HTLD

HEARTLAND EXPRESS INC

Nasdaq · Trucking (No Local) · Inc. NV · CIK 0000799233
$16.11 -0.68% $1.2B
High Impact Filing (7/10)10 New Institutional Positions7 Institutional Exits
Vol
Market Cap$1.2B
Cap SizeSmall Cap
Analyst ConsensusSell (9%)
Inst. Holders50 funds
Inst. Value$252.8M
Inst. Activity10 buys / 7 sells
Insider Activity1B / 0S
Insider Net $$31.4K
SEC Reports5
Press Releases1
Exchange Nasdaq·Sector Trucking (No Local)·Inc. NV·CIK 0000799233·Prev Close $16.22

Recent Activity

Jun 12, 2026 dividend
Heartland Express, Inc. Declares Regular Quarterly Dividend
<p align="justify">NORTH LIBERTY, Iowa, June 12, 2026 (GLOBE NEWSWIRE) -- The Board of Directors o
Jun 11, 2026 SEC
Four institutional investors increased HTLD positions by $3.0M in Q4 2025, led by Ameriprise Financial's $2.4M addition,
INST-CLUSTER — Impact 3/10
Jun 10, 2026 Insider
SPALDING DAVID P bought 2,000 shares
Director @ $15.69 ($31.4K)
May 19, 2026 Insider
Ann S. Gerdin Revocable Trust gifted 4,474,456 shares
10%+ Owner
May 19, 2026 Insider
GERDIN MICHAEL J gifted 4,474,456 shares
Chief Executive Officer
May 14, 2026 SEC
Heartland Express reported Q1 2026 EPS of -$0.06, missing consensus estimates of $0.00 by a wide margin (surprise -2471.
PRESS-RELEASE — Impact 3/10
Apr 23, 2026 SEC
Heartland Express (HTLD) reported a Q1 2026 net loss of $4.8M ($0.06 loss per share), significantly better than the cons
PRESS-RELEASE — Impact 7/10
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
588,810 shares ($6.1M)

Price Targets

$12.40 -23.0% upside Strong Sell
Current $16.11 Low $10.00 Median $12.00 High $16.00 5 analysts
$10.00 $16.00

Analyst Ratings

Strong Sell9% buy · 11 analysts
1Strong Buy
0Buy
5Hold
3Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 28, 2026 Barclays MAINTAIN Underweight → Underweight
Apr 24, 2026 UBS MAINTAIN Neutral → Neutral
Apr 24, 2026 JP Morgan MAINTAIN Underweight → Underweight
Apr 24, 2026 Baird MAINTAIN Outperform → Outperform
Mar 3, 2026 Barclays MAINTAIN Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.00 ▲ +103.5% $-0.04 — $0.03 102% YoY 4
Next Q $0.03 ▲ +172.7% $-0.00 — $0.06 124% YoY 3
Current FY $0.02 ▲ +109.3% $-0.13 — $0.12 105% YoY 5
Next FY $0.51 ▲ +26.9% $0.40 — $0.58 2138% YoY 5

Top Institutional Holders

FundValueMove
BlackRock, Inc.$70.6M
DIMENSIONAL FUND ADVISORS LP$40.3M
VANGUARD CAPITAL MANAGEMENT LLC$23.3M
STATE STREET CORP$21.5M
TWO SIGMA INVESTMENTS, LP$15.0MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026SPALDING DAVIDBUY$31.4K
May 19, 2026Ann S.G$0.00
May 19, 2026GERDIN MICHAELG$0.00
May 15, 2026Ann S.A$0.00
May 15, 2026EICKMAN KRISA$0.00
50 institutional holders with $252.8M total value (24,310,926 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 10 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.6,791,340$70.6M27.9%
2DIMENSIONAL FUND ADVISORS LP3,873,653$40.3M15.9%
3VANGUARD CAPITAL MANAGEMENT LLC2,242,432$23.3M9.2%
4STATE STREET CORP2,065,866$21.5M8.5%
5TWO SIGMA INVESTMENTS, LP1,440,134$15.0M5.9%ADD +91.0%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,089,550$11.3M4.5%
7AMERIPRISE FINANCIAL INC983,491$10.2M4.0%ADD +26.1%
8VANGUARD PORTFOLIO MANAGEMENT LLC811,644$8.4M3.3%
9GOLDMAN SACHS GROUP INC630,681$6.6M2.6%
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP588,810$6.1M2.4%ADD +34.7%
11MORGAN STANLEY470,717$4.9M1.9%TRIM -30.9%
12Invesco Ltd.424,884$4.4M1.7%TRIM -42.5%
13VANGUARD FIDUCIARY TRUST CO313,123$3.3M1.3%
14BRANDES INVESTMENT PARTNERS, LP276,427$2.9M1.1%ADD +26.8%
15BANK OF AMERICA CORP /DE/233,496$2.4M1.0%ADD +46.5%
16FRANKLIN RESOURCES INC196,899$2.0M0.8%
17PUBLIC SECTOR PENSION INVESTMENT BOARD163,481$1.7M0.7%
18RHUMBLINE ADVISERS132,110$1.4M0.5%
19EXCHANGE TRADED CONCEPTS, LLC126,656$1.3M0.5%ADD +57.9%
20Tweedy, Browne Co LLC126,656$1.3M0.5%ADD +57.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD437,221588,810+34.7%$6.1M2026-Q1
BANK OF AMERICA CORP /DE/ADD159,418233,496+46.5%$2.4M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCADD80,198126,656+57.9%$1.3M2026-Q1
Tweedy, Browne Co LLCADD80,198126,656+57.9%$1.3M2026-Q1
SEI INVESTMENTS CODOUBLED38,894106,364+173.5%$1.1M2026-Q1
Russell Investments Group, Ltd.DOUBLED6,056101,846+1581.7%$1.1M2026-Q1
Trexquant Investment LPTRIM300,19885,333-71.6%$887.5K2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM110,12638,204-65.3%$397.3K2026-Q1
HSBC HOLDINGS PLCTRIM35,68420,447-42.7%$211.4K2026-Q1
Verition Fund Management LLCTRIM22,40015,741-29.7%$163.7K2026-Q1
FMR LLCADD8,54511,012+28.9%$114.5K2026-Q1
FIFTH THIRD BANCORPDOUBLED28010,746+3737.9%$111.8K2026-Q1
Rockefeller Capital Management L.P.DOUBLED187785+319.8%$8.2K2026-Q1
Allworth Financial LPADD241383+58.9%$4.0K2026-Q1
GROUP ONE TRADING LLCNEAR_EXIT2,625300-88.6%$3.1K2026-Q1
HRT FINANCIAL LPTRIM185,30657,837-68.8%$601.002026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCEXIT1,149,0080-100.0%$0.002026-Q1
AMERIPRISE FINANCIAL INCADD799,4911,008,401+26.1%$9.1M2025-Q4
MORGAN STANLEYTRIM663,303458,417-30.9%$4.1M2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD285,755437,221+53.0%$3.9M2025-Q4
Trexquant Investment LPADD211,217300,198+42.1%$2.7M2025-Q4
BRANDES INVESTMENT PARTNERS, LPADD192,689244,424+26.8%$2.2M2025-Q4
BANK OF AMERICA CORP /DE/ADD122,526159,418+30.1%$1.4M2025-Q4
D. E. Shaw & Co., Inc.TRIM215,25595,502-55.6%$862.4K2025-Q4
WELLS FARGO & COMPANY/MNADD34,46349,432+43.4%$446.4K2025-Q4
8 unique insiders with 15 transactions. Net insider value: $31.4K ($31.4K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026SPALDING DAVID PDirectorBUY2,000$15.69$31.4K
May 19, 2026Ann S. Gerdin Revocable Trust10%+ OwnerGIFT4,474,456
May 19, 2026GERDIN MICHAEL JChief Executive OfficerGIFT4,474,456
May 15, 2026Ann S. Gerdin Revocable Trust10%+ OwnerAWARD500
May 15, 2026EICKMAN KRIS ERICVP of Information TechnologyAWARD500
May 15, 2026EICKMAN KRIS ERICVP of Information TechnologyTAX W/H167$13.30$2.2K
May 15, 2026Rigdon Kent DarylChief Operating OfficerAWARD500
May 15, 2026Rigdon Kent DarylChief Operating OfficerTAX W/H167$13.30$2.2K
May 15, 2026Strain Christopher AlanVice President/CFO/TreasurerAWARD500
May 15, 2026Helmich Joshua StefanCAO and SecretaryAWARD500
May 15, 2026Helmich Joshua StefanCAO and SecretaryTAX W/H167$13.30$2.2K
Apr 24, 2026Millis David PaulPresident of Millis TransferAWARD2,000
Apr 24, 2026Millis David PaulPresident of Millis TransferTAX W/H746$13.03$9.7K
Apr 22, 2026Millis David PaulPresident of Millis TransferAWARD2,866
Apr 22, 2026Millis David PaulPresident of Millis TransferTAX W/H1,069$11.58$12.4K
Current analyst consensus: Strong Sell (9% buy). Based on 11 analysts: 1 strong buy, 0 buy, 5 hold, 3 sell, 2 strong sell.

Analyst Price Targets

$12.40 mean target -23.0% upside Strong Sell (3.00)
$10.00 Low $16.00 High
MetricValue
Current Price$16.11
Target Low$10.00
Target Mean$12.40
Target Median$12.00
Target High$16.00
# Analysts5
RecommendationStrong Sell (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.00 $-0.04 $0.03 101.8% +103.5% 1↑ 0↓ $0.2B -9.0% 4
Next Q
2026-09-30
$0.03 $-0.00 $0.06 123.8% +172.7% 2↑ 0↓ $0.2B -1.1% 3
Current FY
2026-12-31
$0.02 $-0.13 $0.12 104.7% +109.3% 3↑ 0↓ $0.7B -7.0% 5
Next FY
2027-12-31
$0.51 $0.40 $0.58 2138.0% +26.9% 3↑ 0↓ $0.8B 7.7% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.003
7d ago$0.003
30d ago$-0.073+0.075
60d ago$-0.072+0.074
90d ago$-0.054+0.057
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 28, 2026 Barclays MAINTAIN Underweight Underweight
Apr 24, 2026 UBS MAINTAIN Neutral Neutral
Apr 24, 2026 JP Morgan MAINTAIN Underweight Underweight
Apr 24, 2026 Baird MAINTAIN Outperform Outperform
Mar 3, 2026 Barclays MAINTAIN Underweight Underweight
Feb 5, 2026 UBS MAINTAIN Neutral Neutral
Jan 15, 2026 Barclays MAINTAIN Underweight Underweight
Jan 5, 2026 Baird UPGRADE Neutral Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026105329%
May 1, 2026105329%
Apr 1, 2026105329%
Mar 1, 2026105329%
Feb 1, 2026105329%
Jan 1, 2026006320%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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

Jun 12, 2026
dividend
Heartland Express, Inc. Declares Regular Quarterly Dividend
<p align="justify">NORTH LIBERTY, Iowa, June 12, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Heartland Express, Inc. (Nasdaq: HTLD) announced
May 14, 2026
earnings
Heartland Express, Inc. Announces Participation in Upcoming Conference
<p align="justify">NORTH LIBERTY, Iowa, May 14, 2026 (GLOBE NEWSWIRE) -- Heartland Express, Inc. (Nasdaq: HTLD) announced that Chris Strain, Chief F
Apr 28, 2026
earnings_calendar
HTLD Q1 2026 Earnings Scheduled — 2026-04-28
Apr 23, 2026
earnings
Heartland Express, Inc. Reports Operating Results for the First Quarter of 2026
<p align="justify">NORTH LIBERTY, Iowa, April 23, 2026 (GLOBE NEWSWIRE) -- Heartland Express, Inc. (Nasdaq: HTLD) announced today financial results
Apr 16, 2026
earnings_calendar
HTLD Q1 2026 Earnings Scheduled — 2026-04-16
Mar 13, 2026
dividend
Heartland Express, Inc. Declares Regular Quarterly Dividend
<p align="justify">NORTH LIBERTY, Iowa, March 13, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Heartland Express, Inc. (Nasdaq: HTLD) announce