J.B. Hunt Transport Services, Inc. (JBHT) Stock Price & Analysis
J.B. Hunt Transport Services, Inc. (JBHT) closed at USD 230.59 on Thursday, October 22, 2026, up 0.87% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 228.59; the Oct 22, 2026 session ranged USD 226.43–233.68 on volume of 720,022 shares. Market capitalization is $21.66B, with a 52-week range of USD 157.82–299.76 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/JBHT.md
Key facts (JBHT)
- Last four reported quarters (through Jun 30, 2026): revenue $12.7B, net income $675M (5.3% margin), free cash flow $1.10B (SEC filings).
- Valuation: P/E 32.1x (avg 30.3x at the last 3 fiscal year-ends), EV/EBITDA 13.6x, net debt $1.14B.
- 1 of 80 tracked superinvestors hold JBHT (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $4.7M; 7 not under a Rule 10b5-1 plan ($4.7M); 4 by opportunistic insiders (4 outside 10b5-1 plans), 1 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.38 on a 1–5 scale) (24 analysts), mean target USD 279.52 (range 187–330).
- Total return with dividends: 1Y +39.4% vs S&P 500 +14.9%; 5Y +23.4% vs S&P 500 +80.3%.
- Next earnings: 2027-01-15, EPS estimate USD 2.03, revenue estimate $3.74B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (JBHT)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $12.2B | $14.8B | $12.8B | $12.1B | $12.0B | $12.7B |
| Operating income | $1.05B | $1.33B | $993M | $831M | $865M | $956M |
| Net income | $761M | $969M | $728M | $571M | $598M | $675M |
| EPS (diluted) | $7.14 | $9.21 | $6.97 | $5.56 | $6.12 | — |
| Free cash flow | $276M | $236M | -$118M | $618M | $948M | $1.10B |
| Operating margin | 8.6% | 9.0% | 7.7% | 6.9% | 7.2% | 7.5% |
| Net margin | 6.3% | 6.5% | 5.7% | 4.7% | 5.0% | 5.3% |
| Revenue growth | +26.3% | +21.7% | -13.4% | -5.8% | -0.7% | — |
| Cash + short-term investments | $356M | $51.9M | $53.3M | $47.0M | $17.3M | — |
| Total debt | $1.30B | $1.26B | $1.58B | $1.48B | $1.47B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (JBHT)
P/E 32.1x · P/S 1.7x · EV/EBITDA 13.6x · EV/Sales 1.8x · P/FCF 19.7x · P/B 5.9x · FCF yield 5.08% · Earnings yield 3.11% · Dividend yield (paid, TTM) 0.78% · Buyback yield (TTM) 2.53% · Net debt $1.14B · EV $22.8B
P/E at fiscal year-ends: Dec 2025 31.7x, Dec 2024 30.7x, Dec 2023 28.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (JBHT)
1 of 80 tracked investors hold JBHT. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | <0.01% | $1.2M | Reduced -11.0% |
Insider sales (SEC Form 4, open-market, last ~7 months) (JBHT)
0 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-05 | Keefauver David | EVP of People | 703 | $200K | 47.1% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-05 | Webb Brian | EVP- Final Mile Services | 1,500 | $426K | 8.6% | No | Too little history (no open-market trades in 2023) |
| 2026-05-19 | Frazier Spencer | EVP of Sales and Marketing | 2,000 | $516K | 24% | No | Routine (bought in Feb & May & Aug & Nov each year 2023–2025) |
| 2026-05-15 | Hicks Bradley W. | President of DCS | 7,644 | $2.0M | 24.2% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-14 | Field Darren P. | EVP and President Intermodal | 4,000 | $1.0M | 31.5% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-04-22 | Hobbs Nicholas | EVP and COO | 1,272 | $319K | 1.4% | No | Too little history (no open-market trades in 2024) |
| 2026-04-21 | Thompson James K | Director | 1,000 | $254K | 4.9% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (JBHT)
Consensus Buy (mean 2.38 on a 1–5 scale), 24 analysts; mean target USD 279.52 (low 187, high 330).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-16 | Citigroup | Target raised | Neutral | $254 → $263 |
| 2026-10-16 | UBS | Target raised | Neutral | $264 → $273 |
| 2026-10-16 | Stephens & Co. | Target lowered | Overweight | $330 → $325 |
| 2026-10-16 | Wells Fargo | Target lowered | Overweight | $305 → $285 |
| 2026-10-16 | JP Morgan | Target lowered | Overweight | $287 → $283 |
| 2026-10-16 | Evercore ISI Group | Target lowered | Outperform | $277 → $275 |
| 2026-10-16 | Citizens | Reiterated | Market Outperform | $300 |
| 2026-10-14 | Bernstein | Target lowered | Outperform | $329 → $307 |
| 2026-10-08 | Stifel | Target lowered | Hold | $292 → $289 |
| 2026-10-07 | Citigroup | Target lowered | Neutral | $309 → $254 |
| 2026-10-07 | Truist Securities | Target lowered | Hold | $295 → $235 |
| 2026-10-05 | JP Morgan | Target lowered | Overweight | $313 → $287 |
Total return (dividends reinvested) (JBHT)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +39.4% | +23.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +39.6% | +4.3% |
| Volatility (annualized) | 34.4% | 29.1% |
| Max drawdown | -25.3% (Jul 2026→Oct 2026) | -39.5% (Feb 2024→Apr 2025) |
JBHT revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| JBI | $1.75B | 50.2% | +22.0% |
| DCS | $920.7M | 26.3% | +8.7% |
| ICS | $388.5M | 11.1% | +49.3% |
| JBT | $239.7M | 6.9% | +35.4% |
| FMS | $198.0M | 5.7% | -6.0% |
| Total revenue | $3.50B | 100% | — |
JBHT revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Service Excluding Fuel Surcharge | $2.85B | 81.6% | +10.8% |
| Fuel Surcharge | $641.5M | 18.4% | +82.3% |
| Total revenue | $3.50B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
JBHT suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | BNSF Logistics | “During the year ending December 31, 2024, we recorded expense of $14.4 million for the impairment of certain customer relationships intangible assets related to the BNSFL acquisition.” |
Quoted from the company's 10-K filed Feb 24, 2026.
JBHT customer concentration
In the period ended Dec 31, 2025, a single direct customer accounted for 8% of revenue, per the company's 10-K filed Feb 24, 2026. The company does not name it.
JBHT company outlook (results filed Oct 15, 2026)
- “We expect our 2026 full year annual tax rate to be approximately 24.0%.”
- “Actual results may differ materially from those currently anticipated due to a number of factors, including, but not limited to, those discussed in Item 1A of our Annual Report filed on Form 10-K for the year ended December 31, 2025.”
Quoted word-for-word from the SEC 8-K results press release.
JBHT analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $2.03 | $2.30 | -11.6% | $3.74B | 21 |
| Next quarter (ends Mar 2027) | $1.80 | $1.98 | -8.9% | $3.47B | 13 |
| Current fiscal year (ends Dec 2026) | $7.24 | $7.82 | -7.4% | $13.96B | 22 |
| Next fiscal year (ends Dec 2027) | $9.83 | $10.12 | -2.8% | $15.47B | 23 |
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 230.59 |
|---|---|
| Change | ▲ 0.87% (up) |
| Previous Close | USD 228.59 |
| Open | USD 227.21 |
| Day Range | USD 226.43 – 233.68 |
| 52-Week Range | USD 157.82 – 299.76 |
| Volume | 720,022 shares |
| Market Cap | $21.66B |
| Exchange | NMS |
Technical Analysis (JBHT)
Nexqual's technical model rates JBHT "SELL" based on 1 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 41.63 (neutral) |
| vs SMA50 | Below (USD 248.26) |
| MACD | -5.03 (negative) |
Analyst Ratings (JBHT)
Wall Street analysts rate JBHT "Buy" based on 24 analysts, with a mean price target of USD 279.52 (range USD 187–330), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 24 |
| Mean Target | USD 279.52 |
| High Target | USD 330 |
| Low Target | USD 187 |
| Buy / Hold / Sell | 15 / 7 / 2 |
Earnings (JBHT)
| Next Earnings Date | 2027-01-15 |
|---|---|
| EPS Estimate | USD 2.03 |
| Revenue Estimate | $3.74B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 1.82 vs est 1.81 ▲ beat |
| 2026-06-30 | USD 1.91 vs est 1.74 ▲ beat |
| 2026-03-31 | USD 1.49 vs est 1.45 ▲ beat |
| 2025-12-31 | USD 1.9 vs est 1.81 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (JBHT)
| Total Revenue | $13.33B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +20.40% |
| Gross Margin | +17.88% |
| Operating Margin | +6.72% |
| Profit Margin | +5.07% |
| ROE | +18.77% |
| Debt / Equity | 0.4 |
| Current Ratio | 1.23 |
| Total Cash | $3.75M |
| Total Debt | $1.47B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.10B (8.7% of revenue) |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (JBHT)
Nexqual rates J.B. Hunt Transport Services, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Weak — Revenue -1% YoY (annual), declining |
|---|---|
| Profitability | Mixed — Gross margin 18%, operating 7% (last 12 months) |
| Balance Sheet | Solid — $4M cash and investments vs $1.15B debt (Jun 2026, SEC) |
| Cash Flow | Solid — FCF $1.10B (last 4 quarters to Jun 2026, SEC), 9% margin |
| Efficiency | Solid — ROE 19%, ROA 7.4% |
Ownership (JBHT)
| Insider Ownership | +20.59% |
|---|---|
| Institutional Ownership | +79.30% |
| Shares Outstanding | 93.91M |
| Float | 72.53M |
| Short % of Float | +5.09% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (JBHT)
J.B. Hunt Transport Services, Inc. is led by Shelley Simpson, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:25 UTC.
| President, CEO & Director | Shelley Simpson |
|---|---|
| Executive Chairman | John N. Roberts |
| EVP of Finance & Chief Financial Officer | A. Brad Delco |
| COO, President of Highway & Final Mile Services and Executive VP | Nicholas Hobbs |
| Executive VP & President of Intermodal | Darren P. Field |
Major Backers & Investors (JBHT)
Notable institutional backers of J.B. Hunt Transport Services, Inc. include AQR Capital Management, LLC, Jupiter Topco LLC, JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| AQR Capital Management, LLC | 4.43% |
| Jupiter Topco LLC | 3.28% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 2.32% |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 2.2% |
| Morgan Stanley | 2% |
| Invesco | 1.83% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 9.3% |
| BlackRock | 6.75% |
| State Street | 4.25% |
| Geode Capital | 2.22% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
From J.B. Hunt Transport Services, Inc.'s Latest SEC 10-K Filing (filed 2026-02-24)
Key Strengths & Strategy (as disclosed to the SEC)
- We are the only road transportation company to make the Dow Jones Best-in-Class North America Index and are one of just five companies in the overall transportation industry group.
- We are one of the largest surface transportation, delivery, and logistics companies in North America.
- We believe our unique operating strategy can add value to customers and increase our profits and returns to shareholders.
Partnerships
- Our JBI segment began operations in 1989, forming a unique partnership with what is now the BNSF Railway Company (BNSF); this was a watershed event in the industry and the first agreement that linked major rail and truckload carriers in a joint service environment.
- Pricing of our contracts typically involves cost-plus arrangements, with our fixed costs being recovered regardless of equipment utilization, but is customized based on the amount of invested capital and the duration of the contract.
Legal & Regulatory Risks (Item 1A, quoted)
- Our operations are subject to various environmental laws and regulations, including legislative and regulatory responses to climate change. Compliance with environmental requirements could result in significant expenditures and the violation of these regulations could result in substantial fines or penalties.
- We operate in a regulated industry, and increased direct and indirect costs of compliance with, or liability for violation of, existing or future regulations could have a material adverse effect on our business.
- We may be subject to litigation claims that could result in significant expenditures.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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| EXPD | Expeditors International of Was | USD 196.19 | ▼ 0.42% |
| CHRW | C.H. Robinson Worldwide, Inc. | USD 142.31 | ▲ 0.96% |
| FDXF | FedEx Freight Holding Company, | USD 111.02 | ▲ 2.84% |
| ZTO | ZTO Express (Cayman) Inc. | USD 20.06 | ▲ 0.96% |
| FDX | FedEx Corporation | USD 303.92 | ▲ 1.91% |
| LSTR | Landstar System, Inc. | USD 169.39 | ▼ 1.1% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
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