Heartland Express Inc. (HTLD) Stock Rises on Q4 2025 Earnings

Heartland Express Inc. (HTLD) reported fourth-quarter 2025 results. The stock was up 2.09% since market open.

$179.4 million in total revenue, down 26.1% year over year.

$49.9 million in gross profit, down 25.0% year over year.

Cost of sales of $129.5 million, down 26.5% year over year.

Operating loss of $22.8 million, a decline of 2,337.4% year over year.

Net loss attributable to common shareholders of $19.4 million, up 949.2% year over year.

Earnings per share and cash flow highlights:

Diluted loss per share of -$0.25, a year-over-year change of +1,150.0%.

Cash from operating activities of $21.0 million, down 44.4% year over year.

Purchases of property, plant and equipment of $33.8 million, down 59.4% year over year.

Balance sheet snapshot:

Cash and cash equivalents of $18.5 million, up 44.2% year over year.

Total liabilities of $436.3 million, down 14.7% year over year.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Heartland Express Inc. Insider Trading Activity

Heartland Express Inc. insiders have traded $HTLD stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $HTLD stock by insiders over the last 6 months:

MICHAEL J GERDIN (Chief Executive Officer) has made 3 purchases buying 30,000 shares for an estimated $245,692 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Heartland Express Inc. Hedge Fund Activity

We have seen 84 institutional investors add shares of Heartland Express Inc. stock to their portfolio, and 100 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC removed 1,064,157 shares (-99.2%) from their portfolio in Q3 2025, for an estimated $8,917,635
VANGUARD GROUP INC removed 860,920 shares (-22.1%) from their portfolio in Q4 2025, for an estimated $7,774,107
WALLACE CAPITAL MANAGEMENT INC. added 571,500 shares (+inf%) to their portfolio in Q3 2025, for an estimated $4,789,170
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 485,658 shares (+72.7%) to their portfolio in Q3 2025, for an estimated $4,069,814
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 485,438 shares (-62.9%) from their portfolio in Q3 2025, for an estimated $4,067,970
MAGNOLIA GROUP, LLC removed 484,700 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $4,376,841
AMERIPRISE FINANCIAL INC added 480,488 shares (+150.6%) to their portfolio in Q3 2025, for an estimated $4,026,489

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Heartland Express Inc. Analyst Ratings

Wall Street analysts have issued reports on $HTLD in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Underweight" rating on 01/15/2026

To track analyst ratings and price targets for Heartland Express Inc., check out Quiver Quantitative's $HTLD forecast page.

Heartland Express Inc. Price Targets

Multiple analysts have issued price targets for $HTLD recently. We have seen 5 analysts offer price targets for $HTLD in the last 6 months, with a median target of $9.0.

Here are some recent targets:

Thomas Wadewitz from UBS set a target price of $11.0 on 02/05/2026
Brandon Oglenski from Barclays set a target price of $9.0 on 01/15/2026
Daniel Moore from Baird set a target price of $12.0 on 01/05/2026
Ravi Shanker from Morgan Stanley set a target price of $8.0 on 12/08/2025
Brian Ossenbeck from JP Morgan set a target price of $9.0 on 10/08/2025