J.B. Hunt Transport Services, Inc. $JBHT Shares Bought by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company grew its holdings in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 14.3% in the 1st quarter, HoldingsChannel.com reports. The fund owned 119,303 shares of the transportation company’s stock after buying an additional 14,965 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in J.B. Hunt Transport Services were worth $25,280,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the stock. International Assets Investment Management LLC acquired a new stake in shares of J.B. Hunt Transport Services in the fourth quarter valued at $32,000. Whittier Trust Co. boosted its holdings in J.B. Hunt Transport Services by 39.1% in the fourth quarter. Whittier Trust Co. now owns 178 shares of the transportation company’s stock valued at $37,000 after purchasing an additional 50 shares during the period. CIBC Private Wealth Group LLC grew its stake in 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 in the last quarter. Activest Wealth Management grew its stake in J.B. Hunt Transport Services by 19,800.0% during the 4th quarter. Activest Wealth Management now owns 199 shares of the transportation company’s stock worth $39,000 after purchasing an additional 198 shares in the last quarter. Finally, CYBER HORNET ETFs LLC purchased a new stake in J.B. Hunt Transport Services during the 2nd quarter worth about $31,000. Hedge funds and other institutional investors own 74.95% of the company’s stock.

J.B. Hunt Transport Services News Roundup

Here are the key news stories impacting J.B. Hunt Transport Services this week:

• Positive Sentiment: Zacks Research raised its EPS forecasts across multiple periods, including FY2026 to $7.65 from $7.21, FY2027 to $9.68 from $8.89, and FY2028 to $10.40 from $9.31. The firm also increased estimates for several upcoming quarters, signaling expectations for stronger profitability. J.B. Hunt Transport Services stock information
• Positive Sentiment: Notable quarterly revisions included Q3 2026 EPS rising to $2.05 from $1.97, Q4 2026 to $2.19 from $2.07, Q2 2027 to $2.05 from $1.79, Q3 2027 to $3.16 from $2.93, and Q2 2028 to $2.49 from $2.14. These upgrades support the bullish case for JBHT’s longer-term earnings growth.
• Positive Sentiment: Zacks Research maintained a “Strong-Buy” rating, reinforcing the favorable analyst view. The estimate increases follow J.B. Hunt’s latest quarterly report, when the company exceeded both revenue and EPS expectations and posted year-over-year revenue growth.
• Neutral Sentiment: Although the estimates were raised, Zacks’ FY2026 forecast of $7.65 EPS remains slightly below the broader consensus estimate of $7.75, suggesting that near-term upside expectations are positive but not uniformly above market forecasts.

Insider Buying and Selling

In other news, insider Bradley W. Hicks sold 7,644 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $261.91, for a total transaction of $2,002,040.04. Following the completion of the sale, the insider owned 23,982 shares in the company, valued at approximately $6,281,125.62. The trade was a 24.17% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Brian Webb sold 1,500 shares of the company’s stock in a transaction on Friday, June 5th. The shares were 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 owned 15,881 shares of the company’s stock, valued at approximately $4,510,362.81. The trade was a 8.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 15,847 shares of company stock valued at $4,162,861 over the last three months. 2.50% of the stock is currently owned by insiders.

J.B. Hunt Transport Services Stock Up 0.9%

J.B. Hunt Transport Services stock opened at $271.75 on Friday. J.B. Hunt Transport Services, Inc. has a 1-year low of $130.12 and a 1-year high of $299.76. The company has a debt-to-equity ratio of 0.31, a current ratio of 1.26 and a quick ratio of 1.26. The stock has a market cap of $25.52 billion, a PE ratio of 38.49, a P/E/G ratio of 1.69 and a beta of 1.29. The stock’s fifty day moving average is $280.28 and its two-hundred day moving average is $244.03.

J.B. Hunt Transport Services (NASDAQ:JBHT) 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. J.B. Hunt Transport Services had a return on equity of 18.75% and a net margin of 5.31%.The business had revenue of $3.50 billion during the quarter, compared to analysts’ expectations of $3.26 billion. During the same period in the prior year, the firm posted $1.31 EPS. The business’s quarterly revenue was up 19.4% compared to the same quarter last year. On average, sell-side analysts expect that J.B. Hunt Transport Services, Inc. will post 7.75 EPS for the current fiscal year.

J.B. Hunt Transport Services Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Investors of record on Friday, August 7th will be issued a $0.45 dividend. 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 dividend payout ratio is 25.50%.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on JBHT shares. The Goldman Sachs Group set a $261.00 price target on J.B. Hunt Transport Services in a research report on Thursday, July 16th. Wells Fargo & Company boosted their price objective on J.B. Hunt Transport Services from $310.00 to $335.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Wall Street Zen upgraded shares of J.B. Hunt Transport Services from a “hold” rating to a “buy” rating in a research note on Sunday, June 7th. Morgan Stanley reaffirmed an “underweight” rating and issued a $200.00 target price (up from $190.00) on shares of J.B. Hunt Transport Services in a report on Monday, July 6th. Finally, Robert W. Baird lifted their price target on shares of J.B. Hunt Transport Services from $290.00 to $320.00 and gave the stock an “outperform” rating in a research note on Thursday, July 16th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $286.30.

J.B. Hunt Transport Services Company Profile

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.