Analysis of ArcBest's Dividend and Options Trading
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Should l Buy ARCB?
Source: NASDAQ.COM
- Dividend Yield Expectation: Based on ArcBest Corp's dividend history, the current annualized dividend yield stands at 0.6%, indicating that the sustainability of dividends should be cautiously assessed amid profitability fluctuations.
- Historical Volatility Analysis: ArcBest's trailing twelve-month volatility is calculated at 55%, and with the current stock price at $87.14, this provides investors with a basis for evaluating risk versus reward in their decisions.
- Options Trading Dynamics: On Tuesday, the put volume among S&P 500 components reached 802,997 contracts, while call volume was at 1.61 million, indicating a preference for call options among investors, reflecting an optimistic market sentiment.
- Options Market Trends: The current put-to-call ratio of 0.50 is significantly lower than the long-term median of 0.65, suggesting a marked increase in demand for call options, which may influence future price movements.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ARCB?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ARCB
Wall Street analysts forecast ARCB stock price to fall
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 121.780
Low
81.00
Averages
95.82
High
120.00
Current: 121.780
Low
81.00
Averages
95.82
High
120.00
About ARCB
ArcBest Corporation is a logistics company. It leverages technology and a full suite of solutions to meet its customers' supply chain needs. Its segments include Asset-Based, which consists of ABF Freight System, Inc. and certain other subsidiaries, and Asset-Light, which includes MoLo Solutions, LLC (MoLo), Panther, and certain other subsidiaries. The Asset-Based segment provides less-than-truckload (LTL) services through ABF Freight's motor carrier operations. Its Asset-Based segment offers transportation of general commodities through standard, time-critical, and LTL services. The Asset-Light segment offers customers integrated logistics solutions which include truckload, managed transportation, expedite, international, moving, and other logistics services. The U-Pack brand provides household moving services. Its truckload service, including MoLo, provides third-party transportation brokerage services by sourcing various capacity solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ARCBEST CORP: TD COWEN INCREASES TARGET PRICE FROM $97 TO $137
- Company Update: ACBES Corp has raised its target price for TD Cowen.
- New Target Price: The new target price is set at $137, an increase from the previous $97.
See More
ArcBest Q1 2026 Earnings Call Insights Highlighting Challenges and Opportunities
- Challenging Operating Environment: In Q1 2026, ArcBest faced a tough operating environment marked by severe winter weather and rising fuel prices; however, customer demand remained steady, and the upcoming launch of the ArcBest View platform in May is expected to enhance customer experience further.
- Effective Pricing Control: The average deferred price increase of 6% in Q1 represents the best performance since Q3 2022, attributed to the expansion of the dynamic quote pool, which has enabled the company to make more selective pricing decisions in real-time, thereby enhancing yield and profitability.
- Strong Financial Performance: Total revenue for Q1 reached $1 billion, up 3% year-over-year, with non-GAAP operating income of $13 million and adjusted earnings per share of $0.32, demonstrating the company's ongoing efforts in cost management and productivity improvements.
- Optimistic Future Outlook: Management anticipates a 400 to 500 basis point improvement in the non-GAAP operating ratio for Q2 and expects operating income in the Asset-Light segment to range from $1 million to $3 million, reflecting continued discipline in yield and active cost management.
See More
ArcBest Reports Q1 Loss Despite Revenue Growth
- Financial Performance Decline: ArcBest reported a net loss of $1.04 million in Q1, translating to a loss of $0.05 per share, a stark contrast to last year's net income of $3.13 million or $0.13 per share, indicating a significant decline in profitability.
- Rising Expense Impact: Other expenses surged to $4.76 million this quarter, nearly doubling from $2.46 million a year earlier, suggesting that the company is facing challenges in managing operational costs, which could affect future profitability.
- Revenue Growth Driver: Despite the losses, ArcBest's quarterly revenue rose to $998.79 million from $967.07 million last year, primarily driven by growth in managed transportation services, demonstrating resilience in market demand.
- Stock Price Reaction: On Nasdaq, ArcBest shares gained 0.21% in pre-market trading at $127.01, following a 3.46% increase to $126.74 during Monday's regular session, reflecting investor confidence in the company's future potential despite current financial challenges.
See More
ArcBest Q1 Earnings Beat Expectations with Strong Revenue Growth
- Earnings Beat: ArcBest reported a Q1 non-GAAP EPS of $0.32, exceeding expectations by $0.03, reflecting robust profitability that boosts investor confidence in the company's financial health.
- Stable Revenue Growth: The company achieved total revenue of $998.79 million, a 3.3% year-over-year increase, aligning with market expectations and indicating a stable market share in a competitive logistics environment.
- Asset-Based Business Performance: Revenue from the asset-based segment reached $655 million, up from $646.3 million last year, with a daily tonnage increase of 6.5%, showcasing improvements in transportation efficiency and operational effectiveness.
- Significant Growth in Asset-Light Segment: The asset-light segment generated $377.7 million in revenue, a 7.0% increase year-over-year, with daily shipments rising by 9.8%, although revenue per shipment decreased by 2.6%, indicating strong growth momentum despite pricing pressures.
See More
ArcBest Declares $0.12 Quarterly Dividend, Consistent with Previous Payout
- Dividend Declaration: ArcBest has declared a quarterly dividend of $0.12 per share, consistent with previous payouts, reflecting the company's ongoing ability to maintain stable cash flows.
- Earnings Outlook: Although the non-GAAP EPS of $0.36 missed expectations by $0.06, the revenue of $972.7 million exceeded forecasts by $5.3 million, indicating resilience in revenue growth.
- Capital Expenditure Plans: ArcBest outlines a capital expenditure plan of $150 million to $170 million for 2026, aimed at advancing AI and managed solutions growth, demonstrating a commitment to future technology investments.
- Dividend Payment Timeline: The dividend is payable on May 22, with a record date of May 8 and an ex-dividend date also set for May 8, ensuring shareholders receive their returns promptly.
See More
ArcBest Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: ArcBest's Board of Directors has declared a cash dividend of $0.12 per share for common stockholders of record as of May 8, 2026, payable on May 22, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Company Overview: Founded in 1923, ArcBest employs 14,000 people across 250 service centers, positioning itself as a diversified logistics powerhouse that leverages technology and scale to provide comprehensive transportation solutions, enhancing its role in the global supply chain.
- Innovative Technology: The company is developing Vaux™, recognized as one of TIME's Best Inventions of 2023, showcasing ArcBest's innovative capabilities in logistics and its deep understanding of customer needs, aimed at addressing future supply chain challenges.
- Customer Relationships: With strong customer relationships, ArcBest is dedicated to helping clients navigate supply chain challenges, and its technology and expertise enable it to offer fully managed supply chain services, further solidifying its market leadership.
See More
ARCBEST CORP: TD COWEN INCREASES TARGET PRICE FROM $97 TO $137
- Company Update: ACBES Corp has raised its target price for TD Cowen.
- New Target Price: The new target price is set at $137, an increase from the previous $97.
See More
ArcBest Q1 2026 Earnings Call Insights Highlighting Challenges and Opportunities
- Challenging Operating Environment: In Q1 2026, ArcBest faced a tough operating environment marked by severe winter weather and rising fuel prices; however, customer demand remained steady, and the upcoming launch of the ArcBest View platform in May is expected to enhance customer experience further.
- Effective Pricing Control: The average deferred price increase of 6% in Q1 represents the best performance since Q3 2022, attributed to the expansion of the dynamic quote pool, which has enabled the company to make more selective pricing decisions in real-time, thereby enhancing yield and profitability.
- Strong Financial Performance: Total revenue for Q1 reached $1 billion, up 3% year-over-year, with non-GAAP operating income of $13 million and adjusted earnings per share of $0.32, demonstrating the company's ongoing efforts in cost management and productivity improvements.
- Optimistic Future Outlook: Management anticipates a 400 to 500 basis point improvement in the non-GAAP operating ratio for Q2 and expects operating income in the Asset-Light segment to range from $1 million to $3 million, reflecting continued discipline in yield and active cost management.
See More
ArcBest Reports Q1 Loss Despite Revenue Growth
- Financial Performance Decline: ArcBest reported a net loss of $1.04 million in Q1, translating to a loss of $0.05 per share, a stark contrast to last year's net income of $3.13 million or $0.13 per share, indicating a significant decline in profitability.
- Rising Expense Impact: Other expenses surged to $4.76 million this quarter, nearly doubling from $2.46 million a year earlier, suggesting that the company is facing challenges in managing operational costs, which could affect future profitability.
- Revenue Growth Driver: Despite the losses, ArcBest's quarterly revenue rose to $998.79 million from $967.07 million last year, primarily driven by growth in managed transportation services, demonstrating resilience in market demand.
- Stock Price Reaction: On Nasdaq, ArcBest shares gained 0.21% in pre-market trading at $127.01, following a 3.46% increase to $126.74 during Monday's regular session, reflecting investor confidence in the company's future potential despite current financial challenges.
See More
ArcBest Q1 Earnings Beat Expectations with Strong Revenue Growth
- Earnings Beat: ArcBest reported a Q1 non-GAAP EPS of $0.32, exceeding expectations by $0.03, reflecting robust profitability that boosts investor confidence in the company's financial health.
- Stable Revenue Growth: The company achieved total revenue of $998.79 million, a 3.3% year-over-year increase, aligning with market expectations and indicating a stable market share in a competitive logistics environment.
- Asset-Based Business Performance: Revenue from the asset-based segment reached $655 million, up from $646.3 million last year, with a daily tonnage increase of 6.5%, showcasing improvements in transportation efficiency and operational effectiveness.
- Significant Growth in Asset-Light Segment: The asset-light segment generated $377.7 million in revenue, a 7.0% increase year-over-year, with daily shipments rising by 9.8%, although revenue per shipment decreased by 2.6%, indicating strong growth momentum despite pricing pressures.
See More
ArcBest Declares $0.12 Quarterly Dividend, Consistent with Previous Payout
- Dividend Declaration: ArcBest has declared a quarterly dividend of $0.12 per share, consistent with previous payouts, reflecting the company's ongoing ability to maintain stable cash flows.
- Earnings Outlook: Although the non-GAAP EPS of $0.36 missed expectations by $0.06, the revenue of $972.7 million exceeded forecasts by $5.3 million, indicating resilience in revenue growth.
- Capital Expenditure Plans: ArcBest outlines a capital expenditure plan of $150 million to $170 million for 2026, aimed at advancing AI and managed solutions growth, demonstrating a commitment to future technology investments.
- Dividend Payment Timeline: The dividend is payable on May 22, with a record date of May 8 and an ex-dividend date also set for May 8, ensuring shareholders receive their returns promptly.
See More
ArcBest Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: ArcBest's Board of Directors has declared a cash dividend of $0.12 per share for common stockholders of record as of May 8, 2026, payable on May 22, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Company Overview: Founded in 1923, ArcBest employs 14,000 people across 250 service centers, positioning itself as a diversified logistics powerhouse that leverages technology and scale to provide comprehensive transportation solutions, enhancing its role in the global supply chain.
- Innovative Technology: The company is developing Vaux™, recognized as one of TIME's Best Inventions of 2023, showcasing ArcBest's innovative capabilities in logistics and its deep understanding of customer needs, aimed at addressing future supply chain challenges.
- Customer Relationships: With strong customer relationships, ArcBest is dedicated to helping clients navigate supply chain challenges, and its technology and expertise enable it to offer fully managed supply chain services, further solidifying its market leadership.
See More
