ArcBest (ARCB) Stock Insights

ARCB price $125.81 -4.53 -3.48%

Ticker
ARCB
Price
$125.81
Change
-4.53 -3.48%
Market cap ?
$2.81B
P/E ?
179.94
Forward P/E ?
17.92
Dividend yield ?
0.38%
Beta ?
1.70
Sector
Industrials
Industry
Trucking
Stocklytics score
40
Value
50
Quality
29
Growth
40

Stocklytics score rationale: value 50, quality 29, growth 40.

Financials

2016201720182019202020212022202320242025
2700219000282645700030937880002988310000294016300037661850005029008000442744300041790190004010158000

ArcBest Corporation, an integrated logistics company, provides ground, air, and ocean transportation solutions worldwide. It operates in two segments, Asset-Based and Asset-Light. The Asset-Based segment provides less-than-truckload (LTL) services that transports general commodities, such as food, textiles, apparel, furniture, appliances, chemicals, non-bulk petroleum products, rubber, plastics, metal and metal…

Fair value

ARCB fair value $154.75. Price $125.81. Price is 19% below fair value.

Above fair value, and more expensive than usual. A larger premium than on 85% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 192.38M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.7). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 22.35M. Net debt 362.55M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare ARCB

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-04—2.50—1.20B
2026-07-292.382.261.18B1.17B
2026-04-280.320.27998.79M999.07M
2026-01-300.360.45972.69M967.80M
2025-11-051.461.371.05B961.72M
2025-07-301.361.481.02B1.04B
2025-04-290.510.52967.08M1.03B
2025-01-311.331.051.00B1.01B
2024-11-011.641.841.06B1.07B
2024-08-021.982.061.08B1.06B
2024-04-301.341.541.04B1.04B
2024-02-062.472.211.09B1.09B
2023-10-272.311.551.13B1.13B
2023-07-281.542.051.10B1.11B
2023-04-281.581.781.11B1.18B
2023-02-032.452.641.24B1.25B
2022-11-013.803.721.35B1.34B
2022-07-294.303.951.32B1.39B
2022-04-293.082.151.34B1.28B
2022-02-012.792.241.19B1.10B
2021-11-022.592.451.02B956.53M
2021-08-021.971.62948.97M948.97M
2021-05-041.010.58829.21M796.15M
2021-02-020.970.92816.41M772.04M
2020-11-031.220.79794.98M514.78M
2020-07-290.670.00627.37M—
2020-05-050.36-0.11701.40M214.32M
2020-01-300.560.45717.42M538.06M
2019-10-311.020.89787.56M671.74M
2019-07-300.930.94771.49M779.79M
2019-05-020.170.29711.84M1.21B
2019-01-301.010.92774.28M712.95M
2018-11-011.441.12826.16M642.57M
2018-07-311.120.99793.35M715.43M
2018-05-100.29-0.07700.00M168.97M
2018-01-310.420.35710.72M609.19M
2017-11-030.590.58744.28M731.67M
2017-07-280.570.48720.37M606.63M
2017-05-05-0.22-0.11651.09M604.29M
2017-02-080.290.26688.21M593.29M

Dividends

Yield 0.38%. Payout ratio 66.22%. Frequency Quarterly.

Safety score 80/100 · Safe. Payout ratio is 66% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 30 separate years. Yield is 0.4%, which is low.

Ex-dateDividendRecordPaymentFrequency
2026-08-07$0.122026-08-072026-08-21Quarterly
2026-05-08$0.122026-05-082026-05-22Quarterly
2026-02-10$0.122026-02-102026-02-24Quarterly
2025-11-14$0.122025-11-142025-11-28Quarterly
2025-08-08$0.122025-08-082025-08-22Quarterly
2025-05-09$0.122025-05-092025-05-23Quarterly
2025-02-11$0.122025-02-112025-02-25Quarterly
2024-11-13$0.122024-11-132024-11-27Quarterly
2024-08-13$0.122024-08-132024-08-27Quarterly
2024-05-09$0.122024-05-102024-05-24Quarterly
2024-02-15$0.122024-02-162024-03-01Quarterly
2023-11-07$0.122023-11-082023-11-22Quarterly
2023-08-08$0.122023-08-092023-08-23Quarterly
2023-05-09$0.122023-05-102023-05-24Quarterly
2023-02-13$0.122023-02-142023-02-28Quarterly
2022-11-09$0.122022-11-112022-11-25Quarterly
2022-08-09$0.122022-08-102022-08-24Quarterly
2022-05-10$0.122022-05-112022-05-25Quarterly
2022-02-10$0.082022-02-112022-02-25Quarterly
2021-11-10$0.082021-11-122021-11-26Quarterly
2021-08-10$0.082021-08-112021-08-25Quarterly
2021-05-12$0.082021-05-132021-05-27Quarterly
2021-02-10$0.082021-02-112021-02-25Quarterly
2020-11-12$0.082020-11-132020-11-27Quarterly
2020-08-06$0.082020-08-072020-08-21Quarterly
2020-05-14$0.082020-05-152020-05-29Quarterly
2020-02-10$0.082020-02-112020-02-25Quarterly
2019-11-08$0.082019-11-122019-11-26Quarterly
2019-08-08$0.082019-08-092019-08-23Quarterly
2019-05-13$0.082019-05-142019-05-28Quarterly
2019-02-07$0.082019-02-082019-02-22Quarterly
2018-11-09$0.082018-11-132018-11-27Quarterly
2018-08-09$0.082018-08-102018-08-24Quarterly
2018-05-14$0.082018-05-152018-05-29Quarterly
2018-02-08$0.082018-02-092018-02-28Quarterly
2017-11-13$0.082017-11-142017-11-28Quarterly
2017-08-04$0.082017-08-082017-08-22Quarterly
2017-05-12$0.082017-05-162017-05-30Quarterly
2017-02-10$0.082017-02-142017-02-28Quarterly
2016-11-10$0.082016-11-152016-11-29Quarterly
2016-08-09$0.082016-08-112016-08-25Quarterly
2016-05-06$0.082016-05-102016-05-24Quarterly
2016-02-08$0.082016-02-102016-02-24Quarterly
2015-11-03$0.082015-11-052015-11-19Quarterly
2015-08-07$0.062015-08-112015-08-25Quarterly
2015-05-13$0.062015-05-152015-05-29Quarterly
2015-02-03$0.062015-02-052015-02-19Quarterly
2014-11-05$0.062014-11-072014-11-21Quarterly
2014-08-05$0.032014-08-072014-08-21Quarterly
2014-05-05$0.032014-05-072014-05-21Quarterly
2014-02-04$0.032014-02-062014-02-20Quarterly
2013-11-06$0.032013-11-082013-11-22Quarterly
2013-08-06$0.032013-08-082013-08-22Quarterly
2013-05-03$0.032013-05-072013-05-21Quarterly
2013-02-05$0.032013-02-072013-02-21Quarterly
2012-11-02$0.032012-11-062012-11-20Quarterly
2012-08-01$0.032012-08-032012-08-17Quarterly
2012-05-04$0.032012-05-082012-05-22Quarterly
2012-02-06$0.032012-02-082012-02-22Quarterly
2011-11-07$0.032011-11-092011-11-23Quarterly
2011-08-03$0.032011-08-052011-08-19Quarterly
2011-05-03$0.032011-05-052011-05-19Quarterly
2011-02-07$0.032011-02-092011-02-23Quarterly
2010-11-05$0.032010-11-092010-11-23Quarterly
2010-08-04$0.032010-08-062010-08-20Quarterly
2010-05-04$0.032010-05-062010-05-20Quarterly
2010-02-05$0.032010-02-092010-02-23Quarterly
2009-10-30$0.152009-11-032009-11-17Quarterly
2009-08-05$0.152009-08-072009-08-21Quarterly
2009-05-01$0.152009-05-052009-05-19Quarterly
2009-02-09$0.152009-02-112009-02-25Quarterly
2008-10-31$0.152008-11-042008-11-18Quarterly
2008-08-01$0.152008-08-052008-08-19Quarterly
2008-05-02$0.152008-05-062008-05-20Quarterly
2008-02-05$0.152008-02-072008-02-21Quarterly
2007-10-30$0.152007-11-012007-11-15Quarterly
2007-08-03$0.152007-08-072007-08-21Quarterly
2007-05-04$0.152007-05-082007-05-22Quarterly
2007-02-02$0.152007-02-062007-02-20Quarterly
2006-11-01$0.152006-11-032006-11-17Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-15Parks Jason TSell855$135.09115.50K
2026-08-27Sorg Ralph EdwardSell200——
2026-08-11Anderson Dennis L IISell3.35K$134.87451.41K
2026-08-11Anderson Dennis L IISell2.10K$135.63285.23K
2026-08-11Anderson Dennis L IISell1.95K——
2026-08-07MCREYNOLDS JUDY RSell2.86K$138.98397.07K
2026-08-06Stipp Janice ESell1.40K$137.46192.44K
2026-08-06Stipp Janice ESell3.60K$139.20501.12K
2026-08-06MCREYNOLDS JUDY RSell1.44K$139.30201.01K
2026-08-05MCREYNOLDS JUDY RSell7.00K——
2026-08-04MCREYNOLDS JUDY RSell1.50K$144.78217.17K
2026-08-04Gattis Erin KSell6.16K$140.00862.82K
2026-05-07Gattis Erin KSell144$121.7817.54K
2026-05-07Sorg Ralph EdwardSell130$121.7815.83K
2026-05-07RUNSER SETHSell219$121.7826.67K
2026-05-07Parks Jason TSell73$121.788.89K
2026-05-07Godfrey Matthew RSell109$121.7813.27K
2026-05-07Beasley John MatthewSell193$121.7823.50K
2026-05-07Anderson Dennis L IISell144$121.7817.54K
2026-05-07Adkins Christopher ASell130$121.7815.83K
2026-05-06Gattis Erin KSell306$121.8237.28K
2026-05-06Sorg Ralph EdwardSell337$121.8241.05K
2026-05-06RUNSER SETHSell643$121.8278.33K
2026-05-06Parks Jason TSell149$121.8218.15K
2026-05-06Hagy James BrentSell303$121.8236.91K
2026-05-06Godfrey Matthew RSell354$121.8243.12K
2026-05-06Beasley John MatthewSell438$121.8253.36K
2026-05-06Anderson Dennis L IISell354$121.8243.12K
2026-05-06Adkins Christopher ASell272$121.8233.14K
2026-05-05George Bobby KBuy1.35K——
2026-05-05Bordelon Ann G.Buy1.35K——
2026-05-05Hagy James BrentBuy1.85K——
2026-05-05Sorg Ralph EdwardBuy2.02K——
2026-05-05Sorg Ralph EdwardSell217$118.1725.64K
2026-05-05RUNSER SETHBuy10.15K——
2026-05-05RUNSER SETHSell349$118.1741.24K
2026-05-05Parks Jason TBuy775——
2026-05-05Parks Jason TSell122$118.1714.42K
2026-05-05Godfrey Matthew RBuy2.20K——
2026-05-05Godfrey Matthew RSell180$118.1721.27K
2026-05-05Gattis Erin KBuy1.60K——
2026-05-05Gattis Erin KSell245$118.1728.95K
2026-05-05Beasley John MatthewBuy3.00K——
2026-05-05Beasley John MatthewSell321$118.1737.93K
2026-05-05Anderson Dennis L IIBuy2.20K——
2026-05-05Anderson Dennis L IISell293$118.1734.62K
2026-05-05Adkins Christopher ABuy1.45K——
2026-05-05Adkins Christopher ASell78$118.179.22K
2026-05-05Sultemeier Chris T.Buy1.35K——
2026-05-05Stipp Janice EBuy1.35K——
2026-05-05MCREYNOLDS JUDY RBuy1.35K——
2026-05-05Hogan Michael PBuy1.35K——
2026-05-05CONRADO EDUARDO FBuy1.35K——
2026-05-05Albrecht Thomas SBuy1.35K——
2026-05-05Abbate Salvatore ABuy1.35K——
2026-02-06Pinkerton Mac SBuy2.15K——
2026-01-26George Bobby KOther0——
2026-01-26Bordelon Ann G.Other0——
2026-01-05Pinkerton Mac SOther0——
2026-01-01Hagy James BrentOther0——
2025-12-05MCREYNOLDS JUDY RSell7.50K——
2025-11-12Sultemeier Chris T.Buy2.45K——
2025-10-29Sultemeier Chris T.Other0——
2025-08-15Anderson Dennis L IISell3.00K——
2025-08-06Albrecht Thomas SBuy2.15K——
2025-07-24Albrecht Thomas SOther0——
2025-05-09MCREYNOLDS JUDY RSell7.27K——
2025-05-07Hogan Michael PBuy3.42K$59.00201.66K
2025-05-07Johns Michael RSell158$58.939.31K
2025-05-07Sorg Ralph EdwardSell128$58.937.54K
2025-05-07RUNSER SETHSell219$58.9312.91K
2025-05-07Parks Jason TSell71$58.934.18K
2025-05-07MCREYNOLDS JUDY RSell1.23K$58.9372.66K
2025-05-07Leonard Steven CarrolSell177$58.9310.43K
2025-05-07Godfrey Matthew RSell109$58.936.42K
2025-05-07Gattis Erin KSell144$58.938.49K
2025-05-07Beasley John MatthewSell193$58.9311.37K
2025-05-07Anderson Dennis L IISell144$58.938.49K
2025-05-07Adkins Christopher ASell130$58.937.66K
2025-05-06Stipp Janice EBuy2.73K——
2025-05-06SPINNER STEVENBuy2.73K——
2025-05-06Philip Craig EBuy2.73K——
2025-05-06MCELLIGOTT KATHLEEN DBuy2.73K——
2025-05-06Hogan Michael PBuy2.73K——
2025-05-06Eliasson Fredrik JBuy2.73K——
2025-05-06Abbate Salvatore ABuy2.73K——
2025-05-06CONRADO EDUARDO FBuy2.73K——
2025-05-06Anderson Dennis L IIBuy3.75K——
2025-05-06Anderson Dennis L IISell321$58.5418.79K
2025-05-06Gattis Erin KBuy3.25K——
2025-05-06Gattis Erin KSell264$58.5415.45K
2025-05-06Adkins Christopher ABuy2.90K——
2025-05-06Adkins Christopher ASell76$58.544.45K
2025-05-06Leonard Steven CarrolSell236$58.5413.82K
2025-05-06Beasley John MatthewBuy4.65K——
2025-05-06Beasley John MatthewSell104$58.546.09K
2025-05-06Johns Michael RBuy3.70K——
2025-05-06Johns Michael RSell274$58.5416.04K
2025-05-06Sorg Ralph EdwardBuy3.58K——
2025-05-06Sorg Ralph EdwardSell267$58.5415.63K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 342, holders +57 vs prior quarter. Ownership 105.08%.

HolderSharesChangeChange %Value
BLACKROCK, INC.3.51M114.51K+3.37%503.48M
INVESCO LTD.1.65M841.44K+103.98%236.93M
AMERICAN CENTURY COMPANIES INC1.54M160.70K+11.63%221.46M
DIMENSIONAL FUND ADVISORS LP1.37M-27.95K-2.00%196.56M
VANGUARD PORTFOLIO MANAGEMENT LLC1.36M89.36K+7.04%195.01M
VANGUARD CAPITAL MANAGEMENT LLC1.01M157+0.02%144.28M
STATE STREET CORP961.22K3.53K+0.37%137.97M
GEODE CAPITAL MANAGEMENT, LLC588.15K18.35K+3.22%84.44M
MAPLE ROCK CAPITAL PARTNERS INC.535.75K131.40K+32.50%76.90M
PRINCIPAL FINANCIAL GROUP INC473.97K-14.14K-2.90%68.03M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC465.83K-60.31K-11.46%66.87M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.465.83K465.83KNew66.87M
MORGAN STANLEY437.17K-46.64K-9.64%62.75M
AMERIPRISE FINANCIAL INC426.64K-44.99K-9.54%61.24M
JACOBS LEVY EQUITY MANAGEMENT, INC415.77K-31.18K-6.98%59.68M
GOLDMAN SACHS GROUP INC351.90K83.97K+31.34%50.51M
VICTORY CAPITAL MANAGEMENT INC345.88K-31.24K-8.28%49.65M
QUBE RESEARCH & TECHNOLOGIES LTD340.38K310.05K+1022.50%48.86M
NUVEEN, LLC319.19K79.83K+33.35%45.82M
NORTHERN TRUST CORP317.06K1.27K+0.40%45.51M
UBS GROUP AG290.30K56.24K+24.03%41.67M
ALLIANZ ASSET MANAGEMENT GMBH260.25K27.03K+11.59%37.36M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.242.66K11.92K+5.17%34.83M
WESTWOOD HOLDINGS GROUP INC206.97K-158.93K-43.44%29.71M
DRIEHAUS CAPITAL MANAGEMENT LLC202.59K-7.75K-3.69%29.08M

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ArcBest (ARCB) Stock Insights

ARCB$125.81-4.53 -3.48%

$2.81B

Market Cap

179.94

P/E

17.92

Forward P/E

40

Score

Price History