ODFL Stock Recent News

I'm zooming in on four core holdings, about a third of my portfolio, to explain why I'm betting big and staying patient through short-term noise. These stocks offer a mix of secular and cyclical growth, pricing power, and rising moats. They aren't high yielders, but I believe they'll outperform. My concentrated portfolio is volatile by design, but I'm in it for long-term alpha. I see dip-buying opportunities in some and strong hold cases in others.

I am an adherent to the Gardner-Kretzmann Continuum's strategy of owning at least one stock for each year of your age. Because of this notion, I have 37 "core" holdings that I try to add to consistently over time.

THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) announced today that it plans to release its second quarter 2025 financial results before opening of trading on Wednesday, July 30, 2025. The Company will also hold a conference call to discuss its financial results and outlook at 10:00 a.m. (Eastern Time) on Wednesday, July 30, 2025. An online, real-time webcast of Old Dominion's quarterly conference call will be available at ir.odfl.com on Wednesday, July 30, 2.

My Top 15 High-Growth Dividend Stocks outperformed SPY and VIG in June, gaining 6.15% versus SPY's 5.14% and VIG's 3.41%. The list's year-to-date return is 12.59%, beating SPY every month in 2025, though still a bit short of my 12% annualized target. The July 2025 Top 15 stocks offer a 1.38% average dividend yield with an 18.78% 5-year dividend growth rate and are 23% undervalued.

Old Dominion Freight Line faces near-term headwinds from high interest rates, lower freight volumes, and rising costs, but fundamentals remain solid for long-term investors. Despite recent declines, ODFL's dividend is well-covered, free cash flow is strong, and reduced CAPEX enhances future flexibility for buybacks or debt reduction. Valuation remains elevated with a forward P/E above 30x, so I recommend waiting for a further 10-20% price drop before adding shares.

With Old Dominion shares moving south, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

Old Dominion Freight Line remains resilient despite softer consumer demand, maintaining high margins and a strong balance sheet. The company's pricing power and efficient operations help offset macroeconomic headwinds and tariff risks. Valuation metrics now suggest ODFL is fairly valued, offering realistic entry points after a justified price correction.

Most investors develop their own investment ideas so that they understand where and why the price action might impact their portfolio performance once a position is opened. However, sometimes, the market is too quiet or too noisy to always have a clear picture of what is happening behind the scenes.

I've updated my investment framework to eliminate overlap, clarify pillars, and better guide my dividend growth investing strategy. The new model focuses on three pillars: company-specific factors, economic fundamentals, and external risks and opportunities. I prioritize leading economic indicators over lagging data like GDP, aiming to predict business cycles and buy cyclical stocks at opportune times.

ODFL's revenue per day fell 5.8% year over year in May 2025, owing to an 8.4% decrease in LTL tons per day, which was partially offset by an increase in LTL revenue per hundredweight.