UBS Lowers ODFL Price Target to $155, Maintains Neutral Rating

UBS maintains a "Neutral" rating for Old Dominion Freight Line (ODFL) and lowers the price target from $158 to $155. This reflects a 1.9% decrease in the updated price target. The analyst rating is in line with recent historical ratings, with other firms maintaining "Buy" or "Neutral" ratings and updating price targets accordingly. The average brokerage recommendation for ODFL is 2.7, indicating a "Hold" status.

UBS has adjusted its price target for Old Dominion Freight Line (ODFL) to $155, down from $158, while maintaining a "Neutral" rating. This 1.9% decrease in the price target reflects recent market conditions and the company's financial performance. The move is in line with the broader analyst sentiment, with several firms updating their price targets and ratings in response to the latest earnings reports and market developments.

The latest earnings report from Old Dominion Freight Line revealed a slight miss in the second quarter of 2025, with lighter tonnage failing to fully offset cost controls. Despite this, the company maintains a healthy gross margin of 39.8% and robust cash flows that adequately cover its minimal debt obligations. Analysts have noted that while the company faces challenges in meeting market expectations, its strong fundamentals and potential for future growth make it an attractive investment over the long term.

Several other analysts have also updated their price targets and ratings for ODFL. Stephens, for instance, lowered its price target to $174, maintaining an "Overweight" rating. Citigroup raised its rating to "Buy" and lowered its price target to $183. Meanwhile, JPMorgan Chase cut its price target to $146, setting a "Neutral" rating. These updates highlight the varied opinions among analysts regarding the stock's potential.

The average brokerage recommendation for ODFL is 2.7, indicating a "Hold" status. This reflects the mixed sentiment among analysts, with some seeing the stock as undervalued and others cautious due to recent earnings misses and market volatility.

Institutional investors and hedge funds have also shown interest in ODFL, with several firms increasing or reducing their stakes in the company. Bristol Gate Capital Partners, for example, reduced its stake by 0.9% in the first quarter, while Larson Financial Group increased its stake by 234.8%. These developments underscore the ongoing interest in the stock among both retail and institutional investors.

As the company continues to navigate the challenges of the freight industry, investors should closely monitor its earnings reports and analyst ratings for further insights into its financial health and growth prospects.

References:
[1] https://www.marketscreener.com/news/ubs-adjusts-price-target-on-old-dominion-freight-line-to-155-from-158-maintains-neutral-rating-ce7c5fdddc80f124
[2] https://www.investing.com/news/analyst-ratings/old-dominion-freight-line-price-target-lowered-to-174-at-stephens-93CH-4163269
[3] https://www.marketbeat.com/instant-alerts/filing-bristol-gate-capital-partners-inc-has-8474-million-stock-position-in-old-dominion-freight-line-inc-nasdaqodfl-2025-07-30/