New York State Teachers Retirement System Acquires 3,944 Shares of J.B. Hunt Transport Services, Inc. $JBHT

New York State Teachers Retirement System increased its holdings in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 5.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 71,411 shares of the transportation company’s stock after purchasing an additional 3,944 shares during the period. New York State Teachers Retirement System’s holdings in J.B. Hunt Transport Services were worth $13,878,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in JBHT. AE Wealth Management LLC increased its holdings in shares of J.B. Hunt Transport Services by 3.2% in the third quarter. AE Wealth Management LLC now owns 125,829 shares of the transportation company’s stock worth $16,883,000 after purchasing an additional 3,890 shares during the last quarter. Machina Capital S.A.S. bought a new position in J.B. Hunt Transport Services during the third quarter valued at approximately $3,627,000. AdvisorShares Investments LLC bought a new position in J.B. Hunt Transport Services during the third quarter valued at approximately $433,000. Krilogy Financial LLC purchased a new position in J.B. Hunt Transport Services during the 3rd quarter valued at approximately $1,003,000. Finally, Savant Capital LLC increased its stake in J.B. Hunt Transport Services by 145.6% in the 3rd quarter. Savant Capital LLC now owns 21,689 shares of the transportation company’s stock worth $2,910,000 after acquiring an additional 12,857 shares during the last quarter. 74.95% of the stock is currently owned by institutional investors.

J.B. Hunt Transport Services News Summary

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

• Positive Sentiment: Zacks Research raised multiple near?term and medium?term EPS forecasts, boosting FY2026 to $7.21 and FY2027 to $8.89 and raising several quarter-level estimates (including Q2–Q4 2026 and Q1–Q2 2027). Higher analyst earnings assumptions support a stronger earnings trajectory than previously modeled, which is a bullish catalyst for JBHT. MarketBeat JBHT
• Neutral Sentiment: J.B. Hunt held its annual Million Mile celebration honoring long?tenured, accident?free drivers — positive for safety culture and operations but unlikely to move near?term earnings materially. 30 Years of Million Mile Drivers
• Negative Sentiment: Zacks made a small downward tweak to longer?range forecasts — cutting FY2028 to $9.31 (from $9.45) and shaving Q3 2027 by a penny. Though modest, these trims are a reminder of uncertainty in later-year forecasts and could temper enthusiasm among growth?oriented investors. MarketBeat JBHT

Insider Activity at J.B. Hunt Transport Services

In related news, Director James K. Thompson sold 1,000 shares of the stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $254.28, for a total value of $254,280.00. Following the sale, the director directly owned 19,559 shares of the company’s stock, valued at $4,973,462.52. This represents a 4.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Darren P. Field sold 9,000 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $219.76, for a total transaction of $1,977,840.00. Following the completion of the sale, the executive vice president directly owned 10,736 shares of the company’s stock, valued at approximately $2,359,343.36. The trade was a 45.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 19,869 shares of company stock worth $4,504,707 in the last three months. 2.50% of the stock is owned by insiders.

J.B. Hunt Transport Services Stock Performance

NASDAQ JBHT opened at $248.73 on Monday. The business’s 50 day moving average price is $223.12 and its 200-day moving average price is $202.52. J.B. Hunt Transport Services, Inc. has a fifty-two week low of $130.12 and a fifty-two week high of $256.18. The company has a market cap of $23.45 billion, a P/E ratio of 38.50, a P/E/G ratio of 1.85 and a beta of 1.29. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.26 and a current ratio of 1.26.

J.B. Hunt Transport Services (NASDAQ:JBHT) last posted its quarterly earnings data on Wednesday, April 15th. The transportation company reported $1.49 EPS for the quarter, topping the consensus estimate of $1.45 by $0.04. J.B. Hunt Transport Services had a net margin of 5.13% and a return on equity of 17.30%. The company had revenue of $3.06 billion during the quarter, compared to analyst estimates of $3.01 billion. During the same period in the previous year, the firm earned $1.17 earnings per share. J.B. Hunt Transport Services’s quarterly revenue was up 4.6% compared to the same quarter last year. Sell-side analysts predict that J.B. Hunt Transport Services, Inc. will post 7.27 earnings per share for the current year.

J.B. Hunt Transport Services Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, May 8th will be paid a dividend of $0.45 per share. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 0.7%. J.B. Hunt Transport Services’s payout ratio is currently 27.86%.

Analyst Ratings Changes

A number of research analysts have recently commented on JBHT shares. Argus set a $285.00 target price on J.B. Hunt Transport Services in a research report on Monday, April 20th. TD Cowen boosted their price target on shares of J.B. Hunt Transport Services from $209.00 to $228.00 and gave the stock a “hold” rating in a research report on Thursday, April 16th. Citigroup upped their price target on shares of J.B. Hunt Transport Services from $228.00 to $236.00 and gave the company a “neutral” rating in a research note on Thursday, April 16th. The Goldman Sachs Group lifted their price objective on shares of J.B. Hunt Transport Services from $169.00 to $187.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Finally, BMO Capital Markets boosted their target price on shares of J.B. Hunt Transport Services from $245.00 to $250.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, J.B. Hunt Transport Services presently has an average rating of “Moderate Buy” and an average target price of $227.04.

About J.B. Hunt Transport Services

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.