Fifteen Brokerages Assign ArcBest Hold Rating with $86 Target Range of $74–$87
Fifteen brokerages assigned ArcBest an average Hold rating and $86 twelve-month target, with price targets ranging from $74 to $87. ArcBest will report Q4 2025 results on January 30, 2026 before market open and host a 9:30 a.m. ET conference call with replay through February 13.
1. Conference Call Scheduled for Q4 2025 Results
ArcBest has announced it will release fourth quarter 2025 financial results before the market opens on January 30, 2026, and will host a conference call at 9:30 a.m. ET (8:30 a.m. CT) the same day. Investors and analysts can access the call by dialing (800) 715-9871 with conference ID 6423434 or via a live webcast on the company’s website. A replay will be available through February 13, 2026, by dialing (800) 770-2030 using the same conference ID.
2. Consensus Analyst Ratings and Price Targets
Fifteen brokerages currently cover ArcBest, assigning an average recommendation of Hold. Breakdown includes one Sell, eight Hold and six Buy ratings. The consensus twelve-month price target stands at $86.00. Recent analyst actions include Wells Fargo trimming its target to $74.00 with an Equal Weight rating, JPMorgan raising its target to $87.00 with a Neutral stance, Citigroup lowering its target to $83.00 while maintaining a Buy rating, Bank of America boosting its target to $84.00 with a Neutral rating, and TD Cowen setting a $64.00 target with a Hold recommendation.
3. Institutional Ownership Trends
Institutional investors hold 99.27% of ArcBest’s shares outstanding. In the second quarter, Partners Group Holding AG increased its stake by 23.2%, adding 27,797 shares for a total of 147,476. Public Employees Retirement System of Ohio boosted its position by 23.4%, acquiring 7,955 additional shares for a total holding of 41,971. New positions were initiated by Connor Clark & Lunn Investment Management Ltd. with a $1.76 million investment, Envestnet Portfolio Solutions Inc. with $355,000, and STRS Ohio with a $473,000 stake.
4. Recent Financial Performance and Dividend Policy
ArcBest reported third quarter EPS of $1.46, beating the consensus estimate by $0.09, on revenue of $1.05 billion versus expectations of $1.04 billion. The quarter reflected a 1.4% year-over-year revenue decline and yielded a return on equity of 8.24% and a net margin of 2.41%. The company declared a quarterly dividend of $0.12 per share, equating to an annualized payout of $0.48 and a 0.6% yield, with a payout ratio of 11.4% and an ex-dividend date of November 14, 2025.