ARCBEST CORPORATION
At today's price, ARCBEST CORPORATION (ARCB) is priced for today's economics sustained for ~12.8 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• ArcBest is a freight carrier built around a less-than-truckload network, the asset-based business that moves smaller shipments from many customers on shared trucks, paired with an asset-light logistics arm. • Capital discipline is the standout: ArcBest has cut its share count about 3.6% a year and carries low debt, buying back stock through a freight downturn that has pushed margins to cyclical lows. • The defining risk is the cycle and the operating ratio; first-quarter 2026 asset-based opera
Is ARCB overvalued? See what's priced in →
264 institutional managers reported holding ARCB in 13F filings for the quarter ended 2026-03-31. 39 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 1.3M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (2.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ARCB has cut its share count 12.7% over the past five years, spending $389.75M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $0.32 a share annually. Cash returned over the past three years: $30.68M in dividends and $208.51M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ARCB over the trailing three years: 2023: 1 buy totaling $105k; 2024: 1 buy totaling $104k; 2025: 2 buys totaling $254k. 24 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ARCB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +0.5% | -14.6% |
| 2023-11-04 | +6.5% | -3.7% |
| 2024-02-24 | +9.6% | -8.9% |
| 2024-05-04 | +1.6% | -6.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ARCB's latest 8-K filings: 2026-07-16 (items 2.05, 2.06, 8.01, 9.01); 2026-06-04 (items 7.01); 2026-05-18 (items 1.02); 2026-05-15 (items 3.03, 5.03, 9.01); 2026-04-28 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.