Heartland Express (HTLD) reported second-quarter 2026 net income of $10.6 million, compared with a net loss of $10.9 million in the same period of 2025. Operating revenue was $184.1 million, down from $210.4 million a year earlier.
The company reported basic earnings per share of $0.14 for the quarter and an operating ratio of 91.0%. Heartland also said it reduced acquisition-related debt by $15 million during the quarter and ended June 30 with $62.4 million in cash.
- Quarter ended June 30, 2026: Operating revenue was $184.1 million.
- Net income: $10.6 million, compared with a net loss of $10.9 million in Q2 2025.
- Basic EPS: $0.14, compared with a basic loss per share of $0.14 a year earlier.
- Six-month revenue: $360.4 million, compared with $429.8 million in the same period of 2025.
- Balance sheet: Cash was $62.4 million and total assets were $1.2 billion at June 30, 2026.
- Capital return: The company repurchased 172,061 shares for $2.3 million during the quarter.
$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 89 institutional investors add shares of $HTLD stock to their portfolio, and 58 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC removed 1,149,008 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $11,949,683
- GATE CITY CAPITAL MANAGEMENT, LLC removed 614,173 shares (-28.0%) from their portfolio in Q1 2026, for an estimated $6,387,399
- TWO SIGMA INVESTMENTS, LP added 594,466 shares (+70.3%) to their portfolio in Q1 2026, for an estimated $6,182,446
- GOLDMAN SACHS GROUP INC added 378,197 shares (+149.8%) to their portfolio in Q1 2026, for an estimated $3,933,248
- EVR RESEARCH LP added 330,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $3,432,000
- CITADEL ADVISORS LLC removed 320,068 shares (-86.7%) from their portfolio in Q1 2026, for an estimated $3,328,707
- TREXQUANT INVESTMENT LP removed 214,865 shares (-71.6%) from their portfolio in Q1 2026, for an estimated $2,234,596
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.
