Owner Gerdin Ann S Revocable Trust Gifts 10,000,000 Of Heartland Express Inc [HTLD]

Gerdin Ann S Revocable Trust, a beneficial owner of Heartland Express Inc (HTLD), filed a Form 4 with the SEC on December 3, 2025, disclosing a gift transaction of 10,000,000 shares on December 1, 2025. The ending holdings are 18,689,542 shares (4,465,076 direct and 14,224,466 indirect).

Heartland Express (NASDAQ:HTLD) Sets New 1-Year Low - Time to Sell?

Heartland Express (NASDAQ:HTLD) reached a new 52-week low, trading as low as $7.09. Analysts have issued mixed ratings, with some downgrading their price targets. The stock has a consensus rating of "Reduce" and an average target price of $8.75. Institutional investors have adjusted their positions, with some increasing their stakes. The company reported a negative net margin and return on equity in its latest earnings report.

Barclays Sticks to Their Sell Rating for Heartland Express (HTLD)

Barclays analyst Eric Morgan has maintained a Sell rating on Heartland Express (HTLD) with a price target of $8.00. The analyst consensus for Heartland Express is Moderate Sell, with a price target consensus of $8.75. Morgan, who covers the Industrials sector, has an average return of 12.2% and a 50.75% success rate on his stock recommendations.

Heartland Express | 10-Q: FY2025 Q3 Revenue Misses Estimate at USD 196.55 M

Cautious Outlook for Heartland Express Amid Rate Pressures and Industry Challenges

Heartland Express faces a cautious outlook as Wall Street analyst Ravi Shanker from Morgan Stanley maintains a Hold rating with a $10.00 price target. The company exceeded consensus expectations due to unexpected gains, but struggles with rate pressures and weak peak season forecasts. Management anticipates no significant turnaround until mid-2026, with challenges from customer rate negotiations and industry uncertainties. Robert W. Baird also holds a Hold rating with an $8.00 price target, indicating investor caution until profitability signs improve.