ODFL Old Dominion Freight Line, Inc.

neutral track record → $219.98 -2.80 (-1.3%)
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Mkt Cap $47B P/E 46.3 fwd 36.9 52wk $126.01 - $226.99 Earnings 2026-04-29 55d ago
Insider selling: $50,048,901 sold by 23 insiders (30d)
Est. revisions: +1.6% (10 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.5)

Factor Model

net +1.5 3.9 / 10
Est. Revisions
+0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.9
Narrative Gap
+0.0

Chair Emeritus Sells $4.9M in ODFL Stock

Watch: Monitor whether this sale pattern repeats in coming weeks; a sustained selling cadence by company insiders could suggest management's view that near-term catalysts have already priced in. Watch for Form 4 filings from other key insiders to assess whether this is isolated or part of a broader exit trend.

Chair Emeritus Earl E. Congdon's trusts sold approximately 25,000 shares of Old Dominion Freight Line on February 26, 2026, at prices between $195.62 and $196.50 per share, generating roughly $4.9 million. The trusts also gifted about 5,792 shares to family entities. After these transactions, the Congdon Trust retained over 2.1 million shares.

Insider selling at elevated price levels can signal conviction that current valuations offer an exit window, though the scale—approximately 1.2% of the trust's holdings—suggests portfolio rebalancing or gifting strategy rather than existential lack of confidence. A chair emeritus retaining 2.1 million shares indicates continued meaningful ownership alignment.

Evidence

1d ago Baird up ODFL: Underperform → Neutral
6d ago Jefferies main ODFL: Hold → Hold
12d ago Stifel main ODFL: Buy → Buy
15d ago Insider sell by CONGDON DAVID S (ODFL): $13,578,000
15d ago Insider sell by CONGDON DAVID S (ODFL): $10,127,840
15d ago Insider buy by SATTERFIELD ADAM N (ODFL): $432,260
Fundamentals & Data ▾
Old Dominion Freight Line, Inc. Industrials · Trucking
Mkt Cap
$47B
P/E
46.3 fwd 36.9
Beta
1.21
Div Yield
52.00%
52w Range
$126.01 - $226.99
Short Interest
12.5M 7.54%
Days to Cover
5.6 -10%
Technicals downtrend
from 52w Hi
-2.0%
1w return
+1.0%
Insiders
selling 0B / 5S
Analysts
mixed
EPS Estimate
$1.05 +1.6% 30d 10up / 1dn
Est. Dispersion
6% 17 analysts
Analyst Target
$203 $155 - $232
Options P/C
0.69
Insider Cluster
strong sell 1B / 7S (officer)
Fund Convergence
strong D.E. Shaw, Two Sigma, Citadel, Renaissance, Bridgewater
Financials
Revenue
$1.3B -6% YoY
FCF
$265M
Gross Margin
32%
Op Margin
23%
Momentum: decelerating
Top Holders
D.E. Shaw $167M
Two Sigma $159M
Citadel $100M
Renaissance $32M
Bridgewater $1M
Recent Filings & Data
insider trade 69
net selling · $50,048,901 sold · $432,260 bought
23 insiders · 69 transactions (30d)
Recent transactions
CONGDON DAVID S · sell · $3,858,355
CONGDON EARL E · sell · $4,903,174
CONGDON DAVID S · other
CONGDON DAVID S · other
CONGDON DAVID S · sell · $10,127,840
GABOSCH BRADLEY R · sell · $608,842
KELLEY CHRISTOPHER JAMES · sell · $16,034
CONGDON JOHN R JR · other
FREEMAN KEVIN M · award
OVERBEY CECIL E JR · award
PARR ROSS H. · award
SATTERFIELD ADAM N · award
BROOKS CHRISTOPHER T · award
PLEMMONS GREGORY B · award
KELLEY CHRISTOPHER JAMES · award
HARTSELL STEVEN W. · award
BRINKER CLAYTON G · award
GANTT GREG C · sell · $2,361,874
GANTT GREG C · other
GANTT GREG C · other
CONGDON EARL E · other
CONGDON EARL E · other
GANTT GREG C · other
GANTT GREG C · award
CONGDON JOHN R JR · award
MILLER CHERYL S · award
KASARDA JOHN D · award
AAHOLM SHERRY A. · award
GABOSCH BRADLEY R · award
STALLINGS WENDY T · award
STITH THOMAS A III · award
DAVIS ANDREW STEPHEN · award
KING DEBRA · award
CONGDON DAVID S · other
GANTT GREG C · other
SATTERFIELD ADAM N · buy · $432,260
CONGDON DAVID S · other
CONGDON EARL E · other
GANTT GREG C · sell · $1,320,450
CONGDON JOHN R JR · other
FREEMAN KEVIN M · award
OVERBEY CECIL E JR · award
PARR ROSS H. · award
SATTERFIELD ADAM N · award
BROOKS CHRISTOPHER T · award
PLEMMONS GREGORY B · award
KELLEY CHRISTOPHER JAMES · award
HARTSELL STEVEN W. · award
BRINKER CLAYTON G · award
CONGDON DAVID S · other
SUGGS LEO H · sell · $676,320
CONGDON DAVID S · sell · $13,578,000
GANTT GREG C · sell · $1,400,490
CONGDON EARL E · other
CONGDON DAVID S · sell · $6,033,986
STITH THOMAS A III · sell · $113,052
GANTT GREG C · sell · $5,050,484
MAREADY KIMBERLY S. · other
SUGGS LEO H · award
GANTT GREG C · award
CONGDON JOHN R JR · award
MILLER CHERYL S · award
KASARDA JOHN D · award
AAHOLM SHERRY A. · award
GABOSCH BRADLEY R · award
STALLINGS WENDY T · award
STITH THOMAS A III · award
DAVIS ANDREW STEPHEN · award
GANTT GREG C · other
analyst rating 3
Baird up → Neutral 1d ago
8 signals · latest 1d ago

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