AMG National Trust Bank Purchases 12,300 Shares of ArcBest Corporation $ARCB

Key Points

• AMG National Trust Bank more than doubled its stake in ArcBest in Q4, buying an additional 12,300 shares to own 24,349 shares (about 0.11% of the company) valued at $1.806 million.
• ArcBest beat Q1 non‑GAAP EPS ($0.32 vs. ~ $0.27) and posted revenue of $998.8M (up ~3.3% YoY), and the board announced a $0.12 quarterly dividend (≈0.4% yield).
• Despite the beat, the company showed a GAAP net loss of $1.0M and a low net margin (~1.5%) with ongoing freight margin pressure; analysts are mixed (average rating: Hold, consensus target ~$100.42).

AMG National Trust Bank grew its position in ArcBest Corporation (NASDAQ:ARCB - Free Report) by 102.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 24,349 shares of the transportation company's stock after acquiring an additional 12,300 shares during the quarter. AMG National Trust Bank owned 0.11% of ArcBest worth $1,806,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Johnson Investment Counsel Inc. bought a new position in shares of ArcBest during the 3rd quarter worth approximately $28,000. Smartleaf Asset Management LLC lifted its position in shares of ArcBest by 26.9% during the 3rd quarter. Smartleaf Asset Management LLC now owns 675 shares of the transportation company's stock worth $47,000 after buying an additional 143 shares during the period. Canada Pension Plan Investment Board bought a new position in shares of ArcBest during the 2nd quarter worth approximately $85,000. Assetmark Inc. lifted its position in shares of ArcBest by 5,940.0% during the 4th quarter. Assetmark Inc. now owns 1,208 shares of the transportation company's stock worth $90,000 after buying an additional 1,188 shares during the period. Finally, KBC Group NV lifted its position in shares of ArcBest by 69.4% during the 4th quarter. KBC Group NV now owns 1,299 shares of the transportation company's stock worth $96,000 after buying an additional 532 shares during the period. Institutional investors own 99.27% of the company's stock.

ArcBest Stock Up 0.8%

NASDAQ ARCB opened at $127.76 on Wednesday. The stock has a fifty day moving average of $102.29 and a 200-day moving average of $87.42. The stock has a market capitalization of $2.85 billion, a P/E ratio of 48.95, a price-to-earnings-growth ratio of 0.89 and a beta of 1.42. ArcBest Corporation has a 52 week low of $55.19 and a 52 week high of $130.89. The company has a debt-to-equity ratio of 0.10, a quick ratio of 0.95 and a current ratio of 0.95.

ArcBest (NASDAQ:ARCB - Get Free Report) last released its earnings results on Tuesday, April 28th. The transportation company reported $0.32 EPS for the quarter, beating the consensus estimate of $0.27 by $0.05. The company had revenue of $998.79 million during the quarter, compared to analysts' expectations of $989.27 million. ArcBest had a return on equity of 6.51% and a net margin of 1.50%.The business's revenue for the quarter was up 3.3% on a year-over-year basis. During the same period last year, the firm earned $0.51 EPS. On average, equities research analysts forecast that ArcBest Corporation will post 4.75 EPS for the current year.

ArcBest Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be paid a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Friday, May 8th. ArcBest's dividend payout ratio (DPR) is 18.39%.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. Stephens set a $85.00 target price on ArcBest in a research report on Tuesday, January 6th. UBS Group restated a "neutral" rating and set a $98.00 target price on shares of ArcBest in a research report on Wednesday, February 4th. Stifel Nicolaus raised their target price on ArcBest from $94.00 to $116.00 and gave the stock a "buy" rating in a research report on Thursday, April 16th. Jefferies Financial Group raised their target price on ArcBest from $95.00 to $110.00 and gave the stock a "buy" rating in a research report on Monday, February 2nd. Finally, JPMorgan Chase & Co. raised their target price on ArcBest from $76.00 to $81.00 and gave the stock a "neutral" rating in a research report on Monday, February 2nd. Six investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, ArcBest has an average rating of "Hold" and a consensus target price of $100.42.

Key ArcBest News

Here are the key news stories impacting ArcBest this week:

• Positive Sentiment: Quarterly EPS topped consensus — ArcBest reported $0.32 non‑GAAP EPS vs. consensus ~ $0.26–$0.27, giving investors a near‑term earnings catalyst. Zacks: Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Revenue was roughly in line to slightly above Street expectations at ~$998.8M (up ~3.3% YoY), supporting the view that top‑line demand remains intact. MarketBeat: Q1 results
• Neutral Sentiment: Management published the earnings slide deck and held a conference call — useful for detail on pricing, mix and margin recovery timing; listen/read for guidance commentary. Seeking Alpha: Earnings Presentation
• Neutral Sentiment: Board announced a quarterly dividend (small yield ~0.4%); steady but not material to valuation. Local coverage (includes corporate actions)
• Neutral Sentiment: Shareholders will vote on reincorporation to Texas — a corporate/structural action that could affect governance/tax posture over time but is not an operational earnings driver. NWA Online: Reincorporation vote
• Negative Sentiment: GAAP results showed a small net loss ($1.0M, $0.05 loss per share) versus prior‑year GAAP profit; investors may penalize the stock on GAAP weakness despite non‑GAAP beat. BusinessWire: Q1 Results
• Negative Sentiment: Freight margin pressure and compressing operating margins remain a near‑term headwind — analysts flag pricing vs. cost dynamics that could limit earnings upside even with stable volumes; net margin is low (~1.5%). Investing.com: Freight margin pressure

About ArcBest

ArcBest Corporation NASDAQ: ARCB is a transportation and logistics company that offers comprehensive freight and supply chain solutions across North America. Founded in 1923 as Arkansas Best Freight System, the company has evolved into a diversified service provider with both asset-based and asset-light operations. Its core businesses include less-than-truckload (LTL) shipping through ABF Freight, expedited full-truckload services via Panther Premium Logistics, and a range of logistics and supply chain management services under its ArcBest Integrated Logistics division.

The company's asset-based operations also encompass FleetNet America, a provider of emergency roadside assistance and maintenance services for heavy-duty vehicles.

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