J.B. Hunt Transport Services’ (JBHT) Market Outperform Rating Reaffirmed at Citizens Jmp

J.B. Hunt Transport Services (NASDAQ:JBHT)‘s stock had its “market outperform” rating reissued by equities research analysts at Citizens Jmp in a research report issued on Friday, Benzinga reports. They currently have a $300.00 price target on the transportation company’s stock. Citizens Jmp’s price objective suggests a potential upside of 27.49% from the company’s previous close.

Other equities research analysts have also recently issued research reports about the company. Zacks Research cut J.B. Hunt Transport Services from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Wall Street Zen downgraded shares of J.B. Hunt Transport Services from a “buy” rating to a “hold” rating in a research report on Monday, September 21st. Citigroup reaffirmed a “market outperform” rating on shares of J.B. Hunt Transport Services in a research report on Friday. Raymond James Financial decreased their price target on shares of J.B. Hunt Transport Services from $315.00 to $300.00 and set an “outperform” rating for the company in a research note on Thursday, September 17th. Finally, Stifel Nicolaus reduced their target price on J.B. Hunt Transport Services from $292.00 to $289.00 and set a “hold” rating on the stock in a report on Thursday, October 8th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $276.24.

J.B. Hunt Transport Services Stock Performance

Shares of JBHT opened at $235.31 on Friday. The company has a market cap of $22.10 billion, a PE ratio of 33.33, a price-to-earnings-growth ratio of 1.93 and a beta of 1.31. The stock has a 50-day moving average price of $252.50 and a 200-day moving average price of $259.27. The company has a current ratio of 1.26, a quick ratio of 1.26 and a debt-to-equity ratio of 0.31. J.B. Hunt Transport Services has a 12-month low of $157.82 and a 12-month high of $299.76.

J.B. Hunt Transport Services (NASDAQ:JBHT) last announced its quarterly earnings data on Thursday, October 15th. The transportation company reported $1.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.81 by $0.01. J.B. Hunt Transport Services had a return on equity of 18.75% and a net margin of 5.31%. The firm had revenue of $3.68 billion for the quarter, compared to analysts’ expectations of $3.59 billion. During the same period last year, the firm earned $1.76 earnings per share. The company’s revenue for the quarter was up 20.4% compared to the same quarter last year. As a group, equities analysts forecast that J.B. Hunt Transport Services will post 7.34 earnings per share for the current fiscal year.

Institutional Investors Weigh In On J.B. Hunt Transport Services

Several large investors have recently bought and sold shares of JBHT. Parkside Financial Bank & Trust lifted its position in J.B. Hunt Transport Services by 17.9% during the second quarter. Parkside Financial Bank & Trust now owns 250 shares of the transportation company’s stock valued at $72,000 after purchasing an additional 38 shares during the period. Summitry LLC increased its holdings in J.B. Hunt Transport Services by 2.9% in the 1st quarter. Summitry LLC now owns 1,560 shares of the transportation company’s stock worth $331,000 after acquiring an additional 44 shares in the last quarter. Keybank National Association OH boosted its holdings in J.B. Hunt Transport Services by 2.7% in the 1st quarter. Keybank National Association OH now owns 1,765 shares of the transportation company’s stock worth $374,000 after buying an additional 46 shares during the period. Oregon Public Employees Retirement Fund raised its stake in J.B. Hunt Transport Services by 0.5% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 8,622 shares of the transportation company’s stock valued at $1,827,000 after purchasing an additional 47 shares during the period. Finally, Eastern Bank lifted its holdings in J.B. Hunt Transport Services by 6.8% in the 3rd quarter. Eastern Bank now owns 768 shares of the transportation company’s stock worth $172,000 after purchasing an additional 49 shares in the last quarter. 74.95% of the stock is currently owned by institutional investors.

Key Headlines Impacting J.B. Hunt Transport Services

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

• Positive Sentiment: Third-quarter revenue increased 20.4% year over year to $3.68 billion, exceeding the $3.59 billion consensus estimate. Adjusted earnings of $1.82 per share also narrowly topped expectations of $1.81 and rose from $1.76 a year earlier. JB Hunt Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management’s earnings call and quarterly results show continued demand and sizable top-line growth across J.B. Hunt’s transportation and logistics operations, with quarterly profit reaching $172.4 million. J.B. Hunt Q3 2026 Earnings Call Transcript
• Neutral Sentiment: The company’s valuation and financial position remain central to investor assessment: JBHT has a market capitalization of approximately $22.1 billion, a price-to-earnings ratio near 33, and shares trading below their reported 50-day and 200-day moving averages. J.B. Hunt Stock Information
• Negative Sentiment: Operating expenses climbed to $3.43 billion, causing profit growth to lag the 20.4% increase in revenue. The result suggests margin pressure and helps explain why investors viewed the small EPS beat as less meaningful than the headline revenue growth. J.B. Hunt Reports Higher Profit, Steeper Operating Expenses
• Negative Sentiment: Several law firms announced investigations into potential securities claims involving J.B. Hunt. These announcements do not establish wrongdoing, but they add headline and potential litigation risk for shareholders. Rosen Investor Investigation

J.B. Hunt Transport Services Company Profile

J.B. Hunt Transport Services, Inc is a transportation and logistics company headquartered in Lowell, Arkansas. Founded in 1961 by Johnnie Bryan Hunt and Johnelle Hunt, the company has grown from a small trucking operation into a major provider of freight transportation and supply-chain services across North America.

The company’s primary business activities include intermodal transportation, which combines rail and truck services; dedicated contract services, which provides customized fleet and delivery operations for individual customers; and integrated capacity solutions, including freight brokerage and third-party logistics.