Inside the research
Heartland Express, Inc.
HTLD Research profile · latest available data
Price overview
$11.30
▼ -0.05 (-0.4%)
| 52w hi | $16.17 |
|---|---|
| 52w lo | $7.03 |
| Vol | 543.60K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.43
| Short | -0.13 |
|---|---|
| Medium | -0.52 |
| Long | -0.87 |
computed 2026-09-27
Key fundamentals
Heartland Express, Inc.
Industrials · Trucking
| Market cap | $873.86M |
|---|---|
| Enterprise value | $957.88M |
| Forward P/E | 22.53x |
| EV / EBITDA | 10.14x |
| P / S (ttm) | 1.19x |
| Profit margin | -3.0% |
| Return on equity | -2.8% |
| Revenue growth | -12.5% |
| Debt / equity | 19.36 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | -0.08 | |
| Sector | -0.01 | |
| Technical | -0.20 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Heartland Express, Inc., together with its subsidiaries, provides short, medium, and long-haul truckload carrier and transportation services in the United States, Mexico, and Canada. It primarily provides nationwide asset-based dry van truckload services for shippers; cross-border freight and other transportation services; and temperature-controlled truckload services. The company offers its services under the Heartland Express, Millis Transfer, Smith Transport, and CFI brand names. It primarily serves retailers, manufacturers, and parcel carriers in the consumer goods, appliances, food products, and automotive industries. The company was founded in 1978 and is headquartered in North Liberty, Iowa.
Risk Metrics
| Beta vs SPX | 0.88 |
|---|---|
| Corr SPX | 0.37 |
| Annual vol | 37.9% |
| Annual ret | +4.1% |
| Sharpe | 0.11 |
| Max DD | -44.6% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Earnings Release, Exhibits | read |
| 2026-06-17 | Other Material Event, Exhibits | read |
| 2026-05-19 | Officer / Director Change | read |
| 2026-05-15 | Shareholder Vote | read |
| 2026-04-27 | Earnings Release, Exhibits | read |
| 2026-04-22 | Officer / Director Change | read |
| 2026-03-31 | Officer / Director Change | read |
| 2026-03-18 | Other Material Event, Exhibits | read |
| 2026-02-09 | Earnings Release, Exhibits | read |
| 2026-01-07 | Officer / Director Change | read |
| 2025-12-19 | Other Material Event, Exhibits | read |
| 2025-12-09 | Other Material Event, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-15 | Millis David Paul | Sell | 31.40K | $492.09K | |
| 2026-06-10 | SPALDING DAVID P | Buy | 2.00K | $31.38K | |
| 2026-05-19 | GERDIN MICHAEL J | Chief Executive Officer | Gift | 4.47M | — |
| 2026-05-19 | Ann S. Gerdin Revocable Trust | Gift | 4.47M | — | |
| 2026-05-15 | Rigdon Kent Daryl | Chief Operating Officer | Grant | 500 | — |
| 2026-05-15 | EICKMAN KRIS ERIC | VP of Information Technol | Grant | 500 | — |
| 2026-05-15 | EICKMAN KRIS ERIC | VP of Information Technol | Withheld for tax | 167 | $2.22K |
| 2026-05-15 | Ann S. Gerdin Revocable Trust | Grant | 500 | — | |
| 2026-05-15 | Rigdon Kent Daryl | Chief Operating Officer | Withheld for tax | 167 | $2.22K |
| 2026-05-15 | Helmich Joshua Stefan | CAO and Secretary | Grant | 500 | — |
Flow & Concentration
| Insider 180d net | -$460.71K |
|---|---|
| Insider buys / sells | 1 / 1 |
| Insider bias | Neutral |
| 13F holders | 7 |
| Top-5 share | 99.6% |
| HHI | 4,153 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $30.17M | 1.98M |
| Citadel Advisors | $7.69M | 505.31K |
| AQR Capital Management | $5.79M | 380.40K |
| Capital Research / Capital World | $4.49M | 294.81K |
| Millennium Management | $1.35M | 88.87K |
| Fidelity / FMR LLC | $187.04K | 12.29K |
| T. Rowe Price Group | $835 | 54.80K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $805.71M | +3.2% | |
| Operating income | -$20.24M | +4.8% | |
| Net income | -$52.45M | +4.7% | |
| Cash from ops | $165.27M | +2.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $11.42 | $11.44 | $11.19 | $11.30 | 543.60K |
| Sep 24 | $11.78 | $11.85 | $11.29 | $11.37 | 858.40K |
| Sep 23 | $11.77 | $11.81 | $11.53 | $11.68 | 901.70K |
| Sep 22 | $11.78 | $11.95 | $11.65 | $11.83 | 904.50K |
| Sep 21 | $11.95 | $11.95 | $11.40 | $11.64 | 759.10K |
Understand the score. Research layers are inputs to a model, and the available data has limits.
Read the methodology →