Analysts Hold ArcBest Stock with $86 Average Target as Revisions Range $64-$87
Fifteen analysts assign ArcBest stock an average “Hold” rating with a consensus 12-month target of $86.00. Price target revisions span $64.00 (TD Cowen) to $87.00 (JPMorgan), including Wells Fargo’s cut to $74.00 and Bank of America’s increase to $84.00.
1. Conference Call Scheduled to Discuss Fourth Quarter 2025 Results
ArcBest will release its fourth quarter 2025 financial results before the market opens on January 30, 2026, and will host a conference call with executives at 9:30 a.m. ET the same day. Interested parties can dial in using access code 6423434 or listen via live webcast at arcb.com. A replay will be available through February 13, 2026, using the same access code, providing investors ample opportunity to review management’s commentary on revenue trends, cost controls and service metrics.
2. Brokerages Assign Average “Hold” Rating and $86 Price Target
Fifteen research firms cover ArcBest, assigning one sell, eight hold and six buy recommendations, resulting in a consensus rating of Hold. The average 12-month price target stands at $86. Analysts have been adjusting their forecasts in recent months: Wells Fargo cut its target from $80 to $74 and maintained an equal-weight view; JPMorgan lifted its neutral target from $85 to $87; Citigroup trimmed its buy target from $87 to $83; Bank of America raised its neutral target from $72 to $84; and TD Cowen lowered its hold target from $67 to $64.
3. Institutional Investors Increase Stakes
During the second quarter of 2025, Partners Group Holding AG boosted its position by 23.2%, acquiring an additional 27,797 shares to hold 147,476 shares valued at $11.36 million. Public Employees Retirement System of Ohio added 7,955 shares, raising its stake by 23.4% to 41,971 shares valued at $3.23 million. New positions were established by Connor Clark & Lunn Investment Management (worth $1.76 million) and Envestnet Portfolio Solutions ($355,000). Overall, institutions and hedge funds now control 99.27% of the company’s outstanding shares.
4. Recent Quarterly Performance and Dividend Policy
In its latest quarter, ArcBest reported adjusted earnings per share of $1.46, outperforming the consensus estimate by $0.09, on revenue of $1.05 billion versus an expected $1.04 billion. Return on equity reached 8.24% and net margin stood at 2.41%, despite a 1.4% year-over-year revenue decline. The company declared a quarterly dividend of $0.12 per share, corresponding to a $0.48 annualized payout and yielding approximately 0.6%, with a payout ratio of 11.4%.