Welcome to our dedicated page for Old Dominion Freight Line SEC filings (Ticker: ODFL), 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.
Old Dominion Freight Line filings document financial results and operating disclosures for its less-than-truckload transportation business. Form 8-K reports furnish quarterly earnings releases, Regulation FD updates on LTL metrics such as revenue per day, tons, shipments, weight per shipment and revenue per hundredweight, and other-event disclosures for cash dividend declarations.
The company’s proxy materials cover board matters, shareholder voting, executive compensation and equity-award disclosures. The filing record also reflects a Virginia corporation whose public disclosures focus on LTL service economics, capital spending categories, governance and common-stock dividend actions.
Vanguard Capital Management reports 13,915,038 shares (6.67%) of Old Dominion Freight Line Inc common stock as beneficially owned as of 03/31/2026. The filing states Vanguard has sole dispositive power for 13,915,038 shares and sole voting power for 1,833,356 shares. The Schedule 13G lists ownership on behalf of various Vanguard-managed funds and accounts and is signed by Ashley Grim on 04/30/2026.
Old Dominion Freight Line reported first quarter 2026 diluted EPS of $1.14, down from $1.19 a year earlier. Total revenue was $1.33 billion, a 2.9% decline, as LTL tons per day fell 7.7% while LTL revenue per hundredweight, excluding fuel surcharges, rose 4.4%.
The operating ratio weakened to 76.2% from 75.4%, reflecting higher overhead costs as a percentage of revenue, partly offset by improved direct operating costs. Net income declined to $238.3 million from $254.7 million.
Operating cash flow was $373.6 million, with capital expenditures of $62.6 million. The company ended March 31, 2026 with $288.1 million in cash and returned capital via $88.1 million of share repurchases and $60.5 million in dividends during the quarter.
Old Dominion Freight Line, Inc. is asking shareholders to vote at its May 20, 2026 annual meeting on three main items: electing twelve directors for one-year terms, approving on an advisory basis executive compensation, and ratifying Ernst & Young LLP as independent auditor for 2026.
The board slate includes eight independent nominees and a new independent candidate, A. Randolph Smith II, who brings more than 40 years of tax and transportation industry experience. The company emphasizes board diversity, committee expertise in audit, risk, governance and compensation, and a lead independent director structure.
Executive pay is heavily performance-based, combining salary, a pre-tax income–linked cash incentive plan, performance-based restricted stock tied to a 2025 operating ratio of 75.2%, and relative TSR-based PBRSUs. In 2025, CEO Kevin Freeman’s total compensation was $11.6 million, while incentive payouts were about 12.6% lower than 2024, consistent with lower pre-tax income.
The proxy also details strong prior support for say‑on‑pay (about 94% of 2025 votes cast in favor), outlines robust risk oversight, cybersecurity and compliance processes, and describes human capital, safety, and sustainability initiatives, including safety programs, community engagement, and ongoing investments to improve fleet efficiency and reduce environmental impact.
Old Dominion Freight Line Inc ownership update: The Vanguard Group reports 0 shares beneficially owned, representing 0%, following an internal realignment. The filing states certain Vanguard subsidiaries and business divisions will report separately in reliance on SEC Release No. 34-39538, and Vanguard no longer is deemed to beneficially own those securities.
OLD DOMINION FREIGHT LINE, INC. senior vice president of operations Christopher James Kelley reported an open-market sale of 80 shares of common stock on February 18, 2026 at $200.43 per share through a 401(k) plan, an indirect holding. After this transaction, the 401(k) account held 4,193 shares. As of the same date, he also held 5,948 shares directly and 5,013 shares indirectly through a trust.
Old Dominion Freight Line reported February 2026 less-than-truckload operating metrics showing softer volumes but stronger pricing. Revenue per day decreased 3.3% from February 2025, driven by a 6.8% decline in LTL tons per day. Tons fell as LTL shipments per day dropped 7.0%, partly offset by a 0.2% increase in weight per shipment. For the quarter-to-date period, LTL revenue per hundredweight rose 3.5%, and 4.1% excluding fuel surcharges, indicating firmer yield. Management expressed cautious optimism about the domestic economy and highlighted available capacity and a focus on profitable revenue growth and long-term shareholder value.
OLD DOMINION FREIGHT LINE, INC. insider trusts associated with Chair Emeritus & Sr. Advisor Earl E. Congdon reported a mix of open-market sales and gifts of common stock. On February 26, 2026, the Earl E. Congdon Trust - 1990 sold 10,598 shares at a weighted average price of $195.62 and 14,402 shares at a weighted average price of $196.50, through multiple transactions within narrow price ranges.
The same trust reported a bona fide gift of 2,896 shares, and a separate gift of 2,896 shares was made by the Kathryn W. Congdon Trust - 1990. After these moves, the Earl E. Congdon Trust - 1990 held 2,159,217 shares, the Earl E. Congdon GRAT Remainder Trust held 1,867,428 shares, and a 401(k) plan held 58,617 shares, all reported as indirect ownership.
OLD DOMINION FREIGHT LINE, INC. Executive Chairman David S. Congdon reported trust-related stock gifts and updated indirect holdings of the company’s common stock. On February 25, 2026, trusts associated with him recorded bona fide gifts totaling 3,822 shares of common stock with no sale proceeds.
The filing also updates indirect ownership balances across multiple family and estate-planning trusts and a 401(k) plan, each holding between a few thousand and more than one million shares. These transactions reflect portfolio and estate planning activity rather than open-market buying or selling.