Old Dominion Freight Line, Inc. (ODFL)

The Top 15 High-Growth Dividend Stock list for October 2025 targets a 12% long-term return, despite underperforming SPY and VIG in September. These 15 stocks offer a 1.4% average yield and have grown dividends at 19.1% annually over five years, with many trading at significant discounts. Recent changes include six new additions, with expected long-term CAGRs near 20% based on dividend yield theory and valuation metrics.

THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) announced today that it plans to release its third quarter 2025 financial results before opening of trading on Wednesday, October 29, 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, October 29, 2025. An online, real-time webcast of Old Dominion's quarterly conference call will be available at ir.odfl.com on Wednesday, Octob.

Old Dominion battles weak freight demand and high inflation, but a strong balance sheet supports dividends and buybacks.

We run a highly concentrated portfolio of high-quality companies from around the world and some Bitcoin, which we share openly every quarter here on Seeking Alpha. We benchmark our performance against the S&P 500, the Nasdaq 100, and the MSCI World indices, and have outperformed each of them over the past two and a half years. This quarter, we added the LTL Logistics company Old Dominion to the portfolio.

After a monster run in 2024, U.S. stocks have kept climbing in 2025. The S&P 500 and the Nasdaq Composite set fresh highs in September.

ODFL struggles with falling volumes, weak forecasts and industry headwinds that threaten near-term growth.

Old Dominion Freight Line, Inc. maintains a strong advantage with its pricing power and operational efficiency. LTL capacity constraints ahead of the holiday season may lead to seasonal demand spikes and rate increases to boost its performance. Valuation reveals its cheapness relative to its key competitors.

Shares of Old Dominion Freight Line (ODFL 0.92%) initially slipped after the less-than-truckload (LTL) freight company provided its typical August operating update for its third quarter (though the stock recovered by the end of the trading day). Extending negative trends in Q2, the August update showed that revenue per day declined and volumes contracted, raising concerns that the freight slump is dragging on longer than expected.

Old Dominion Freight Line is poised for recovery as the freight cycle turns, with strong pricing, capacity investments, and structural tailwinds supporting future growth. ODFL's disciplined approach during the downturn, $2 billion in capex, and service quality position it to gain market share as volumes rebound. Margins should recover with operating leverage, pricing power, and technology-driven efficiencies, targeting a return to a sub-70% operating ratio.

ODFL's revenue per day fell 4.8% year over year in August 2025, owing to a 9.2% decrease in LTL tons per day, partially offset by an increase in LTL revenue per hundredweight.

My Top 15 high-growth dividend stocks for September 2025 are collectively 32% undervalued and offer a 1.43% yield with 21.57% five-year dividend growth. The strategy's five-year annualized return is 11.22%, just shy of my 12% target, but it continues to outperform VIG and SPY year-to-date. Rotation in the list brings in DICK'S Sporting Goods, Elevance Health, Intuit, and Marsh & McLennan, replacing stocks that fell below the 12% expected return threshold.

Old Dominion (ODFL) reported earnings 30 days ago. What's next for the stock?

ODFL faces a 20.1% share price drop as weak demand, falling volumes and bearish industry trends weigh on its growth prospects.

Old Dominion Freight Line (ODFL -0.38%) has been a market darling for years. The less-than-truckload carrier consistently posts industry-leading efficiency and service.

I see a paradigm shift: policymakers now prioritize growth over inflation control, targeting 4% inflation and high-single digit GDP growth, reshaping markets. My thesis, born post-pandemic, notes vanishing low-inflation tailwinds. Sticky prices and core services inflation signal a new, tougher inflation regime. I'm betting on cyclical growth, positioning my portfolio for a potential upswing. Green shoots in manufacturing suggest a recovery, promising potentially big gains.