Zacks Research Issues Negative Forecast for JBHT Earnings

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT - Free Report) - Research analysts at Zacks Research decreased their Q2 2025 earnings per share (EPS) estimates for J.B. Hunt Transport Services in a research report issued on Thursday, January 30th. Zacks Research analyst S. Goswami now anticipates that the transportation company will earn $1.54 per share for the quarter, down from their prior forecast of $1.70. The consensus estimate for J.B. Hunt Transport Services' current full-year earnings is $6.62 per share. Zacks Research also issued estimates for J.B. Hunt Transport Services' Q3 2025 earnings at $1.65 EPS, Q4 2025 earnings at $1.86 EPS and FY2027 earnings at $8.86 EPS.

J.B. Hunt Transport Services (NASDAQ:JBHT - Get Free Report) last issued its earnings results on Thursday, January 16th. The transportation company reported $1.53 earnings per share for the quarter, missing analysts' consensus estimates of $1.62 by ($0.09). The business had revenue of $3.15 billion during the quarter, compared to analyst estimates of $3.13 billion. J.B. Hunt Transport Services had a net margin of 4.72% and a return on equity of 14.05%. The company's revenue for the quarter was down 4.5% compared to the same quarter last year. During the same period in the prior year, the business posted $1.47 EPS.

A number of other research analysts have also recently commented on JBHT. Loop Capital increased their price target on J.B. Hunt Transport Services from $173.00 to $187.00 and gave the company a "hold" rating in a research note on Thursday, October 17th. UBS Group dropped their price target on J.B. Hunt Transport Services from $211.00 to $196.00 and set a "buy" rating for the company in a research note on Friday, January 17th. Evercore ISI lowered their target price on J.B. Hunt Transport Services from $207.00 to $202.00 and set an "outperform" rating for the company in a research report on Friday, January 17th. Stifel Nicolaus lowered their target price on J.B. Hunt Transport Services from $167.00 to $161.00 and set a "hold" rating for the company in a research report on Wednesday, January 15th. Finally, TD Cowen lowered their price objective on J.B. Hunt Transport Services from $180.00 to $171.00 and set a "hold" rating for the company in a research report on Friday, January 17th. Six analysts have rated the stock with a hold rating and thirteen have assigned a buy rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $191.11.

J.B. Hunt Transport Services Price Performance

Shares of JBHT traded up $3.00 during trading hours on Monday, reaching $170.30. The stock had a trading volume of 152,494 shares, compared to its average volume of 1,013,866. J.B. Hunt Transport Services has a 12 month low of $153.12 and a 12 month high of $219.51. The stock has a market capitalization of $17.17 billion, a PE ratio of 30.57, a PEG ratio of 1.57 and a beta of 1.15. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.94 and a current ratio of 1.03. The company's 50-day moving average is $177.05 and its two-hundred day moving average is $174.78.

J.B. Hunt Transport Services Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 21st. Investors of record on Friday, February 7th will be issued a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.03%. The ex-dividend date of this dividend is Friday, February 7th. This is a boost from J.B. Hunt Transport Services's previous quarterly dividend of $0.43. J.B. Hunt Transport Services's payout ratio is 30.94%.

Insider Buying and Selling

In other news, Director James K. Thompson sold 4,400 shares of the business's stock in a transaction on Tuesday, January 21st. The shares were sold at an average price of $175.37, for a total transaction of $771,628.00. Following the completion of the transaction, the director now directly owns 23,559 shares in the company, valued at $4,131,541.83. The trade was a 15.74 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Spencer Frazier sold 2,200 shares of the business's stock in a transaction on Wednesday, November 6th. The shares were sold at an average price of $194.21, for a total transaction of $427,262.00. Following the transaction, the executive vice president now owns 4,050 shares of the company's stock, valued at $786,550.50. This trade represents a 35.20 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 14,359 shares of company stock valued at $2,632,655. 2.10% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in JBHT. Paloma Partners Management Co grew its position in J.B. Hunt Transport Services by 14,254.9% in the third quarter. Paloma Partners Management Co now owns 185,896 shares of the transportation company's stock worth $32,035,000 after acquiring an additional 184,601 shares in the last quarter. Mizuho Securities USA LLC grew its position in J.B. Hunt Transport Services by 2,384.8% in the third quarter. Mizuho Securities USA LLC now owns 156,097 shares of the transportation company's stock worth $25,297,000 after acquiring an additional 149,815 shares in the last quarter. Assenagon Asset Management S.A. grew its position in J.B. Hunt Transport Services by 155.7% in the fourth quarter. Assenagon Asset Management S.A. now owns 220,840 shares of the transportation company's stock worth $37,689,000 after acquiring an additional 134,476 shares in the last quarter. Parnassus Investments LLC grew its position in J.B. Hunt Transport Services by 14.1% in the third quarter. Parnassus Investments LLC now owns 753,005 shares of the transportation company's stock worth $129,765,000 after acquiring an additional 93,213 shares in the last quarter. Finally, Point72 Asset Management L.P. purchased a new position in J.B. Hunt Transport Services in the third quarter worth $15,149,000. 74.95% of the stock is currently owned by hedge funds and other institutional investors.

J.B. Hunt Transport Services Company Profile

J.B. Hunt Transport Services, Inc provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The JBI segment offers intermodal freight solutions.