Full Truck Alliance (NYSE:YMM) Posts Quarterly Earnings Results, Beats Expectations By $0.01 EPS

Key Points

• Full Truck Alliance reported an EPS of $0.17 for the quarter, exceeding expectations by $0.01, with a return on equity of 11.31% and a net margin of 32.26%.
• The company’s stock opened at $11.00 with a market capitalization of $11.51 billion, while institutional investors hold approximately 39.02% of its shares.
• Analyst ratings for Full Truck Alliance include one "Strong Buy," two "Buy," and two "Hold," with a consensus target price of $15.00 following a reduction from Citigroup.

Full Truck Alliance (NYSE:YMM - Get Free Report) released its quarterly earnings results on Thursday. The company reported $0.17 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.16 by $0.01, Zacks reports. Full Truck Alliance had a return on equity of 12.09% and a net margin of 34.46%.The business had revenue of $452.02 million during the quarter, compared to analysts' expectations of $3.09 billion. Full Truck Alliance updated its Q3 2025 guidance to EPS.

Full Truck Alliance Price Performance

NYSE:YMM traded down $0.02 during trading hours on Tuesday, reaching $12.83. 3,745,684 shares of the stock were exchanged, compared to its average volume of 9,079,529. Full Truck Alliance has a twelve month low of $6.85 and a twelve month high of $13.85. The firm has a 50 day moving average of $11.84 and a 200 day moving average of $11.92. The stock has a market cap of $13.41 billion, a PE ratio of 22.90 and a beta of 0.20.

Full Truck Alliance Cuts Dividend

The company also recently declared an annual dividend, which will be paid on Monday, October 27th. Shareholders of record on Monday, October 13th will be given a dividend of $0.096 per share. The ex-dividend date of this dividend is Friday, October 10th. This represents a yield of 60.0%. Full Truck Alliance's dividend payout ratio is 33.93%.

Institutional Investors Weigh In On Full Truck Alliance

Large investors have recently made changes to their positions in the stock. EverSource Wealth Advisors LLC boosted its holdings in shares of Full Truck Alliance by 274.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,880 shares of the company's stock valued at $46,000 after buying an additional 2,845 shares during the last quarter. Headlands Technologies LLC acquired a new stake in shares of Full Truck Alliance in the 2nd quarter valued at approximately $111,000. Daiwa Securities Group Inc. acquired a new stake in shares of Full Truck Alliance in the 2nd quarter valued at approximately $118,000. Orion Porfolio Solutions LLC boosted its holdings in shares of Full Truck Alliance by 47.3% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 18,636 shares of the company's stock valued at $220,000 after buying an additional 5,982 shares during the last quarter. Finally, Royal Bank of Canada boosted its holdings in shares of Full Truck Alliance by 172.4% in the 1st quarter. Royal Bank of Canada now owns 34,765 shares of the company's stock valued at $444,000 after buying an additional 22,001 shares during the last quarter. Institutional investors and hedge funds own 39.02% of the company's stock.

Wall Street Analyst Weigh In

Separately, Citigroup dropped their price objective on Full Truck Alliance from $16.50 to $16.00 and set a "buy" rating for the company in a report on Thursday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Full Truck Alliance has an average rating of "Moderate Buy" and a consensus price target of $15.00.

About Full Truck Alliance

Full Truck Alliance Co Ltd., together with its subsidiaries, operates a digital freight platform that connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types in the People's Republic of China. The company offers freight matching services, such as freight listing and brokerage services; and online transaction services, as well as various value-added services, such as credit solutions, insurance brokerage, software solutions, electronic toll collection, and energy services.