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
Vol1.52M
As of25 Sep 2026

The Verdict

Hold

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/E32.07x
Forward P/E22.50x
EV / EBITDA13.48x
P / S (ttm)1.67x
Profit margin5.3%
Return on equity18.4%
Revenue growth+19.4%
Earnings growth+45.8%
Debt / equity38.37

Layer Breakdown

LayerRawContribution
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.

United States · www.jbhunt.com

Risk Metrics

Beta vs SPX0.98
Corr SPX0.42
Annual vol37.7%
Annual ret+21.4%
Sharpe0.57
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
Analysts23
Strong Buy2
Buy11
Hold10
Sell1
Strong Sell0

Recent rating actions

2026-04-22Susquehanna→ Positive
2026-04-17Benchmark→ Buy
2026-04-17Baird→ Outperform
2026-04-16Wells Fargo→ Overweight
2026-04-16UBS→ Neutral
2026-04-16Truist Securities→ Hold

Material Events

DateEvent8-K
2026-07-15Earnings Release, Exhibitsread
2026-04-24Shareholder Voteread
2026-04-15Earnings Release, Exhibitsread
2026-03-05Reg FD Disclosure, Other Material Event…read
2026-01-15Earnings Release, Exhibitsread
2025-12-02Material Agreement, Termination of Agreement…read
2025-10-15Earnings Release, Exhibitsread
2025-08-22Officer / Director Change, Reg FD Disclosure…read
2025-07-15Earnings Release, Exhibitsread
2025-04-25Shareholder Voteread
2025-04-15Earnings Release, Exhibitsread
2025-03-13Material Agreement, Material Obligation…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-06-05Keefauver DavidOfficer, EVP of PeopleSell703$200.44K
2026-06-05Webb BrianOfficer, EVP- Final Mile Sell1.50K$426.02K
2026-06-02GARRISON EARL WAYNEOfficer, Honorary FoundinGift76.74K—
2026-05-29Hobbs NicholasOfficer, EVP and COOGift6.20K—
2026-05-28ROBO JAMES LDirectorJ37.86K$10.23M
2026-05-19Frazier SpencerOfficer, EVP of Sales andSell2.00K$516.41K
2026-05-15Hicks Bradley W.Officer, President of DCSSell7.64K$2.00M
2026-05-14Field Darren P.Officer, EVP and PresidenSell4.00K$1.02M
2026-05-05Delco Albert BradOfficer, EVP & CFOGift98—
2026-04-23ROBO JAMES LDirectorGrant1.36K$344.79K

Flow & Concentration

Insider 180d net-$4.16M
Insider buys / sells0 / 5
Insider biasSellers
13F holders0
Top-5 share0.0%
HHI0 (—)

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

DateFormDoc
2026-07-2410-Qview
2026-07-158-Kview
2026-06-2611-Kview
2026-06-084view
2026-06-084view
2026-06-024view
2026-06-024view
2026-06-014view
2026-05-264view
2026-05-184view
2026-05-154view
2026-05-054view
2026-04-274view
2026-04-274view
2026-04-274view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
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

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$229.86$231.66$224.39$225.461.52M
Sep 24$234.52$235.35$229.07$229.151.09M
Sep 23$236.50$239.49$233.36$234.63898.80K
Sep 22$236.53$239.96$234.36$237.41881.70K
Sep 21$235.49$236.49$230.36$236.171.02M

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