Heartland Express Reports Q4 Earnings with Declining EPS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy HTLD?
Source: seekingalpha
- Earnings Report: Heartland Express reported a Q4 GAAP EPS of -$0.25, indicating challenges in profitability and reflecting a secular decline in returns on capital, which raises concerns about financial health.
- Revenue Figures: The company generated $179.4 million in revenue for the fourth quarter, which, while stable, suggests limited growth potential compared to industry benchmarks, potentially impacting future investment attractiveness.
- Growth Prospects: Analysts highlight that Heartland Express faces limited growth prospects; although risks appear to be priced in, the company must implement strategies to enhance its financial performance moving forward.
- Rating Analysis: According to Seeking Alpha's quant rating, Heartland Express's performance is under scrutiny, prompting investors to carefully assess its long-term investment value amidst the current financial challenges.
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Analyst Views on HTLD
Wall Street analysts forecast HTLD stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for HTLD is 9.33 USD with a low forecast of 8.00 USD and a high forecast of 12.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
1 Buy
1 Hold
1 Sell
Hold
Current: 11.470
Low
8.00
Averages
9.33
High
12.00
Current: 11.470
Low
8.00
Averages
9.33
High
12.00
About HTLD
Heartland Express, Inc. is a holding company. The Company, together with its subsidiaries, is a short, medium and long-haul truckload carrier and transportation services provider. It primarily provides a nationwide asset-based dry van truckload service for various shippers across the United States, along with cross-border freight and other transportation services offered through third-party partnerships in Mexico. The Company’s primary customers include retailers, manufacturers and parcel carriers. Its over-the-road tractors are equipped with mobile communication systems. It operates 28 terminal facilities throughout the contiguous United States and one in Mexico. The Company’s subsidiaries include Heartland Express, Inc. of Iowa, Heartland Express Services, Inc., Heartland Express Maintenance Services, Inc., Midwest Holding Group, LLC, Millis Transfer, LLC, Smith Transport, Inc., Transportation Resources, Inc., Contract Freighters, Inc., and others.
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.
- Earnings Report: Heartland Express reported a Q4 GAAP EPS of -$0.25, indicating challenges in profitability and reflecting a secular decline in returns on capital, which raises concerns about financial health.
- Revenue Figures: The company generated $179.4 million in revenue for the fourth quarter, which, while stable, suggests limited growth potential compared to industry benchmarks, potentially impacting future investment attractiveness.
- Growth Prospects: Analysts highlight that Heartland Express faces limited growth prospects; although risks appear to be priced in, the company must implement strategies to enhance its financial performance moving forward.
- Rating Analysis: According to Seeking Alpha's quant rating, Heartland Express's performance is under scrutiny, prompting investors to carefully assess its long-term investment value amidst the current financial challenges.
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- Consistent Dividend Record: Heartland Express has declared a $0.02 cash dividend per share, payable on January 7, 2026, marking the company's 90th consecutive quarterly dividend, which enhances investor confidence in its financial stability.
- Total Dividend Payout: The upcoming dividend is estimated to total approximately $1.6 million based on the company's roughly 78 million shares outstanding, reflecting its strong profitability and cash flow position.
- Historical Dividend Achievement: Since the implementation of its dividend program in Q3 2003, Heartland Express has paid a total of $561.4 million in cash dividends, including four special dividends, demonstrating a long-term commitment to shareholder returns.
- Future Outlook: While the company has issued forward-looking statements indicating potential risks and uncertainties, its ongoing dividend policy continues to provide a stable financial foundation in the competitive transportation industry.
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- Dividend Continuity: Heartland Express has declared a quarterly cash dividend of $0.02 per share, payable on January 7, 2026, reflecting the company's strong commitment to returning value to shareholders over 90 consecutive quarters.
- Total Shareholder Payout: The dividend is expected to amount to approximately $1.6 million based on the company's roughly 78 million shares outstanding, reinforcing its dedication to shareholder returns.
- Historical Dividend Achievement: Since the implementation of its dividend program in Q3 2003, the company has paid a total of $561.4 million in cash dividends, including four special dividends, showcasing its stable financial health.
- Future Outlook: While the company has issued forward-looking statements highlighting potential risks and uncertainties, the ongoing dividend payments indicate confidence in its future profitability.
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