ARCBNasdaqTrucking (No Local)Fiscal year ends December 31
ARCBEST CORP /TX/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$128.18−1.80 (-1.38%)
Close on Oct 19, 2026
- Market cap
- $2.86B
- P/E (TTM)
- 185.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
23M of 22M shares
Institutional holders
330
83 new, 26 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $3.22M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,377,022 | 14.70% | 13G (passive) amendment | Jun 30, 2025 |
| Invesco Ltd. | 1,650,643 | 7.40% | 13G (passive) | Jun 30, 2026 |
| American Century Investment Management, Inc. | 1,542,815 | 6.90% | 13G (passive) amendment | Jun 30, 2026 |
| Dimensional Fund Advisors LP | 1,447,063 | 6.30% | 13G (passive) amendment | Mar 31, 2025 |
| Stowers Institute for Medical Research | 1,307,223 | 5.80% | 13G (passive) | Dec 31, 2025 |
| Vanguard Portfolio Management | 1,277,859 | 5.73% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,178,027 | 5.28% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ARCB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,507,564 | 15.69% | $503.48M | +114,514 | 0.01% |
| Invesco Ltd. | 1,650,643 | 7.38% | $236.93M | +841,439 | 0.02% |
| American Century Companies Inc | 1,542,815 | 6.90% | $221.46M | +160,701 | 0.10% |
| Dimensional Fund Advisors LP | 1,369,342 | 6.13% | $196.56M | −27,945 | 0.04% |
| Vanguard Portfolio Management LLC | 1,358,597 | 6.08% | $195.01M | +89,356 | 0.01% |
| Vanguard Capital Management LLC | 1,005,164 | 4.50% | $144.28M | +157 | 0.00% |
| State Street Corp | 961,215 | 4.30% | $137.97M | +3,533 | 0.00% |
| Geode Capital Management, LLC | 588,150 | 2.63% | $84.44M | +18,351 | 0.00% |
| Maple Rock Capital Partners Inc. | 535,746 | 2.40% | $76.90M | +131,400 | 1.51% |
| Principal Financial Group Inc | 473,974 | 2.12% | $68.03M | −14,141 | 0.03% |
| Charles Schwab Investment Management Inc | 465,832 | 2.08% | $66.87M | −60,307 | 0.01% |
| Morgan Stanley | 437,172 | 1.96% | $62.75M | −46,636 | 0.00% |
| Ameriprise Financial Inc | 426,641 | 1.91% | $61.24M | −44,992 | 0.01% |
| Jacobs Levy Equity Management, Inc | 415,773 | 1.86% | $59.68M | −31,176 | 0.21% |
| Goldman Sachs Group Inc | 351,896 | 1.57% | $50.51M | +83,973 | 0.00% |
| Victory Capital Management Inc | 345,885 | 1.55% | $49.65M | −31,244 | 0.03% |
| Qube Research & Technologies Ltd | 340,376 | 1.52% | $48.86M | +310,053 | 0.05% |
| Nuveen, LLC | 319,193 | 1.43% | $45.82M | +79,827 | 0.01% |
| Northern Trust Corp | 317,062 | 1.42% | $45.51M | +1,272 | 0.01% |
| UBS Group AG | 290,297 | 1.30% | $41.67M | +56,236 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 330 | 23M | 100.0% | 83 / 98 | 106 / 26 | 3M | 4M |
| Q1 2026 | 278 | 23M | 100.0% | 47 / 83 | 94 / 26 | 5M | 3M |
| Q4 2025 | 262 | 23M | 100.0% | 42 / 84 | 97 / 46 | 4M | 3M |
| Q3 2025 | 270 | 23M | 100.0% | 47 / 91 | 88 / 49 | 2M | 3M |
| Q2 2025 | 275 | 23M | 100.0% | 54 / 98 | 90 / 48 | 3M | 3M |
| Q1 2025 | 271 | 23M | 100.0% | 42 / 98 | 90 / 40 | 2M | 2M |
| Q4 2024 | 272 | 24M | 100.0% | 36 / 90 | 104 / 51 | 1M | 2M |
| Q3 2024 | 287 | 24M | 100.0% | 33 / 102 | 115 / 44 | 5M | 2M |
| Q2 2024 | 299 | 24M | 100.0% | 43 / 98 | 125 / 56 | 3M | 3M |
| Q1 2024 | 315 | 24M | 100.0% | 46 / 89 | 133 / 35 | 2M | 2M |
| Q4 2023 | 306 | 24M | 100.0% | 58 / 97 | 119 / 28 | 3M | 2M |
| Q3 2023 | 277 | 23M | 100.0% | 52 / 82 | 105 / 45 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ARCB | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,341,438 | 6.00% | $192.55M | 0.17% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 965,908 | 4.32% | $132.03M | 0.49% | May 31, 2026 |
| Invesco Small Cap Value Fund | 739,500 | 3.31% | $106.75M | 0.96% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 708,378 | 3.17% | $101.68M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 574,590 | 2.57% | $82.48M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 511,156 | 2.29% | $73.37M | 0.04% | Jun 30, 2026 |
| Invesco Discovery Fund | 441,225 | 1.97% | $60.31M | 0.77% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 323,443 | 1.45% | $46.43M | 0.07% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 255,507 | 1.14% | $36.68M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 244,760 | 1.10% | $35.33M | 0.10% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 218,063 | 0.98% | $31.48M | 0.16% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 211,867 | 0.95% | $28.96M | 0.32% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 204,946 | 0.92% | $29.42M | 0.17% | Jun 30, 2026 |
| SmallCap Fund | 192,900 | 0.86% | $27.85M | 1.34% | Jul 31, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 191,673 | 0.86% | $27.51M | 0.34% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Seth Runser | President & CEO, ArcBest, Director | 29,246 | 0.13% | May 8, 2026 |
| Jason T. Parks | VP - Controller(1) | 3,794 | 0.02% | Sep 15, 2026 |
| Ralph Edward Sorg | Chief Commercial Officer | 22,624 | 0.10% | Sep 2, 2026 |
| Dennis L. Anderson II | Chief Innovation Officer | 16,750 | 0.07% | Aug 12, 2026 |
| Erin K. Gattis | CHIEF HUMAN RESOURCES OFFICER | 24,406 | 0.11% | Aug 5, 2026 |
| Matthew R. Godfrey | President, ABF Freight | 12,685 | 0.06% | May 8, 2026 |
| Christopher A. Adkins | Chief Strategy Officer | 6,872 | 0.03% | May 8, 2026 |
| James Brent Hagy | Chief Legal Officer&CorpSec(1) | 4,622 | 0.02% | May 8, 2026 |
| John Matthew Beasley | CHIEF FINANCIAL OFFICER | 14,222 | 0.06% | May 8, 2026 |
| Mac S. Pinkerton | COO, Asset Light Logistics(1) | 2,150 | 0.01% | Feb 10, 2026 |
| Michael R. Johns | Chief Legal Officer&CorpSec(1) | 22,129 | 0.10% | May 9, 2025 |
| Steven Carrol Leonard | COO, Asset Light Logistics(1) | 25,948 | 0.12% | May 9, 2025 |
| Michael E. Newcity | SVP - Chf Innovation Officr(1) | 10,246 | 0.05% | Nov 8, 2024 |
| Judy R. McReynolds | Director | 51,398 | 0.23% | Aug 10, 2026 |
| Janice E. Stipp | Director | 21,635 | 0.10% | Aug 7, 2026 |
| Michael P. Hogan | Director | 34,014 | 0.15% | May 7, 2026 |
| Eduardo F. Conrado | Director | 29,825 | 0.13% | May 7, 2026 |
| Bobby K. George | Director | 1,350 | 0.01% | May 7, 2026 |
| Thomas S. Albrecht | Director | 3,500 | 0.02% | May 7, 2026 |
| Ann G. Bordelon | Director | 1,350 | 0.01% | May 7, 2026 |
| Salvatore A. Abbate | Director | 7,725 | 0.03% | May 7, 2026 |
| Chris T. Sultemeier | Director | 3,800 | 0.02% | May 7, 2026 |
| Fredrik J. Eliasson | Director | 18,375 | 0.08% | May 8, 2025 |
| Craig E. Philip | Director | 24,875 | 0.11% | May 8, 2025 |
| Steven Spinner | Director | 9,675 | 0.04% | May 8, 2025 |
| Kathleen D. McElligott | Director | 22,875 | 0.10% | May 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jason T. Parks VP - Controller(1) | Sep 15, 2026 | Sale | −855 | $135.09 | $115.50K | 3,794 |
| Ralph Edward Sorg Chief Commercial Officer | Aug 27, 2026 | Gift | −200 | – | – | 22,624 |
| Dennis L. Anderson II Chief Innovation Officer | Aug 11, 2026 | Sale | −3,347 | $134.87 | $451.41K | 16,750 |
| Dennis L. Anderson II Chief Innovation Officer | Aug 11, 2026 | Sale | −2,103 | $135.63 | $285.23K | 14,647 |
| Dennis L. Anderson II Chief Innovation Officer | Aug 11, 2026 | Gift | −1,950 | – | – | 12,697 |
| Judy R. McReynolds Director | Aug 7, 2026 | Sale | −2,857 | $138.98 | $397.07K | 50,048 |
| Judy R. McReynolds Director | Aug 6, 2026 | Sale | −1,443 | $139.30 | $201.01K | 52,905 |
| Janice E. Stipp Director | Aug 6, 2026 | Sale | −1,400 | $137.46 | $192.44K | 21,635 |
| Janice E. Stipp Director | Aug 6, 2026 | Sale | −3,600 | $139.20 | $501.12K | 18,035 |
| Judy R. McReynolds Director | Aug 5, 2026 | Gift | −7,000 | – | – | 54,348 |
| Judy R. McReynolds Director | Aug 4, 2026 | Sale | −1,500 | $144.78 | $217.17K | 61,348 |
| Erin K. Gattis CHIEF HUMAN RESOURCES OFFICER | Aug 4, 2026 | Sale | −6,163 | $140.00 | $862.82K | 24,286 |
| John Matthew Beasley CHIEF FINANCIAL OFFICER | May 7, 2026 | Tax withholding | −193 | $121.78 | $23.50K | 14,222 |
| Seth Runser President & CEO, ArcBest, Director | May 7, 2026 | Tax withholding | −219 | $121.78 | $26.67K | 29,246 |
| Jason T. Parks VP - Controller(1) | May 7, 2026 | Tax withholding | −73 | $121.78 | $8.89K | 4,649 |
| Ralph Edward Sorg Chief Commercial Officer | May 7, 2026 | Tax withholding | −130 | $121.78 | $15.83K | 22,824 |
| Erin K. Gattis CHIEF HUMAN RESOURCES OFFICER | May 7, 2026 | Tax withholding | −144 | $121.78 | $17.54K | 30,449 |
| Matthew R. Godfrey President, ABF Freight | May 7, 2026 | Tax withholding | −109 | $121.78 | $13.27K | 12,685 |
| Christopher A. Adkins Chief Strategy Officer | May 7, 2026 | Tax withholding | −130 | $121.78 | $15.83K | 6,872 |
| Dennis L. Anderson II Chief Innovation Officer | May 7, 2026 | Tax withholding | −144 | $121.78 | $17.54K | 20,097 |
| John Matthew Beasley CHIEF FINANCIAL OFFICER | May 6, 2026 | Tax withholding | −438 | $121.82 | $53.36K | 14,415 |
| James Brent Hagy Chief Legal Officer&CorpSec(1) | May 6, 2026 | Tax withholding | −303 | $121.82 | $36.91K | 4,622 |
| Seth Runser President & CEO, ArcBest, Director | May 6, 2026 | Tax withholding | −643 | $121.82 | $78.33K | 29,465 |
| Jason T. Parks VP - Controller(1) | May 6, 2026 | Tax withholding | −149 | $121.82 | $18.15K | 4,722 |
| Ralph Edward Sorg Chief Commercial Officer | May 6, 2026 | Tax withholding | −337 | $121.82 | $41.05K | 22,954 |
| Erin K. Gattis CHIEF HUMAN RESOURCES OFFICER | May 6, 2026 | Tax withholding | −306 | $121.82 | $37.28K | 30,593 |
| Matthew R. Godfrey President, ABF Freight | May 6, 2026 | Tax withholding | −354 | $121.82 | $43.12K | 12,794 |
| Christopher A. Adkins Chief Strategy Officer | May 6, 2026 | Tax withholding | −272 | $121.82 | $33.14K | 7,002 |
| Dennis L. Anderson II Chief Innovation Officer | May 6, 2026 | Tax withholding | −354 | $121.82 | $43.12K | 20,241 |
| Salvatore A. Abbate Director | May 5, 2026 | Award | +1,350 | – | – | 7,725 |
| Janice E. Stipp Director | May 5, 2026 | Award | +1,350 | – | – | 23,035 |
| Chris T. Sultemeier Director | May 5, 2026 | Award | +1,350 | – | – | 3,800 |
| Thomas S. Albrecht Director | May 5, 2026 | Award | +1,350 | – | – | 3,500 |
| Michael P. Hogan Director | May 5, 2026 | Award | +1,350 | – | – | 34,014 |
| Judy R. McReynolds Director | May 5, 2026 | Award | +1,350 | – | – | 1,350 |
| Dennis L. Anderson II Chief Innovation Officer | May 5, 2026 | Tax withholding | −293 | $118.17 | $34.62K | 20,595 |
| Dennis L. Anderson II Chief Innovation Officer | May 5, 2026 | Award | +2,200 | – | – | 20,888 |
| Erin K. Gattis CHIEF HUMAN RESOURCES OFFICER | May 5, 2026 | Award | +1,600 | – | – | 31,144 |
| Erin K. Gattis CHIEF HUMAN RESOURCES OFFICER | May 5, 2026 | Tax withholding | −245 | $118.17 | $28.95K | 30,899 |
| Eduardo F. Conrado Director | May 5, 2026 | Award | +1,350 | – | – | 26,225 |
| Ralph Edward Sorg Chief Commercial Officer | May 5, 2026 | Award | +2,025 | – | – | 23,508 |
| Ralph Edward Sorg Chief Commercial Officer | May 5, 2026 | Tax withholding | −217 | $118.17 | $25.64K | 23,291 |
| James Brent Hagy Chief Legal Officer&CorpSec(1) | May 5, 2026 | Award | +1,850 | – | – | 4,925 |
| John Matthew Beasley CHIEF FINANCIAL OFFICER | May 5, 2026 | Tax withholding | −321 | $118.17 | $37.93K | 14,853 |
| John Matthew Beasley CHIEF FINANCIAL OFFICER | May 5, 2026 | Award | +3,000 | – | – | 15,174 |
| Ann G. Bordelon Director | May 5, 2026 | Award | +1,350 | – | – | 1,350 |
| Jason T. Parks VP - Controller(1) | May 5, 2026 | Tax withholding | −122 | $118.17 | $14.42K | 4,871 |
| Jason T. Parks VP - Controller(1) | May 5, 2026 | Award | +775 | – | – | 4,993 |
| Seth Runser President & CEO, ArcBest, Director | May 5, 2026 | Tax withholding | −349 | $118.17 | $41.24K | 30,108 |
| Seth Runser President & CEO, ArcBest, Director | May 5, 2026 | Award | +10,150 | – | – | 30,457 |
| Christopher A. Adkins Chief Strategy Officer | May 5, 2026 | Tax withholding | −78 | $118.17 | $9.22K | 7,274 |
| Christopher A. Adkins Chief Strategy Officer | May 5, 2026 | Award | +1,450 | – | – | 7,352 |
| Bobby K. George Director | May 5, 2026 | Award | +1,350 | – | – | 1,350 |
| Matthew R. Godfrey President, ABF Freight | May 5, 2026 | Award | +2,200 | – | – | 13,328 |
| Matthew R. Godfrey President, ABF Freight | May 5, 2026 | Tax withholding | −180 | $118.17 | $21.27K | 13,148 |
| Mac S. Pinkerton COO, Asset Light Logistics(1) | Feb 6, 2026 | Award | +2,150 | – | – | 2,150 |
| Judy R. McReynolds Chairman & CEO, Director | Dec 5, 2025 | Gift | −7,500 | – | – | 62,848 |
| Chris T. Sultemeier Director | Nov 12, 2025 | Award | +2,450 | – | – | 2,450 |
| Dennis L. Anderson II Chief Innovation Officer | Aug 15, 2025 | Gift | −3,000 | – | – | 18,688 |
| Thomas S. Albrecht Director | Aug 6, 2025 | Award | +2,150 | – | – | 2,150 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jason T. Parks Officer | Sep 15, 2026 | 855 | $115.50K | Sep 15, 2026 | Restricted Stock Lapse - See Remarks |
| Dennis L. Anderson II Officer | Aug 11, 2026 | 5,450 | $736.65K | Aug 11, 2026 | Restricted Stock Lapse |
| Janice E. Stipp Director | Aug 6, 2026 | 2,000 | $278.19K | Aug 6, 2026 | Restricted Stock Lapse |
| Judy R. McReynolds Director | Aug 4, 2026 | 5,800 | $797.91K | Aug 4, 2026 | Stock Award |
| Gattis Erin Officer | Aug 4, 2026 | 6,163 | $862.82K | Aug 4, 2026 | Restricted Stock |
| Johns Michael Officer | Feb 6, 2026 | 16,378 | $1.84M | Feb 6, 2026 | Restricted Stock |
| Craig E. Philip Director | Nov 22, 2024 | 3,900 | $428.67K | Nov 22, 2024 | RESTRICTED STOCK |
| Michael E. Newcity Officer | Nov 6, 2024 | 10,443 | $1.25M | Nov 6, 2024 | RESTRICTED STOCK |
| Erin K. Gattis Officer | Mar 1, 2024 | 2,000 | $283.17K | Mar 1, 2024 | RESTRICTED STOCK |
| Janice E. Stipp Director | Nov 15, 2023 | 4,000 | $489.60K | Nov 15, 2023 | RESTRICTED STOCK |
| McElligott Kathleen Director | Sep 1, 2023 | 5,000 | $527.95K | Sep 1, 2023 | Acquired as Compensation - Restricted Stock Units |
| Dennis L. Anderson II Officer | Aug 22, 2023 | 7,341 | $785.49K | Aug 22, 2023 | RESTRICTED STOCK |
| Craig E. Philip Director | Aug 22, 2023 | 2,700 | $287.83K | Aug 22, 2023 | RESTRICTED STOCK |
| Craig E. Philip Director | Aug 17, 2023 | 3,700 | $377.40K | Aug 17, 2023 | RESTRICTED STOCK |
| Steven Spinner Officer | Aug 10, 2023 | 4,000 | $440.00K | Aug 10, 2023 | RESTRICTED STOCK |