Old Dominion Freight

Old Dominion's Dividend Hike Amid Weaker Results: A Management Priority

OldDominionFreight

Old Dominion Freight: JP Morgan raises PT to $168, maintains Neutral rating.

Old Dominion Freight: TD Cowen Maintains Hold, Raises PT to $180.

UBS maintains Neutral on Old Dominion Freight, raises PT to $202.

Evercore ISI Group raises Old Dominion Freight PT to $200 from $150.

Risk<ul> <li>Technical indicators show that the market is in a volatile state and the direction is not clear enough.</li> <li>Bearish signals are obviously dominant (1 bearish vs 0 bullish).</li></ul>

Key Factors

Old Dominion Freight Line (ODFL) reported Q4 2025 earnings of $1.09 per share, exceeding the $1.06 consensus estimate but down 11.4% year-over-year. Q4 revenue fell 5.7% to $1.31 billion, driven by a 10.7% decline in less-than-truckload (LTL) tons per day. ODFL raised its quarterly dividend by 3.6% to $0.29 per share despite weaker Q4 revenue and earnings. Multiple analysts adjusted price targets for ODFL, including Morgan Stanley raising its PT to $209 and maintaining an Overweight rating. Old Dominion Freight Line set a Q1 2026 revenue target of $1.25 billion to $1.3 billion amid cautious optimism for freight demand recovery.

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