Covenant Logistics Group, Inc. Class A (CVLG)

In the past six months, Covenant Logistics Group, Inc.'s stock price has been impacted by several events. The company reported its third-quarter 2025 financial results, which showed a slight miss on EPS estimates but surpassed revenue forecasts, leading to a stock decline. Optimism over a potential trade truce between the U.S. and China and expectations of Federal Reserve interest rate cuts caused CVLG's stock to jump. Positive outcomes in U.S.-China trade negotiations led to a stock gain. The company's stock price also saw a decline between October 9, 2024, and October 8, 2025.

Demand for Covenant Logistics Group's services is influenced by seasonal fluctuations. The year begins with a "quiet season" from January to March, followed by the "produce season" from April to June, the "peak season" from July to September, and the holiday season from October to December.

Covenant Logistics Group, Inc. (CVLG) specializes in truckload shipping and logistics services, operating in the Industrials sector. They offer expedited, dedicated, and temperature-controlled truckload capacity, regional delivery, and long-haul team driver delivery. Their services also include asset-light warehousing, managed freight solutions, equipment sales and leasing, and accounts receivable factoring for smaller trucking companies.

Covenant Logistics Group, Inc. provides transportation and logistics services throughout the continental United States and Canada. They operate jointly with sister companies Southern Refrigerated Transport, Inc., Star Transportation Inc., and Landair Transportation, Inc., sharing terminals in various locations including Chattanooga, Tennessee; Hutchins, Texas; Pomona, California; Texarkana, Arkansas; La Vergne, Tennessee; Allentown, Pennsylvania; Orlando, Florida; and Greeneville, Tennessee.

In the past year, Covenant Logistics Group, Inc. has received accolades and demonstrated a commitment to sustainability. Landair Logistics and AAT Carriers earned TCA Elite Fleet Certification. The company was honored with DHL's Managed Transportation Sustainability Carrier of the Year Award and the U.S. EPA SmartWay Excellence Award. Covenant Logistics Group was named a Top Company for Women to Work in Transportation and released its Corporate Social Responsibility Report. Covenant-Landair was recognized at John Deere's Achieving Excellence Conference, and Food Logistics named Covenant Logistics Group a recipient of the Top 3PL & Cold Storage Providers Award. The company has also been involved in sustainable trucking initiatives, including offering 100% biodiesel fuel.

Covenant Logistics Group, Inc. (CVLG) has a diverse ownership structure. Institutional shareholders hold 52.03% of the stock, insiders own 18.75%, and retail investors account for 29.23%. Major institutional owners include BlackRock, Inc., Dimensional Fund Advisors LP, Vanguard Group Inc., Scopus Asset Management, L.P., Patton Albertson Miller Group, LLC, American Century Companies Inc., T. Rowe Price Investment Management, Inc., Foundry Partners, LLC, LSV Asset Management, and State Street Corp. The largest individual shareholder is David Ray Parker, who owns 9.56% of the company.