Zacks Research Issues Pessimistic Forecast for JBHT Earnings

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) – Stock analysts at Zacks Research lowered their Q2 2025 earnings per share (EPS) estimates for J.B. Hunt Transport Services in a research note issued to investors on Tuesday, April 29th. Zacks Research analyst S. Goswami now anticipates that the transportation company will post earnings of $1.32 per share for the quarter, down from their prior estimate of $1.54. The consensus estimate for J.B. Hunt Transport Services’ current full-year earnings is $6.37 per share. Zacks Research also issued estimates for J.B. Hunt Transport Services’ Q3 2025 earnings at $1.47 EPS, Q4 2025 earnings at $1.72 EPS, Q2 2026 earnings at $1.54 EPS and Q1 2027 earnings at $1.19 EPS.

J.B. Hunt Transport Services (NASDAQ:JBHT) last announced its earnings results on Tuesday, April 15th. The transportation company reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.15 by $0.02. J.B. Hunt Transport Services had a net margin of 4.72% and a return on equity of 14.05%. The firm had revenue of $2.92 billion for the quarter, compared to analysts’ expectations of $2.92 billion.

Other equities analysts have also recently issued reports about the stock. Barclays dropped their price target on shares of J.B. Hunt Transport Services from $180.00 to $165.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 2nd. Raymond James dropped their price objective on J.B. Hunt Transport Services from $190.00 to $165.00 and set an “outperform” rating for the company in a report on Friday, April 11th. Deutsche Bank Aktiengesellschaft initiated coverage on J.B. Hunt Transport Services in a research report on Friday, March 7th. They set a “hold” rating and a $167.00 target price for the company. Benchmark reiterated a “buy” rating and set a $175.00 price objective on shares of J.B. Hunt Transport Services in a report on Wednesday, April 16th. Finally, The Goldman Sachs Group dropped their target price on shares of J.B. Hunt Transport Services from $188.00 to $166.00 and set a “buy” rating on the stock in a research note on Thursday, April 10th. Nine research analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $162.20.

J.B. Hunt Transport Services Stock Performance

NASDAQ JBHT opened at $129.80 on Thursday. The company has a market cap of $12.88 billion, a P/E ratio of 23.35, a P/E/G ratio of 1.61 and a beta of 1.27. The business’s 50 day moving average price is $143.78 and its 200-day moving average price is $165.75. J.B. Hunt Transport Services has a fifty-two week low of $122.79 and a fifty-two week high of $200.40. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.94 and a current ratio of 1.03.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in JBHT. Morse Asset Management Inc acquired a new stake in J.B. Hunt Transport Services in the 3rd quarter worth about $86,000. Barclays PLC raised its position in shares of J.B. Hunt Transport Services by 37.5% in the third quarter. Barclays PLC now owns 236,177 shares of the transportation company’s stock valued at $40,698,000 after buying an additional 64,380 shares during the last quarter. Arvest Bank Trust Division purchased a new stake in J.B. Hunt Transport Services during the 3rd quarter valued at about $1,578,000. Tidal Investments LLC lifted its stake in J.B. Hunt Transport Services by 23.4% in the 3rd quarter. Tidal Investments LLC now owns 4,196 shares of the transportation company’s stock worth $723,000 after purchasing an additional 795 shares in the last quarter. Finally, Retirement Systems of Alabama boosted its holdings in shares of J.B. Hunt Transport Services by 18.3% during the 3rd quarter. Retirement Systems of Alabama now owns 148,887 shares of the transportation company’s stock worth $25,658,000 after purchasing an additional 23,078 shares during the last quarter. Hedge funds and other institutional investors own 74.95% of the company’s stock.

Insider Activity at J.B. Hunt Transport Services

In other news, COO Nicholas Hobbs bought 1,529 shares of the stock in a transaction dated Wednesday, April 23rd. The shares were acquired at an average cost of $130.75 per share, with a total value of $199,916.75. Following the purchase, the chief operating officer now directly owns 91,847 shares in the company, valued at $12,008,995.25. The trade was a 1.69 % increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Darren P. Field sold 1,200 shares of the company’s stock in a transaction dated Friday, March 7th. The stock was sold at an average price of $161.67, for a total value of $194,004.00. Following the completion of the transaction, the executive vice president now directly owns 17,822 shares of the company’s stock, valued at $2,881,282.74. The trade was a 6.31 % decrease in their position. The disclosure for this sale can be found here. 2.30% of the stock is owned by company insiders.

J.B. Hunt Transport Services Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 23rd. Stockholders of record on Friday, May 9th will be paid a $0.44 dividend. The ex-dividend date of this dividend is Friday, May 9th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.36%. J.B. Hunt Transport Services’s payout ratio is 31.94%.

About J.B. Hunt Transport Services

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.