Federated Hermes Inc. Decreases Stock Position in J.B. Hunt Transport Services, Inc. $JBHT

Federated Hermes Inc. decreased its holdings in shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 89.1% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 3,138 shares of the transportation company’s stock after selling 25,769 shares during the period. Federated Hermes Inc.’s holdings in J.B. Hunt Transport Services were worth $421,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of JBHT. Root Financial Partners LLC purchased a new stake in J.B. Hunt Transport Services during the 3rd quarter worth approximately $25,000. Cromwell Holdings LLC lifted its stake in shares of J.B. Hunt Transport Services by 52.2% during the third quarter. Cromwell Holdings LLC now owns 207 shares of the transportation company’s stock worth $28,000 after buying an additional 71 shares during the period. Private Trust Co. NA grew its holdings in shares of J.B. Hunt Transport Services by 57.8% during the second quarter. Private Trust Co. NA now owns 202 shares of the transportation company’s stock valued at $29,000 after buying an additional 74 shares during the last quarter. Parkside Financial Bank & Trust grew its holdings in shares of J.B. Hunt Transport Services by 41.5% during the third quarter. Parkside Financial Bank & Trust now owns 225 shares of the transportation company’s stock valued at $30,000 after buying an additional 66 shares during the last quarter. Finally, CYBER HORNET ETFs LLC acquired a new position in shares of J.B. Hunt Transport Services in the 2nd quarter valued at $31,000. Institutional investors and hedge funds own 74.95% of the company’s stock.

Insider Activity

In other J.B. Hunt Transport Services news, EVP Darren P. Field sold 9,000 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president owned 10,736 shares of the company’s stock, valued at $2,359,343.36. This represents a 45.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Nicholas Hobbs sold 3,038 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $201.97, for a total value of $613,584.86. Following the completion of the transaction, the chief operating officer owned 90,318 shares in the company, valued at approximately $18,241,526.46. This trade represents a 3.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 32,316 shares of company stock worth $6,727,749. Company insiders own 2.30% of the company’s stock.

J.B. Hunt Transport Services Stock Up 1.2%

J.B. Hunt Transport Services stock opened at $227.91 on Monday. The company has a debt-to-equity ratio of 0.22, a current ratio of 0.83 and a quick ratio of 0.87. The stock has a market capitalization of $21.70 billion, a PE ratio of 37.12, a price-to-earnings-growth ratio of 1.85 and a beta of 1.27. The business has a 50 day simple moving average of $201.60 and a 200-day simple moving average of $168.28. J.B. Hunt Transport Services, Inc. has a 12 month low of $122.79 and a 12 month high of $229.44.

J.B. Hunt Transport Services (NASDAQ:JBHT) last released its quarterly earnings results on Thursday, January 15th. The transportation company reported $1.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.81 by $0.09. The firm had revenue of $3.10 billion for the quarter, compared to analysts’ expectations of $3.10 billion. J.B. Hunt Transport Services had a net margin of 4.99% and a return on equity of 16.33%. The firm’s revenue for the quarter was down 1.6% compared to the same quarter last year. During the same quarter last year, the company earned $1.53 EPS. On average, analysts anticipate that J.B. Hunt Transport Services, Inc. will post 6.37 EPS for the current fiscal year.

J.B. Hunt Transport Services announced that its Board of Directors has initiated a stock repurchase program on Wednesday, October 22nd that allows the company to buyback $0.00 in outstanding shares. This buyback authorization allows the transportation company to reacquire shares of its stock through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

J.B. Hunt Transport Services Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 20th. Stockholders of record on Friday, February 6th will be paid a dividend of $0.45 per share. This is an increase from J.B. Hunt Transport Services’s previous quarterly dividend of $0.44. This represents a $1.80 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, February 6th. J.B. Hunt Transport Services’s dividend payout ratio is presently 29.32%.

J.B. Hunt Transport Services News Summary

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

• Positive Sentiment: Quarterly earnings beat — JBHT reported an EPS beat (reported $1.90 vs. $1.81 consensus) with modest revenue roughly in line with expectations, showing continued margin strength versus last year and supporting forward earnings estimates. This is a clear near-term positive for valuation and analyst sentiment. Read More.
• Positive Sentiment: Dividend hike — the board raised the quarterly dividend to $0.45 (annualized $1.80), a small yield but a sign of cash-flow stability and capital-return focus that can support investor confidence. Read More.
• Positive Sentiment: Analyst support — several firms have lifted price targets and issued favorable ratings (JPMorgan, Truist, BMO and others), which likely helped buying interest after the earnings release. Read More.
• Neutral Sentiment: Market context — coverage notes the stock rose on the day but has underperformed broader markets recently; that suggests momentum is mixed and broader market moves may still dominate short-term performance. Read More.
• Neutral Sentiment: Institutional ownership strong — large funds hold the bulk of shares and some institutions have added to positions, which generally supports liquidity and reduces dispersion of selling pressure. Read More.
• Negative Sentiment: Cluster of insider sales — multiple senior executives sold shares this week (CFO Albert Brad Delco sold 1,000 shares; EVP Ronald Greer Woodruff sold 331; CAO John Kuhlow sold 1,000; insider Bradley Hicks sold 4,028), roughly $1.4M+ in disclosed sales in aggregate. Large or clustered insider selling can raise governance or liquidity concerns and may cap near-term upside as investors digest motives (taxes, diversification vs. signaling). Read More. Read More. Read More.

Analyst Ratings Changes

A number of analysts have commented on JBHT shares. Raymond James Financial lifted their price target on J.B. Hunt Transport Services from $165.00 to $175.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 14th. UBS Group upped their target price on J.B. Hunt Transport Services from $174.00 to $196.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Barclays raised their price target on shares of J.B. Hunt Transport Services from $150.00 to $200.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th. Stifel Nicolaus set a $201.00 price objective on shares of J.B. Hunt Transport Services in a research note on Friday, January 16th. Finally, Evercore set a $222.00 price objective on shares of J.B. Hunt Transport Services in a research note on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $200.05.

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.