J.B. Hunt Transport Services, Inc.

J.B. Hunt Transport Services, Inc.

JBHTยทNASDAQ

$280.05

+1.6%
IndustrialsIntegrated Freight & Logistics

J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in North America. It operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The JBI segment offers intermodal freight solutions. It operates 104,973 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 85,649 units; and manages a fleet of 5,612 company-owned tractors, 582 independent contractor trucks, and 6,943 company drivers. The DCS segment designs, develops, and executes supply chain solutions that support various transportation networks. As of December 31, 2021, it operated 11,139 company-owned trucks, 544 customer-owned trucks, and 6 contractor trucks. The company also operates 21,069 owned pieces of trailing equipment and 7,753 customer-owned trailers. The ICS segment provides freight brokerage and transportation logistics solutions; flatbed, refrigerated, expedited, and less-than-truckload, as well as dry-van and intermodal solutions; an online multimodal marketplace; and logistics management for customers to outsource the transportation functions. The FMS segment offers delivery services through 1,272 company-owned trucks, 272 customer-owned trucks, and 19 independent contractor trucks; and 1,036 owned pieces of trailing equipment and 185 customer-owned trailers. The JBT segment provides dry-van freight services by utilizing tractors and trailers operating over roads and highways through 734 company-owned tractors and 11,172 company-owned trailers. It also transports or arranges for the transportation of freight, such as general merchandise, specialty consumer items, appliances, forest and paper products, food and beverages, building materials, soaps and cosmetics, automotive parts, agricultural products, electronics, and chemicals. The company was incorporated in 1961 and is headquartered in Lowell, Arkansas.

At a Glance

Live Snapshot
Market Cap$26.41B
EPS6.1200
P/E Ratio45.76
Earnings Date07/21/2026
jbht

J.B. Hunt Transport Services, Inc. Street Expectations Map

JBHT ยท NASDAQ

Wall Street analysts project that JBHT stock may decline over the coming 12 months. The consensus 1-year price target stands at 225.82, with estimates ranging from a low of 180.00 to a high of 285.00.

Lowest Target
180.00
-35.73%
Consensus Target
225.82
-19.36%
Highest Target
285.00
1.77%

The consensus 1-year price target stands at 225.82, with estimates ranging from a low of 180.00 to a high of 285.00.

Analyst Consensus Analysis

Upside Potential

-19.4%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

46.5% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.05x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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J.B. Hunt Transport Services, Inc. Forward Estimates of Revenue

JBHT ยท NASDAQ
Latest Revenue
12.00B
FY 2025
Avg Estimate
12.49B
FY 2026
Estimate Range
12.26B - 12.67B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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J.B. Hunt Transport Services, Inc. Forward Estimates of Net Income

JBHT ยท NASDAQ
Latest Net Income
598.28M
FY 2025
Avg Estimate
724.48M
FY 2026
Estimate Range
698.79M - 750.17M
Analyst Spread

Forward Growth Analysis

Projected Growth+21.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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J.B. Hunt Transport Services, Inc. Forward Estimates of EPS

JBHT ยท NASDAQ
Latest EPS
6.12
FY 2025
Avg Estimate
$7.10
FY 2026
Estimate Range
$6.80 - $7.30
Analyst Spread

Forward Growth Analysis

Projected Growth+16.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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J.B. Hunt Transport Services, Inc. Forward Estimates of EBIT

JBHT ยท NASDAQ
Latest EBIT
865.07M
FY 2025
Avg Estimate
992.28M
FY 2026
Estimate Range
974.05M - 1.01B
Analyst Spread

Forward Growth Analysis

Projected Growth+14.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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J.B. Hunt Transport Services, Inc. Forward Estimates of EBITDA

JBHT ยท NASDAQ
Latest EBITDA
1.58B
FY 2025
Avg Estimate
1.65B
FY 2026
Estimate Range
1.62B - 1.68B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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J.B. Hunt Transport Services, Inc. Forward Estimates of SG&A Expense

JBHT ยท NASDAQ
Latest SG&A Expense
281.51M
FY 2025
Avg Estimate
527.81M
FY 2026
Estimate Range
518.11M - 535.40M
Analyst Spread

Forward Growth Analysis

Projected Growth+87.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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J.B. Hunt Transport Services, Inc. Insider Positioning

JBHT ยท NASDAQ

During the last 12 months, insiders have purchased $165K and sold $13.35M worth of JBHT shares, resulting in $13.18M of net selling activity.

3 Months

Bought

0

0.00

Sold

15.9K

4.11M

Net Activity

-4.1M

-$4.11M

3-6 Months

Bought

0

0.00

Sold

31.7K

6.85M

Net Activity

-6.8M

-$6.85M

6-9 Months

Bought

12

1.94K

Sold

12.7K

2.24M

Net Activity

-2.2M

-$2.24M

9-12 Months

Bought

1.2K

163.44K

Sold

989

150.30K

Net Activity

+13K

+$13K

Top Buyers

1
ME

Mcgee Eric

Officer: Evp Of Ics

1.1K sharesโ€ข1 transactions

$161K

2
FS

Frazier Spencer

Officer: Evp Of Sales And Marketing

26 sharesโ€ข2 transactions

$4K

Top Sellers

1
HBW

Hicks Bradley W.

Officer: President Of Dcs

17.6K sharesโ€ข4 transactions

$4.11M

2
FDP

Field Darren P.

Officer: Evp And President Intermodal

19.5K sharesโ€ข3 transactions

$4.09M

3
HN

Hobbs Nicholas

Officer: Evp And Coo

4.3K sharesโ€ข2 transactions

$933K

4
KJ

Kuhlow John

Officer: Chief Accounting Officer

4.2K sharesโ€ข2 transactions

$805K

5
TJK

Thompson James K

Director, Other: Honorary Founding Director

3.3K sharesโ€ข2 transactions

$785K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $13.18M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.01:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$4.11M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.