ArcBest (ARCB)

• Market cap: $1.67B
• 1 day: -1.47%
• 5 days: -2.59%
• 1 month: -22.93%
• 3 months: -34.87%
• 6 months: -27.68%
• Year to date: -21.42%
• 1 year: -46.30%
• 5 years: 313.09%
• 10 years: 78.75%
• Sector: Industrials
• Industry: Trucking, Except Local

About: ArcBest Corp is engaged in logistics operations. The company operates in two operating segments, The Asset-Based segment includes the results of operations of ABF Freight System, Inc. and certain other subsidiaries. The segment operations include national, inter-regional, and regional transportation of general commodities through standard, expedited, and guaranteed LTL services. The services including freight transportation related to managed transportation solutions and other services. The Asset-Light segment includes the results of operations of the Company's service offerings in truckload, ground expedite, dedicated, intermodal, household goods moving, managed transportation, warehousing and distribution, and international freight transportation for air, ocean, and ground.

Employees: 15,000

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

4% more call options, than puts

Call options by funds: $25M | Put options by funds: $24M

0.54% more ownership

Funds ownership: 99.91% [Q3] → 100.45% (+0.54%) [Q4]

6% less funds holding

Funds holding: 284 [Q3] → 268 (-16) [Q4]

14% less capital invested

Capital invested by funds: $2.56B [Q3] → $2.19B (-$369M) [Q4]

14% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 104

30% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 50

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $73 1% upside
• Avg. target: $105 46% upside
• High target: $145 101% upside

7 analyst ratings

• positive: 3 43%
• neutral: 3 43%
• negative: 1 14%

B of A Securities Ken Hoexter 27% 1-year accuracy 15 / 56 met price target	1% upside $73	Underperform Maintained	12 Mar 2025
Citigroup Ariel Rosa 15% 1-year accuracy 5 / 33 met price target	15% upside $83	Neutral Maintained	11 Mar 2025
Stephens & Co. Daniel Imbro 13% 1-year accuracy 4 / 31 met price target	61% upside $116	Overweight Reiterated	11 Mar 2025
UBS Thomas Wadewitz 30% 1-year accuracy 9 / 30 met price target	38% upside $100	Neutral Maintained	3 Feb 2025
Wells Fargo Christian Wetherbee 40% 1-year accuracy 16 / 40 met price target	33% upside $96	Equal-Weight Maintained	3 Feb 2025