ARCB

ARCBEST CORP /DE/

Nasdaq · Trucking (No Local) · Inc. DE · CIK 0000894405
$173.04 +0.21% $3.9B
14 New Institutional Positions10 Institutional Exits
Vol
Market Cap$3.9B
Cap SizeMid Cap
Analyst ConsensusBuy (61%)
Inst. Holders50 funds
Inst. Value$1.6B
Inst. Activity14 buys / 10 sells
SEC Reports4
Exchange Nasdaq·Sector Trucking (No Local)·Inc. DE·CIK 0000894405·Prev Close $172.67

Recent Activity

Jun 4, 2026 SEC
ArcBest issued a mid-quarter business update via Item 7.01, reporting preliminary May 2026 metrics. Asset-Based segment
8-K — Impact 6/10
May 18, 2026 SEC
ArcBest terminated its $50M receivables loan agreement with TD Bank, which had no outstanding borrowings or letters of c
8-K — Impact 2/10
May 7, 2026 Insider
Adkins Christopher A surrendered for taxes 130 shares
Chief Strategy Officer @ $121.78 ($15.8K)
May 7, 2026 Insider
Anderson Dennis L II surrendered for taxes 144 shares
Chief Innovation Officer @ $121.78 ($17.5K)
May 7, 2026 Insider
Beasley John Matthew surrendered for taxes 193 shares
CHIEF FINANCIAL OFFICER @ $121.78 ($23.5K)
Apr 24, 2026 SEC
ArcBest Corporation declared a quarterly cash dividend of $0.12 per share, payable on May 22, 2026, to shareholders of r
8-K — Impact 3/10
Inst.
FMR LLC — DOUBLED
1,290,756 shares ($127.0M)
Inst.
Nuveen, LLC — TRIM
239,366 shares ($23.5M)

Price Targets

$148.64 -14.1% upside Sell
Current $173.04 Low $117.00 Median $150.00 High $185.00 11 analysts
$117.00 $185.00

Analyst Ratings

Buy61% buy · 18 analysts
5Strong Buy
6Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 TD Cowen MAINTAIN Hold → Hold
Jun 8, 2026 JP Morgan MAINTAIN Neutral → Neutral
Jun 5, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Jun 5, 2026 B of A Securities MAINTAIN Neutral → Neutral
Apr 29, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.96 ▲ +19.3% $1.40 — $2.38 44% YoY 12
Next Q $2.07 ▲ +12.7% $1.62 — $2.51 41% YoY 12
Current FY $5.87 ▲ +13.9% $4.60 — $7.05 59% YoY 12
Next FY $8.46 ▲ +6.0% $7.20 — $10.60 44% YoY 12

Latest Reports

BULLISH 8-K 6/10
ArcBest issued a mid-quarter business update via Item 7.01, reporting preliminary May 2026 metrics. Asset-Based segment
Jun 4, 2026
NEUTRAL 8-K 2/10
ArcBest terminated its $50M receivables loan agreement with TD Bank, which had no outstanding borrowings or letters of c
May 18, 2026

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH——
BlackRock, Inc.$333.7M—
DIMENSIONAL FUND ADVISORS LP$137.4M—
FMR LLC$127.0MDOUBLED
VANGUARD PORTFOLIO MANAGEMENT LLC$124.8M—

Recent Insider Trades

DateInsiderTypeValue
May 7, 2026Adkins ChristopherF$15.8K
May 7, 2026Anderson DennisF$17.5K
May 7, 2026Beasley JohnF$23.5K
May 7, 2026Godfrey MatthewF$13.3K
May 7, 2026Parks JasonF$8.9K
50 institutional holders with $1.6B total value (16,029,696 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, DIMENSIONAL. Net buying activity: 14 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH—$0.000.0%—
2BlackRock, Inc.3,393,050$333.7M21.5%—
3DIMENSIONAL FUND ADVISORS LP1,397,287$137.4M8.9%—
4FMR LLC1,290,756$127.0M8.2%DOUBLED +109.8%
5VANGUARD PORTFOLIO MANAGEMENT LLC1,269,241$124.8M8.0%—
6VANGUARD CAPITAL MANAGEMENT LLC1,005,007$98.9M6.4%—
7STATE STREET CORP957,682$94.2M6.1%—
8Invesco Ltd.809,204$79.6M5.1%DOUBLED +625.4%
9ALLIANCEBERNSTEIN L.P.1,031,140$76.5M4.9%—
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC526,139$51.8M3.3%—
11MORGAN STANLEY483,808$47.6M3.1%—
12AMERIPRISE FINANCIAL INC471,633$46.4M3.0%—
13VICTORY CAPITAL MANAGEMENT INC377,129$37.1M2.4%ADD +84.6%
14GOLDMAN SACHS GROUP INC267,923$26.4M1.7%—
15Nuveen, LLC239,366$23.5M1.5%TRIM -33.4%
16Allianz Asset Management GmbH233,224$22.9M1.5%ADD +45.0%
17NOMURA ASSET MANAGEMENT INTERNATIONAL INC.230,735$22.7M1.5%—
18DRIEHAUS CAPITAL MANAGEMENT LLC210,343$20.7M1.3%NEW
19MASSACHUSETTS FINANCIAL SERVICES CO /MA/151,226$14.9M1.0%NEW
20VANGUARD FIDUCIARY TRUST CO145,085$14.3M0.9%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED615,2611,290,756+109.8%$127.0M2026-Q1
Nuveen, LLCTRIM359,349239,366-33.4%$23.5M2026-Q1
Allianz Asset Management GmbHADD160,870233,224+45.0%$22.9M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCNEW—210,343—$20.7M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW—151,226—$14.9M2026-Q1
Rockefeller Capital Management L.P.TRIM171,535126,870-26.0%$12.5M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD38,34360,193+57.0%$5.9M2026-Q1
SEI INVESTMENTS CODOUBLED26,48253,687+102.7%$5.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED14,34532,852+129.0%$3.2M2026-Q1
ROYCE & ASSOCIATES LPTRIM70,24621,758-69.0%$2.1M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM34,67013,557-60.9%$1.3M2026-Q1
STRS OHIOADD7,20010,000+38.9%$983.6K2026-Q1
AmundiADD4,8387,478+54.6%$735.5K2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM19,5966,999-64.3%$688.4K2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCADD4,9176,728+36.8%$661.8K2026-Q1
FIFTH THIRD BANCORPDOUBLED1695,230+2994.7%$514.4K2026-Q1
Neuberger Berman Group LLCADD3,1274,222+35.0%$415.3K2026-Q1
NISA INVESTMENT ADVISORS, LLCDOUBLED1,2832,805+118.6%$275.9K2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT38,2352,535-93.4%$249.3K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM4,7002,300-51.1%$226.2K2026-Q1
Centiva Capital, LPTRIM3,3912,068-39.0%$203.4K2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM1,205547-54.6%$53.8K2026-Q1
Allworth Financial LPADD58103+77.6%$10.1K2026-Q1
BROWN BROTHERS HARRIMAN & CONEAR_EXIT204-80.0%$393.002026-Q1
Invesco Ltd.DOUBLED126,891920,498+625.4%$68.3M2025-Q4
19 unique insiders with 44 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 7, 2026Adkins Christopher AChief Strategy OfficerTAX W/H130$121.78$15.8K
May 7, 2026Anderson Dennis L IIChief Innovation OfficerTAX W/H144$121.78$17.5K
May 7, 2026Beasley John MatthewCHIEF FINANCIAL OFFICERTAX W/H193$121.78$23.5K
May 7, 2026Godfrey Matthew RPresident, ABF FreightTAX W/H109$121.78$13.3K
May 7, 2026Parks Jason TVP - Controller(1)TAX W/H73$121.78$8.9K
May 7, 2026RUNSER SETHPresident & CEO, ArcBestTAX W/H219$121.78$26.7K
May 7, 2026Sorg Ralph EdwardChief Commercial OfficerTAX W/H130$121.78$15.8K
May 7, 2026Gattis Erin KCHIEF HUMAN RESOURCES OFFICERTAX W/H144$121.78$17.5K
May 6, 2026Gattis Erin KCHIEF HUMAN RESOURCES OFFICERTAX W/H306$121.82$37.3K
May 6, 2026RUNSER SETHPresident & CEO, ArcBestTAX W/H643$121.82$78.3K
May 6, 2026Sorg Ralph EdwardChief Commercial OfficerTAX W/H337$121.82$41.1K
May 6, 2026Parks Jason TVP - Controller(1)TAX W/H149$121.82$18.2K
May 6, 2026Hagy James BrentChief Legal Officer&CorpSec(1)TAX W/H303$121.82$36.9K
May 6, 2026Godfrey Matthew RPresident, ABF FreightTAX W/H354$121.82$43.1K
May 6, 2026Beasley John MatthewCHIEF FINANCIAL OFFICERTAX W/H438$121.82$53.4K
May 6, 2026Anderson Dennis L IIChief Innovation OfficerTAX W/H354$121.82$43.1K
May 6, 2026Adkins Christopher AChief Strategy OfficerTAX W/H272$121.82$33.1K
May 5, 2026Abbate Salvatore ADirectorAWARD1,350——
May 5, 2026Stipp Janice EDirectorAWARD1,350——
May 5, 2026Albrecht Thomas SDirectorAWARD1,350——
May 5, 2026CONRADO EDUARDO FDirectorAWARD1,350——
May 5, 2026Hogan Michael PDirectorAWARD1,350——
May 5, 2026MCREYNOLDS JUDY RDirectorAWARD1,350——
May 5, 2026Sultemeier Chris T.DirectorAWARD1,350——
May 5, 2026Adkins Christopher AChief Strategy OfficerTAX W/H78$118.17$9.2K
May 5, 2026Adkins Christopher AChief Strategy OfficerAWARD1,450——
May 5, 2026Anderson Dennis L IIChief Innovation OfficerAWARD2,200——
May 5, 2026Anderson Dennis L IIChief Innovation OfficerTAX W/H293$118.17$34.6K
May 5, 2026Beasley John MatthewCHIEF FINANCIAL OFFICERAWARD3,000——
May 5, 2026Beasley John MatthewCHIEF FINANCIAL OFFICERTAX W/H321$118.17$37.9K
May 5, 2026Gattis Erin KCHIEF HUMAN RESOURCES OFFICERTAX W/H245$118.17$29.0K
May 5, 2026Gattis Erin KCHIEF HUMAN RESOURCES OFFICERAWARD1,600——
May 5, 2026Godfrey Matthew RPresident, ABF FreightAWARD2,200——
May 5, 2026Godfrey Matthew RPresident, ABF FreightTAX W/H180$118.17$21.3K
May 5, 2026Parks Jason TVP - Controller(1)AWARD775——
May 5, 2026RUNSER SETHPresident & CEO, ArcBestAWARD10,150——
May 5, 2026Parks Jason TVP - Controller(1)TAX W/H122$118.17$14.4K
May 5, 2026RUNSER SETHPresident & CEO, ArcBestTAX W/H349$118.17$41.2K
May 5, 2026Sorg Ralph EdwardChief Commercial OfficerAWARD2,025——
May 5, 2026Sorg Ralph EdwardChief Commercial OfficerTAX W/H217$118.17$25.6K
May 5, 2026Hagy James BrentChief Legal Officer&CorpSec(1)AWARD1,850——
May 5, 2026George Bobby KDirectorAWARD1,350——
May 5, 2026Bordelon Ann G.DirectorAWARD1,350——
Feb 6, 2026Pinkerton Mac SCOO, Asset Light Logistics(1)AWARD2,150——
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.8/10.
BULLISH 8-K 6/10
ArcBest issued a mid-quarter business update via Item 7.01, reporting preliminary May 2026 metrics.
Jun 4, 2026
NEUTRAL 8-K 2/10
ArcBest terminated its $50M receivables loan agreement with TD Bank, which had no outstanding borrow
May 18, 2026
NEUTRAL 8-K 3/10
ArcBest Corporation declared a quarterly cash dividend of $0.12 per share, payable on May 22, 2026,
Apr 24, 2026
NEUTRAL DEFA14A 4/10
ArcBest Corporation is holding its 2026 Annual Meeting of Stockholders to vote on several proposals,
Mar 13, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (61% buy). Based on 18 analysts: 5 strong buy, 6 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$148.64 mean target -14.1% upside Sell (2.08)
$117.00 Low $185.00 High
MetricValue
Current Price$173.04
Target Low$117.00
Target Mean$148.64
Target Median$150.00
Target High$185.00
# Analysts11
RecommendationSell (2.08)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.96 $1.40 $2.38 43.9% +19.3% 1↑ 0↓ $1.2B 13.8% 12
Next Q
2026-09-30
 $2.07 $1.62 $2.51 41.5% +12.7% 1↑ 0↓ $1.2B 10.4% 12
Current FY
2026-12-31
 $5.87 $4.60 $7.05 58.8% +13.9% 1↑ 0↓ $4.4B 10.2% 12
Next FY
2027-12-31
 $8.46 $7.20 $10.60 44.0% +6.0% 1↑ 0↓ $4.7B 6.4% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.956
7d ago$1.640+0.316
30d ago$1.640+0.316
60d ago$1.372+0.585
90d ago$1.334+0.623
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 TD Cowen MAINTAIN Hold Hold
Jun 8, 2026 JP Morgan MAINTAIN Neutral Neutral
Jun 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jun 5, 2026 B of A Securities MAINTAIN Neutral Neutral
Apr 29, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 29, 2026 UBS MAINTAIN Neutral Neutral
Apr 29, 2026 TD Cowen MAINTAIN Hold Hold
Apr 29, 2026 Citigroup MAINTAIN Buy Buy
Apr 29, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 29, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 29, 2026 Truist Securities MAINTAIN Buy Buy
Apr 29, 2026 Stifel MAINTAIN Buy Buy
Apr 16, 2026 Stifel MAINTAIN Buy Buy
Mar 9, 2026 Citigroup MAINTAIN Buy Buy
Mar 2, 2026 Jefferies MAINTAIN Buy Buy
Feb 4, 2026 UBS MAINTAIN Neutral Neutral
Feb 2, 2026 Stifel MAINTAIN Buy Buy
Feb 2, 2026 Citigroup MAINTAIN Buy Buy
Feb 2, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 2, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 2, 2026 Jefferies MAINTAIN Buy Buy
Jan 21, 2026 Stifel MAINTAIN Buy Buy
Jan 15, 2026 Truist Securities MAINTAIN Buy Buy
Jan 9, 2026 TD Cowen MAINTAIN Hold Hold
Jan 8, 2026 Citigroup MAINTAIN Buy Buy
Dec 23, 2025 B of A Securities MAINTAIN Neutral Neutral
Dec 16, 2025 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265670061%
May 1, 20265670061%
Apr 1, 20265680058%
Mar 1, 20265680058%
Feb 1, 20265680058%
Jan 1, 20265680058%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 28, 2026
earnings_calendar
ARCB Q1 2026 Earnings Scheduled — 2026-04-28
Feb 3, 2026
short_interest
FTD: ARCB — 6,687 shares ($0.7M) failed to deliver
Settlement: 20260203, Price: $99.75, FTD Value: $667,028.25, ARCBEST CORPORATION COMMON STO