Heartland Express Stock Alpha and Beta Analysis
| HTLD Stock | USD 10.35 -0.03 -0.29% |
For Heartland Express investors, this module quantifies both dimensions of Heartland Express' market risk premium. Investors can distinguish between short-term noise and longer-term trends in Heartland Express' performance. Rising beta for Heartland Express may indicate increased leverage or growing macro factor correlation. These risk premium measures help determine appropriate exposure levels for Heartland Express. A set of indicators related to Heartland Express' risk premium analysis is presented below. The analysis spans multiple periods to account for variation in market conditions.
Beta 2.01 | Alpha 0.4 | Risk 2.81 | Sharpe Ratio 0.0808 | Expected Return 0.23 |
Enterprise Value | 404.83 Million |
Alpha is often called the active return, the component not explained by market movements. Beta changes over time as business models, financial leverage, and market correlations evolve. A high raw return with very high beta may be less impressive than a moderate return with positive alpha. Risk-adjusted analysis using alpha and beta supports disciplined, evidence-based investing.
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Market Premiums
For Heartland Express, market premium analysis tests whether expected reward is strong enough for the market risk taken. Current market capitalization is about 801.66 Million, enterprise value is near 946.93 Million, and annual revenue is around 805.71 Million. Alpha and beta remain central for connecting realized returns with systematic risk.| α | 0.40 | β | 2.01 |
Expected Buy-and-Hold Returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Heartland Express' Buy-and-hold return. Our buy-and-hold chart shows how Heartland Express performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Market Price Analysis
Price-action analysis on Heartland Express is useful because it shows how the market is currently processing news, volatility, and changing expectations around the asset. The practical goal is to identify where momentum, trend, and risk conditions may improve or weaken the reward profile before capital is committed.
Return and Market Media
The median price of Heartland Express for the period between Sat, Dec 27, 2025 and Fri, Mar 27, 2026 is 10.38 with a coefficient of variation of 7.77. The daily time series for the period is distributed with a sample standard deviation of 0.81, arithmetic mean of 10.38, and mean deviation of 0.65. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
| Heartland Express dividend paid on 7th of January 2026 | 01/07/2026 |
1 | Heartland Value Plus Funds Q 4 2025 Investor Letter | 01/13/2026 |
2 | Heartland Express Reports Sales Below Analyst Estimates In Q 4 CY 2025 Earnings | 02/03/2026 |
3 | Heartland Express Stock Passes Above 200 Day Moving Average Heres What Happened | 02/20/2026 |
4 | Acquisition by Ann S. Gerdin Revocable Trust of 8089 shares of Heartland Express at 10.7429 subject to Rule 16 b-3 | 03/06/2026 |
5 | US experienced its 2 nd warmest winter on record despite a cold and snowy Northeast | 03/10/2026 |
6 | Heartland Express declares 0.02 dividend | 03/13/2026 |
7 | Acquisition by Michael Gerdin of 63074 shares of Heartland Express at 10.9456 subject to Rule 16 b-3 | 03/19/2026 |
8 | Acquisition by Ann S. Gerdin Revocable Trust of 93496 shares of Heartland Express at 10.1191 subject to Rule 16 b-3 | 03/23/2026 |
9 | Acquisition by Michael Gerdin of 93496 shares of Heartland Express at 9.9206 subject to Rule 16 b-3 | 03/24/2026 |
10 | Meet The Billionaire Dentist That Other Docs Want To Punch In The Teeth | 03/26/2026 |
Performance Metrics & Calculation Methodology
Benchmark comparison for Heartland Express clarifies whether returns reflect stock-specific outcomes or market-wide trends. Benchmark-relative positioning reveals whether results stem from exposure choice or market direction. Heartland Express shows ROE of -6.65%, ROA of -3.06%.
Unless otherwise specified, data for Heartland Express is compiled from periodic company reporting and market reference feeds and standardized for comparability. Professional analyst research is incorporated when coverage is available. Updates may occur throughout the day. Return and risk statistics are calculated from historical price series.
This content is curated and reviewed by:
Gabriel Shpitalnik - Member of Macroaxis Editorial BoardHeartland Express Upcoming Company Events
A disciplined review of filing events for Heartland Express supports staying skeptical and informed when management narratives and reported numbers evolve. The practical goal is to stay informed on changes that could influence trust in the financial statements.
| 2nd of February 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 2nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Build Portfolio with Heartland Express
A disciplined portfolio workflow around Heartland Express should test whether the position strengthens diversification, return efficiency, and overall portfolio fit. The better process compares expected return, volatility, and correlation before the position is increased or introduced.