Heartland Express (HTLD) reported third-quarter 2026 operating revenue of $179.5 million and net income of $1.0 million. Basic and diluted earnings per share were each $0.01 for the three months ended September 30, 2026.
Revenue declined from $196.5 million a year earlier, while the company reported a net loss of $8.3 million in the prior-year quarter. Its operating ratio was 98.7%, compared with 103.7% in the third quarter of 2025.
- Nine-month operating revenue was $539.9 million, with net income of $6.7 million and basic and diluted EPS of $0.09.
- Cash totaled $48.5 million at September 30, 2026, while debt was $99.9 million.
- The company repurchased 183,371 shares for $2.2 million during the quarter.
- Heartland Express paid $35 million toward acquisition-related debt during the quarter.
- A regular quarterly dividend of $0.02 per share was declared and paid October 7, 2026.
$HTLD Insider Trading Activity
$HTLD insiders have traded $HTLD stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $HTLD stock by insiders over the last 6 months:
- DAVID PAUL MILLIS sold 31,402 shares for an estimated $492,091
- DAVID P SPALDING purchased 2,000 shares for an estimated $31,380
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HTLD Hedge Fund Activity
We have seen 93 institutional investors add shares of $HTLD stock to their portfolio, and 72 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GATE CITY CAPITAL MANAGEMENT, LLC removed 1,258,335 shares (-79.7%) from their portfolio in Q2 2026, for an estimated $19,151,858
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 973,500 shares (+inf%) to their portfolio in Q2 2026, for an estimated $14,816,670
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 785,724 shares (+133.4%) to their portfolio in Q2 2026, for an estimated $11,958,719
- FRONTIER CAPITAL MANAGEMENT CO LLC added 468,578 shares (+inf%) to their portfolio in Q2 2026, for an estimated $7,131,757
- NUVEEN, LLC added 310,247 shares (+254.7%) to their portfolio in Q2 2026, for an estimated $4,721,959
- BRANDES INVESTMENT PARTNERS, LP removed 276,427 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $4,207,218
- RUSSELL INVESTMENTS GROUP, LTD. added 256,159 shares (+251.5%) to their portfolio in Q2 2026, for an estimated $3,898,739
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
