Zacks Research Issues Pessimistic Estimate for JBHT Earnings

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) – Investment analysts at Zacks Research lowered their Q2 2025 earnings per share estimates for shares of J.B. Hunt Transport Services in a research report issued on Thursday, January 30th. Zacks Research analyst S. Goswami now expects that the transportation company will earn $1.54 per share for the quarter, down from their previous estimate of $1.70. The consensus estimate for J.B. Hunt Transport Services’ current full-year earnings is $6.62 per share. Zacks Research also issued estimates for J.B. Hunt Transport Services’ Q3 2025 earnings at $1.65 EPS, Q4 2025 earnings at $1.86 EPS and FY2027 earnings at $8.86 EPS.

A number of other analysts have also weighed in on the company. TD Cowen cut their price objective on J.B. Hunt Transport Services from $180.00 to $171.00 and set a “hold” rating on the stock in a research report on Friday, January 17th. UBS Group cut their price target on J.B. Hunt Transport Services from $211.00 to $196.00 and set a “buy” rating on the stock in a report on Friday, January 17th. Stephens reiterated an “overweight” rating and issued a $205.00 price objective on shares of J.B. Hunt Transport Services in a research note on Friday, January 17th. Bank of America upped their target price on shares of J.B. Hunt Transport Services from $195.00 to $206.00 and gave the stock a “buy” rating in a research note on Thursday, January 16th. Finally, Citigroup decreased their price target on shares of J.B. Hunt Transport Services from $204.00 to $193.00 and set a “buy” rating for the company in a research note on Friday, January 17th. Six analysts have rated the stock with a hold rating and thirteen have assigned a buy rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $191.11.

J.B. Hunt Transport Services Price Performance

J.B. Hunt Transport Services stock opened at $168.97 on Monday. The company has a quick ratio of 0.94, a current ratio of 1.03 and a debt-to-equity ratio of 0.24. J.B. Hunt Transport Services has a 52-week low of $153.12 and a 52-week high of $219.51. The firm has a market cap of $17.04 billion, a PE ratio of 30.39, a price-to-earnings-growth ratio of 1.57 and a beta of 1.15. The company’s 50 day moving average is $176.61 and its two-hundred day moving average is $174.82.

J.B. Hunt Transport Services (NASDAQ:JBHT) last issued its quarterly earnings results on Thursday, January 16th. The transportation company reported $1.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.62 by ($0.09). The business had revenue of $3.15 billion for the quarter, compared to analyst estimates of $3.13 billion. J.B. Hunt Transport Services had a return on equity of 14.05% and a net margin of 4.72%. The firm’s revenue for the quarter was down 4.5% compared to the same quarter last year. During the same period in the prior year, the company posted $1.47 EPS.

J.B. Hunt Transport Services Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 21st. Shareholders of record on Friday, February 7th will be paid a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 1.04%. The ex-dividend date is Friday, February 7th. This is an increase from J.B. Hunt Transport Services’s previous quarterly dividend of $0.43. J.B. Hunt Transport Services’s dividend payout ratio is currently 30.94%.

Insiders Place Their Bets

In other news, EVP Eric Mcgee sold 145 shares of the company’s stock in a transaction dated Friday, December 6th. The shares were sold at an average price of $182.72, for a total value of $26,494.40. Following the completion of the sale, the executive vice president now directly owns 700 shares of the company’s stock, valued at approximately $127,904. This represents a 17.16 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Shelley Simpson sold 6,000 shares of the firm’s stock in a transaction dated Thursday, December 5th. The stock was sold at an average price of $183.47, for a total value of $1,100,820.00. Following the transaction, the chief executive officer now directly owns 82,264 shares in the company, valued at approximately $15,092,976.08. This represents a 6.80 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 12,159 shares of company stock valued at $2,205,393. 2.10% of the stock is currently owned by insiders.

Institutional Trading of J.B. Hunt Transport Services

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Janus Henderson Group PLC boosted its holdings in shares of J.B. Hunt Transport Services by 0.7% in the third quarter. Janus Henderson Group PLC now owns 3,374,724 shares of the transportation company’s stock valued at $581,567,000 after acquiring an additional 22,563 shares in the last quarter. State Street Corp lifted its position in J.B. Hunt Transport Services by 0.6% in the third quarter. State Street Corp now owns 3,289,874 shares of the transportation company’s stock valued at $566,944,000 after purchasing an additional 19,826 shares during the period. Parnassus Investments LLC boosted its holdings in J.B. Hunt Transport Services by 14.1% in the 3rd quarter. Parnassus Investments LLC now owns 753,005 shares of the transportation company’s stock valued at $129,765,000 after purchasing an additional 93,213 shares in the last quarter. Stifel Financial Corp increased its position in J.B. Hunt Transport Services by 1.4% during the 3rd quarter. Stifel Financial Corp now owns 641,344 shares of the transportation company’s stock worth $110,524,000 after purchasing an additional 8,997 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its stake in shares of J.B. Hunt Transport Services by 2.2% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 553,698 shares of the transportation company’s stock worth $95,419,000 after buying an additional 12,040 shares in the last quarter. 74.95% of the stock is owned by hedge funds and other institutional investors.

J.B. Hunt Transport Services Company Profile

J.B. Hunt Transport Services, Inc provides surface transportation, delivery, and logistic services in the United States. 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.