Inside the research
J.B. Hunt Transport Services, Inc.
JBHT Research profile · latest available data
Price overview
$225.46
▼ -3.69 (-1.6%)
| 52w hi | $297.91 |
|---|---|
| 52w lo | $131.33 |
| Vol | 1.52M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.11
| Short | -0.24 |
|---|---|
| Medium | -0.11 |
| Long | +0.16 |
computed 2026-09-27
Key fundamentals
J.B. Hunt Transport Services, Inc.
Industrials · Integrated Freight & Logistics
| Market cap | $21.17B |
|---|---|
| Enterprise value | $22.57B |
| Trailing P/E | 32.07x |
| Forward P/E | 22.50x |
| EV / EBITDA | 13.48x |
| P / S (ttm) | 1.67x |
| Profit margin | 5.3% |
| Return on equity | 18.4% |
| Revenue growth | +19.4% |
| Earnings growth | +45.8% |
| Debt / equity | 38.37 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.32 | |
| Sector | -0.01 | |
| Technical | -0.10 | |
| Earnings | +0.00 | |
| Sentiment | -0.16 |
macro × 1.00 · 2026-09-27
Business overview
J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. The JBI segment offers intermodal freight solutions. It operates 124,838 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 104,474 units; and manages a fleet of 5,880 company-owned tractors, 308 independent contractor trucks, and 8,704 company drivers. The DCS segment designs, develops, and executes supply chain solutions that support various transportation networks. As of December 31, 2025, it operated 11,878 company-owned trucks, 761 customer-owned trucks, and a contractor trucks. It operates 26,767 owned pieces of trailing equipment and 5,218 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; online multimodal marketplace; and logistics management services for customers to outsource their transportation functions. The FMS segment delivers services through 1,085 company-owned trucks, 169 customer-owned trucks, and 39 independent contractor trucks; and 1,091 owned pieces of trailing equipment and 98 customer-owned trailers. The JBT segment provides dry-van freight services by utilizing tractors and trailers operating over roads and highways through two company-owned tractors and 12,658 company-owned trailers. It transports or arranges for the transportation of freight, such as general merchandise, specialty consumer items, appliances, home furnishings, forest, paper, rubber, plastic products, food, beverages, building materials, apparel, accessories, soaps, cosmetics, automotive parts, agricultural products, electronics, and chemicals. The company was incorporated in 1961 and is headquartered in Lowell, Arkansas.
Risk Metrics
| Beta vs SPX | 0.98 |
|---|---|
| Corr SPX | 0.42 |
| Annual vol | 37.7% |
| Annual ret | +21.4% |
| Sharpe | 0.57 |
| Max DD | -36.7% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $233.87 |
|---|---|
| High / Low | $290.00 / $171.00 |
| Median | $235.00 |
| Analysts | 23 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 11 | |
| Hold | 10 | |
| Sell | 1 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-22 | Susquehanna | → Positive |
| 2026-04-17 | Benchmark | → Buy |
| 2026-04-17 | Baird | → Outperform |
| 2026-04-16 | Wells Fargo | → Overweight |
| 2026-04-16 | UBS | → Neutral |
| 2026-04-16 | Truist Securities | → Hold |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-15 | Earnings Release, Exhibits | read |
| 2026-04-24 | Shareholder Vote | read |
| 2026-04-15 | Earnings Release, Exhibits | read |
| 2026-03-05 | Reg FD Disclosure, Other Material Event… | read |
| 2026-01-15 | Earnings Release, Exhibits | read |
| 2025-12-02 | Material Agreement, Termination of Agreement… | read |
| 2025-10-15 | Earnings Release, Exhibits | read |
| 2025-08-22 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-07-15 | Earnings Release, Exhibits | read |
| 2025-04-25 | Shareholder Vote | read |
| 2025-04-15 | Earnings Release, Exhibits | read |
| 2025-03-13 | Material Agreement, Material Obligation… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-05 | Keefauver David | Officer, EVP of People | Sell | 703 | $200.44K |
| 2026-06-05 | Webb Brian | Officer, EVP- Final Mile | Sell | 1.50K | $426.02K |
| 2026-06-02 | GARRISON EARL WAYNE | Officer, Honorary Foundin | Gift | 76.74K | — |
| 2026-05-29 | Hobbs Nicholas | Officer, EVP and COO | Gift | 6.20K | — |
| 2026-05-28 | ROBO JAMES L | Director | J | 37.86K | $10.23M |
| 2026-05-19 | Frazier Spencer | Officer, EVP of Sales and | Sell | 2.00K | $516.41K |
| 2026-05-15 | Hicks Bradley W. | Officer, President of DCS | Sell | 7.64K | $2.00M |
| 2026-05-14 | Field Darren P. | Officer, EVP and Presiden | Sell | 4.00K | $1.02M |
| 2026-05-05 | Delco Albert Brad | Officer, EVP & CFO | Gift | 98 | — |
| 2026-04-23 | ROBO JAMES L | Director | Grant | 1.36K | $344.79K |
Flow & Concentration
| Insider 180d net | -$4.16M |
|---|---|
| Insider buys / sells | 0 / 5 |
| Insider bias | Sellers |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Dividends
| Yield (TTM) | 0.59% |
|---|---|
| $ / share (TTM) | $1.34 |
| 5y CAGR | +10.3% |
Annual dividend per share
| 2021 | $1.18 |
|---|---|
| 2022 | $1.60 |
| 2023 | $1.68 |
| 2024 | $1.72 |
| 2025 | $1.76 |
| 2026 | $0.90 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $6.56B | +8.1% | |
| Operating income | $865.07M | +8.7% | |
| Net income | $598.28M | +7.6% | |
| Cash from ops | $1.68B | +11.7% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $229.86 | $231.66 | $224.39 | $225.46 | 1.52M |
| Sep 24 | $234.52 | $235.35 | $229.07 | $229.15 | 1.09M |
| Sep 23 | $236.50 | $239.49 | $233.36 | $234.63 | 898.80K |
| Sep 22 | $236.53 | $239.96 | $234.36 | $237.41 | 881.70K |
| Sep 21 | $235.49 | $236.49 | $230.36 | $236.17 | 1.02M |
Understand the score. Research layers are inputs to a model, and the available data has limits.
Read the methodology →