ARCBEST ($ARCB) posted quarterly earnings results for Q4 2025 on Friday, January 30th. The company reported earnings of $0.36 per share, missing estimates of $0.41 by $0.05. The company also reported revenue of $972,690,000, missing estimates of $985,688,403 by $-12,998,403.
You can see Quiver Quantitative's $ARCB stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ARCBEST Hedge Fund Activity
We have seen 135 institutional investors add shares of ARCBEST stock to their portfolio, and 146 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TURTLE CREEK ASSET MANAGEMENT INC. added 565,450 shares (+inf%) to their portfolio in Q3 2025, for an estimated $39,507,991
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 295,401 shares (+2729.9%) to their portfolio in Q3 2025, for an estimated $20,639,667
- FMR LLC removed 273,577 shares (-26.8%) from their portfolio in Q3 2025, for an estimated $19,114,824
- BLACKROCK, INC. removed 271,015 shares (-7.4%) from their portfolio in Q3 2025, for an estimated $18,935,818
- INTERVAL PARTNERS, LP removed 232,714 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $16,259,727
- BALYASNY ASSET MANAGEMENT L.P. removed 215,733 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $15,073,264
- TWO SIGMA INVESTMENTS, LP added 167,200 shares (+145.9%) to their portfolio in Q3 2025, for an estimated $11,682,264
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ARCBEST Government Contracts
We have seen $1,000,000 of award payments to $ARCB over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TRANSPORTATION AND LOGISTICS SERVICES: $1,000,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
ARCBEST Analyst Ratings
Wall Street analysts have issued reports on $ARCB in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 01/21/2026
- Truist Securities issued a "Buy" rating on 01/15/2026
- Citigroup issued a "Buy" rating on 12/02/2025
To track analyst ratings and price targets for ARCBEST, check out Quiver Quantitative's $ARCB forecast page.
ARCBEST Price Targets
Multiple analysts have issued price targets for $ARCB recently. We have seen 8 analysts offer price targets for $ARCB in the last 6 months, with a median target of $91.0.
Here are some recent targets:
- J. Bruce Chan from Stifel set a target price of $96.0 on 01/21/2026
- Lucas Servera from Truist Securities set a target price of $95.0 on 01/15/2026
- Jason Seidl from TD Cowen set a target price of $97.0 on 01/09/2026
- Ariel Rosa from Citigroup set a target price of $104.0 on 01/08/2026
- Ken Hoexter from B of A Securities set a target price of $84.0 on 12/23/2025
- Christian Wetherbee from Wells Fargo set a target price of $74.0 on 11/06/2025
- Thomas Wadewitz from UBS set a target price of $77.0 on 11/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
