Old Dominion Freight Line, Inc. (ODFL) Stock Price & Analysis
Old Dominion Freight Line, Inc. (ODFL) closed at USD 189.89 on Thursday, October 22, 2026, up 0.52% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 188.9; the Oct 22, 2026 session ranged USD 188.03–193.99 on volume of 1,664,241 shares. Market capitalization is $39.49B, with a 52-week range of USD 126.01–252.03 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ODFL.md
Key facts (ODFL)
- Last four reported quarters (through Jun 30, 2026): revenue $5.60B, net income $1.09B (19.4% margin), free cash flow $1.11B (SEC filings).
- Valuation: P/E 36.3x (avg 33.5x at the last 3 fiscal year-ends).
- 3 of 80 tracked superinvestors hold ODFL (13F, Q2 2026): 0 new, 1 added, 1 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $8.2M; 2 not under a Rule 10b5-1 plan ($8.2M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.67 on a 1–5 scale) (24 analysts), mean target USD 221.14 (range 156–250).
- Total return with dividends: 1Y +40.6% vs S&P 500 +14.9%; 5Y +21.1% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 1.61, revenue estimate $1.57B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ODFL)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.26B | $6.26B | $5.87B | $5.81B | $5.50B | $5.60B |
| Operating income | $1.39B | $1.84B | $1.64B | $1.54B | $1.36B | $1.45B |
| Net income | $1.03B | $1.38B | $1.24B | $1.19B | $1.02B | $1.09B |
| EPS (diluted) | $4.45 | $6.09 | $5.63 | $5.48 | $4.84 | — |
| Free cash flow | $663M | $916M | $812M | $888M | $955M | $1.11B |
| Operating margin | 26.5% | 29.4% | 28.0% | 26.6% | 24.8% | 25.8% |
| Net margin | 19.7% | 22.0% | 21.1% | 20.4% | 18.6% | 19.4% |
| Revenue growth | +30.9% | +19.1% | -6.3% | -0.9% | -5.5% | — |
| Cash + short-term investments | $717M | $236M | $434M | $109M | $120M | — |
| Total debt | $99.9M | $100.0M | $80.0M | $60.0M | $40.0M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ODFL)
P/E 36.3x · P/S 7.0x · P/FCF 35.4x · P/B 8.7x · FCF yield 2.82% · Earnings yield 2.76% · Dividend yield (paid, TTM) 0.60% · Buyback yield (TTM) 1.38%
P/E at fiscal year-ends: Dec 2025 32.4x, Dec 2024 32.2x, Dec 2023 36.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (ODFL)
3 of 80 tracked investors hold ODFL. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| David Rolfe | Wedgewood Partners | 4.93% | $23.9M | Reduced -3.2% |
| Thomas Gayner | Markel Group | 0.71% | $93.0M | Unchanged |
| First Eagle Investment | First Eagle Investment Management | <0.01% | $21K | Added +352.4% |
Insider sales (SEC Form 4, open-market, last ~7 months) (ODFL)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-25 | Overbey Cecil E. Jr. | SVP - Strategic Development | 19,952 | $4.0M | 38.3% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-04 | Gantt Greg C | Director | 22,107 | $4.2M | 19.9% | No | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ODFL)
Consensus Hold (mean 2.67 on a 1–5 scale), 24 analysts; mean target USD 221.14 (low 156, high 250).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | Stifel | Target lowered | Buy | $263 → $230 |
| 2026-10-07 | Truist Securities | Target lowered | Buy | $250 → $230 |
| 2026-10-07 | Wolfe Research | Upgrade | Underperform → Peer Perform | |
| 2026-10-05 | JP Morgan | Target lowered | Neutral | $250 → $232 |
| 2026-10-02 | Susquehanna | Target lowered | Neutral | $232 → $202 |
| 2026-09-10 | Bernstein | Initiated | Market Perform | $200 |
| 2026-09-08 | Citigroup | Upgrade | Neutral → Buy | $231 → $223 |
| 2026-07-30 | UBS | Target raised | Neutral | $224 → $228 |
| 2026-07-30 | Citigroup | Target raised | Neutral | $228 → $231 |
| 2026-07-30 | Stifel | Target raised | Buy | $256 → $263 |
| 2026-07-30 | Evercore ISI Group | Target raised | Outperform | $237 → $243 |
| 2026-07-21 | Stifel | Target raised | Buy | $232 → $256 |
Total return (dividends reinvested) (ODFL)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +40.6% | +21.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +40.8% | +3.9% |
| Volatility (annualized) | 37.4% | 35.3% |
| Max drawdown | -30.3% (Jun 2026→Sep 2026) | -41.1% (Nov 2024→Nov 2025) |
ODFL analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.61 | $1.53 | +5.3% | $1.57B | 18 |
| Next quarter (ends Dec 2026) | $1.44 | $1.38 | +4.8% | $1.51B | 16 |
| Current fiscal year (ends Dec 2026) | $5.86 | $5.56 | +5.4% | $5.96B | 20 |
| Next fiscal year (ends Dec 2027) | $6.69 | $6.43 | +4.0% | $6.45B | 20 |
ODFL options: expected move
Options price a move of about ±9.1% (±$17.35) by Nov 20, 2026, which includes earnings on Oct 28, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 40.4% | ±9.1% |
| Dec 18, 2026 | 56 | 38.2% | ±12.1% |
| Jan 15, 2027 | 84 | 35.3% | ±13.6% |
| Apr 16, 2027 | 175 | 33.7% | ±18.7% |
30-day implied volatility 38.2% vs 23.1% realized over the last 30 trading days. Put/call ratio (volume) 2.88. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 189.89 |
|---|---|
| Change | ▲ 0.52% (up) |
| Previous Close | USD 188.9 |
| Open | USD 188.9 |
| Day Range | USD 188.03 – 193.99 |
| 52-Week Range | USD 126.01 – 252.03 |
| Volume | 1,664,241 shares |
| Market Cap | $39.49B |
| Exchange | NMS |
Technical Analysis (ODFL)
Nexqual's technical model rates ODFL "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 61.59 (neutral) |
| vs SMA50 | Above (USD 187.27) |
| MACD | 1.06 (positive) |
Analyst Ratings (ODFL)
Wall Street analysts rate ODFL "Hold" based on 24 analysts, with a mean price target of USD 221.14 (range USD 156–250), per Nexqual as of October 23, 2026 at 09:26 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 24 |
| Mean Target | USD 221.14 |
| High Target | USD 250 |
| Low Target | USD 156 |
| Buy / Hold / Sell | 9 / 14 / 1 |
Earnings (ODFL)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 1.62 |
| Revenue Estimate | $1.57B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.68 vs est 1.53 ▲ beat |
| 2026-03-31 | USD 1.14 vs est 1.05 ▲ beat |
| 2025-12-31 | USD 1.09 vs est 1.06 ▲ beat |
| 2025-09-30 | USD 1.28 vs est 1.22 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (ODFL)
| Total Revenue | $5.60B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +10.40% |
| Gross Margin | +39.57% |
| Operating Margin | +28.84% |
| Profit Margin | +19.44% |
| ROE | +24.82% |
| Debt / Equity | 0 |
| Current Ratio | 1.89 |
| Total Cash | $283.94M |
| Total Debt | $20.00M |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Ownership (ODFL)
| Insider Ownership | +8.24% |
|---|---|
| Institutional Ownership | +81.25% |
| Shares Outstanding | 207.97M |
| Float | 185.71M |
| Short % of Float | +5.35% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Leadership (ODFL)
Old Dominion Freight Line, Inc. is led by Kevin M. Freeman, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:26 UTC.
| President, CEO & Director | Kevin M. Freeman |
|---|---|
| Executive Chairman of the Board | David S. Congdon |
| Executive VP, Assistant Secretary & CFO | Adam N. Satterfield |
| Executive VP & COO | Gregory B. Plemmons |
| Senior Vice President of Strategic Development | Cecil E. Overbey |
Major Backers & Investors (ODFL)
Notable institutional backers of Old Dominion Freight Line, Inc. include FMR, LLC, Price (T.Rowe) Associates Inc, Invesco, according to Nexqual as of October 23, 2026 at 09:26 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 6.12% |
| Price (T.Rowe) Associates Inc | 4.72% |
| Invesco | 3.53% |
| Fidelity | 2.58% |
| Boston Partners | 1.84% |
| Goldman Sachs | 1.61% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 10.03% |
| BlackRock | 7.61% |
| State Street | 3.99% |
| Geode Capital | 2.51% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| XPO | XPO, Inc. | USD 188.75 | ▲ 0.15% |
| KNX | Knight-Swift Transportation Hol | USD 62.52 | ▼ 1.08% |
| TFII | TFI International Inc. | USD 115 | ▲ 2.1% |
| SAIA | Saia, Inc. | USD 344.5 | ▲ 1.67% |
| SNDR | Schneider National, Inc. | USD 31.12 | ▲ 0.65% |
| RXO | RXO, Inc. | USD 28.92 | ▲ 0.49% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt