Market Cap
$2.8B
ARCB
ARCBEST CORP /TX/
$134.20 ▲ +3.54%
Prev close $129.61Market cap$2.8B
ConsensusBuy
12-mo target$170.92 (+27.4%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (4 insiders)24 New Institutional Positions21 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on ARCB right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (65%)
Inst. Holders
50 funds
Inst. Value
$2.8B
Inst. Activity
24 buys / 21 sells
Insider Activity
$0.00 buy / $3.2M sell
Insider Net $
-$3.2M
SEC Reports
11
Price chart 30d +0.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 Insider
Parks Jason T sold 855 shares
VP - Controller(1) @ $135.09 ($115.5K)
Aug 28, 2026 ftd
FTD: ARCB — 5,201 shares ($0.7M) failed to deliver
Settlement: 20260828, Price: $139.12, FTD Value: $723,563.12, ARCBEST CORPORATION COMMON STO
Aug 27, 2026 Insider
Aug 15, 2026 SEC Sorg Ralph Edward gifted 200 shares
Chief Commercial Officer
Institutional activity in ARCB during 2026-Q2 shows a mixed picture: 5 buyers added $51.1M in new holdings (led by Goldm
INST-CLUSTER — Impact 4/10
Four insiders at ArcBest (ARCB) sold a total of ~$2.21M in open-market sales over a one-week window, including the Chief
CLUSTER — Impact 3/10
Aug 11, 2026 Insider
Aug 10, 2026 SEC Anderson Dennis L II sold 3,347 shares
Chief Innovation Officer @ $134.87 ($451.4K)
Three ARCB insiders (Director McReynolds, Director Stipp, and CHRO Gattis) sold a combined ~$1.45M of stock in open-mark
CLUSTER — Impact 3/10
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
351,896 shares ($50.5M)
Analyst ratings buy % +12.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
65% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 21, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 15, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 15, 2026 | Citizens | INITIATE | Market Outperform | 38% |
| Jul 9, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 6, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 23, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 7 | 7 | 0 | 0 | 65% | |
| Aug 1, 2026 | 6 | 7 | 7 | 0 | 0 | 65% | |
| Jul 1, 2026 | 5 | 6 | 7 | 0 | 0 | 61% | |
| Jun 1, 2026 | 5 | 6 | 7 | 0 | 0 | 61% | |
| May 1, 2026 | 5 | 6 | 7 | 0 | 0 | 61% | |
| Apr 1, 2026 | 5 | 6 | 8 | 0 | 0 | 58% | |
| Mar 1, 2026 | 5 | 6 | 8 | 0 | 0 | 58% | |
| Feb 1, 2026 | 5 | 6 | 8 | 0 | 0 | 58% |
Price targets
Where 13 covering analysts think ARCB trades over the next 12 months.
$170.92 +27.4% upside Strong Buy
Current$134.20 Low$150.00 Median$172.00 High$200.00 13 analysts
$150.00$200.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 10 neutral · avg impact 3.1/10.
NEUTRALINST-CLUSTER4/10
Institutional activity in ARCB during 2026-Q2 shows a mixed picture: 5 buyers added $51.1M in new ho
Aug 15, 2026
NEUTRALCLUSTER3/10
Four insiders at ArcBest (ARCB) sold a total of ~$2.21M in open-market sales over a one-week window,
Aug 12, 2026
NEUTRALCLUSTER3/10
Three ARCB insiders (Director McReynolds, Director Stipp, and CHRO Gattis) sold a combined ~$1.45M o
Aug 10, 2026
NEUTRALCLUSTER3/10
Three ARCB insiders sold a total of $1.26M in open-market sales within a week, including the CHRO ($
Aug 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 28, 2026
ftd
FTD: ARCB — 5,201 shares ($0.7M) failed to deliver
Settlement: 20260828, Price: $139.12, FTD Value: $723,563.12, ARCBEST CORPORATION COMMON STO
Jul 29, 2026
earnings_calendar
ARCB Q2 2026 Earnings Scheduled — 2026-07-29
Jun 16, 2026
ftd
FTD: ARCB — 12,000 shares ($2.0M) failed to deliver
Settlement: 20260616, Price: $164.10, FTD Value: $1,969,200, ARCBEST CORPORATION COMMON STO
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
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.40 | $2.26–$2.57 | 64.4% | +2.5% | 8↑ 4↓ | $1.2B | 13 |
| Next Q | $1.78 | $1.44–$2.12 | 395.3% | +0.8% | 7↑ 4↓ | $1.1B | 13 |
| Current FY | $6.90 | $6.45–$7.41 | 86.4% | +1.3% | 9↑ 2↓ | $4.5B | 13 |
| Next FY | $9.55 | $8.65–$10.47 | 38.4% | +0.6% | 11↑ 1↓ | $4.8B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.401 | — |
| 7d ago | $2.343 | +0.058 |
| 30d ago | $2.343 | +0.058 |
| 60d ago | $2.224 | +0.177 |
| 90d ago | $2.066 | +0.335 |
Institutional ownership
Which big funds own ARCB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.8B total value (19,557,439 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, Invesco. Net buying activity: 24 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 3,507,564 | $503.5M | 18.0% | — |
| Invesco Ltd. | 1,650,643 | $236.9M | 8.5% | — |
| AMERICAN CENTURY COMPANIES INC | 1,542,815 | $221.5M | 7.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,369,342 | $196.6M | 7.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,358,597 | $195.0M | 7.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,005,164 | $144.3M | 5.2% | — |
| STATE STREET CORP | 961,215 | $138.0M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 588,150 | $84.4M | 3.0% | — |
| PRINCIPAL FINANCIAL GROUP INC | 473,974 | $68.0M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 267,923 | 351,896 | +31.3% | $50.5M |
| Qube Research & Technologies Ltd | DOUBLED | 30,323 | 340,376 | +1022.5% | $48.9M |
| Nuveen, LLC | ADD | 239,366 | 319,193 | +33.3% | $45.8M |
| WESTWOOD HOLDINGS GROUP INC | TRIM | 365,902 | 206,971 | -43.4% | $29.7M |
| ALLIANCEBERNSTEIN L.P. | NEAR_EXIT | 1,031,140 | 211,786 | -79.5% | $20.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 14,400 | 142,309 | +888.3% | $20.4M |
| FMR LLC | NEAR_EXIT | 1,290,756 | 126,398 | -90.2% | $18.1M |
| JANE STREET GROUP, LLC | NEW | — | 87,957 | — | $12.6M |
| Rockefeller Capital Management L.P. | TRIM | 126,870 | 86,523 | -31.8% | $12.4M |
| MARSHALL WACE, LLP | NEW | — | 79,565 | — | $11.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$3.2M — $0.00 bought, $3.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Parks Jason T | VP - Controller(1) | SELL | 855 | $135.09 | $115.5K |
| Aug 27, 2026 | Sorg Ralph Edward | Chief Commercial Officer | GIFT | 200 | — | — |
| Aug 11, 2026 | Anderson Dennis L II | Chief Innovation Officer | SELL | 3,347 | $134.87 | $451.4K |
| Aug 11, 2026 | Anderson Dennis L II | Chief Innovation Officer | SELL | 2,103 | $135.63 | $285.2K |
| Aug 11, 2026 | Anderson Dennis L II | Chief Innovation Officer | GIFT | 1,950 | — | — |
| Aug 7, 2026 | MCREYNOLDS JUDY R | Director | SELL | 2,857 | $138.98 | $397.1K |
| Aug 6, 2026 | MCREYNOLDS JUDY R | Director | SELL | 1,443 | $139.30 | $201.0K |
| Aug 6, 2026 | Stipp Janice E | Director | SELL | 1,400 | $137.46 | $192.4K |
| Aug 6, 2026 | Stipp Janice E | Director | SELL | 3,600 | $139.20 | $501.1K |
| Aug 5, 2026 | MCREYNOLDS JUDY R | Director | GIFT | 7,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ARCB.
Shares short
1,350,683
Settlement Sep 15, 2026
Change vs prior
+3.4%
Semi-monthly cycle
Days to cover
6.6
At avg daily volume
Of shares outstanding
≈6.0%
Estimate — not % of float
All ARCB filing & press-release reports (11)
- INST-CLUSTER reportAug 15, 2026
- CLUSTER reportAug 12, 2026
- CLUSTER reportAug 10, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 6, 2026
- 8-K reportJul 24, 2026
- 8-K reportJun 4, 2026
- 8-K reportMay 18, 2026
- 8-K reportApr 24, 2026
- DEFA14A reportMar 13, 2026