Welcome to our dedicated page for HEARTLAND EXPRESS SEC filings (Ticker: HTLD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on HEARTLAND EXPRESS's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into HEARTLAND EXPRESS's regulatory disclosures and financial reporting.
Heartland Express, Inc. is asking stockholders to vote at its May 14, 2026 annual meeting on electing seven directors, ratifying Grant Thornton LLP as auditor, holding an advisory vote on executive pay, and approving an amendment to double the share pool in its 2021 Restricted Stock Award Plan.
The proxy highlights a largely independent board with fully independent key committees, a combined CEO/Chair role held by Michael Gerdin, and extensive governance policies covering clawbacks, anti‑hedging, human rights, and sustainability. 2025 executive pay was primarily fixed salary, with limited restricted stock awards and a CEO pay ratio of about 19 to 1.
Heartland Express, Inc. reported that long-time director Dr. Benjamin J. Allen has chosen not to stand for re-election at the Company’s 2026 Annual Meeting of Stockholders. He will continue serving on the Board, as Chairperson of the Compensation Committee and member of the Audit and Risk Committee until the Annual Meeting. The Company stated that Dr. Allen’s decision was not due to any disagreement with management, the Board, or the Company’s operations, policies, or practices. Heartland Express thanked Dr. Allen for his dedicated 31 years of service.
Heartland Express, Inc. announced a regular quarterly cash dividend of $0.02 per share. The dividend will be paid on April 3, 2026 to shareholders of record at the close of business on March 24, 2026.
The Company estimates a total payout of about $1.6 million on approximately seventy-eight million common shares. This marks its ninety-first consecutive quarterly cash dividend, bringing total cash dividends paid since the program began in the third quarter of 2003 to $563.0 million, including four special dividends.
Heartland Express, Inc. (HTLD) filed its annual report describing a nationwide truckload carrier focused on short to medium hauls under the Heartland, Millis Transfer, Smith Transport and CFI (Mexico) brands. Revenue reached $805.7 million in 2025, up from $21.6 million in 1986, with the 2021–2025 period totaling $4.6 billion, its highest five-year revenue span.
The company highlights a weak freight environment over the past three years, driver shortages and integration challenges from its 2022 CFI and Smith Transport acquisitions. It has shifted from a historically debt-free model after funding CFI, but is prioritizing debt reduction before any significant new deals. Heartland operates a young fleet with an average tractor age of 2.6 years and emphasizes safety, late-model equipment and terminal investments to support driver retention and customer service.
Management discusses extensive regulatory, environmental and labor risks, including tighter safety rules, drug-testing regimes, emissions standards, and potential changes to wage and hour laws, all of which could raise costs or constrain driver availability. Customer concentration is moderate: the five largest customers provided 32% of 2025 operating revenue, and only one customer exceeded 10%.
Heartland Express, Inc. received an updated Schedule 13G/A showing significant family and trust ownership of its common stock. Ann S. Gerdin and the Ann S. Gerdin Revocable Trust each report beneficial ownership of 6,401,352 shares, or 8.3% of the outstanding common stock. Julie J. Durr reports beneficial ownership of 16,942,056 shares, or 21.9%, while Angela K. Janssen reports beneficial ownership of 17,436,618 shares, or 22.5%. These percentages are based on 77,447,537 shares of common stock outstanding as of November 6, 2025, as disclosed in the company’s Form 10-Q. The filing explains that much of this ownership is held through revocable trusts, Heartland family trusts, and Gerdin Family Investments, LP, with shared voting and dispositive power and stated disclaimers of beneficial ownership beyond each person’s pecuniary interest.
Heartland Express, Inc. reported weak fourth-quarter and full-year 2025 results, with lower revenue and wider losses amid a soft freight market and a trade name impairment.
For Q4 2025, operating revenue was $179.4 million and net loss was $19.4 million, or $0.25 per share. The operating ratio deteriorated to 112.7%, though non-GAAP adjusted operating ratio was 101.6% after excluding fuel surcharges, amortization, and a $19.0 million non-cash trade name impairment tied to unifying CFI with Heartland Express.
For 2025, operating revenue fell to $805.7 million from $1.0 billion in 2024, a 23.1% decline, and net loss increased to $52.5 million, or $0.67 per share. The full-year operating ratio was 107.1% and non-GAAP adjusted operating ratio was 104.7%. Despite the downturn, the company generated $89.3 million in operating cash flow, reduced debt and finance lease obligations to $159.8 million, repaid $41.2 million of debt in 2025, repurchased $10.4 million of stock, and maintained quarterly dividends of $0.02 per share.
The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 3,028,646 shares of Heartland Express Inc common stock, representing 3.91% of the class as of December 31, 2025. Vanguard reports no sole voting or dispositive power, with shared voting over 354,188 shares and shared dispositive power over all 3,028,646 shares.
The filing states these securities are held in the ordinary course of business and not to change or influence control of Heartland Express. Vanguard notes an internal realignment effective January 12, 2026, after which certain subsidiaries may report beneficial ownership separately while pursuing the same investment strategies.
Heartland Express, Inc. reported a leadership change connected to the ongoing integration of the U.S. operations of Contract Freighters, Inc. (“CFI”) into the company. Joshua Helmich has been appointed Chief Administrative Officer of Heartland Express, effective January 1, 2026, and will continue to serve as the company’s Secretary. As part of the CFI integration, he has ceased to serve as Senior Vice President and Chief Financial Officer of CFI as of December 31, 2025. This update highlights how Heartland is reshaping its management structure as it brings CFI’s operations more fully into the broader organization.
Heartland Express, Inc. reported that on December 16, 2025 it announced the declaration of a quarterly cash dividend. The announcement was made through a press release that is included as Exhibit 99.1.
The company also noted that its statements may include forward-looking information that involves risks and uncertainties, and directed readers to the press release and its other SEC filings and stockholder reports for a discussion of factors that could affect future results.