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ClearBridge Investments Dividend Strategy's investment thesis on Old Dominion Freight Line ($ODFL) — Q3 2025 | Buyside Digest

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$ODFLNASDAQOld Dominion Freight Line

BULL

ClearBridge Investments Dividend Strategy—ODFL

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$215.45USD

+15.9% vs last month

$141.33Pitched

+52.4% since pitch

Market Cap$44.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During Q3 2025, the ClearBridge Dividend Strategy profited from its exposure to AI but lagged its S&P 500 Index benchmark due to its disciplined, risk-managed underweight in the highly concentrated Information Technology sector. The managers note...

— John Baldi, Michael Clarfeld

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What other investors think about $ODFL, and what else ClearBridge Investments Dividend Strategy is buying.

Other pitches on $ODFL

Other investors who've written on Old Dominion Freight Line

Wedgewood PartnersBULL

Pitched Apr 13, 2026

Old Dominion Freight Line also contributed to the quarter's performance.

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