View Financial HealthCovenant Logistics Group 배당 및 자사주 매입배당 기준 점검 0/6Covenant Logistics Group 은(는) 현재 수익률이 0.75% 인 배당금 지급 회사입니다. 다음 지급일은 26th June, 2026 이며 배당락일은 다음과 같습니다. 5th June, 2026.핵심 정보0.7%배당 수익률4.0%자사주 매입 수익률총 주주 수익률4.8%미래 배당 수익률n/a배당 성장률27.3%다음 배당 지급일26 Jun 26배당락일05 Jun 26주당 배당금n/a배당 성향312%최근 배당 및 자사주 매입 업데이트Declared Dividend • May 20First quarter dividend of US$0.07 announcedDividend of US$0.07 is the same as last year. Ex-date: 5th June 2026 Payment date: 26th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (312% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 247% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.공시 • May 16Covenant Logistics Group, Inc. Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on June 26, 2026Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on June 5, 2026, and is expected to be paid on June 26, 2026.Upcoming Dividend • Feb 27Upcoming dividend of US$0.07 per shareEligible shareholders must have bought the stock before 06 March 2026. Payment date: 27 March 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.6%).Declared Dividend • Feb 13Fourth quarter dividend of US$0.07 announcedDividend of US$0.07 is the same as last year. Ex-date: 6th March 2026 Payment date: 27th March 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (163% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 81% to bring the payout ratio under control. EPS is expected to grow by 218% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.공시 • Feb 11Covenant Logistics Group Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on March 27, 2026Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on March 6, 2026, and is expected to be paid on March 27, 2026. The quarterly cash dividend is pursuant to a cash dividend program previously approved by the Company’s board of directors. The actual declaration of future cash dividends, and the establishment of record and payment dates is subject to final determination by the board of directors each quarter.Declared Dividend • Nov 26Third quarter dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 5th December 2025 Payment date: 26th December 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 52% over the next year, which should provide support to the dividend and adequate earnings cover.모든 업데이트 보기Recent updatesDeclared Dividend • May 20First quarter dividend of US$0.07 announcedDividend of US$0.07 is the same as last year. Ex-date: 5th June 2026 Payment date: 26th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (312% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 247% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.공시 • May 16Covenant Logistics Group, Inc. Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on June 26, 2026Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on June 5, 2026, and is expected to be paid on June 26, 2026.분석 기사 • May 14Some May Be Optimistic About Covenant Logistics Group's (NYSE:CVLG) EarningsThe market was pleased with the recent earnings report from Covenant Logistics Group, Inc. ( NYSE:CVLG ), despite the...Recent Insider Transactions • May 05Executive VP & Director recently sold US$511k worth of stockOn the 28th of April, Joey Hogan sold around 15k shares on-market at roughly US$34.76 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Insiders have been net sellers, collectively disposing of US$13m more than they bought in the last 12 months.Price Target Changed • Apr 26Price target increased by 8.9% to US$34.50Up from US$31.67, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$34.07. Stock is up 72% over the past year. The company is forecast to post earnings per share of US$1.60 for next year compared to US$0.17 last year.Seeking Alpha • Apr 25Covenant Logistics Did Not Share The Improvement In The Market In Q1 2026Summary Covenant Logistics reported lackluster Q1 2026 results, with no clear financial improvement despite early signs of industry recovery. CVLG's margins remain pressured, particularly in Expedited, where utilization issues offset rate gains; Dedicated's improvement was due to easy comps. Management is cautious, selling more trucks than buying and reducing net debt, signaling skepticism about a sustained recovery and a focus on deleveraging. At ~15x cyclical-average net income, CVLG appears fully valued for a capital-intensive, cyclical business; I maintain a Hold rating. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Apr 24Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to US$34.07. The fair value is estimated to be US$26.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 58%.분석 기사 • Apr 18At US$30.49, Is It Time To Put Covenant Logistics Group, Inc. (NYSE:CVLG) On Your Watch List?While Covenant Logistics Group, Inc. ( NYSE:CVLG ) might not have the largest market cap around , it saw a significant...공시 • Apr 13Covenant Logistics Group, Inc., Annual General Meeting, May 13, 2026Covenant Logistics Group, Inc., Annual General Meeting, May 13, 2026. Location: 400 birmingham highway, tennessee 37419, chattanooga, United States공시 • Apr 02Covenant Logistics Group, Inc. to Report Q1, 2026 Results on Apr 23, 2026Covenant Logistics Group, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 23, 2026Reported Earnings • Mar 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.17 (down from US$1.34 in FY 2024). Revenue: US$1.16b (up 2.9% from FY 2024). Net income: US$4.41m (down 88% from FY 2024). Profit margin: 0.4% (down from 3.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Upcoming Dividend • Feb 27Upcoming dividend of US$0.07 per shareEligible shareholders must have bought the stock before 06 March 2026. Payment date: 27 March 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.6%).Declared Dividend • Feb 13Fourth quarter dividend of US$0.07 announcedDividend of US$0.07 is the same as last year. Ex-date: 6th March 2026 Payment date: 27th March 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (163% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 81% to bring the payout ratio under control. EPS is expected to grow by 218% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.Recent Insider Transactions • Feb 12Chairman of the Board & CEO recently sold US$4.4m worth of stockOn the 11th of February, David Parker sold around 153k shares on-market at roughly US$28.96 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.공시 • Feb 11Covenant Logistics Group Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on March 27, 2026Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on March 6, 2026, and is expected to be paid on March 27, 2026. The quarterly cash dividend is pursuant to a cash dividend program previously approved by the Company’s board of directors. The actual declaration of future cash dividends, and the establishment of record and payment dates is subject to final determination by the board of directors each quarter.New Risk • Jan 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).Reported Earnings • Jan 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.17 (down from US$1.34 in FY 2024). Revenue: US$1.16b (up 2.9% from FY 2024). Net income: US$4.41m (down 88% from FY 2024). Profit margin: 0.4% (down from 3.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 79%. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Jan 30Covenant Logistics Group, Inc. Reports Goodwill Impairment Charges for the Fourth Quarter Ended December 31, 2025Covenant Logistics Group, Inc. reported goodwill impairment charges for the fourth quarter ended December 31, 2025. For the quarter, the company reported impairment of goodwill of $10,698,000.공시 • Jan 06Covenant Logistics Group, Inc. to Report Q4, 2025 Results on Jan 29, 2026Covenant Logistics Group, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Jan 29, 2026분석 기사 • Dec 19Covenant Logistics Group, Inc. (NYSE:CVLG) Stock Rockets 26% But Many Are Still Ignoring The CompanyCovenant Logistics Group, Inc. ( NYSE:CVLG ) shareholders would be excited to see that the share price has had a great...Declared Dividend • Nov 26Third quarter dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 5th December 2025 Payment date: 26th December 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 52% over the next year, which should provide support to the dividend and adequate earnings cover.공시 • Nov 22Covenant Logistics Group, Inc. Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on December 26, 2025Covenant Logistics Group, Inc. announced on November 21, 2025 that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on December 5, 2025, and is expected to be paid on December 26, 2025.Reported Earnings • Oct 23Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.25 (down from US$0.49 in 3Q 2024). Revenue: US$296.9m (up 3.1% from 3Q 2024). Net income: US$6.26m (down 51% from 3Q 2024). Profit margin: 2.1% (down from 4.5% in 3Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Oct 02Covenant Logistics Group, Inc. to Report Q3, 2025 Results on Oct 22, 2025Covenant Logistics Group, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 22, 2025Declared Dividend • Aug 20Second quarter dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 5th September 2025 Payment date: 26th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but not covered by cash flows (438% cash payout ratio). The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 41% over the next year, which should provide support to the dividend and adequate earnings cover.공시 • Aug 16+ 1 more updateCovenant Logistics Group, Inc. Announces Executive ChangesOn August 11, 2025, Matisse Long resigned as the Chief Accounting Officer of Covenant Logistics Group, Inc., a Nevada corporation (the Company"), effective immediately. On August 12, 2025, the Board of Directors (the Board") of the Company designated James Tripp" S. Grant, the Company's Executive Vice President and Chief Financial Officer, as the Company's principal accounting officer, effective immediately. Mr. Grant will continue to serve as the Company's principal financial officer.분석 기사 • Jul 26When Should You Buy Covenant Logistics Group, Inc. (NYSE:CVLG)?Covenant Logistics Group, Inc. ( NYSE:CVLG ), is not the largest company out there, but it led the NYSE gainers with a...Reported Earnings • Jul 24Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.38 (down from US$0.46 in 2Q 2024). Revenue: US$302.9m (up 5.3% from 2Q 2024). Net income: US$9.84m (down 18% from 2Q 2024). Profit margin: 3.2% (down from 4.2% in 2Q 2024). Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.분석 기사 • Jul 03Market Cool On Covenant Logistics Group, Inc.'s (NYSE:CVLG) EarningsIt's not a stretch to say that Covenant Logistics Group, Inc.'s ( NYSE:CVLG ) price-to-earnings (or "P/E") ratio of...공시 • Jul 02Covenant Logistics Group, Inc. to Report Q2, 2025 Results on Jul 23, 2025Covenant Logistics Group, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 23, 2025Declared Dividend • May 21First quarter dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 6th June 2025 Payment date: 27th June 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 31% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 29% over the next year, which should provide support to the dividend and adequate earnings cover.공시 • May 17Covenant Logistics Group Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on June 27, 2025Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on June 6, 2025, and is expected to be paid on June 27, 2025.분석 기사 • May 14Covenant Logistics Group's (NYSE:CVLG) Soft Earnings Don't Show The Whole PictureCovenant Logistics Group, Inc.'s ( NYSE:CVLG ) stock was strong despite it releasing a soft earnings report last week...Buy Or Sell Opportunity • May 12Now 26% overvaluedOver the last 90 days, the stock has fallen 15% to US$23.00. The fair value is estimated to be US$18.22, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 2.9% in a year. Earnings are forecast to grow by 45% in the next year.분석 기사 • Apr 25Covenant Logistics Group (NYSE:CVLG) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.25 (up from US$0.15 in 1Q 2024). Revenue: US$269.4m (down 3.4% from 1Q 2024). Net income: US$6.56m (up 72% from 1Q 2024). Profit margin: 2.4% (up from 1.4% in 1Q 2024). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.공시 • Apr 24Covenant Logistics Group, Inc. (NYSE:CVLG) announces an Equity Buyback for $50 million worth of its shares.Covenant Logistics Group, Inc. (NYSE:CVLG) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its class A common stock. The repurchase program does not have any time limits.New Risk • Apr 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$61k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.1% net profit margin). Significant insider selling over the past 3 months (US$61k sold).Price Target Changed • Apr 16Price target decreased by 7.5% to US$32.67Down from US$35.33, the current price target is an average from 3 analysts. New target price is 84% above last closing price of US$17.73. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$1.81 for next year compared to US$1.34 last year.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$18.68, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Transportation industry in the US. Total returns to shareholders of 102% over the past three years.공시 • Apr 03Covenant Logistics Group, Inc., Annual General Meeting, May 14, 2025Covenant Logistics Group, Inc., Annual General Meeting, May 14, 2025. Location: 400 birmingham highway, tennessee 37419, chattanooga, United States공시 • Apr 02Covenant Logistics Group, Inc. to Report Q1, 2025 Results on Apr 23, 2025Covenant Logistics Group, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 23, 2025Reported Earnings • Mar 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$1.34 (down from US$2.09 in FY 2023). Revenue: US$1.13b (up 2.5% from FY 2023). Net income: US$35.3m (down 35% from FY 2023). Profit margin: 3.1% (down from 5.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.분석 기사 • Feb 20Covenant Logistics Group (NYSE:CVLG) Has Announced A Dividend Of $0.07The board of Covenant Logistics Group, Inc. ( NYSE:CVLG ) has announced that it will pay a dividend of $0.07 per share...Declared Dividend • Feb 19Fourth quarter dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 7th March 2025 Payment date: 28th March 2025 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 77% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 17Covenant Logistics Group, Inc. Declares Quarterly Cash Dividend, Payable on March 28, 2025Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on March 7, 2025, and is expected to be paid on March 28, 2025.분석 기사 • Feb 04Fewer Investors Than Expected Jumping On Covenant Logistics Group, Inc. (NYSE:CVLG)With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...새로운 내러티브 • Jan 26Expanding High-Service Dedicated Fleet Will Strengthen Future Performance Covenant Logistics focuses on margin improvement and profitability by expanding their Dedicated fleet and optimizing their Expedited segment. Reported Earnings • Jan 24Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$0.65 (down from US$2.09 in FY 2023). Revenue: US$1.13b (up 2.5% from FY 2023). Net income: US$35.3m (down 35% from FY 2023). Profit margin: 3.1% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.분석 기사 • Jan 12Should You Investigate Covenant Logistics Group, Inc. (NYSE:CVLG) At US$26.28?While Covenant Logistics Group, Inc. ( NYSE:CVLG ) might not have the largest market cap around , it saw significant...Price Target Changed • Jan 07Price target increased by 33% to US$46.67Up from US$35.00, the current price target is an average from 3 analysts. New target price is 74% above last closing price of US$26.83. Stock is up 22% over the past year. The company is forecast to post earnings per share of US$1.69 for next year compared to US$2.09 last year.공시 • Jan 03Covenant Logistics Group, Inc. to Report Q4, 2024 Results on Jan 23, 2025Covenant Logistics Group, Inc. announced that they will report Q4, 2024 results at 4:00 PM, Eastern Standard Time on Jan 23, 2025공시 • Jan 01Covenant Logistics Group, Inc. Announces Retirement of Samuel F. Hough as Executive Vice President – Expedited OperationsCovenant Logistics Group, Inc. announced that on December 27, 2024, Samuel F. Hough notified the board of directors of his decision to retire from his position as Executive Vice President – Expedited Operations, which won’t be effective until December 31, 2024. Mr. Hough is expected to continue to be employed by the Company in a reduced capacity following his retirement, focusing on customer development and retention. In association with his retirement, the Compensation Committee of the Board changed Mr. Hough’s annualized base to $220,000.00, effective January 1, 2025.분석 기사 • Nov 29Covenant Logistics Group's (NYSE:CVLG) Dividend Will Be $0.11Covenant Logistics Group, Inc.'s ( NYSE:CVLG ) investors are due to receive a payment of $0.11 per share on 27th of...Declared Dividend • Nov 29Third quarter dividend of US$0.11 announcedDividend of US$0.11 is the same as last year. Ex-date: 6th December 2024 Payment date: 27th December 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 59% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 26Covenant Logistics Group, Inc. Announces Quarterly Cash Dividend, Payable on December 27, 2024Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.11 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on December 6, 2024, and is expected to be paid on December 27, 2024.Recent Insider Transactions • Nov 15Independent Director recently sold US$599k worth of stockOn the 12th of November, Bradley Moline sold around 10k shares on-market at roughly US$59.89 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$13m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$60.21, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Transportation industry in the US. Total returns to shareholders of 102% over the past three years.분석 기사 • Nov 08Weak Statutory Earnings May Not Tell The Whole Story For Covenant Logistics Group (NYSE:CVLG)The subdued market reaction suggests that Covenant Logistics Group, Inc.'s ( NYSE:CVLG ) recent earnings didn't contain...Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$0.98 (down from US$1.03 in 3Q 2023). Revenue: US$287.9m (flat on 3Q 2023). Net income: US$12.9m (down 3.5% from 3Q 2023). Profit margin: 4.5% (down from 4.6% in 3Q 2023). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 9.3%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.공시 • Oct 03Covenant Logistics Group, Inc. to Report Q3, 2024 Results on Oct 23, 2024Covenant Logistics Group, Inc. announced that they will report Q3, 2024 results After-Market on Oct 23, 2024Declared Dividend • Aug 22Second quarter dividend of US$0.11 announcedDividend of US$0.11 is the same as last year. Ex-date: 6th September 2024 Payment date: 27th September 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 33% over the next year, which should provide support to the dividend and adequate earnings cover.공시 • Aug 20Covenant Logistics Group, Inc. Announces Quarterly Cash Dividend, Payable on September 27, 2024Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.11 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on September 6, 2024, and is expected to be paid on September 27, 2024.Seeking Alpha • Aug 13Covenant Logistics Group: Staying In LaneSummary Covenant Logistics Group shares have outperformed the S&P 500, up 120.8% since January 2022. Revenue for the company increased nicely in the most recent quarter to $287.5 million, with growth seen across all operating segments. Despite a drop in net income this year as a whole, cash flows are growing and shares are attractively priced. Read the full article on Seeking Alpha공시 • Aug 07Covenant Logistics Group, Inc.(NYSE:CVLG) dropped from NASDAQ Composite IndexCovenant Logistics Group, Inc. has been removed from NASDAQ Composite Index .공시 • Aug 06Covenant Logistics Group, Inc.(NYSE:CVLG) dropped from NASDAQ Transportation IndexCovenant Logistics Group, Inc. has been removed from NASDAQ Transportation Index .Recent Insider Transactions • Aug 01Independent Director recently sold US$1.2m worth of stockOn the 29th of July, Herbert Schmidt sold around 21k shares on-market at roughly US$55.24 per share. This transaction amounted to 68% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$12m more than they bought in the last 12 months.Buy Or Sell Opportunity • Aug 01Now 21% undervaluedOver the last 90 days, the stock has risen 18% to US$53.91. The fair value is estimated to be US$67.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 7.2% in a year. Earnings are forecast to grow by 54% in the next year.분석 기사 • Jul 31Returns At Covenant Logistics Group (NASDAQ:CVLG) Appear To Be Weighed DownIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Price Target Changed • Jul 26Price target increased by 8.2% to US$70.33Up from US$65.00, the current price target is an average from 3 analysts. New target price is 26% above last closing price of US$56.04. Stock is down 1.4% over the past year. The company is forecast to post earnings per share of US$3.55 for next year compared to US$4.19 last year.Reported Earnings • Jul 25Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$0.92 (down from US$0.94 in 2Q 2023). Revenue: US$287.5m (up 4.9% from 2Q 2023). Net income: US$12.0m (flat on 2Q 2023). Profit margin: 4.2% (down from 4.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 17Should You Think About Buying Covenant Logistics Group, Inc. (NASDAQ:CVLG) Now?Covenant Logistics Group, Inc. ( NASDAQ:CVLG ), might not be a large cap stock, but it received a lot of attention from...공시 • Jul 02Covenant Logistics Group, Inc. to Report Q2, 2024 Results on Jul 24, 2024Covenant Logistics Group, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 24, 2024Declared Dividend • May 22First quarter dividend of US$0.11 announcedDividend of US$0.11 is the same as last year. Ex-date: 7th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 33% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 30% over the next year, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • May 19Independent Director recently sold US$174k worth of stockOn the 14th of May, David Kramer sold around 4k shares on-market at roughly US$46.64 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$6.1m. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.공시 • May 18Covenant Logistics Group, Inc. Announces Quarterly Cash Dividend, Payable on June 28, 2024Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.11 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on June 7, 2024, and is expected to be paid on June 28, 2024.Major Estimate Revision • May 01Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$4.20 to US$3.62 per share. Revenue forecast steady at US$1.19b. Net income forecast to grow 48% next year vs 27% growth forecast for Transportation industry in the US. Consensus price target up from US$65.00 to US$67.00. Share price rose 2.2% to US$45.19 over the past week.공시 • Apr 30Covenant Logistics Group, Inc. Announces Appointment of Dustin Koehl as Chief Operating OfficerCovenant Logistics Group, Inc. announced Dustin Koehl has been appointed as the Company’s Chief Operating Officer, effective May 13, 2024. Mr. Koehl has over 17 years of transportation experience, including senior leadership positions in operations and sales. Dustin Koehl, 40, joined the Company as Chief Operating Officer in May 2024. Mr. Koehl previously served as the Head of Commercialization at Waabi, an AI-centered self-driving truck developer, where he was responsible for customer adoption, transportation strategy, and safety. An active member of the transportation industry, Mr. Koehl is a partner with the Massachusetts Institute of Technology’s FreightLab and has served on several industry committees, including positions at the American Trucking Associations and the American Transportation Research Institute. Mr. Koehl has over 17 years of experience in transportation, including 12 years at Total Transportation of Mississippi, including as Vice President – Sales and Operations.Reported Earnings • Apr 25First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: US$0.29 (down from US$1.23 in 1Q 2023). Revenue: US$278.8m (up 4.5% from 1Q 2023). Net income: US$3.82m (down 77% from 1Q 2023). Profit margin: 1.4% (down from 6.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 63%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 27% per year.공시 • Apr 13Covenant Logistics Group, Inc., Annual General Meeting, May 15, 2024Covenant Logistics Group, Inc., Annual General Meeting, May 15, 2024, at 10:00 US Eastern Standard Time. Location: Covenant Logistics Group, Inc., 400 Birmingham Highway, Chattanooga Tennessee United States Agenda: To consider and act upon a proposal to elect nine (9) directors; to consider and act upon an advisory and non-binding vote on executive compensation; to ratify the appointment of Grant Thornton LLP as the Company’s independent registered public accounting firm for 2024; and to consider and act upon such other matters as may properly come before the meeting and any adjournment thereof.공시 • Apr 05Covenant Logistics Group, Inc. Announces Retirement of Lynn Doster as Executive Vice President, Effective December 31, 2024On March 31, 2024, Lynn Doster notified the board of directors of Covenant Logistics Group, Inc. of her decision to retire from her position as Executive Vice President – Dedicated and Warehousing Operations, which won’t be effective until December 31, 2024. It is expected that Ms. Doster will provide services to the Company following her retirement to ensure a smooth transition.공시 • Apr 02Covenant Logistics Group, Inc. to Report Q1, 2024 Results on Apr 24, 2024Covenant Logistics Group, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 24, 2024Reported Earnings • Mar 01Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: US$4.19 (down from US$7.19 in FY 2022). Revenue: US$1.10b (down 9.3% from FY 2022). Net income: US$54.6m (down 49% from FY 2022). Profit margin: 5.0% (down from 8.9% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Feb 25Chairman of the Board & CEO recently sold US$2.3m worth of stockOn the 21st of February, David Parker sold around 45k shares on-market at roughly US$52.14 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Upcoming Dividend • Feb 22Upcoming dividend of US$0.11 per shareEligible shareholders must have bought the stock before 29 February 2024. Payment date: 29 March 2024. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.6%).분석 기사 • Feb 19Covenant Logistics Group (NASDAQ:CVLG) Is Paying Out A Dividend Of $0.11Covenant Logistics Group, Inc. ( NASDAQ:CVLG ) has announced that it will pay a dividend of $0.11 per share on the 29th...Recent Insider Transactions Derivative • Feb 19Chairman of the Board & CEO notifies of intention to sell stockDavid Parker intends to sell 300k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of February. If the sale is conducted around the recent share price of US$54.62, it would amount to US$16m. For the year to December 2017, David's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, David's direct individual holding has increased from 2.07m shares to 3.94m. Company insiders have collectively sold US$1.0m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 19Fourth quarter dividend of US$0.11 announcedDividend of US$0.11 is the same as last year. Ex-date: 29th February 2024 Payment date: 29th March 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 33% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 24% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Feb 18Insider recently sold US$192k worth of stockOn the 14th of February, Lynn Doster sold around 4k shares on-market at roughly US$53.31 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$504k. Insiders have been net sellers, collectively disposing of US$1.0m more than they bought in the last 12 months.공시 • Feb 16Covenant Logistics Group Announces Quarterly Cash Dividend, Payable on March 29, 2024Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.11 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on March 1, 2024, and is expected to be paid on March 29, 2024. The quarterly cash dividend is pursuant to a cash dividend program previously approved by the Company’s board of directors. The actual declaration of future cash dividends, and the establishment of record and payment dates is subject to final determination by the board of directors each quarter.Recent Insider Transactions • Jan 31Executive VP & Director recently sold US$504k worth of stockOn the 26th of January, Joey Hogan sold around 10k shares on-market at roughly US$50.37 per share. This transaction amounted to 9.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$826k more than they bought in the last 12 months.Seeking Alpha • Jan 28Covenant Logistics: The Business That Keeps On DeliveringSummary Covenant Logistics has been impacted by the weakness in the freight market, but shares have seen a significant increase since the author's recommendation in 2022. The company's revenue has declined, particularly in its Dedicated and Managed Freight segments, but its Warehousing segment has seen growth. Despite the decline in revenue, profitability metrics have shown some improvement in the latest quarter, and management is making positive long-term investments. Add in how cheap shares are and the firm's dedication to cutting debt and returning capital to shareholders, and it makes for an attractive opportunity at this time. Read the full article on Seeking AlphaPrice Target Changed • Jan 25Price target increased by 17% to US$70.50Up from US$60.50, the current price target is an average from 2 analysts. New target price is 38% above last closing price of US$51.20. Stock is up 71% over the past year. The company is forecast to post earnings per share of US$4.35 for next year compared to US$4.19 last year.분석 기사 • Jan 25These 4 Measures Indicate That Covenant Logistics Group (NASDAQ:CVLG) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Jan 24Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: US$4.19 (down from US$7.19 in FY 2022). Revenue: US$1.10b (down 9.3% from FY 2022). Net income: US$54.6m (down 49% from FY 2022). Profit margin: 5.0% (down from 8.9% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 47% per year.예정된 배당 지급오늘May 22 2026배당락일Jun 05 2026배당 지급일Jun 26 202621 days (배당락일 기준)다음 배당금을 받으려면 앞으로 13 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, CVLG 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: CVLG 의 배당금 지급이 증가했지만 회사는 4 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Covenant Logistics Group 배당 수익률 vs 시장CVLG의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (CVLG)0.7%시장 하위 25% (US)1.4%시장 상위 25% (US)4.3%업계 평균 (Transportation)1.6%분석가 예측 (CVLG) (최대 3년)n/a주목할만한 배당금: CVLG 의 배당금( 0.75% )은 US 시장에서 배당금 지급자의 하위 25%( 1.42% )와 비교해 주목할 만하지 않습니다.고배당: CVLG 의 배당금( 0.75% )은 US 시장에서 배당금 지급자의 상위 25%( 4.25% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 312.3% )이 높기 때문에 CVLG 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: CVLG 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 13:51종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Covenant Logistics Group, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kevin SterlingSeaport Research PartnersReed SeayStephens, Inc.Bert SubinStifel, Equities Research4명의 분석가 더 보기
Declared Dividend • May 20First quarter dividend of US$0.07 announcedDividend of US$0.07 is the same as last year. Ex-date: 5th June 2026 Payment date: 26th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (312% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 247% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.
공시 • May 16Covenant Logistics Group, Inc. Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on June 26, 2026Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on June 5, 2026, and is expected to be paid on June 26, 2026.
Upcoming Dividend • Feb 27Upcoming dividend of US$0.07 per shareEligible shareholders must have bought the stock before 06 March 2026. Payment date: 27 March 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.6%).
Declared Dividend • Feb 13Fourth quarter dividend of US$0.07 announcedDividend of US$0.07 is the same as last year. Ex-date: 6th March 2026 Payment date: 27th March 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (163% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 81% to bring the payout ratio under control. EPS is expected to grow by 218% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
공시 • Feb 11Covenant Logistics Group Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on March 27, 2026Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on March 6, 2026, and is expected to be paid on March 27, 2026. The quarterly cash dividend is pursuant to a cash dividend program previously approved by the Company’s board of directors. The actual declaration of future cash dividends, and the establishment of record and payment dates is subject to final determination by the board of directors each quarter.
Declared Dividend • Nov 26Third quarter dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 5th December 2025 Payment date: 26th December 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 52% over the next year, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • May 20First quarter dividend of US$0.07 announcedDividend of US$0.07 is the same as last year. Ex-date: 5th June 2026 Payment date: 26th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (312% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 247% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.
공시 • May 16Covenant Logistics Group, Inc. Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on June 26, 2026Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on June 5, 2026, and is expected to be paid on June 26, 2026.
분석 기사 • May 14Some May Be Optimistic About Covenant Logistics Group's (NYSE:CVLG) EarningsThe market was pleased with the recent earnings report from Covenant Logistics Group, Inc. ( NYSE:CVLG ), despite the...
Recent Insider Transactions • May 05Executive VP & Director recently sold US$511k worth of stockOn the 28th of April, Joey Hogan sold around 15k shares on-market at roughly US$34.76 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.4m. Insiders have been net sellers, collectively disposing of US$13m more than they bought in the last 12 months.
Price Target Changed • Apr 26Price target increased by 8.9% to US$34.50Up from US$31.67, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$34.07. Stock is up 72% over the past year. The company is forecast to post earnings per share of US$1.60 for next year compared to US$0.17 last year.
Seeking Alpha • Apr 25Covenant Logistics Did Not Share The Improvement In The Market In Q1 2026Summary Covenant Logistics reported lackluster Q1 2026 results, with no clear financial improvement despite early signs of industry recovery. CVLG's margins remain pressured, particularly in Expedited, where utilization issues offset rate gains; Dedicated's improvement was due to easy comps. Management is cautious, selling more trucks than buying and reducing net debt, signaling skepticism about a sustained recovery and a focus on deleveraging. At ~15x cyclical-average net income, CVLG appears fully valued for a capital-intensive, cyclical business; I maintain a Hold rating. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Apr 24Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to US$34.07. The fair value is estimated to be US$26.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 58%.
분석 기사 • Apr 18At US$30.49, Is It Time To Put Covenant Logistics Group, Inc. (NYSE:CVLG) On Your Watch List?While Covenant Logistics Group, Inc. ( NYSE:CVLG ) might not have the largest market cap around , it saw a significant...
공시 • Apr 13Covenant Logistics Group, Inc., Annual General Meeting, May 13, 2026Covenant Logistics Group, Inc., Annual General Meeting, May 13, 2026. Location: 400 birmingham highway, tennessee 37419, chattanooga, United States
공시 • Apr 02Covenant Logistics Group, Inc. to Report Q1, 2026 Results on Apr 23, 2026Covenant Logistics Group, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 23, 2026
Reported Earnings • Mar 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.17 (down from US$1.34 in FY 2024). Revenue: US$1.16b (up 2.9% from FY 2024). Net income: US$4.41m (down 88% from FY 2024). Profit margin: 0.4% (down from 3.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Upcoming Dividend • Feb 27Upcoming dividend of US$0.07 per shareEligible shareholders must have bought the stock before 06 March 2026. Payment date: 27 March 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.6%).
Declared Dividend • Feb 13Fourth quarter dividend of US$0.07 announcedDividend of US$0.07 is the same as last year. Ex-date: 6th March 2026 Payment date: 27th March 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (163% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 81% to bring the payout ratio under control. EPS is expected to grow by 218% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
Recent Insider Transactions • Feb 12Chairman of the Board & CEO recently sold US$4.4m worth of stockOn the 11th of February, David Parker sold around 153k shares on-market at roughly US$28.96 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
공시 • Feb 11Covenant Logistics Group Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on March 27, 2026Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on March 6, 2026, and is expected to be paid on March 27, 2026. The quarterly cash dividend is pursuant to a cash dividend program previously approved by the Company’s board of directors. The actual declaration of future cash dividends, and the establishment of record and payment dates is subject to final determination by the board of directors each quarter.
New Risk • Jan 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).
Reported Earnings • Jan 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.17 (down from US$1.34 in FY 2024). Revenue: US$1.16b (up 2.9% from FY 2024). Net income: US$4.41m (down 88% from FY 2024). Profit margin: 0.4% (down from 3.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 79%. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Jan 30Covenant Logistics Group, Inc. Reports Goodwill Impairment Charges for the Fourth Quarter Ended December 31, 2025Covenant Logistics Group, Inc. reported goodwill impairment charges for the fourth quarter ended December 31, 2025. For the quarter, the company reported impairment of goodwill of $10,698,000.
공시 • Jan 06Covenant Logistics Group, Inc. to Report Q4, 2025 Results on Jan 29, 2026Covenant Logistics Group, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Jan 29, 2026
분석 기사 • Dec 19Covenant Logistics Group, Inc. (NYSE:CVLG) Stock Rockets 26% But Many Are Still Ignoring The CompanyCovenant Logistics Group, Inc. ( NYSE:CVLG ) shareholders would be excited to see that the share price has had a great...
Declared Dividend • Nov 26Third quarter dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 5th December 2025 Payment date: 26th December 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 52% over the next year, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 22Covenant Logistics Group, Inc. Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on December 26, 2025Covenant Logistics Group, Inc. announced on November 21, 2025 that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on December 5, 2025, and is expected to be paid on December 26, 2025.
Reported Earnings • Oct 23Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.25 (down from US$0.49 in 3Q 2024). Revenue: US$296.9m (up 3.1% from 3Q 2024). Net income: US$6.26m (down 51% from 3Q 2024). Profit margin: 2.1% (down from 4.5% in 3Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Oct 02Covenant Logistics Group, Inc. to Report Q3, 2025 Results on Oct 22, 2025Covenant Logistics Group, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 22, 2025
Declared Dividend • Aug 20Second quarter dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 5th September 2025 Payment date: 26th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but not covered by cash flows (438% cash payout ratio). The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 41% over the next year, which should provide support to the dividend and adequate earnings cover.
공시 • Aug 16+ 1 more updateCovenant Logistics Group, Inc. Announces Executive ChangesOn August 11, 2025, Matisse Long resigned as the Chief Accounting Officer of Covenant Logistics Group, Inc., a Nevada corporation (the Company"), effective immediately. On August 12, 2025, the Board of Directors (the Board") of the Company designated James Tripp" S. Grant, the Company's Executive Vice President and Chief Financial Officer, as the Company's principal accounting officer, effective immediately. Mr. Grant will continue to serve as the Company's principal financial officer.
분석 기사 • Jul 26When Should You Buy Covenant Logistics Group, Inc. (NYSE:CVLG)?Covenant Logistics Group, Inc. ( NYSE:CVLG ), is not the largest company out there, but it led the NYSE gainers with a...
Reported Earnings • Jul 24Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.38 (down from US$0.46 in 2Q 2024). Revenue: US$302.9m (up 5.3% from 2Q 2024). Net income: US$9.84m (down 18% from 2Q 2024). Profit margin: 3.2% (down from 4.2% in 2Q 2024). Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
분석 기사 • Jul 03Market Cool On Covenant Logistics Group, Inc.'s (NYSE:CVLG) EarningsIt's not a stretch to say that Covenant Logistics Group, Inc.'s ( NYSE:CVLG ) price-to-earnings (or "P/E") ratio of...
공시 • Jul 02Covenant Logistics Group, Inc. to Report Q2, 2025 Results on Jul 23, 2025Covenant Logistics Group, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 23, 2025
Declared Dividend • May 21First quarter dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 6th June 2025 Payment date: 27th June 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 31% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 29% over the next year, which should provide support to the dividend and adequate earnings cover.
공시 • May 17Covenant Logistics Group Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on June 27, 2025Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on June 6, 2025, and is expected to be paid on June 27, 2025.
분석 기사 • May 14Covenant Logistics Group's (NYSE:CVLG) Soft Earnings Don't Show The Whole PictureCovenant Logistics Group, Inc.'s ( NYSE:CVLG ) stock was strong despite it releasing a soft earnings report last week...
Buy Or Sell Opportunity • May 12Now 26% overvaluedOver the last 90 days, the stock has fallen 15% to US$23.00. The fair value is estimated to be US$18.22, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 2.9% in a year. Earnings are forecast to grow by 45% in the next year.
분석 기사 • Apr 25Covenant Logistics Group (NYSE:CVLG) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.25 (up from US$0.15 in 1Q 2024). Revenue: US$269.4m (down 3.4% from 1Q 2024). Net income: US$6.56m (up 72% from 1Q 2024). Profit margin: 2.4% (up from 1.4% in 1Q 2024). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
공시 • Apr 24Covenant Logistics Group, Inc. (NYSE:CVLG) announces an Equity Buyback for $50 million worth of its shares.Covenant Logistics Group, Inc. (NYSE:CVLG) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its class A common stock. The repurchase program does not have any time limits.
New Risk • Apr 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$61k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.1% net profit margin). Significant insider selling over the past 3 months (US$61k sold).
Price Target Changed • Apr 16Price target decreased by 7.5% to US$32.67Down from US$35.33, the current price target is an average from 3 analysts. New target price is 84% above last closing price of US$17.73. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$1.81 for next year compared to US$1.34 last year.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$18.68, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Transportation industry in the US. Total returns to shareholders of 102% over the past three years.
공시 • Apr 03Covenant Logistics Group, Inc., Annual General Meeting, May 14, 2025Covenant Logistics Group, Inc., Annual General Meeting, May 14, 2025. Location: 400 birmingham highway, tennessee 37419, chattanooga, United States
공시 • Apr 02Covenant Logistics Group, Inc. to Report Q1, 2025 Results on Apr 23, 2025Covenant Logistics Group, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 23, 2025
Reported Earnings • Mar 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$1.34 (down from US$2.09 in FY 2023). Revenue: US$1.13b (up 2.5% from FY 2023). Net income: US$35.3m (down 35% from FY 2023). Profit margin: 3.1% (down from 5.0% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
분석 기사 • Feb 20Covenant Logistics Group (NYSE:CVLG) Has Announced A Dividend Of $0.07The board of Covenant Logistics Group, Inc. ( NYSE:CVLG ) has announced that it will pay a dividend of $0.07 per share...
Declared Dividend • Feb 19Fourth quarter dividend of US$0.07 announcedShareholders will receive a dividend of US$0.07. Ex-date: 7th March 2025 Payment date: 28th March 2025 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 77% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 17Covenant Logistics Group, Inc. Declares Quarterly Cash Dividend, Payable on March 28, 2025Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.07 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on March 7, 2025, and is expected to be paid on March 28, 2025.
분석 기사 • Feb 04Fewer Investors Than Expected Jumping On Covenant Logistics Group, Inc. (NYSE:CVLG)With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
새로운 내러티브 • Jan 26Expanding High-Service Dedicated Fleet Will Strengthen Future Performance Covenant Logistics focuses on margin improvement and profitability by expanding their Dedicated fleet and optimizing their Expedited segment.
Reported Earnings • Jan 24Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$0.65 (down from US$2.09 in FY 2023). Revenue: US$1.13b (up 2.5% from FY 2023). Net income: US$35.3m (down 35% from FY 2023). Profit margin: 3.1% (down from 5.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.
분석 기사 • Jan 12Should You Investigate Covenant Logistics Group, Inc. (NYSE:CVLG) At US$26.28?While Covenant Logistics Group, Inc. ( NYSE:CVLG ) might not have the largest market cap around , it saw significant...
Price Target Changed • Jan 07Price target increased by 33% to US$46.67Up from US$35.00, the current price target is an average from 3 analysts. New target price is 74% above last closing price of US$26.83. Stock is up 22% over the past year. The company is forecast to post earnings per share of US$1.69 for next year compared to US$2.09 last year.
공시 • Jan 03Covenant Logistics Group, Inc. to Report Q4, 2024 Results on Jan 23, 2025Covenant Logistics Group, Inc. announced that they will report Q4, 2024 results at 4:00 PM, Eastern Standard Time on Jan 23, 2025
공시 • Jan 01Covenant Logistics Group, Inc. Announces Retirement of Samuel F. Hough as Executive Vice President – Expedited OperationsCovenant Logistics Group, Inc. announced that on December 27, 2024, Samuel F. Hough notified the board of directors of his decision to retire from his position as Executive Vice President – Expedited Operations, which won’t be effective until December 31, 2024. Mr. Hough is expected to continue to be employed by the Company in a reduced capacity following his retirement, focusing on customer development and retention. In association with his retirement, the Compensation Committee of the Board changed Mr. Hough’s annualized base to $220,000.00, effective January 1, 2025.
분석 기사 • Nov 29Covenant Logistics Group's (NYSE:CVLG) Dividend Will Be $0.11Covenant Logistics Group, Inc.'s ( NYSE:CVLG ) investors are due to receive a payment of $0.11 per share on 27th of...
Declared Dividend • Nov 29Third quarter dividend of US$0.11 announcedDividend of US$0.11 is the same as last year. Ex-date: 6th December 2024 Payment date: 27th December 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 59% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 26Covenant Logistics Group, Inc. Announces Quarterly Cash Dividend, Payable on December 27, 2024Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.11 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on December 6, 2024, and is expected to be paid on December 27, 2024.
Recent Insider Transactions • Nov 15Independent Director recently sold US$599k worth of stockOn the 12th of November, Bradley Moline sold around 10k shares on-market at roughly US$59.89 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$13m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$60.21, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Transportation industry in the US. Total returns to shareholders of 102% over the past three years.
분석 기사 • Nov 08Weak Statutory Earnings May Not Tell The Whole Story For Covenant Logistics Group (NYSE:CVLG)The subdued market reaction suggests that Covenant Logistics Group, Inc.'s ( NYSE:CVLG ) recent earnings didn't contain...
Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$0.98 (down from US$1.03 in 3Q 2023). Revenue: US$287.9m (flat on 3Q 2023). Net income: US$12.9m (down 3.5% from 3Q 2023). Profit margin: 4.5% (down from 4.6% in 3Q 2023). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 9.3%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
공시 • Oct 03Covenant Logistics Group, Inc. to Report Q3, 2024 Results on Oct 23, 2024Covenant Logistics Group, Inc. announced that they will report Q3, 2024 results After-Market on Oct 23, 2024
Declared Dividend • Aug 22Second quarter dividend of US$0.11 announcedDividend of US$0.11 is the same as last year. Ex-date: 6th September 2024 Payment date: 27th September 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 33% over the next year, which should provide support to the dividend and adequate earnings cover.
공시 • Aug 20Covenant Logistics Group, Inc. Announces Quarterly Cash Dividend, Payable on September 27, 2024Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.11 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on September 6, 2024, and is expected to be paid on September 27, 2024.
Seeking Alpha • Aug 13Covenant Logistics Group: Staying In LaneSummary Covenant Logistics Group shares have outperformed the S&P 500, up 120.8% since January 2022. Revenue for the company increased nicely in the most recent quarter to $287.5 million, with growth seen across all operating segments. Despite a drop in net income this year as a whole, cash flows are growing and shares are attractively priced. Read the full article on Seeking Alpha
공시 • Aug 07Covenant Logistics Group, Inc.(NYSE:CVLG) dropped from NASDAQ Composite IndexCovenant Logistics Group, Inc. has been removed from NASDAQ Composite Index .
공시 • Aug 06Covenant Logistics Group, Inc.(NYSE:CVLG) dropped from NASDAQ Transportation IndexCovenant Logistics Group, Inc. has been removed from NASDAQ Transportation Index .
Recent Insider Transactions • Aug 01Independent Director recently sold US$1.2m worth of stockOn the 29th of July, Herbert Schmidt sold around 21k shares on-market at roughly US$55.24 per share. This transaction amounted to 68% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$12m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Aug 01Now 21% undervaluedOver the last 90 days, the stock has risen 18% to US$53.91. The fair value is estimated to be US$67.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 6.6%. Revenue is forecast to grow by 7.2% in a year. Earnings are forecast to grow by 54% in the next year.
분석 기사 • Jul 31Returns At Covenant Logistics Group (NASDAQ:CVLG) Appear To Be Weighed DownIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Price Target Changed • Jul 26Price target increased by 8.2% to US$70.33Up from US$65.00, the current price target is an average from 3 analysts. New target price is 26% above last closing price of US$56.04. Stock is down 1.4% over the past year. The company is forecast to post earnings per share of US$3.55 for next year compared to US$4.19 last year.
Reported Earnings • Jul 25Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$0.92 (down from US$0.94 in 2Q 2023). Revenue: US$287.5m (up 4.9% from 2Q 2023). Net income: US$12.0m (flat on 2Q 2023). Profit margin: 4.2% (down from 4.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 17Should You Think About Buying Covenant Logistics Group, Inc. (NASDAQ:CVLG) Now?Covenant Logistics Group, Inc. ( NASDAQ:CVLG ), might not be a large cap stock, but it received a lot of attention from...
공시 • Jul 02Covenant Logistics Group, Inc. to Report Q2, 2024 Results on Jul 24, 2024Covenant Logistics Group, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 24, 2024
Declared Dividend • May 22First quarter dividend of US$0.11 announcedDividend of US$0.11 is the same as last year. Ex-date: 7th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 33% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 30% over the next year, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • May 19Independent Director recently sold US$174k worth of stockOn the 14th of May, David Kramer sold around 4k shares on-market at roughly US$46.64 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$6.1m. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.
공시 • May 18Covenant Logistics Group, Inc. Announces Quarterly Cash Dividend, Payable on June 28, 2024Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.11 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on June 7, 2024, and is expected to be paid on June 28, 2024.
Major Estimate Revision • May 01Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$4.20 to US$3.62 per share. Revenue forecast steady at US$1.19b. Net income forecast to grow 48% next year vs 27% growth forecast for Transportation industry in the US. Consensus price target up from US$65.00 to US$67.00. Share price rose 2.2% to US$45.19 over the past week.
공시 • Apr 30Covenant Logistics Group, Inc. Announces Appointment of Dustin Koehl as Chief Operating OfficerCovenant Logistics Group, Inc. announced Dustin Koehl has been appointed as the Company’s Chief Operating Officer, effective May 13, 2024. Mr. Koehl has over 17 years of transportation experience, including senior leadership positions in operations and sales. Dustin Koehl, 40, joined the Company as Chief Operating Officer in May 2024. Mr. Koehl previously served as the Head of Commercialization at Waabi, an AI-centered self-driving truck developer, where he was responsible for customer adoption, transportation strategy, and safety. An active member of the transportation industry, Mr. Koehl is a partner with the Massachusetts Institute of Technology’s FreightLab and has served on several industry committees, including positions at the American Trucking Associations and the American Transportation Research Institute. Mr. Koehl has over 17 years of experience in transportation, including 12 years at Total Transportation of Mississippi, including as Vice President – Sales and Operations.
Reported Earnings • Apr 25First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: US$0.29 (down from US$1.23 in 1Q 2023). Revenue: US$278.8m (up 4.5% from 1Q 2023). Net income: US$3.82m (down 77% from 1Q 2023). Profit margin: 1.4% (down from 6.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 63%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 27% per year.
공시 • Apr 13Covenant Logistics Group, Inc., Annual General Meeting, May 15, 2024Covenant Logistics Group, Inc., Annual General Meeting, May 15, 2024, at 10:00 US Eastern Standard Time. Location: Covenant Logistics Group, Inc., 400 Birmingham Highway, Chattanooga Tennessee United States Agenda: To consider and act upon a proposal to elect nine (9) directors; to consider and act upon an advisory and non-binding vote on executive compensation; to ratify the appointment of Grant Thornton LLP as the Company’s independent registered public accounting firm for 2024; and to consider and act upon such other matters as may properly come before the meeting and any adjournment thereof.
공시 • Apr 05Covenant Logistics Group, Inc. Announces Retirement of Lynn Doster as Executive Vice President, Effective December 31, 2024On March 31, 2024, Lynn Doster notified the board of directors of Covenant Logistics Group, Inc. of her decision to retire from her position as Executive Vice President – Dedicated and Warehousing Operations, which won’t be effective until December 31, 2024. It is expected that Ms. Doster will provide services to the Company following her retirement to ensure a smooth transition.
공시 • Apr 02Covenant Logistics Group, Inc. to Report Q1, 2024 Results on Apr 24, 2024Covenant Logistics Group, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 24, 2024
Reported Earnings • Mar 01Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: US$4.19 (down from US$7.19 in FY 2022). Revenue: US$1.10b (down 9.3% from FY 2022). Net income: US$54.6m (down 49% from FY 2022). Profit margin: 5.0% (down from 8.9% in FY 2022). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Feb 25Chairman of the Board & CEO recently sold US$2.3m worth of stockOn the 21st of February, David Parker sold around 45k shares on-market at roughly US$52.14 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Upcoming Dividend • Feb 22Upcoming dividend of US$0.11 per shareEligible shareholders must have bought the stock before 29 February 2024. Payment date: 29 March 2024. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.6%).
분석 기사 • Feb 19Covenant Logistics Group (NASDAQ:CVLG) Is Paying Out A Dividend Of $0.11Covenant Logistics Group, Inc. ( NASDAQ:CVLG ) has announced that it will pay a dividend of $0.11 per share on the 29th...
Recent Insider Transactions Derivative • Feb 19Chairman of the Board & CEO notifies of intention to sell stockDavid Parker intends to sell 300k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of February. If the sale is conducted around the recent share price of US$54.62, it would amount to US$16m. For the year to December 2017, David's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, David's direct individual holding has increased from 2.07m shares to 3.94m. Company insiders have collectively sold US$1.0m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 19Fourth quarter dividend of US$0.11 announcedDividend of US$0.11 is the same as last year. Ex-date: 29th February 2024 Payment date: 29th March 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 33% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 24% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Feb 18Insider recently sold US$192k worth of stockOn the 14th of February, Lynn Doster sold around 4k shares on-market at roughly US$53.31 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$504k. Insiders have been net sellers, collectively disposing of US$1.0m more than they bought in the last 12 months.
공시 • Feb 16Covenant Logistics Group Announces Quarterly Cash Dividend, Payable on March 29, 2024Covenant Logistics Group, Inc. announced that its board of directors has declared a quarterly cash dividend of $0.11 per share of Class A and Class B common stock. The quarterly cash dividend is payable to stockholders of record on March 1, 2024, and is expected to be paid on March 29, 2024. The quarterly cash dividend is pursuant to a cash dividend program previously approved by the Company’s board of directors. The actual declaration of future cash dividends, and the establishment of record and payment dates is subject to final determination by the board of directors each quarter.
Recent Insider Transactions • Jan 31Executive VP & Director recently sold US$504k worth of stockOn the 26th of January, Joey Hogan sold around 10k shares on-market at roughly US$50.37 per share. This transaction amounted to 9.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$826k more than they bought in the last 12 months.
Seeking Alpha • Jan 28Covenant Logistics: The Business That Keeps On DeliveringSummary Covenant Logistics has been impacted by the weakness in the freight market, but shares have seen a significant increase since the author's recommendation in 2022. The company's revenue has declined, particularly in its Dedicated and Managed Freight segments, but its Warehousing segment has seen growth. Despite the decline in revenue, profitability metrics have shown some improvement in the latest quarter, and management is making positive long-term investments. Add in how cheap shares are and the firm's dedication to cutting debt and returning capital to shareholders, and it makes for an attractive opportunity at this time. Read the full article on Seeking Alpha
Price Target Changed • Jan 25Price target increased by 17% to US$70.50Up from US$60.50, the current price target is an average from 2 analysts. New target price is 38% above last closing price of US$51.20. Stock is up 71% over the past year. The company is forecast to post earnings per share of US$4.35 for next year compared to US$4.19 last year.
분석 기사 • Jan 25These 4 Measures Indicate That Covenant Logistics Group (NASDAQ:CVLG) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Jan 24Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: US$4.19 (down from US$7.19 in FY 2022). Revenue: US$1.10b (down 9.3% from FY 2022). Net income: US$54.6m (down 49% from FY 2022). Profit margin: 5.0% (down from 8.9% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 47% per year.
