Market Cap
$36.0B
ODFL
OLD DOMINION FREIGHT LINE, INC.
$180.48 ▲ +1.34%
Prev close $178.10Market cap$36.0B
ConsensusHold
12-mo target$230.91 (+27.9%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on ODFL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (45%)
Inst. Holders
50 funds
Inst. Value
$26.6B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $20.7M sell
Insider Net $
-$20.7M
SEC Reports
7
Congressional
1 trades
Price chart 30d -2.8%
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.
Oct 1, 2026 short_volume
Short Volume: ODFL — 57.7% short (0.5M / 0.8M)
Short: 485,689 | Exempt: 1,835 | TRF Vol: 841,497 | Short Ratio: 57.7% | Off-exchange volume (dark p
Sep 22, 2026 Insider
Sep 3, 2026 SEC JACKMAN WORTHING was granted 545 shares
Director
Old Dominion Freight Line reported a mid-quarter operating update for Q3 2026, showing revenue per day up 12.4% in Augus
8-K — Impact 5/10
Aug 25, 2026 Insider
Jul 29, 2026 SEC Overbey Cecil E. Jr. sold 19,952 shares
SVP - Strategic Development @ $198.39 ($4.0M)
Old Dominion Freight Line reported Q2 2026 EPS of $1.68, a 9.7% beat vs the $1.53 consensus, on revenue of $1.554B (in-l
8-K — Impact 7/10
Old Dominion Freight Line declared a quarterly cash dividend of $0.29 per share, a 3.6% increase from the prior year's S
8-K — Impact 3/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
2,980,836 shares ($645.6M)
Jun 30, 2026 Inst.
Bank of New York — TRIM
2,508,261 shares ($543.3M)
Analyst ratings buy % -4.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
45% rate it Buy or better · 31 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Sep 10, 2026 | Bernstein | INITIATE | Market Perform | 51% |
| Sep 8, 2026 | Citigroup | UPGRADE | Buy | 55% |
| Jul 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 21, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 15, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 14, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 15 | 1 | 1 | 45% | |
| Aug 1, 2026 | 5 | 9 | 15 | 1 | 1 | 45% | |
| Jul 1, 2026 | 5 | 9 | 15 | 1 | 2 | 44% | |
| Jun 1, 2026 | 5 | 9 | 16 | 1 | 1 | 44% | |
| May 1, 2026 | 5 | 9 | 16 | 1 | 1 | 44% | |
| Apr 1, 2026 | 5 | 9 | 14 | 2 | 2 | 44% | |
| Mar 1, 2026 | 5 | 9 | 14 | 2 | 2 | 44% | |
| Feb 1, 2026 | 5 | 10 | 14 | 2 | 1 | 47% |
Price targets
Where 22 covering analysts think ODFL trades over the next 12 months.
$230.91 +27.9% upside Strong Buy
Current$180.48 Low$156.00 Median$232.50 High$280.00 22 analysts
$156.00$280.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 1 bullish, 0 bearish, 4 mixed, 2 neutral · avg impact 4.9/10.
MIXED8-K5/10
Old Dominion Freight Line reported a mid-quarter operating update for Q3 2026, showing revenue per d
Sep 3, 2026
BULLISH8-K7/10
Old Dominion Freight Line reported Q2 2026 EPS of $1.68, a 9.7% beat vs the $1.53 consensus, on reve
Jul 29, 2026
NEUTRAL8-K3/10
Old Dominion Freight Line declared a quarterly cash dividend of $0.29 per share, a 3.6% increase fro
Jul 23, 2026
MIXED8-K5/10
Old Dominion Freight Line reported May 2026 LTL operating metrics showing revenue per day up 12.3% Y
Jun 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: ODFL — 57.7% short (0.5M / 0.8M)
Short: 485,689 | Exempt: 1,835 | TRF Vol: 841,497 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: ODFL — 60.0% short (0.3M / 0.5M)
Short: 305,071 | Exempt: 1,524 | TRF Vol: 508,428 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: ODFL — 55.3% short (0.4M / 0.7M)
Short: 384,381 | Exempt: 200 | TRF Vol: 694,686 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: ODFL — 64.6% short (0.4M / 0.7M)
Short: 443,315 | Exempt: 223 | TRF Vol: 686,437 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: ODFL — 60.8% short (0.4M / 0.6M)
Short: 367,535 | Exempt: 747 | TRF Vol: 604,141 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
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 | $1.59 | $1.52–$1.67 | 24.6% | +0.2% | 2↑ 1↓ | $1.6B | 18 |
| Next Q | $1.42 | $1.36–$1.50 | 30.3% | +0.2% | 3↑ 0↓ | $1.5B | 18 |
| Current FY | $5.81 | $5.60–$5.98 | 20.1% | +0.1% | 2↑ 1↓ | $5.9B | 20 |
| Next FY | $6.61 | $6.20–$7.00 | 13.7% | +0.4% | 2↑ 1↓ | $6.4B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.595 | — |
| 7d ago | $1.594 | +0.000 |
| 30d ago | $1.591 | +0.004 |
| 60d ago | $1.583 | +0.012 |
| 90d ago | $1.492 | +0.102 |
Institutional ownership
Which big funds own ODFL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $26.6B total value (122,846,757 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 15,771,039 | $3.4B | 12.8% | — |
| FMR LLC | 12,695,818 | $2.7B | 10.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,099,217 | $2.6B | 9.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,717,811 | $1.9B | 7.1% | — |
| STATE STREET CORP | 8,279,956 | $1.8B | 6.7% | — |
| Invesco Ltd. | 7,314,156 | $1.6B | 6.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,201,143 | $1.1B | 4.2% | — |
| Boston Partners | 3,817,754 | $828.4M | 3.1% | — |
| GOLDMAN SACHS GROUP INC | 3,330,223 | $721.3M | 2.7% | — |
| CIBC Bancorp USA Inc. | 3,209,121 | $695.1M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,980,836 | — | $645.6M |
| Bank of New York Mellon Corp | TRIM | 4,246,603 | 2,508,261 | -40.9% | $543.3M |
| Nuveen, LLC | DOUBLED | 555,213 | 1,405,475 | +153.1% | $304.4M |
| CITADEL ADVISORS LLC | DOUBLED | 298,080 | 1,270,635 | +326.3% | $275.2M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 527,791 | 879,764 | +66.7% | $190.6M |
| TD ASSET MANAGEMENT INC | TRIM | 1,050,781 | 787,511 | -25.1% | $170.6M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 558,534 | 750,477 | +34.4% | $162.6M |
| MARSHALL WACE, LLP | DOUBLED | 38,089 | 713,679 | +1773.7% | $154.6M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TRIM | 944,294 | 698,146 | -26.1% | $151.2M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 835,025 | 599,487 | -28.2% | $129.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
21 insiders, 50 transactions. Net -$20.7M — $0.00 bought, $20.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | JACKMAN WORTHING | Director | AWARD | 545 | — | — |
| Aug 25, 2026 | Overbey Cecil E. Jr. | SVP - Strategic Development | SELL | 19,952 | $198.39 | $4.0M |
| May 27, 2026 | CONGDON DAVID S | Executive Chairman | GIFT | 295,670 | — | — |
| May 20, 2026 | Smith Albert Randolph II | Director | AWARD | 859 | — | — |
| May 20, 2026 | Stallings Wendy T. | Director | AWARD | 859 | — | — |
| May 20, 2026 | Davis Andrew Stephen | Director | AWARD | 859 | — | — |
| May 20, 2026 | Stith Thomas A. III | Director | AWARD | 859 | — | — |
| May 20, 2026 | Gantt Greg C | Director | AWARD | 859 | — | — |
| May 20, 2026 | CONGDON JOHN R JR | Director | AWARD | 859 | — | — |
| May 20, 2026 | Aaholm Sherry A | Director | AWARD | 859 | — | — |
Congressional trades
ODFL trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 5, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Old Dominion Freight Line Inc | Jul 8, 2026(34d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ODFL.
Shares short
8,245,803
Settlement Sep 15, 2026
Change vs prior
+7.0%
Semi-monthly cycle
Days to cover
4.3
At avg daily volume
Of shares outstanding
≈4.0%
Estimate — not % of float
All ODFL filing & press-release reports (7)
- 8-K reportSep 3, 2026
- 8-K reportJul 29, 2026
- 8-K reportJul 23, 2026
- 8-K reportJun 3, 2026
- 8-K reportMay 21, 2026
- 8-K reportApr 29, 2026
- INST-CLUSTER reportFeb 28, 2026