Market Cap
$897.8M
HTLD
HEARTLAND EXPRESS INC
$11.95 ▲ +2.66%
Prev close $11.64Market cap$897.8M
ConsensusStrong Sell
12-mo target$13.20 (+10.5%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)15 New Institutional Positions11 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on HTLD right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Sell (9%)
Inst. Holders
50 funds
Inst. Value
$477.1M
Inst. Activity
15 buys / 11 sells
Insider Activity
$31.4K buy / $492.1K sell
Insider Net $
-$460.7K
SEC Reports
7
Press Releases
2
Price chart 30d -1.2%
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 16, 2026 short_volume
Sep 15, 2026 Press Short Volume: HTLD — 55.2% short (0.3M / 0.5M)
Short: 283,992 | Exempt: 7,216 | TRF Vol: 514,390 | Short Ratio: 55.2% | Off-exchange volume (dark p
Heartland Express declared a regular quarterly cash dividend of $0.02 per share, payable October 7, 2026, to shareholder
Impact 2/10
Heartland Express reported Q2 2026 EPS of $0.14, a 200.6% beat vs the $0.05 consensus, with revenue of $188.4M in line w
PRESS-RELEASE — Impact 7/10
Heartland Express filed an 8-K reporting the immediate retirement of board member James G. Pratt after 20 years of servi
8-K — Impact 2/10
Aug 31, 2026 Insider
PRATT JAMES G was granted 5,000 shares
Director
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — DOUBLED
1,374,534 shares ($20.9M)
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — DOUBLED
485,506 shares ($7.4M)
Jun 15, 2026 Insider
Millis David Paul sold 31,402 shares
Director @ $15.67 ($492.1K)
Analyst ratings buy % +900.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
9% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 13, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Jul 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jun 26, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Apr 28, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Apr 24, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Apr 24, 2026 | Baird | MAINTAIN | Outperform | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 0 | 5 | 3 | 2 | 9% | |
| Aug 1, 2026 | 1 | 0 | 5 | 3 | 2 | 9% | |
| Jul 1, 2026 | 1 | 0 | 5 | 3 | 2 | 9% | |
| Jun 1, 2026 | 1 | 0 | 5 | 3 | 2 | 9% | |
| May 1, 2026 | 1 | 0 | 5 | 3 | 2 | 9% | |
| Apr 1, 2026 | 1 | 0 | 5 | 3 | 2 | 9% | |
| Mar 1, 2026 | 1 | 0 | 5 | 3 | 2 | 9% | |
| Feb 1, 2026 | 1 | 0 | 5 | 3 | 2 | 9% |
Price targets
Where 5 covering analysts think HTLD trades over the next 12 months.
$13.20 +10.5% upside Buy
Current$11.95 Low$12.00 Median$13.00 High$16.00 5 analysts
$12.00$16.00
Analyst rating Hold· 3.0/5 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 · 2 bullish, 0 bearish, 0 mixed, 5 neutral · avg impact 4.0/10.Plus 2 press releases.
BULLISHPRESS-RELEASE7/10
Heartland Express reported Q2 2026 EPS of $0.14, a 200.6% beat vs the $0.05 consensus, with revenue
Sep 11, 2026
NEUTRAL8-K2/10
Heartland Express filed an 8-K reporting the immediate retirement of board member James G. Pratt aft
Sep 2, 2026
NEUTRALINST-CLUSTER3/10
Four institutional investors increased HTLD positions by $3.0M in Q4 2025, led by Ameriprise Financi
Jun 11, 2026
NEUTRALPRESS-RELEASE3/10
Heartland Express reported Q1 2026 EPS of -$0.06, missing consensus estimates of $0.00 by a wide mar
May 14, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 16, 2026
short_volume
Short Volume: HTLD — 55.2% short (0.3M / 0.5M)
Short: 283,992 | Exempt: 7,216 | TRF Vol: 514,390 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
dividend
Heartland Express, Inc. Declares Regular Quarterly Dividend
NORTH LIBERTY, Iowa, Sept. 15, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Heartland Express, Inc. (Nasdaq: HTLD) announced today the declarati
Sep 11, 2026
earnings
Heartland Express, Inc. Announces Participation in Upcoming Conference
NORTH LIBERTY, Iowa, Sept. 11, 2026 (GLOBE NEWSWIRE) -- Heartland Express, Inc. (Nasdaq: HTLD) announced that Chris Strain, Chief Financial Officer, w
Sep 10, 2026
other
Heartland Express Inc. Earns 21st Quest for Quality Award
NORTH LIBERTY, Iowa, Sept. 10, 2026 (GLOBE NEWSWIRE) -- Heartland Express, Inc. ( www.heartlandexpress.com ) (HTLD) is pleased to announce it has been
Aug 19, 2026
short_volume
Short Volume: HTLD — 93.1% short (0.5M / 0.5M)
Short: 505,492 | Exempt: 14 | TRF Vol: 543,119 | Short Ratio: 93.1% | 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 | $0.04 | $0.03–$0.06 | 138.7% | -8.6% | 2↑ 1↓ | $0.2B | 5 |
| Next Q | $0.05 | $0.04–$0.06 | 187.2% | +0.0% | 2↑ 1↓ | $0.2B | 5 |
| Current FY | $0.18 | $0.16–$0.20 | 137.3% | -3.2% | 5↑ 0↓ | $0.7B | 5 |
| Next FY | $0.50 | $0.40–$0.60 | 177.0% | +0.0% | 2↑ 1↓ | $0.8B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.043 | — |
| 7d ago | $0.047 | -0.004 |
| 30d ago | $0.047 | -0.004 |
| 60d ago | $0.062 | -0.019 |
| 90d ago | $0.032 | +0.010 |
Institutional ownership
Which big funds own HTLD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $477.1M total value (31,359,100 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 15 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,867,465 | $104.5M | 21.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,003,566 | $60.9M | 12.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,067,376 | $31.5M | 6.6% | — |
| STATE STREET CORP | 1,979,911 | $30.2M | 6.3% | — |
| AMERICAN CENTURY COMPANIES INC | 1,735,169 | $26.4M | 5.5% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,374,534 | $20.9M | 4.4% | DOUBLED +133.4% |
| TWO SIGMA INVESTMENTS, LP | 1,371,702 | $20.9M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,174,602 | $17.9M | 3.7% | — |
| AMERIPRISE FINANCIAL INC | 1,096,054 | $16.7M | 3.5% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 973,500 | $14.8M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 588,810 | 1,374,534 | +133.4% | $20.9M |
| CITADEL ADVISORS LLC | DOUBLED | 49,173 | 485,506 | +887.3% | $7.4M |
| Nuveen, LLC | DOUBLED | 121,787 | 432,034 | +254.7% | $6.6M |
| Russell Investments Group, Ltd. | DOUBLED | 101,846 | 358,005 | +251.5% | $5.4M |
| BANK OF AMERICA CORP /DE/ | ADD | 233,496 | 297,158 | +27.3% | $4.5M |
| UBS Group AG | TRIM | 539,392 | 294,811 | -45.3% | $4.5M |
| CITIGROUP INC | ADD | 98,790 | 125,750 | +27.3% | $1.9M |
| JPMORGAN CHASE & CO | TRIM | 177,103 | 107,216 | -39.5% | $1.7M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 340 | 102,305 | +29989.7% | $1.6M |
| PRUDENTIAL FINANCIAL INC | ADD | 47,011 | 64,031 | +36.2% | $974.6K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 17 transactions. Net -$460.7K — $31.4K bought, $492.1K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | PRATT JAMES G | Director | AWARD | 5,000 | — | — |
| Jun 15, 2026 | Millis David Paul | Director | SELL | 31,402 | $15.67 | $492.1K |
| Jun 10, 2026 | SPALDING DAVID P | Director | BUY | 2,000 | $15.69 | $31.4K |
| May 19, 2026 | Ann S. Gerdin Revocable Trust | 10%+ Owner | GIFT | 4,474,456 | — | — |
| May 19, 2026 | GERDIN MICHAEL J | Chief Executive Officer | GIFT | 4,474,456 | — | — |
| May 15, 2026 | Ann S. Gerdin Revocable Trust | 10%+ Owner | AWARD | 500 | — | — |
| May 15, 2026 | EICKMAN KRIS ERIC | VP of Information Technology | AWARD | 500 | — | — |
| May 15, 2026 | EICKMAN KRIS ERIC | VP of Information Technology | TAX W/H | 167 | $13.30 | $2.2K |
| May 15, 2026 | Rigdon Kent Daryl | Chief Operating Officer | AWARD | 500 | — | — |
| May 15, 2026 | Rigdon Kent Daryl | Chief Operating Officer | TAX W/H | 167 | $13.30 | $2.2K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for HTLD.
Shares short
3,497,403
Settlement Sep 15, 2026
Change vs prior
+3.8%
Semi-monthly cycle
Days to cover
5.9
At avg daily volume
Of shares outstanding
≈4.5%
Estimate — not % of float
All HTLD filing & press-release reports (9)
- PRESS-RELEASE reportSep 15, 2026
- PRESS-RELEASE reportSep 11, 2026
- 8-K reportSep 2, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportMay 14, 2026
- PRESS-RELEASE reportApr 23, 2026
- DEFA14A reportApr 2, 2026
- 8-K reportMar 18, 2026
- PRESS-RELEASE reportMar 13, 2026