Zacks Research Issues Positive Outlook for JBHT Earnings

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) – Investment analysts at Zacks Research increased their Q3 2026 EPS estimates for shares of J.B. Hunt Transport Services in a report released on Wednesday, July 29th. Zacks Research analyst Team now forecasts that the transportation company will post earnings of $2.05 per share for the quarter, up from their prior estimate of $1.97. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for J.B. Hunt Transport Services’ current full-year earnings is $7.71 per share. Zacks Research also issued estimates for J.B. Hunt Transport Services’ Q4 2026 earnings at $2.19 EPS, FY2026 earnings at $7.65 EPS, Q1 2027 earnings at $1.63 EPS, Q2 2027 earnings at $2.05 EPS, Q3 2027 earnings at $3.16 EPS, Q4 2027 earnings at $2.84 EPS and Q1 2028 earnings at $1.62 EPS.

J.B. Hunt Transport Services (NASDAQ:JBHT) last posted its earnings results on Wednesday, July 15th. The transportation company reported $1.91 EPS for the quarter, topping the consensus estimate of $1.71 by $0.20. J.B. Hunt Transport Services had a net margin of 5.31% and a return on equity of 18.75%. The company had revenue of $3.50 billion during the quarter, compared to the consensus estimate of $3.26 billion. During the same period in the previous year, the firm posted $1.31 earnings per share. The firm’s revenue for the quarter was up 19.4% on a year-over-year basis.

Several other brokerages have also recently issued reports on JBHT. Barclays lifted their target price on J.B. Hunt Transport Services from $270.00 to $300.00 and gave the company an “equal weight” rating in a research report on Thursday, July 16th. TD Cowen raised their price objective on J.B. Hunt Transport Services from $265.00 to $297.00 and gave the company a “hold” rating in a research note on Thursday, July 16th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of J.B. Hunt Transport Services in a report on Tuesday, July 21st. Argus set a $285.00 target price on shares of J.B. Hunt Transport Services in a research note on Monday, April 20th. Finally, Wall Street Zen upgraded shares of J.B. Hunt Transport Services from a “hold” rating to a “buy” rating in a report on Sunday, June 7th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $286.30.

J.B. Hunt Transport Services Stock Performance

Shares of JBHT opened at $276.14 on Thursday. The firm has a market capitalization of $25.94 billion, a P/E ratio of 39.11, a P/E/G ratio of 1.75 and a beta of 1.29. J.B. Hunt Transport Services has a 52 week low of $130.12 and a 52 week high of $299.76. The stock has a 50 day moving average price of $279.82 and a two-hundred day moving average price of $243.40. The company has a debt-to-equity ratio of 0.31, a quick ratio of 1.26 and a current ratio of 1.26.

J.B. Hunt Transport Services Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 21st. Shareholders of record on Friday, August 7th will be given a $0.45 dividend. The ex-dividend date of this dividend is Friday, August 7th. This represents a $1.80 annualized dividend and a yield of 0.7%. J.B. Hunt Transport Services’s payout ratio is currently 25.50%.

Insider Transactions at J.B. Hunt Transport Services

In other news, EVP Darren P. Field sold 4,000 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $254.49, for a total transaction of $1,017,960.00. Following the completion of the transaction, the executive vice president directly owned 8,696 shares of the company’s stock, valued at $2,213,045.04. This represents a 31.51% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP David Keefauver sold 703 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $285.13, for a total transaction of $200,446.39. Following the sale, the executive vice president owned 790 shares of the company’s stock, valued at approximately $225,252.70. The trade was a 47.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 15,847 shares of company stock valued at $4,162,861. Corporate insiders own 2.50% of the company’s stock.

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

Large investors have recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in J.B. Hunt Transport Services by 74.3% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,643 shares of the transportation company’s stock worth $2,314,000 after purchasing an additional 6,668 shares during the period. Goldman Sachs Group Inc. raised its position in shares of J.B. Hunt Transport Services by 3.3% in the first quarter. Goldman Sachs Group Inc. now owns 433,661 shares of the transportation company’s stock valued at $64,160,000 after purchasing an additional 13,729 shares during the period. Empowered Funds LLC lifted its stake in shares of J.B. Hunt Transport Services by 27.8% during the 1st quarter. Empowered Funds LLC now owns 1,770 shares of the transportation company’s stock valued at $262,000 after buying an additional 385 shares in the last quarter. Sivia Capital Partners LLC bought a new position in J.B. Hunt Transport Services in the 2nd quarter worth approximately $539,000. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in J.B. Hunt Transport Services by 21.0% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 583 shares of the transportation company’s stock worth $84,000 after buying an additional 101 shares during the period. Hedge funds and other institutional investors own 74.95% of the company’s stock.

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.