Live financial news intelligence

Track market-moving stories before they get noisy

Real-time pulse of financial headlines curated from 5 premium feeds.

Latest market signal Czech Filtered by asset JBHT
Coverage 166,373 Raw stories ingested 21,862 rewritten in CS_CZ • 0 to rewrite (last 2 days).
Agents 7 waiting Pipeline agents
  • FMP Stock News Fetch every minute 48s ago
  • FMP Forex News Fetch every 5 min 1m ago
  • CoinGecko News Fetch every 5 min 3m ago
  • FIO Stock News Fetch every 10 min 1m ago
  • Patria Stock News Fetch every 10 min 1m ago
  • Editorial rewrite Rewrite every minute 48s ago
  • Asset sync Assets every 1 hour 20m ago

Latest coverage

Market News Feed

Scan headlines quickly, then expand any story for source context.

View
Language
Relevance
Clear
Details Date Content Source Relevance
2026-08-20 13:04 20d ago
2026-08-20 03:31 20d ago
BlackRock koupil podíl v JBHT, firma překonala odhady
JBHT JB Hunt Transport Services
FMP Stock News 78
Original source text
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.
2026-08-14 21:50 25d ago
2026-08-14 17:02 26d ago
J.B. Hunt čeká růst cen v intermodální dopravě do roku 2027
JBHT JB Hunt Transport Services
FMP Stock News 86
Original source text
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.

Get This Free Report
2026-08-14 17:01 26d ago
2026-08-14 12:31 26d ago
JB Hunt klesl, ale ve 2. čtvrtletí překonal odhady
JBHT JB Hunt Transport Services
FMP Stock News 72
Original source text
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.
2026-07-22 19:44 1mo ago
2026-07-22 15:15 1mo ago
J.B. Hunt oznámila čtvrtletní dividendu 0,45 USD
JBHT JB Hunt Transport Services
FMP Stock News 92
Original source text
-

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.

More News From J.B. Hunt Transport Services, Inc.

Back to Newsroom
2026-07-20 14:51 1mo ago
2026-07-20 10:40 1mo ago
J.B. Hunt zvýšil objem intermodálu o 10 %
JBHT JB Hunt Transport Services
FMP Stock News 78
Original source text
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. 
2026-07-20 12:27 1mo ago
2026-07-20 04:30 1mo ago
Greenwood Gearhart snížila podíl v J.B. Hunt o 1,8 %
JBHT JB Hunt Transport Services
FMP Stock News 72
Original source text
Posted by Defense World Staff on Jul 20th, 2026

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
2026-07-15 21:59 1mo ago
2026-07-15 15:11 1mo ago
J.B. Hunt překonal odhady, provozní zisk vzrostl o 32 %
JBHT JB Hunt Transport Services
FMP Stock News 78
Original source text
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.

Contact [email protected] for any questions or corrections.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
2026-07-08 12:29 2mo ago
2026-07-08 07:46 2mo ago
J.B. Hunt zveřejní výsledky ve středu, čeká se zisk na akcii 1,71 USD
JBHT JB Hunt Transport Services
FMP Stock News 78
Original source text
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

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.