Rosen Law Firm vyšetřuje možné nároky akcionářů společnosti J.B. Hunt v souvislosti s údajně zavádějícími informacemi. Společnost ve třetím čtvrtletí očekávala náklady o zhruba 25 milionů USD vyšší než ve druhém čtvrtletí.
New York, New York--(Newsfile Corp. - October 22, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) resulting from allegations that J.B. Hunt may have issued materially misleading business information to the investing public.
SO WHAT: If you purchased J.B. Hunt securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/jb-hunt-transport-services-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
WHAT IS THIS ABOUT: On September 16, 2026, CNBC published an article entitled "J.B. Hunt stock plunges 10% after company warns third-quarter earnings will fall." The article further stated that J.B. Hunt's Chief Financial Officer had "said between costs for recruiting, advertising, onboarding, training and sign-on bonuses, the company expects to see about $25 million more in the third quarter compared with the second quarter."
On this news, J.B. Hunt's shares fell sharply in intraday trading on September 16, 2026.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/320422
Source: The Rosen Law Firm PA
Ready to Announce with Confidence?
Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
J.B. Hunt vyplatí čtvrtletní dividendu ve výši 0,45 USD na akcii; nárok na dividendu mají akcionáři evidovaní k 6. listopadu 2026, výplata proběhne 20. listopadu 2026.
LOWELL, Ark.--(BUSINESS WIRE)--J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) announced today that its Board of Directors has declared a regular quarterly dividend on its common stock of $ 0.45 (forty five cents) per common share. The dividend is payable to stockholders of record on November 6, 2026 and will be paid on November 20, 2026.
About J.B. Hunt
J.B. Hunt’s vision is to create the most efficient transportation network in North America. The company’s industry-leading solutions and mode-neutral approach generate value for customers by eliminating waste, reducing costs and enhancing supply chain visibility. Powered by one of the largest company-owned fleets in the country and third-party capacity through its J.B. Hunt 360°® digital freight marketplace, J.B. Hunt can meet the unique shipping needs of any business, from first mile to final delivery, and every shipment in-between. Through disciplined investments in its people, technology and capacity, J.B. Hunt is delivering exceptional value and service that enable long-term growth for the company and its stakeholders.
J.B. Hunt Transport Services Inc. is an S&P 500 company and a component of the Dow Jones Transportation Average. Its stock trades on NASDAQ under the ticker symbol JBHT. J.B. Hunt Transport Inc. is a wholly owned subsidiary of JBHT. The company’s services include intermodal, dedicated, refrigerated, truckload, less-than-truckload, flatbed, single source, last mile, transload and more. For more information, visit www.jbhunt.com.
Pomerantz LLP prověřuje možné porušení federálních zákonů o cenných papírech společností J.B. Hunt poté, co firma varovala před poklesem zisku ve třetím čtvrtletí o 5–10 % oproti předchozímu čtvrtletí.
NEW YORK, Oct. 20, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors J.B. Hunt Transport Services, Inc. (“J.B. Hunt” or the “Company”) (NASDAQ: JBHT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether J.B. Hunt and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On September 16, 2026, J.B. Hunt warned investors that it expected earnings to fall 5% to 10% sequentially for the third quarter of 2026. Management attributed the sudden margin squeeze to escalating diesel fuel prices alongside an unexpected $25 million surge in incremental driver expenses.
On this news, J.B. Hunt’s stock price fell $36.52 per share, or 13.3%, to close at $236.73 per share on September 16, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Rosen Law Firm prověřuje možné nároky akcionářů společnosti J.B. Hunt (JBHT) v souvislosti s údajně zavádějícími informacemi; společnost ve třetím čtvrtletí očekává náklady o přibližně 25 mil. USD vyšší než ve druhém čtvrtletí.
Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) resulting from allegations that J.B. Hunt may have issued materially misleading business information to the investing public.
So What: If you purchased J.B. Hunt securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/jb-hunt-transport-services-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
What is this about: On September 16, 2026, CNBC published an article entitled "J.B. Hunt stock plunges 10% after company warns third-quarter earnings will fall." The article further stated that J.B. Hunt's Chief Financial Officer had "said between costs for recruiting, advertising, onboarding, training and sign-on bonuses, the company expects to see about $25 million more in the third quarter compared with the second quarter."
On this news, J.B. Hunt's shares fell sharply in intraday trading on September 16, 2026.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
J.B. Hunt NASDAQ: JBHT continues to face headwinds, but don’t get this turnaround story wrong. The company has not experienced a structural decline in its business, but rather a dynamic market shift from which it will not only recover but also benefit. The shift centers on regulatory oversight, enforcement, and the resulting driver shortage and capacity constraints that underpin the business today.
J.B. Hunt Transport Services Today
JBHT
J.B. Hunt Transport Services
$228.78 -6.53 (-2.78%)
As of 10/16/2026 04:00 PM Eastern
$157.82▼
$299.760.79%
32.13
$274.12
While driver costs are rising, these costs can be recovered because they’re part of the operating environment. There’s no other choice; the entire industry faces the same headwinds.
Get JBHT alerts:
And within the industry, J.B. Hunt is uniquely poised to benefit. It has the size, scale, and intermodal expertise to deliver quality services businesses and enterprises demand.
For J.B. Hunt today, this means higher volume, with pricing and industry undercapacity driving business. Next year, this means a dual lever for earnings growth, with top-line strength amplified by margin recovery.
Margin recovery will take time, but execs are actively working on it, planning a more aggressive repricing cadence in the coming year.
J.B. Hunt’s Strong Q3 Sets the Stage for Margin RecoveryJ.B. Hunt posted a solid Q3, with revenue up 20% to $3.68 billion and outperforming MarketBeat’s consensus by 250 basis points. Volume and pricing drove strength, with most segments contributing. Intermodal grew by 20% on an 8% volume gain; Dedicated Contract Services grew by 11% on trucks and efficiency, led by Integrated Capacity Solutions (ICS). ICS grew by 57% on a 22% volume gain, amplified by a 29% improvement in revenue per load. Looking ahead, the volume and pricing metrics are expected to remain favorable, if not improve.
Margin is the sore spot, but it's no worse than the company forecast and the market priced in. Key details include a 2% increase in operating income, much slower than the 20% top-line gain, but still better than expected. Key details for investors include the massive increase in purchased capacity, a metric that can be controlled over time, and a nearly 30% increase in salaries, which points to a steadily improving driver base.
The company did not provide guidance but did offer an optimistic outlook for Q4 and 2027. While repricing has impacted only about 10% of contracts, another 30% is expected in each of the first three quarters of next year, setting the stage for accelerated revenue growth and margin recovery. Analysts' consensus forecasts a low-double-digit revenue compound quarterly growth rate over the next two years, with earnings growth accelerating to nearly 50% by Q3 2027 and then sustaining a high-double-digit pace for quarters afterward.
J.B. Hunt’s Dividends and Buybacks Support Long-Term GrowthJ.B. Hunt’s appeal lies as much in its cash flow and capital-return capacity as in anything else, including dividends and share buybacks. The dividend is the lesser, yielding less than 0.8% annualized, as of mid-October, but it is a reliable payment with annual growth that helps keep buy-and-hold interest high. Buybacks are more substantial, reducing the count by more than 2.25% over the trailing 12 months. The likely outcome is that J.B. Hunt will continue to pay dividends and buy back shares, helping boost earnings-per-share growth over time.
Analysts See Upside as Institutional Buying Supports J.B. Hunt StockAnalysts responded to the report with cautious optimism. While some lowered their price targets, others reaffirmed theirs, and the overall outlook remains bullish. MarketBeat tracks 26 analysts with current ratings; the stock is pegged at Moderate Buy, sentiment has been firm and steady, and the consensus price target trend is favorable. While recent price target reductions capped upside potential, consensus is up about 70% over the last year, forecasting more than 20% upside from early Q3 lows.
An immediate rebound is not guaranteed, but lower prices are unlikely. Institutions own about 75% of this stock, and buying spiked in late Q3 alongside the stock price implosion. The group's activity indicate a price floor which is also reflected in the technical action.
J.B. Hunt Stock Eyes New Highs, But Cost Risks RemainChart price action reveals a market trading above its critical support, in the midst of an inflection and poised for a bullish upswing. In this setup, the stock price can revert to its existing highs near $300; the question is whether it can move on to set new highs.
J.B. Hunt's biggest risk is persistently high costs and the impacts of price pass-throughs. On one hand, the company is on track to recoup margin, but on the other, higher costs for end users are inflationary and may lead to slower activity than expected.
Should You Invest $1,000 in J.B. Hunt Transport Services Right Now?Before you consider J.B. Hunt Transport Services, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and J.B. Hunt Transport Services wasn't on the list.
While J.B. Hunt Transport Services currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
A strong long-term portfolio starts with companies that can survive recessions, inflation, changing consumer habits, and shifting market leadership.
This report names seven blue-chip stocks across technology, retail, consumer staples, healthcare, networking, sporting goods, and utilities that offer investors a mix of stability, income, growth, and staying power.
Get This Free Report
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Advokátní kancelář Rosen Law Firm vyšetřuje možné nároky akcionářů společnosti J.B. Hunt (JBHT) v souvislosti s údajně zavádějícími informacemi. Společnost ve 3. čtvrtletí očekávala náklady o 25 mil. USD vyšší než ve 2. čtvrtletí.
New York, New York--(Newsfile Corp. - October 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) resulting from allegations that J.B. Hunt may have issued materially misleading business information to the investing public.
SO WHAT: If you purchased J.B. Hunt securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/jb-hunt-transport-services-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
WHAT IS THIS ABOUT: On September 16, 2026, CNBC published an article entitled "J.B. Hunt stock plunges 10% after company warns third-quarter earnings will fall." The article further stated that J.B. Hunt's Chief Financial Officer had "said between costs for recruiting, advertising, onboarding, training and sign-on bonuses, the company expects to see about $25 million more in the third quarter compared with the second quarter."
On this news, J.B. Hunt's shares fell sharply in intraday trading on September 16, 2026.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/319225
Source: The Rosen Law Firm PA
Ready to Announce with Confidence?
Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
JB Hunt ve čtvrtletí končícím v září 2026 vykázala upravený zisk 1,82 USD na akcii a tržby ve výši 3,68 miliardy USD, čímž překonala konsenzuální odhady.
JB Hunt (JBHT - Free Report) came out with quarterly earnings of $1.82 per share, beating the Zacks Consensus Estimate of $1.81 per share. This compares to earnings of $1.76 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +0.55%. A quarter ago, it was expected that this trucking and logistics company would post earnings of $1.71 per share when it actually produced earnings of $1.91, delivering a surprise of +11.7%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
JB Hunt, which belongs to the Zacks Transportation - Truck industry, posted revenues of $3.68 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 3.15%. This compares to year-ago revenues of $3.05 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
JB Hunt shares have added about 19.5% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for JB Hunt?While JB Hunt has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for JB Hunt was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.11 on $3.65 billion in revenues for the coming quarter and $7.34 on $13.7 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Truck is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Knight-Swift Transportation Holdings (KNX - Free Report) , is yet to report results for the quarter ended September 2026. The results are expected to be released on October 21.
This trucking company is expected to post quarterly earnings of $0.75 per share in its upcoming report, which represents a year-over-year change of +134.4%. The consensus EPS estimate for the quarter has been revised 1% lower over the last 30 days to the current level.
Knight-Swift Transportation Holdings' revenues are expected to be $2.12 billion, up 10.1% from the year-ago quarter.
Rosen Law Firm vyšetřuje možné nároky akcionářů J.B. Hunt kvůli údajným zavádějícím informacím; firma ve 3. čtvrtletí očekávala náklady zhruba o 25 milionů USD vyšší než ve 2. čtvrtletí.
Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) resulting from allegations that J.B. Hunt may have issued materially misleading business information to the investing public.
So What: If you purchased J.B. Hunt securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/jb-hunt-transport-services-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
What is this about: On September 16, 2026, CNBC published an article entitled "J.B. Hunt stock plunges 10% after company warns third-quarter earnings will fall." The article further stated that J.B. Hunt's Chief Financial Officer had "said between costs for recruiting, advertising, onboarding, training and sign-on bonuses, the company expects to see about $25 million more in the third quarter compared with the second quarter."
On this news, J.B. Hunt's shares fell sharply in intraday trading on September 16, 2026.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
Analytici očekávají, že JB Hunt vykáže čtvrtletní zisk 1,81 USD na akcii při tržbách ve výši 3,55 mld. USD, což představuje meziroční nárůst o 2,8 % u zisku a o 16,4 % u tržeb.
The upcoming report from JB Hunt (JBHT - Free Report) is expected to reveal quarterly earnings of $1.81 per share, indicating an increase of 2.8% compared to the year-ago period. Analysts forecast revenues of $3.55 billion, representing an increase of 16.4% year over year.
Over the last 30 days, there has been a downward revision of 6.3% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.
In light of this perspective, let's dive into the average estimates of certain JB Hunt metrics that are commonly tracked and forecasted by Wall Street analysts.
Analysts forecast 'Revenue- Truckload' to reach $239.93 million. The estimate indicates a change of +26.5% from the prior-year quarter.
Analysts' assessment points toward 'Revenue- Dedicated' reaching $948.04 million. The estimate indicates a change of +9.7% from the prior-year quarter.
According to the collective judgment of analysts, 'Revenue- Final Mile Services' should come in at $200.36 million. The estimate indicates a year-over-year change of -3%.
The consensus among analysts is that 'Revenue- Integrated Capacity Solutions' will reach $375.86 million. The estimate indicates a change of +36% from the prior-year quarter.
Analysts predict that the 'Final Mile Services - Average trucks during the period' will reach 1,230 . Compared to the current estimate, the company reported 1,296 in the same quarter of the previous year.
It is projected by analysts that the 'Integrated Capacity Solutions - Revenue per load' will reach $2399.14 . The estimate is in contrast to the year-ago figure of $2042.00 .
Analysts expect 'Intermodal - Revenue per load' to come in at $3008.79 . Compared to the present estimate, the company reported $2816.00 in the same quarter last year.
The collective assessment of analysts points to an estimated 'Integrated Capacity Solutions - Loads' of 153,076 . The estimate compares to the year-ago value of 135,309 .
Based on the collective assessment of analysts, 'Intermodal - Loads' should arrive at 578,099 . The estimate compares to the year-ago value of 539,907 .
The consensus estimate for 'Intermodal - Trailing equipment (end of period)' stands at 125,127 . The estimate compares to the year-ago value of 125,105 .
The combined assessment of analysts suggests that 'Dedicated - Average trucks during the period' will likely reach 12,860 . Compared to the current estimate, the company reported 12,718 in the same quarter of the previous year.
The average prediction of analysts places 'Dedicated - Trucks (end of period)' at 12,975 . The estimate compares to the year-ago value of 12,702 .
View all Key Company Metrics for JB Hunt here>>>
Shares of JB Hunt have experienced a change of -15.2% in the past month compared to the +2.4% move of the Zacks S&P 500 composite. With a Zacks Rank #4 (Sell), JBHT is expected to underperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
JB Hunt očekává za čtvrtletí zisk na akcii (EPS) ve výši 1,95 USD, což představuje meziroční nárůst o 10,8 %, a tržby ve výši 3,55 miliardy USD, tedy růst o 16,4 %.
JB Hunt (JBHT - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on October 15, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis trucking and logistics company is expected to post quarterly earnings of $1.95 per share in its upcoming report, which represents a year-over-year change of +10.8%.
Revenues are expected to be $3.55 billion, up 16.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 5.37% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for JB Hunt?For JB Hunt, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -6.99%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that JB Hunt will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that JB Hunt would post earnings of $1.71 per share when it actually produced earnings of $1.91, delivering a surprise of +11.70%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
JB Hunt doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors J.B. Hunt Transport Services, Inc. ("J.B. Hunt" or the "Company") (NASDAQ: JBHT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether J.B. Hunt and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On September 16, 2026, J.B. Hunt warned investors that it expected earnings to fall 5% to 10% sequentially for the third quarter of 2026. Management attributed the sudden margin squeeze to escalating diesel fuel prices alongside an unexpected $25 million surge in incremental driver expenses.
On this news, J.B. Hunt's stock price fell $36.52 per share, or 13.3%, to close at $236.73 per share on September 16, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Pomerantz prověřuje J.B. Hunt kvůli možnému podvodu s cennými papíry poté, co firma varovala před mezikvartálním poklesem zisku ve 3. čtvrtletí o 5 až 10 %.
NEW YORK, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors J.B. Hunt Transport Services, Inc. (“J.B. Hunt” or the “Company”) (NASDAQ: JBHT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether J.B. Hunt and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On September 16, 2026, J.B. Hunt warned investors that it expected earnings to fall 5% to 10% sequentially for the third quarter of 2026. Management attributed the sudden margin squeeze to escalating diesel fuel prices alongside an unexpected $25 million surge in incremental driver expenses.
On this news, J.B. Hunt’s stock price fell $36.52 per share, or 13.3%, to close at $236.73 per share on September 16, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
J.B. Hunt varuje, že zisk za třetí čtvrtletí sníží drahá nafta a vyšší náklady na řidiče, protože palivové příplatky se zpožďují. Akcie za týden spadly o 13 %.
Diesel just delivered J.B. Hunt its worst single-day drop in recent memory, yet Wall Street still sees shares climbing more than 25% from here. The question is whether management can close the gap between surging costs and lagging fuel surcharges…
Diesel has climbed past six dollars a gallon, and J.B. Hunt Transport Services (NASDAQ:JBHT | JBHT Price Prediction) is trading at $234.25 against a Wall Street consensus price target of $298.48. That leaves a mid-20s% gap between where the shares change hands and where analysts still say they belong.
At a mid-September industrials conference, CFO Brad Delco told investors third-quarter earnings would fall versus the second quarter because of driver-related expenses and a fuel headwind as diesel pushed past six dollars a gallon. The stock plunged 13% the next session, its worst day in recent memory.
Costs are arriving faster than prices. Delco called it a timing mismatch because intermodal fuel surcharges reset with a lag, and he insisted the gap closes in the fourth quarter. The stock, still up 21.2% year to date, is priced as though the freight recovery already arrived.
What Broke in Mid-September The one-week drop was 13.39%, taking the stock from $270.45 to $234.25. Over the same week, the S&P 500 slipped 0.34%. This was company-specific pain.
Delco called the moves some of the most radical and abnormal fuel-price swings in company history, blaming a lag between diesel spikes and the surcharge cycle that follows onto customer invoices.
Driver costs compound the problem. Management flagged on the Q2 call that sign-on bonuses and targeted driver wage increases were underway. Recruiting and onboarding costs land now; pricing to cover them arrives later.
Fuel was already visible in Dedicated, where the company estimated fuel was close to a 100 basis point headwind to operating margin percentage in Q2. Diesel then kept climbing, with Bloomberg citing a national diesel average of $6.45 a gallon.
Why Analysts Kept the Faith The Street target of $298.48 sits well above the current quote, and the ratings mix remains constructive: 2 Strong Buy, 12 Buy, 8 Hold, 2 Sell, and 0 Strong Sell.
Recent revisions trimmed but did not turn. Bank of America cut its target but kept its Buy rating and slashed its third-quarter earnings estimate.
The bull argument leans on intermodal. Intermodal chief Darren Field said the current price gap versus highway is wider than normal because of rates that are now six, seven, eight, ten months old, and he expects new bids to close it. CEO Shelley Simpson added, “I fully anticipate Dedicated, Intermodal, JVT, ICS, all of the businesses will have the benefit of seeing improved pricing opportunities.”
If Delco is right that surcharges catch up in the fourth quarter and Field is right that the next bid season closes the intermodal-to-truckload gap, the third quarter reads as a timing air pocket rather than a broken model.
How Rivals Are Handling the Same Squeeze Old Dominion Freight Line (NASDAQ:ODFL) leaned into pricing. In Q2, LTL revenue per hundredweight increased 15.2% while tons per day fell 4.1%, and its operating ratio improved 450 basis points to 70.1%. That counters Hunt’s cost-lag story.
XPO (NYSE:XPO) posted a Q2 adjusted EBITDA margin of 18.4%, with LTL yield ex-fuel up 4.4% and revenue per shipment including fuel surcharges up 11.9%. Higher surcharge revenue partly offset costs, which is what Hunt says it is waiting for.
Both peers are asset-based LTL, so the read-through is imperfect because Hunt’s intermodal exposure is the swing factor no LTL name mirrors. The direction is still clear, and the larger analyst-implied upside currently sits with JBHT because the drop was sharper and more idiosyncratic.
Bull and Bear Case for JBHT Stock The bull case rests on Delco’s timing argument and Field’s bid-season math. Surcharges catch up in the fourth quarter, driver bonuses annualize into a stable expense line, and older intermodal contracts reset upward. A trailing PE of 33 compresses toward the 24 forward multiple as earnings normalize, and the $298.48 target becomes achievable.
The bear case is that Q3 is the first crack in a recovery priced for perfection. Shares are still up 74.84% over one year against the S&P 500’s 15.01%, leaving room to reprice lower if pricing does not catch up quickly. ICS gross margin is already compressed to 12.5% from 15.5%.
The deciding variable is diesel’s behavior over the next few weeks and the pace of intermodal bid resets. If diesel plateaus and surcharge income catches up as Delco insists, the third-quarter shortfall reads as a lag. If diesel grinds higher against demand too weak for shippers to swallow larger increases, analyst targets drift lower. The mechanism is contractual rather than hypothetical, but the entry price already reflects most of the good news.
Contact [email protected] for any questions or corrections.
J.B. Hunt NASDAQ: JBHT issued an unexpected profit warning at a Morgan Stanley investor conference. The news is bad, don’t get me wrong; higher costs are never good, but the market has completely mispriced the situation. J.B. Hunt's profit warning is driven primarily by higher driver costs, including incentives, wages, benefits, and retention efforts, signaling a structural shift in market dynamics.
J.B. Hunt Transport Services Today
JBHT
J.B. Hunt Transport Services
$233.82 -2.98 (-1.26%)
As of 12:43 PM Eastern
This is a fair market value price provided by Massive. Learn more.
$130.12▼
$299.760.77%
33.12
$284.17
There is a massive shortage of drivers—safe, reliable, compliant drivers. Tighter regulation has increased barriers to entry, reduced availability, and, most importantly, created a structural capacity deficit. And it won't end soon.
Get JBHT alerts:
An estimated 30% of drivers will retire in the next 10 years, and not enough new ones are entering the market.
With demand relatively steady and predictable, tighter capacity will drive financials. In this scenario, spot trucking rates are rising, supporting the growth outlook. But there is a limit: the number of drivers.
Near-Term Risk Masks J.B. Hunt's Long-Term OpportunityIf J.B. Hunt can’t secure sufficient drivers or produce a viable alternative, revenue growth will hit a physical ceiling. The critical question, however, is whether JBHT can sustain cash flow for its capital returns, and the answer is yes.
The biggest risk for the company is reduced free cash flow, which would affect share buybacks. Buybacks could slow to help preserve cash and balance sheet health, as could dividend growth, but the dividend payment is reliable. JBHT is a Dividend Achiever on track to become a Dividend Champion, paying less than 30% of its earnings forecast, and is not expected to change that trend.
The opportunity available to investors in September 2026 is buying JBHT's dividend at a depressed multiple. The stock's recent plunge shaved 13% off the price in one day, bringing the price-to-earnings ratio (P/E) into line with historical norms and underscoring the long-term upside. The upside includes market share gains and accelerated growth, particularly on the bottom line, as market rates normalize to offset increased costs.
In this scenario, share buybacks will accelerate, and macroeconomic tailwinds (which are virtually guaranteed; it’s just a matter of time) could develop. Looking ahead, the 2030 forecasts suggest this stock can rise by approximately 100% on its earnings power alone.
This Isn’t an Isolated Event—Truckers Are in RetreatAs surprising as J.B. Hunt’s profit warning was, it wasn’t all that unexpected. The shipping industry has been under pressure in recent months, with Old Dominion Freight Lines NASDAQ: ODFL leading the decline. Rising costs and tepid demand spooked investors, causing Old Dominion's stock price to fall by nearly 30% in the quarter prior to JBHT’s bombshell—ODFL's post-revelation price action suggests the news was already priced in.
Old Dominion Freight Line, Inc. (ODFL) Price Chart for Friday, September, 18, 2026
Other truckers/integrated shippers such as Knight-Swift NYSE: KNX and ArcBest NASDAQ: ARCB are similarly positioned. Their charts reflect markets on the verge of deeper sell-offs that only need a catalyst. Likely catalysts include upcoming earnings reports, due by late October or early November, and expectations are currently high. Summer analyst revisions for all four companies were overwhelmingly positive, with nearly all changes raising earnings estimates.
Mixed Responses Highlight the Opportunity in J.B. Hunt's Profit SqueezeInitial analyst responses to J.B. Hunt's announcement were mixed, with three price target reductions but no red flags raised. The biggest takeaway is that while some analysts were unsure how to respond and took a prudently cautious approach, the bullish outlook is unchanged. The three price target reductions were offset by two upgrades to Outperform, strengthening the Moderate Buy consensus rating, and the price targets are bullish. The average of the fresh targets is $288.50, just above the consensus, which puts this stock near recent highs.
And trends are bullish across the sector. Sentiment is a strong Hold to Moderate Buy for the four names above; the data shows a bullish bias, with 20% to 30% near-term upside and larger gains expected over time. Institutional data is similarly bullish for the four, with institutions owning approximately 75% to 100% of their floats and accumulating in early Q3. The question is whether they buy on the dips or wait to see what happens. If institutions move to the sidelines and wait it out, JBHT’s stock price could fall to $220 or lower before hitting its solid bottom.
One detail markets are overlooking is a demand inflection. JBHT’s profit warning was accompanied by a bullish discussion on supply and demand metrics, with management highlighting improvement. With this in play, upcoming results will likely show a dual lever of business growth and profitability; if not immediately, then at least in the forward outlook. Until then, investors can expect JBHT stock to struggle in the near term but burn rubber to higher prices down the road.
Should You Invest $1,000 in J.B. Hunt Transport Services Right Now?Before you consider J.B. Hunt Transport Services, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and J.B. Hunt Transport Services wasn't on the list.
While J.B. Hunt Transport Services currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.
Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.
Get This Free Report
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
J.B. Hunt uvedla, že zisk mezi 2. a 3. čtvrtletím čeká o 5 % až 10 % nižší kvůli vyšším nákladům a drahé naftě. Akcie ve středu klesly o více než 10 %.
Shares of J.B. Hunt plunged more than 10% on Wednesday after the trucking company said it expects its earnings to drop in the third quarter.
"We kind of want to be transparent with investors and give an update that in light of these costs that are sort of hitting us, we are expecting our Q2 to Q3 earnings to actually drop 5% to 10%," CFO Brad Delco said at the Morgan Stanley Industrials conference.
Delco said between costs for recruiting, advertising, onboarding, training and sign-on bonuses, the company expects to see about $25 million more in the third quarter compared with the second quarter. He said that means J.B. Hunt is "preparing for growth."
Still, he added the company has also seen "some of the most radical and abnormal swings" in fuel prices that it has ever seen and record-high diesel prices, which are causing at least a $10 million headwind.
Delco added that he expects volumes to improve sequentially to offset the incremental pressures.
"It really is more of a timing issue," he said. "I think you can look at a glass half-empty or a glass half-full. I'm really glad that we have visibility to these costs right now."
Delco also said J.B. Hunt is working on repairing its margins, though he believes the company still has a long way to go.
J.B. Hunt stock has risen nearly 100% over the past year.
BlackRock ve 2. čtvrtletí koupil nový podíl v J.B. Hunt Transport Services za zhruba 1,833 miliardy USD, když získal 6 335 217 akcií, a drží asi 6,75 % firmy. Akcie JBHT zároveň ve čtvrtletí překonaly odhad EPS o 0,20 USD a tržby 3,50 miliardy USD byly nad očekáváním 3,26 miliardy USD.
BlackRock Inc. bought a new stake in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund bought 6,335,217 shares of the transportation company’s stock, valued at approximately $1,833,602,000. BlackRock Inc. owned approximately 6.75% of J.B. Hunt Transport Services at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently bought and sold shares of the business. AQR Capital Management LLC boosted its stake in shares of J.B. Hunt Transport Services by 411.5% in the second quarter. AQR Capital Management LLC now owns 1,799,843 shares of the transportation company’s stock valued at $258,457,000 after purchasing an additional 1,447,993 shares during the period. Norges Bank purchased a new stake in J.B. Hunt Transport Services during the 4th quarter worth approximately $200,587,000. Bessemer Group Inc. lifted its holdings in J.B. Hunt Transport Services by 75,567.4% during the 4th quarter. Bessemer Group Inc. now owns 1,006,377 shares of the transportation company’s stock worth $195,580,000 after buying an additional 1,005,047 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in J.B. Hunt Transport Services during the 2nd quarter worth approximately $187,701,000. Finally, Qube Research & Technologies Ltd boosted its position in J.B. Hunt Transport Services by 338.0% in the 3rd quarter. Qube Research & Technologies Ltd now owns 823,089 shares of the transportation company’s stock valued at $110,434,000 after buying an additional 635,172 shares during the period. 74.95% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets Several research firms have commented on JBHT. Benchmark boosted their price target on shares of J.B. Hunt Transport Services from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, June 26th. Evercore reiterated an “outperform” rating and issued a $248.00 price objective on shares of J.B. Hunt Transport Services in a research note on Monday, May 11th. Susquehanna set a $345.00 target price on J.B. Hunt Transport Services in a report on Thursday, July 16th. Wall Street Zen raised J.B. Hunt Transport Services from a “hold” rating to a “buy” rating in a research note on Sunday, June 7th. Finally, Weiss Ratings upgraded J.B. Hunt Transport Services from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, August 4th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, J.B. Hunt Transport Services currently has an average rating of “Moderate Buy” and an average target price of $286.30.
View Our Latest Research Report on JBHT J.B. Hunt Transport Services Price Performance Shares of JBHT opened at $272.42 on Thursday. J.B. Hunt Transport Services, Inc. has a twelve month low of $130.12 and a twelve month high of $299.76. The firm’s fifty day simple moving average is $279.15 and its 200-day simple moving average is $250.45. The firm has a market capitalization of $25.59 billion, a price-to-earnings ratio of 38.59, a PEG ratio of 1.72 and a beta of 1.30. The company has a current ratio of 1.26, a quick ratio of 1.26 and a debt-to-equity ratio of 0.31.
J.B. Hunt Transport Services (NASDAQ:JBHT – Get Free Report) last released its quarterly earnings data on Wednesday, July 15th. The transportation company reported $1.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.71 by $0.20. The business had revenue of $3.50 billion during the quarter, compared to analysts’ expectations of $3.26 billion. J.B. Hunt Transport Services had a net margin of 5.31% and a return on equity of 18.75%. The company’s revenue for the quarter was up 19.4% on a year-over-year basis. During the same period in the previous year, the company earned $1.31 EPS. Equities analysts forecast that J.B. Hunt Transport Services, Inc. will post 7.75 EPS for the current fiscal year.
J.B. Hunt Transport Services Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Shareholders of record on Friday, August 7th will be issued a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Friday, August 7th. J.B. Hunt Transport Services’s payout ratio is 25.50%.
Insider Activity In other news, EVP Brian Webb sold 1,500 shares of the company’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $284.01, for a total transaction of $426,015.00. Following the completion of the transaction, the executive vice president directly owned 15,881 shares of the company’s stock, valued at approximately $4,510,362.81. This represents a 8.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP David Keefauver sold 703 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $285.13, for a total value of $200,446.39. Following the completion of the transaction, the executive vice president owned 790 shares in the company, valued at approximately $225,252.70. The trade was a 47.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 2.50% of the company’s stock.
(Free Report)
J.B. Hunt Transport Services, Inc is a leading provider of transportation and logistics solutions headquartered in Lowell, Arkansas. The company offers a comprehensive suite of services designed to move freight efficiently across North America, including intermodal, dedicated contract services, full truckload, less-than-truckload (LTL), final mile delivery and specialized transport.
In its intermodal segment, J.B. Hunt leverages a network of rail and truck assets to transport containers and trailers on major U.S.
Read More Five stocks we like better than J.B. Hunt Transport Services Bloom Energy’s AI Surge Meets a Valuation Reality Check Target Is Winning Shoppers Back—Can the Rally Reach $180? IonQ’s Space Contract Points to a New Frontier for Quantum Investors Is Apple’s AI Strategy Smarter Than Skeptics Think?
Receive News & Ratings for J.B. Hunt Transport Services Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for J.B. Hunt Transport Services and related companies with MarketBeat.com's FREE daily email newsletter.
J.B. Hunt vidí sílící přepravní prostředí a očekává, že cenové příležitosti v intermodální dopravě porostou až do roku 2027. Firma těží z napjatější kapacity, vyšších sazeb truckloadu a silných železničních služeb.
These 3 Most-Upgraded Stocks Have Almost Nothing to Do With AIJ.B. Hunt Transport Services NASDAQ: JBHT executives said the company sees a strengthening freight environment, supported by tightening capacity, improving truckload pricing and sustained rail service quality, while emphasizing that intermodal pricing opportunities may build into 2027.
Speaking at Deutsche Bank’s Industrial Conference, Chief Financial Officer Brad Delco said the company believes the current cycle remains in its early stages. He said customer forecasts generally tracked expectations in the fourth quarter, while available capacity tightened, which J.B. Hunt initially attributed largely to supply attrition. Demand indicators subsequently improved, he said, though housing remains a missing source of freight demand.
Get JBHT alerts:
J.B. Hunt Stock Could Reach $340 as Trucking Capacity ShrinksDelco noted that most of J.B. Hunt’s earnings come from its dedicated and intermodal operations, which do not move in lockstep with the broader trucking cycle. Dedicated contracts generally run for five years and include fixed and variable pay components, while intermodal pricing historically lags truckload pricing by two to three quarters.
Intermodal value proposition and pricing Delco said J.B. Hunt’s intermodal offering is particularly competitive because of the combination of elevated fuel prices, rising truckload rates and solid rail service. The company competes on cost, capacity and service, he said, and a reliable rail product paired with a discount to truckload transportation creates a strong value proposition.
JBHT Burns Rubber, Hits the Highway to a $300 Price TagStacey Griffin, senior vice president of intermodal pricing, said demand for J.B. Hunt’s intermodal services has risen as highway spot and contract pricing increased. She said the company was not able to fully reflect intermodal’s value proposition in pricing over the last 12 months, but now sees “meaningful opportunities” to be paid appropriately as it moves into 2027.
Griffin said the company’s 2026 bid season was largely complete, with transcontinental pricing more competitive than expected despite positive pricing and volume. She expects more opportunities as the next bid cycle begins. J.B. Hunt reprices roughly 10% of its business in the fourth quarter and about 30% in each of the following three quarters, according to Griffin.
She described the current summer as the “summer of many mini-bids,” citing opportunities to price new business, revisit earlier pricing and shift freight from highway transportation to intermodal. Griffin said the company has seen more new customer names, including customers that had not previously explored intermodal options.
Delco said J.B. Hunt typically sees a 10% to 15% pricing gap between intermodal and truckload in the Eastern network and about a 25% gap in transcontinental freight. While the current gap is wider, he said truckload contract rates may continue rising, creating further room for intermodal pricing adjustments.
Rail service and conversion opportunity Executives said rail service has been consistently strong for roughly two to three years, helping customers gain confidence in shifting freight from highway to rail. Griffin said customers want reliable service not only during low-volume periods but also when industry volumes rise.
Delco said J.B. Hunt moved a record amount of intermodal volume in 2025 despite what he described as one of the worst freight recessions on record. In the company’s most recent second quarter, Eastern network volumes grew 16% against a 15% comparison, he said. J.B. Hunt has identified an estimated 7 million to 11 million loads of potential highway-to-rail conversion opportunity, with most of that freight located in the East.
Driver capacity, costs and margins Griffin said J.B. Hunt’s drayage operations represent a competitive advantage during a tighter driver market. The company outsources about 10% to 15% of its intermodal drayage moves, retaining third-party capacity for peak periods while relying primarily on its own operations.
Delco said the company’s driver needs are at their highest level since 2022. He pointed to J.B. Hunt’s day-cab fleet and dedicated operations as advantages in recruiting and retention, noting that more than half of its trucks are day cabs and its dedicated fleet averages a length of haul of roughly 180 miles.
The company continues to target intermodal operating margins of 10% to 12%. Delco said the range reflects the capital required for containers, chassis, trucks, terminals and maintenance infrastructure, as well as the risks associated with freight transportation. He said J.B. Hunt expects growth to improve as it executes on its lower-cost-to-serve initiatives.
J.B. Hunt has reached a $135 million run rate from its cost-to-serve program, Delco said. While much of the initial low-hanging fruit has been addressed, he said the company sees additional potential from discipline around cost metrics and from using technology and artificial intelligence to improve processes.
Capital spending and other business lines Delco said annual maintenance capital expenditures of about $700 million, net of proceeds, is an appropriate general framework, though the level can vary with pricing and fuel conditions. Dedicated capital spending is largely tied to new customer contracts, and Delco said a record dedicated-business pipeline could drive more equipment investment. J.B. Hunt has enough intermodal containers to support growth currently, though continued strong growth could bring forward the need for additional container purchases.
In its Integrated Capacity Solutions brokerage business, Delco said the second quarter brought significant gross-margin pressure as purchased transportation costs rose. However, the segment returned to profitability during the quarter. He said pricing in brokerage can adjust faster because of its transactional nature, and the company is focused on resetting customer prices and procuring capacity efficiently.
On autonomous trucking, Delco said J.B. Hunt views the technology as potentially beneficial for safety and capable of expanding intermodal’s addressable market in certain long-drayage lanes. However, he maintained that rail will remain the most fuel-efficient freight mode because steel-on-steel transportation creates less friction than rubber on roads.
About J.B. Hunt Transport Services (NASDAQ:JBHT)J.B. Hunt Transport Services, Inc is a leading provider of transportation and logistics solutions headquartered in Lowell, Arkansas. The company offers a comprehensive suite of services designed to move freight efficiently across North America, including intermodal, dedicated contract services, full truckload, less-than-truckload (LTL), final mile delivery and specialized transport.
In its intermodal segment, J.B. Hunt leverages a network of rail and truck assets to transport containers and trailers on major U.S.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in J.B. Hunt Transport Services Right Now?Before you consider J.B. Hunt Transport Services, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and J.B. Hunt Transport Services wasn't on the list.
While J.B. Hunt Transport Services currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
With the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow.
JB Hunt za poslední měsíc po výsledcích oslabil o 5,4 %. Ve 2. čtvrtletí vykázal EPS 1,91 USD při odhadu 1,71 USD a tržby 3,50 miliardy USD při odhadu 3,19 miliardy USD, obojí nad odhady.
It has been about a month since the last earnings report for JB Hunt (JBHT - Free Report) . Shares have lost about 5.4% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is JB Hunt due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.
Earnings Beat at J.B. Hunt in Q2J.B. Hunt Transport Services reported second-quarter 2026 earnings of $1.91 per share, up 45.8% from $1.31 a year ago. The figure beat the Zacks Consensus Estimate of $1.71 by 11.7%. Operating revenues climbed 19.4% year over year to $3.50 billion and surpassed the consensus mark of $3.19 billion by 9.5%. Higher volumes and pricing across several businesses supported growth, led by a 10% increase in Intermodal loads.
JBHT's Intermodal Business Leads the UpswingIntermodal revenues increased 22% year over year to $1.75 billion. Volume rose 10%, with transcontinental loads up 5% and Eastern network loads advancing 16%. Revenue per load increased to $3,034 from $2,738, while the metric excluding fuel surcharge revenue improved 1%.
Operating income surged 58% to $150.9 million. Stronger network efficiency, drayage productivity, fewer empty container moves and lower storage expense supported the gain. Cost-to-serve initiatives also helped, though higher insurance and professional driver expenses partly offset the improvement.
J.B. Hunt's Dedicated Operations Stay SteadyDedicated Contract Services revenues rose 9% to $920.7 million. Revenue per truck per week advanced 9% to $5,635, while average truck count was approximately flat. Productivity excluding fuel surcharge revenues increased 2% due to contracted index-based price escalators.
Operating income grew 9% to $102.5 million. Higher revenues, lower group medical claims and continued cost reductions supported profitability. Higher insurance premiums, equipment-related expenses and new-business onboarding costs limited the upside. Customer retention remained approximately 96%.
JBHT's Brokerage Unit Returns to ProfitIntegrated Capacity Solutions’ revenues jumped 49% to $388.5 million. Segment volume increased 19%, while revenue per load rose 26% to $2,477. Contractual freight represented 65% of total loads and 63% of revenues during the quarter.
The segment posted operating income of $1.7 million compared with a loss of $3.6 million a year earlier. Higher volume and revenue per load lifted gross profit despite a 54% increase in purchased transportation expense. Gross margin narrowed to 12.5% from 15.5%, but improved from 12.0% in the first quarter of 2026.
J.B. Hunt's Truckload Costs Pressure ResultsTruckload revenues increased 35% to $239.7 million. Revenues excluding fuel surcharge climbed 28% as load volume grew 14% and revenue per load excluding fuel surcharge advanced 13%. Trailer turns improved 13% because of better network balance and velocity.
The business recorded an operating loss of $1.3 million versus an operating income of $3.4 million in the prior-year quarter. Higher purchased transportation costs drove a 12% decline in gross profit. Cost management and productivity gains provided only a partial offset.
JBHT's Final Mile Sales and Profit DeclineFinal Mile Services revenues fell 6% to $198.0 million. The decrease reflected known business losses tied to efforts to improve account quality and profitability. Stabilizing demand and new business implemented during the past year partly cushioned the decline.
Operating income dropped 30% to $5.6 million. Lower revenues and higher purchased transportation expenses weighed on results. Reduced claims and facility rental expenses, along with continued cost-to-serve improvements, softened the pressure.
J.B. Hunt Expands Margins Despite Higher Transport CostsCompanywide operating income rose 32% to $259.5 million, while operating margin improved to 7.4% from 6.7%. Higher revenues, productivity gains, structural cost reductions and lower medical claims supported margin expansion.
Rents and purchased transportation increased to 48.0% of revenues from 43.3%, reflecting cost pressure in highway-related operations. Salaries, wages and employee benefits declined to 23.5% of revenues from 27.9%, while general and administrative expenses fell to 1.9% from 2.6%.
JBHT Strengthens Its Debt PositionNet cash provided by operating activities totaled $723.3 million for the first six months of 2026 compared with $806.2 million a year earlier. Net capital expenditures declined to $144.9 million from $399.1 million.
Total debt stood at approximately $1.15 billion at June 30, 2026. JBHT repurchased roughly 392,000 shares for about $98 million during the quarter, leaving approximately $791 million under its authorization. The company also narrowed its expected 2026 tax-rate range to 24.0%-24.5%.
How Have Estimates Been Moving Since Then?It turns out, estimates revision have trended upward during the past month.
VGM ScoresAt this time, JB Hunt has a strong Growth Score of A, though it is lagging a lot on the Momentum Score front with an F. Charting a somewhat similar path, the stock has a grade of D on the value side, putting it in the bottom 40% for this investment strategy.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise JB Hunt has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
J.B. Hunt Transport Services oznámila pravidelnou čtvrtletní dividendu 0,45 USD na akcii. Vyplacena bude 21. srpna 2026 akcionářům k rozhodnému dni 7. srpna 2026.
LOWELL, Ark.--(BUSINESS WIRE)--J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) announced today that its Board of Directors has declared a regular quarterly dividend on its common stock of $ 0.45 (forty five cents) per common share. The dividend is payable to stockholders of record on August 7, 2026 and will be paid on August 21, 2026.
About J.B. Hunt
J.B. Hunt’s vision is to create the most efficient transportation network in North America. The company’s industry-leading solutions and mode-neutral approach generate value for customers by eliminating waste, reducing costs and enhancing supply chain visibility. Powered by one of the largest company-owned fleets in the country and third-party capacity through its J.B. Hunt 360°® digital freight marketplace, J.B. Hunt can meet the unique shipping needs of any business, from first mile to final delivery, and every shipment in-between. Through disciplined investments in its people, technology and capacity, J.B. Hunt is delivering exceptional value and service that enable long-term growth for the company and its stakeholders.
J.B. Hunt Transport Services Inc. is an S&P 500 company and a component of the Dow Jones Transportation Average. Its stock trades on NASDAQ under the ticker symbol JBHT. J.B. Hunt Transport Inc. is a wholly owned subsidiary of JBHT. The company’s services include intermodal, dedicated, refrigerated, truckload, less-than-truckload, flatbed, single source, last mile, transload and more. For more information, visit www.jbhunt.com.
Key Takeaways J.B. Hunt's operating margin improved to 7.4% as revenue growth and cost actions lifted profitability. JBHT's second-quarter intermodal volume rose 10%, while segment operating income climbed 58%. Liquidity, driver hiring and higher purchased-transportation costs remain key operating risks for JBHT. J.B. Hunt Transport Services (JBHT - Free Report) is moving through a better freight backdrop with improving volume, stronger operating leverage and a clearer earnings path into 2027.
The setup is not risk-free, but the company’s second-quarter performance shows how tighter truck capacity, stronger intermodal demand and internal cost discipline can work together when freight conditions improve.
JBHT’s Business Mix Sets the StageJ.B. Hunt operates across five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services and Truckload. That structure gives the company a broad role in North American freight, spanning rail-linked transportation, private fleet outsourcing, brokerage, last-mile delivery and full-truckload service.
The mix matters. Intermodal generated 50% of 2025 revenues, while Dedicated Contract Services contributed 28.3%. That gives JBHT meaningful exposure to both cyclical freight recovery and longer-term contractual business.
Schneider National (SNDR - Free Report) is a relevant peer because it also competes across truckload, intermodal and logistics. Knight-Swift Transportation (KNX - Free Report) also belongs in the discussion because its truckload and logistics footprint gives investors another way to track capacity and pricing trends across the trucking cycle.
J.B. Hunt’s Intermodal Edge Is BackIntermodal is the key driver behind JBHT’s improved outlook. In the second quarter of 2026, intermodal volume increased 10%, including 16% growth in the eastern network.
Segment operating income rose 58% in the same period. That gain shows the power of network density when volumes recover, because stronger utilization can reduce empty container moves, storage expense and drayage inefficiencies.
The broader market is also helping. Higher fuel costs and constrained truck capacity make road-to-rail conversion more attractive for shippers seeking cost-efficient capacity. J.B. Hunt’s scale, rail relationships and intermodal equipment base give it a stronger position when customers look for reliable alternatives to highway-only freight.
JBHT’s Cost Actions Are Lifting ProfitabilityJ.B. Hunt’s recovery is not only about volume. Companywide operating income increased 32% in the second quarter of 2026, and operating margin improved to 7.4% from 6.7% a year earlier.
The improvement came from several practical sources. Higher revenue, lower medical claims, reduced facility and storage costs, and ongoing cost-to-serve initiatives all supported profitability.
Intermodal density added another layer of leverage. As more freight moved through the network, the company benefited from lower empty container activity and better productivity in drayage operations. These are operational improvements, not just favorable comparisons.
Driven by the tailwinds, shares of JBHT have outperformed its industry over the past six months.
6-Month Price ComparisonImage Source: Zacks Investment Research
J.B. Hunt Still Has Real Operating RisksLiquidity remains a watch item. Cash and cash equivalents were approximately $4.2 million at June 30, 2026, while outstanding debt was $1.15 billion.
Driver hiring is another constraint. Management indicated that driver need had reached the highest level since June 2022 as demand and customer wins increased. A tighter driver market can raise compensation costs or slow the onboarding of new business.
Purchased transportation expense also remains a pressure point. Integrated Capacity Solutions saw purchased transportation expense rise 54% in the second quarter, while Truckload recorded an operating loss as higher third-party capacity costs hurt gross profit.
Why JBHT’s Signals Still Look FavorableThe bottom line is that JBHT’s outlook has improved because demand recovery is showing up in its most important operating channels, while internal cost actions are supporting margin repair. The key question is whether stronger freight demand can keep outrunning liquidity, labor and purchased-transportation pressures.
The stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
JBHT also has a Value Score of D, Growth Score of B, Momentum Score of A and VGM Score of B.
That mix suggests the strongest parts of the story are earnings momentum, operating traction and share-price momentum rather than valuation appeal alone. For investors watching the freight cycle, JBHT’s current profile points to a company with improving near-term prospects, balanced by valuation and execution risks that still deserve attention.
Greenwood Gearhart LLC v prvním čtvrtletí snížila podíl v J.B. Hunt Transport Services o 1,8 % a prodala 3 543 akcií. Po transakci držela 198 296 akcií v hodnotě 42,019 mil. USD na konci posledního čtvrtletí.
Greenwood Gearhart LLC cut its holdings in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT – Free Report) by 1.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 198,296 shares of the transportation company’s stock after selling 3,543 shares during the period. J.B. Hunt Transport Services accounts for about 2.3% of Greenwood Gearhart LLC’s portfolio, making the stock its 17th largest holding. Greenwood Gearhart LLC owned approximately 0.21% of J.B. Hunt Transport Services worth $42,019,000 at the end of the most recent quarter.
Several other hedge funds also recently added to or reduced their stakes in JBHT. CYBER HORNET ETFs LLC purchased a new stake in J.B. Hunt Transport Services in the second quarter valued at $31,000. International Assets Investment Management LLC purchased a new position in shares of J.B. Hunt Transport Services during the 4th quarter worth $32,000. MUFG Securities EMEA plc purchased a new position in shares of J.B. Hunt Transport Services during the 2nd quarter worth $34,000. Whittier Trust Co. increased its position in shares of J.B. Hunt Transport Services by 39.1% during the 4th quarter. Whittier Trust Co. now owns 178 shares of the transportation company’s stock worth $37,000 after purchasing an additional 50 shares during the last quarter. Finally, CIBC Private Wealth Group LLC increased its position in shares of J.B. Hunt Transport Services by 34.3% during the 4th quarter. CIBC Private Wealth Group LLC now owns 188 shares of the transportation company’s stock worth $37,000 after purchasing an additional 48 shares during the last quarter. 74.95% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In Several analysts recently issued reports on the stock. Stifel Nicolaus boosted their price objective on shares of J.B. Hunt Transport Services from $225.00 to $261.00 and gave the company a “hold” rating in a report on Monday, July 13th. TD Cowen increased their target price on shares of J.B. Hunt Transport Services from $265.00 to $297.00 and gave the stock a “hold” rating in a research note on Thursday. Argus set a $285.00 price target on shares of J.B. Hunt Transport Services in a research report on Monday, April 20th. Benchmark boosted their price target on shares of J.B. Hunt Transport Services from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, June 26th. Finally, Stephens upped their price objective on shares of J.B. Hunt Transport Services from $360.00 to $370.00 and gave the stock an “overweight” rating in a report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $286.30.
Get Our Latest Research Report on J.B. Hunt Transport Services
Key Headlines Impacting J.B. Hunt Transport Services Here are the key news stories impacting J.B. Hunt Transport Services this week:
Positive Sentiment: JBHT was added to Zacks’ “Strong Buy” momentum list, signaling improving technical and fundamental momentum. Best Momentum Stocks to Buy for July 17th Positive Sentiment: Analysts raised price targets after the earnings beat, including JPMorgan, Robert W. Baird, Barclays, Citigroup, and TD Cowen, reflecting confidence in the recovery and margin improvement. Positive Sentiment: Reports highlighted shrinking trucking capacity and a shift toward intermodal freight, which could support stronger pricing and volume trends for JBHT. J.B. Hunt Stock Could Reach $340 as Trucking Capacity Shrinks Positive Sentiment: JBHT was also featured on relative-strength and momentum screens, indicating that investors see it as one of the stronger names in a choppy market. 5 Top Stocks With Relative Price Strength to Buy Right Now Neutral Sentiment: One Zacks article cautioned that while earnings growth and estimate revisions support the rally, the stock’s premium valuation means investors should remain selective. Is JBHT Stock too Expensive or Still Attractive After Its Rally? Neutral Sentiment: Analysts’ consensus remains constructive, with coverage still centered around a “Moderate Buy” view. Insider Activity In related news, EVP Spencer Frazier sold 2,000 shares of J.B. Hunt Transport Services stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $258.20, for a total value of $516,400.00. Following the completion of the transaction, the executive vice president owned 4,604 shares in the company, valued at $1,188,752.80. The trade was a 30.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Bradley W. Hicks sold 7,644 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $261.91, for a total transaction of $2,002,040.04. Following the transaction, the insider owned 23,982 shares of the company’s stock, valued at $6,281,125.62. This trade represents a 24.17% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 18,119 shares of company stock valued at $4,736,095. 2.50% of the stock is owned by corporate insiders.
J.B. Hunt Transport Services Stock Performance NASDAQ:JBHT opened at $291.41 on Monday. J.B. Hunt Transport Services, Inc. has a 12-month low of $130.12 and a 12-month high of $299.76. The firm has a market cap of $27.48 billion, a PE ratio of 41.28, a price-to-earnings-growth ratio of 1.87 and a beta of 1.29. The company has a current ratio of 1.26, a quick ratio of 1.26 and a debt-to-equity ratio of 0.31. The stock has a fifty day moving average price of $274.31 and a 200 day moving average price of $238.54.
J.B. Hunt Transport Services (NASDAQ:JBHT – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.91 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.20. The company had revenue of $3.50 billion for the quarter, compared to the consensus estimate of $3.26 billion. J.B. Hunt Transport Services had a return on equity of 18.75% and a net margin of 5.31%.J.B. Hunt Transport Services’s revenue was up 19.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.31 EPS. Sell-side analysts anticipate that J.B. Hunt Transport Services, Inc. will post 7.6 earnings per share for the current fiscal year.
J.B. Hunt Transport Services Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were given a dividend of $0.45 per share. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 0.6%. J.B. Hunt Transport Services’s payout ratio is currently 25.50%.
J.B. Hunt Transport Services Profile (Free Report)
J.B. Hunt Transport Services, Inc is a leading provider of transportation and logistics solutions headquartered in Lowell, Arkansas. The company offers a comprehensive suite of services designed to move freight efficiently across North America, including intermodal, dedicated contract services, full truckload, less-than-truckload (LTL), final mile delivery and specialized transport.
In its intermodal segment, J.B. Hunt leverages a network of rail and truck assets to transport containers and trailers on major U.S.
Further Reading Five stocks we like better than J.B. Hunt Transport Services Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
Receive News & Ratings for J.B. Hunt Transport Services Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for J.B. Hunt Transport Services and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEBank of New York Mellon Corp Has $136.53 Million Stock Holdings in J.B. Hunt Transport Services, Inc. $JBHT
Live Coverage Updates appear automatically as they are published.
Live Updates 1 hour ago
Live
That wraps up our initial coverage of JBHT’s Q2 results. Thank you for stopping by!
1 hour ago
Live
With J.B. Hunt Transport Services (NASDAQ:JBHT | JBHT Price Prediction) already out with a clean Q2 beat, revisiting the Q1 2026 call clarifies why tonight’s report landed the way it did. Here are the three items from April’s call that mattered most going into this quarter.
Last Quarter’s Top 3 Takeaways: Intermodal set the runway. Q1 posted the highest first-quarter intermodal volume in company history, with segment operating income up 21% and eastern network loads up 7%. That truck-to-intermodal conversion story primed the market for tonight’s 22% intermodal revenue growth and 58% segment operating income jump. Structural cost work was compounding. Management pointed to lower equipment-related costs and productivity gains driving operating margin to 6.8% from 6.1%. CEO Shelley Simpson framed it as leveraging “investments in our People, Technology, and Capacity,” signaling prior guidance was conservative and setting up the 32% operating income jump just reported. ICS margin was the swing factor analysts were still watching. Q1 saw ICS volume up 10% and revenue per load up 9%, yet gross margin compressed to 12.0% from 15.3% on higher purchased transportation. That was the single largest overhang into tonight, and Q2’s 49% ICS revenue growth and return to operating profit resolved it decisively. Simpson’s tone in April was measurably more upbeat than Q4 2025’s “operational excellence” framing, and the 24.0%-25.0% full-year tax guide, plus $888 million in remaining buyback capacity, provided the tailwinds that Q2 just cashed in on.
1 hour ago
Live
J.B. Hunt Transport Services just reported second-quarter earnings, with shares initially up 4.2% following the report. Here are the key numbers:
Revenue: $3.50 billion vs. $3.26 billion expected EPS: $1.91 vs. $1.73 expected Operating income: $259.5 million, up 32% year over year Net income: $181.0 million, up 41% year over year Quick Read:
J.B. Hunt delivered a clean beat on revenue and earnings, led by 22% intermodal revenue growth and a 58% jump in segment operating income.
Integrated Capacity Solutions also reached an important inflection point, with revenue soaring 49% and the business returning to an operating profit after posting a loss last year.
1 hour ago
Live
With J.B. Hunt Transport Services (NASDAQ:JBHT) minutes from reporting, the sell-side sits at a consensus target of $281 against a current quote near $272.82, implying roughly 2.9% upside.
The distribution skews bullish: 13 Buys, 9 Holds, and 1 Sell. The high target of $329 from Bernstein sits well above spot; the low is anchored by Morgan Stanley’s Underweight.
Today’s fresh Citizens initiation at Market Perform tightens that spread, flagging valuation stretch after the 45.08% YTD run. With shares trading at a 43x P/E, tonight’s guidance likely dictates whether targets migrate higher or compress toward consensus.
Firm Analyst Rating Price Target Date Citizens N/A Market Perform N/A Jul 15, 2026 Bernstein N/A Outperform $329 Recent Susquehanna N/A Positive $326 Recent Morgan Stanley N/A Underweight N/A Recent Consensus 22 firms Bullish $281 Jul 2026 2 hours ago
Live
J.B. Hunt Transport Services (NASDAQ:JBHT) trades at $272.72, down 2.9% intraday and 2.93% over the past month, with the full-chain put/call ratio at 1.1 signaling a mild defensive tilt.
KPIs That Matter Intermodal volumes, especially eastern network growth following Q1’s 7% load increase. ICS gross margin recovery from 12.0%, down from 15.3% a year earlier. DCS truck sales tracking toward the 800-1,000 net new trucks annual target. Move Triggers Historical earnings-day moves average 4.29%, ranging from -7.68% to +22.14%. A clean beat above $1.7273 EPS with intermodal margin expansion could extend the rally toward the $315.93 crowd target.
2 hours ago
Live
Bull Case Beat streak intact: 3 of the last 4 quarters topped EPS estimates, with Q1 2026 delivering a +3.02% surprise. Analyst momentum: Bernstein upgraded to Outperform with a $329 target; Susquehanna lifted its target to $326. Intermodal engine: Q1 posted the highest first-quarter volume in company history, with segment operating income up 21%. Buyback firepower: Roughly $888 million remains authorized. Bear Case Valuation stretched: Shares trade at a 43x P/E, prompting Morgan Stanley’s Underweight downgrade. ICS margin compression: Gross margin fell to 12.0% from 15.3%. Insider selling: $4.7 million in recent sales alongside 17 net-selling transactions. High bar: A 45.08% YTD run leaves little cushion if guidance disappoints. 2 hours ago
Live
Top 5 Analyst Questions: Can Intermodal sustain 21% operating income growth as eastern network conversion matures? Why did ICS gross margin compress to 12.0% from prior highs, and when does it stabilize? Is DCS fleet contraction (19 fewer trucks YoY) a demand signal or discipline? How does management justify the 43 P/E after the 45.08% YTD move? Pace of the remaining $888 million buyback given cash at $4.6M? Key Topics: tariff/trade impact, peak surcharge timing, insurance and casualty claims, trailer turns.
Red Flags: Further ICS margin erosion FMS declines beyond -6% Revenue-per-load weakness Rising purchased transportation expense Cautious commentary on freight demand that undermines the $326-$329 bull-case targets 2 hours ago
Live
This live blog is being updated by Thomas Richmond, a 24/7 Wall St. contributor. You’ll get expert analysis of J.B. Hunt’s earnings.
Simply stay on this page, and new updates will appear below automatically. We expect J.B. Hunt’s earnings to be released shortly after 4:05 p.m. ET.
2 hours ago
Live
J.B. Hunt Transport Services enters its second-quarter earnings report tonight with Wall Street expecting earnings per share of $1.7273 and revenue of $3.25 billion.
The same investor newsletter that told subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005 still publishes two new stock picks every month. Over 23 years, Motley Fool's Stock Advisor has more than quadrupled the S&P 500. New members get this month's picks, the Top 10 Rankings, and a 30-day money-back guarantee. Click here to unlock their next top stocks while new members are still being accepted.
The company has become a proxy for tracking the broader freight recovery, making tonight’s results an important read on shipping volumes, pricing, and transportation demand across the U.S. economy.
The central question is whether continued intermodal momentum can offset the slower recovery in J.B. Hunt’s Integrated Capacity Solutions business. Investors will be watching for stronger volumes and margins in intermodal, along with evidence that ICS is moving toward sustainable profitability.
J.B. Hunt shares have climbed 86.31% over the past year, sharpening the debate over how much of the recovery is reflected in the stock. Wall Street remains broadly constructive, with 13 Buy ratings, nine Holds, and one Sell, but Morgan Stanley’s valuation concerns could return quickly if earnings fail to keep pace with the rally.
Tonight’s guidance may ultimately matter more than the headline results. Consumer sentiment sits at a recessionary 44.8, creating uncertainty around future freight demand. A strong report and confident outlook could validate J.B. Hunt’s rally, while soft volumes, weak margin recovery, or cautious guidance could pressure both the stock and the broader transportation sector.
J.B. Hunt Transport Services (NASDAQ:JBHT) reports Q2 2026 results tonight at 4:05 PM ET after the market closes. With shares near $277.37 and a P/E of 44, tonight’s numbers must validate the freight-cycle recovery thesis embedded in the stock.
Momentum Meets a Steeper Bar In Q1, JBHT delivered a clean beat: EPS of $1.49 on revenue of $3.06 billion, up 4.6% YoY, with operating margin expanding to 6.8% from 6.1%. Intermodal set a first-quarter volume record, and operating income there jumped 21%.
Since that April report, JBHT has rallied hard. The stock is up 45.08% year-to-date, and Bernstein upgraded it to Outperform with a $329 target on July 10. Morgan Stanley cut to Underweight at $200, calling much of the upcycle already priced in.
Consensus Estimates Metric Q2 2026 Est. YoY Change Q1 2026 Actual Revenue $3.25B +10.9% $3.06B EPS (Normalized) $1.7273 +31.9% $1.49 The Street wants sequential acceleration versus Q2 2025 EPS of $1.31. That embeds pricing traction in ICS and Truckload plus continued intermodal leverage. Any slippage in operating margin lands against a stretched multiple.
Watchpoints: Intermodal Pricing and ICS Margin Recovery Tonight, I’ll be watching how CEO Shelley Simpson frames the freight cycle. In April, she said “we believe we are on a path of recovery” and described capacity as inverted.
Investors will also focus on Integrated Capacity Solutions (ICS) gross margin, which compressed to 12.0% from 15.3%. COO Nick Hobbs noted “we are winning more volume and securing rate increases,” so any sequential improvement validates the bid-season narrative.
Also, I’ll track intermodal pricing discipline. Executive Vice President Darren Field warned transcon bid season had been “more competitive” than expected, and the Eastern network’s 7% load growth requires staying power.
Another metric to watch is cost-to-serve progress, currently pacing north of $130 million for the year versus a $100 million target, plus buyback cadence against the $888 million remaining authorization.
Earnings History Quarter EPS Surprise Reported EPS Q1 2026 +3.02% $1.49 Q4 2025 +4.78% $1.90 Q3 2025 +20.55% $1.76 Q2 2025 -0.86% $1.31 On average, shares moved roughly 10.79% higher seven days after the last earnings release.
If You'd Bought Amazon When the Motley Fool Said To…In September 2002, Stock Advisor told subscribers to buy Amazon. In December 2004, Netflix. In April 2005, Nvidia. The newsletter still publishes two new stock picks every month — and over 23 years, has more than quadrupled the S&P 500. Here's how to get this month's picks:
- Join Stock Advisor for one year, with a 30-day money-back guarantee
- Get this month's two new picks — plus the Top 10 Rankings and the full historical pick list
- Read the analysis, decide for yourself, and trade through your own brokerage
Five years from now, you'll probably wish you'd bought this month's picks. Don't miss them.
J.B. Hunt Transport Services zveřejní výsledky za 2. čtvrtletí po uzavření trhu ve středu 15. července. Analytici čekají zisk na akcii 1,71 USD a tržby 3,21 miliardy USD.
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) will release its second quarter earnings report after the closing bell on Wednesday, July 15.
Analysts expect the Lowell, Arkansas-based company to report quarterly earnings of $1.71 per share, up from $1.31 per share in the year-ago period. The consensus estimate for J.B. Hunt Transport’s quarterly revenue is $3.21 billion. It reported $2.93 billion last year, according to Benzinga Pro.
On April 15, J.B. Hunt Transport Services reported better-than-expected first-quarter financial results.
J.B. Hunt Transport shares fell 1% to close at $275.00 on Tuesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying JBHT stock? Here’s what analysts think:
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
