OLD DOMINION FREIGHT LINE, INC.
At today's price, OLD DOMINION FREIGHT LINE, INC. (ODFL) is priced for today's economics sustained for ~10.0 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.
• Old Dominion is the best-run less-than-truckload carrier in the country, and the proof is the operating ratio: it spent roughly 74 to 77 cents to earn a dollar of revenue through 2025, an industry-leading level held even as freight volumes fell [Source: Old Dominion 2025 results]. • The biggest risk is the price: at $221 the stock trades above every valuation method, requiring operating margins to climb from about 25% toward the low 40s and hold for a decade. • What to watch is the freight cyc
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926 institutional managers reported holding ODFL in 13F filings for the quarter ended 2026-03-31. Together they hold about 76% of the company; the top 10 hold 43%. 139 opened new positions that quarter. Held by Vanguard Group, BlackRock, T. Rowe Price, among others. On the short side, 9.9M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (5 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.
ODFL has cut its share count 10.1% over the past five years, spending $3.77B on repurchases. It pays a dividend, and has for 9 years running, raised 8 years straight; the current rate is $1.12 a share annually. Cash returned over the past three years: $607.02M in dividends and $1.94B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ODFL over the trailing three years: 2025: 1 buy totaling $432k. 22 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.
ODFL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +4.3% | +1.6% |
| 2023-11-07 | -4.1% | -1.4% |
| 2024-02-27 | -2.1% | -17.6% |
| 2024-05-08 | -10.3% | +0.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ODFL's latest 8-K filings: 2026-06-03 (items 7.01, 9.01); 2026-05-21 (items 5.07, 8.01, 9.01); 2026-04-29 (items 2.02, 9.01); 2026-03-03 (items 7.01, 9.01); 2026-02-04 (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
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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.