NEUTRAL Impact: 3/10 8-K
Horizon immediate Filed May 15, 2026 Processed 25d 5h ago SEC 0001008886-26-000133
8-K context-dependent: Items 5.02, 8.01
Latest settled — T+5d ⚠ clustered
CVLG ▲ +10.15% at T+5d
NEUTRAL call ✓ call won +10.15% · α vs SPY +8.53% · entry $35.21 → $38.79
Next anchor: T+20d in 5d
Currently $45.08 · +28.02% from $35.21 entry
Entry anchored
May 15, 2026
via day open
T+1d
+1.13%
call +1.13% · α +1.78%
$35.61
settled 23d ago
T+5d
+10.15%
call +10.15% · α +8.53%
$38.79
settled 19d ago
T+20d
call — · α —
in 5d
T+60d
call — · α —
in 2mo

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Executive Summary

Covenant Logistics Group filed an 8-K covering routine compensation changes for named executive officers, results of the annual shareholder meeting, and a declared $0.07/share quarterly dividend. The compensation committee approved 2026 long-term incentive awards totaling approximately $6.8M in target value, salary increases for three officers, and severance alignment. All director nominees were elected, say-on-pay passed with 98% support, and Grant Thornton was ratified as auditor. The $0.07 dividend is consistent with the existing quarterly program. No material financial data or guidance was provided.

Actionable Insight

This filing is routine and contains no material financial surprises. The dividend declaration is consistent with the existing program and provides no new signal. Monitor the Q2 2026 earnings release for operational trends and any update on the two-year Adjusted EPS and ROIC goals tied to the performance-based LTIP awards.

Key Facts

  • Compensation committee approved 2026 LTIP target awards: CEO Parker $2.98M, President Bunn $1.87M, CFO Grant $792K, COO Koehl $695K, EVP Ballard $481K.
  • Base salaries raised to $455K for Grant and Koehl, $400K for Ballard, effective July 6, 2026.
  • Quarterly cash dividend of $0.07/share declared, payable June 26, 2026 to holders of record June 5, 2026.
  • All nine director nominees elected; say-on-pay approved with 98.0% of votes cast in favor.
  • Grant Thornton LLP ratified as independent auditor for FY2026 with 99.8% of votes cast in favor.
  • No departures, resignations, or material changes in control disclosed.

Financial Impact

Quarterly dividend of $0.07/share represents approximately $0.28/share annualized, or roughly $2.4M per quarter based on ~34M shares outstanding. LTIP target awards total ~$6.8M, with half performance-based and half time-based.

compensation expensedividend payout

Risk Factors

  • Forward-looking statements caution that future dividends remain subject to board approval and cash flow needs.
  • Performance-based LTIP targets (Adjusted EPS, ROIC) are not disclosed, creating uncertainty about payout potential.

Market Snapshot

Exchange
NYSE
Sector
Trucking (No Local)
Analyst Consensus
78% bullish (9 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001008886-26-000133
Exhibit: exhibit991.htm0001008886-26-000133
Document: 0001008886-26-000133-index-headers.html0001008886-26-000133
Document: 0001008886-26-000133-index.html0001008886-26-000133
Document: 0001008886-26-000133.txt0001008886-26-000133
12 reports for CVLG
Performance horizon

Track record builds as more directional reports settle.

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Type Now
Jun 5, 2026
4d ago
Press Release
NEUTRAL ★ 2/10
$43.22 awaiting T+1awaiting T+1$45.08 (+4.30%)
Jun 1, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
$41.84 $42.09▲ +0.60%▲ +1.32%$45.08 (+7.74%)
May 27, 2026
13d ago
Insider Cluster
NEUTRAL ★ 3/10
$41.84 $42.09▲ +0.60%▲ +1.32%$45.08 (+7.74%)
May 27, 2026
13d ago
Insider Cluster
NEUTRAL ★ 3/10
$39.49 $39.64▲ +0.38%▲ +0.14%$45.08 (+14.17%)
May 15, 2026
25d ago
8-K
NEUTRAL ★ 3/10
$35.21 $35.61▲ +1.13%▲ +1.78%$45.08 (+28.02%)
May 15, 2026
25d ago
Press Release
NEUTRAL ★ 2/10
$35.27 $35.67▲ +1.13%▲ +1.78%$45.08 (+27.81%)
Apr 28, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$34.99 $34.84▼ −0.43%▼ −0.42%$45.08 (+28.84%)
Apr 28, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$34.99 $34.84▼ −0.43%▼ −0.42%$45.08 (+28.84%)
Apr 23, 2026
6w ago
Press Release
BEARISH ★ 7/10
$34.07 $34.95▼ −2.58%▼ −2.42%$45.08 (−32.32%)
Apr 1, 2026
9w ago
Press Release
NEUTRAL ★ 3/10
$28.15 $27.97▼ −0.64%▼ −1.12%$45.08 (+60.14%)
Showing 10 of 12

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