ArcBest (NASDAQ:ARCB) Price Target Raised to $134.00 at Stifel Nicolaus

ArcBest (NASDAQ:ARCB) had its price objective boosted by Stifel Nicolaus from $116.00 to $134.00 in a research note published on Wednesday morning,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

A number of other analysts have also recently commented on ARCB. Zacks Research upgraded ArcBest from a “strong sell” rating to a “hold” rating in a research report on Monday, January 5th. Stephens set a $85.00 price objective on ArcBest in a research report on Tuesday, January 6th. UBS Group boosted their price objective on ArcBest from $98.00 to $122.00 and gave the company a “neutral” rating in a research report on Wednesday. Truist Financial boosted their price objective on ArcBest from $85.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of ArcBest in a research report on Wednesday, January 21st. Six equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, ArcBest currently has an average rating of “Hold” and a consensus target price of $123.42.

ArcBest Stock Down 0.5%

ArcBest stock opened at $127.06 on Wednesday. The stock has a market capitalization of $2.83 billion, a PE ratio of 48.68, a price-to-earnings-growth ratio of 0.89 and a beta of 1.42. ArcBest has a 12 month low of $55.19 and a 12 month high of $135.10. The business has a 50 day simple moving average of $102.78 and a 200-day simple moving average of $87.70. The company has a debt-to-equity ratio of 0.10, a current ratio of 0.95 and a quick ratio of 0.95.

ArcBest (NASDAQ:ARCB) last posted its quarterly earnings data on Tuesday, April 28th. The transportation company reported $0.32 EPS for the quarter, beating analysts’ consensus estimates of $0.27 by $0.05. The business had revenue of $998.79 million during the quarter, compared to analysts’ expectations of $989.27 million. ArcBest had a return on equity of 6.51% and a net margin of 1.50%.The business’s revenue was up 3.3% compared to the same quarter last year. During the same period in the previous year, the business earned $0.51 earnings per share. On average, analysts anticipate that ArcBest will post 4.75 EPS for the current fiscal year.

ArcBest Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, May 8th will be given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Friday, May 8th. ArcBest’s payout ratio is presently 18.39%.

Institutional Trading of ArcBest

Several large investors have recently made changes to their positions in ARCB. AQR Capital Management LLC increased its position in shares of ArcBest by 300.3% during the first quarter. AQR Capital Management LLC now owns 26,896 shares of the transportation company’s stock worth $1,898,000 after purchasing an additional 20,177 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of ArcBest by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,017 shares of the transportation company’s stock worth $989,000 after purchasing an additional 619 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of ArcBest by 215.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 153,138 shares of the transportation company’s stock worth $10,808,000 after purchasing an additional 104,643 shares in the last quarter. Jane Street Group LLC increased its position in shares of ArcBest by 278.2% during the first quarter. Jane Street Group LLC now owns 45,591 shares of the transportation company’s stock worth $3,218,000 after purchasing an additional 33,537 shares in the last quarter. Finally, Intech Investment Management LLC increased its position in shares of ArcBest by 3.4% during the first quarter. Intech Investment Management LLC now owns 20,135 shares of the transportation company’s stock worth $1,421,000 after purchasing an additional 655 shares in the last quarter. 99.27% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting ArcBest

Here are the key news stories impacting ArcBest this week:

• Positive Sentiment: Multiple analysts raised price targets and kept favorable ratings, supporting upside expectations — Truist to $145 (buy), Stifel to $134 (buy), and Wells Fargo to $130 (equal weight). These raises signal analyst confidence in margin recovery and execution. Analyst Raises (Benzinga)
• Positive Sentiment: Management said less-than-robust demand hasn’t stopped LTL (less‑than‑truckload) pricing from improving, which could support profit margins as the cycle stabilizes. ArcBest LTL pricing improves despite softer environment
• Positive Sentiment: ArcBest expects a substantial operating‑ratio (OR) improvement of 400–500 basis points sequentially in Q2 and plans to launch its ArcBest View product in May — both items point to near‑term margin recovery and revenue/up‑sell opportunities. OR improvement and ArcBest View launch
• Neutral Sentiment: ArcBest’s Q1 results beat consensus on EPS (reported $0.32 vs. $0.27 estimate) and revenue rose ~3.3% to $998.8M, showing underlying top‑line resilience. That EPS beat supports positive analyst reactions but the outperformance is modest. Q1 Results (BusinessWire)
• Negative Sentiment: On a GAAP basis ArcBest reported a $1.0M net loss (−$0.05) and year‑over‑year net income declined, highlighting margin pressure from freight costs — a reminder that results still contain execution risk. ArcBest reports $1 million first-quarter loss
• Negative Sentiment: JPMorgan raised its target to $117 but kept a “neutral” rating; that target implies downside relative to the current price and may cap upside despite other bullish analyst moves. Investors sensitive to analyst targets may view this as a cautionary anchor. JPMorgan target raise (Benzinga)

About ArcBest

ArcBest Corporation (NASDAQ: ARCB) is a transportation and logistics company that offers comprehensive freight and supply chain solutions across North America. Founded in 1923 as Arkansas Best Freight System, the company has evolved into a diversified service provider with both asset-based and asset-light operations. Its core businesses include less-than-truckload (LTL) shipping through ABF Freight, expedited full-truckload services via Panther Premium Logistics, and a range of logistics and supply chain management services under its ArcBest Integrated Logistics division.

The company’s asset-based operations also encompass FleetNet America, a provider of emergency roadside assistance and maintenance services for heavy-duty vehicles.