JB Hunt Transport Services (JBHT)

• Market cap: $17.3B
• 1 day: -7.38%
• 5 days: -0.74%
• 1 month: -2.74%
• 3 months: -0.59%
• 6 months: 5.22%
• Year to date: 0.73%
• 1 year: -10.05%
• 5 years: 50.37%
• 10 years: 111.65%
• Sector: Industrials
• Industry: Trucking, Except Local

About: J.B. Hunt Transport Services ranks among the top surface transportation companies in North America by revenue. Its primary operating segments are intermodal delivery, which uses the Class I rail carriers for the underlying line-haul movement of its owned containers (48% of sales in 2023), dedicated trucking services that provide customer-specific fleet needs (28%), for-hire truckload (6%), heavy goods final-mile delivery (7%), and asset-light truck brokerage (11%).

Employees: 34,718

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more call options, than puts

Call options by funds: $103M | Put options by funds: $89.5M

13% more funds holding in top 10

Funds holding in top 10: 8 [Q2] → 9 (+1) [Q3]

2% more funds holding

Funds holding: 592 [Q2] → 605 (+13) [Q3]

5% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 212

2% more capital invested

Capital invested by funds: $12.7B [Q2] → $13B (+$295M) [Q3]

2.94% less ownership

Funds ownership: 76.97% [Q2] → 74.03% (-2.94%) [Q3]

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $174 1% upside
• Avg. target: $197 14% upside
• High target: $227 32% upside

13 analyst ratings

• positive: 11 85%
• neutral: 2 15%
• negative: 0 0%

UBS Thomas Wadewitz 48% 1-year accuracy 14 / 29 met price target	14% upside $196	Buy Maintained	17 Jan 2025
Citigroup Ariel Rosa 30% 1-year accuracy 8 / 27 met price target	12% upside $193	Buy Maintained	17 Jan 2025
B of A Securities Ken Hoexter 40% 1-year accuracy 21 / 53 met price target	10% upside $189	Buy Maintained	17 Jan 2025
Stifel J. Bruce Chan 46% 1-year accuracy 12 / 26 met price target	1% upside $174	Hold Maintained	17 Jan 2025
Stephens & Co. Daniel Imbro 61% 1-year accuracy 14 / 23 met price target	19% upside $205	Overweight Reiterated	17 Jan 2025