JB Hunt Transport ServicesJBHT
JBHT
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), dedicated trucking services that provide customer-specific fleet needs (27%), for-hire truckload (6%), heavy goods final-mile delivery (7%), and asset-light truck brokerage (12%).
Employees: 33,646
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 13 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
72% more call options, than puts
Call options by funds: $84.2M | Put options by funds: $48.9M
22% more funds holding in top 10
Funds holding in top 10: 9 [Q3] → 11 (+2) [Q4]
15% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 68
3.66% more ownership
Funds ownership: 71.62% [Q3] → 75.28% (+3.66%) [Q4]
8% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 203
2% more capital invested
Capital invested by funds: $12.6B [Q3] → $12.9B (+$276M) [Q4]
0% less funds holding
Funds holding: 607 [Q3] → 605 (-2) [Q4]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$130
1%
upside
Avg. target
$157
21%
upside
High target
$170
32%
upside
13 analyst ratings
9 positive
69%
4 neutral
31%
0 negative
0%
Benchmark Christopher Kuhn 39% 1-year accuracy 22 / 57 met price target | 28%upside $165 | Buy Maintained | 17 Apr 2025 |
Susquehanna Bascome Majors 26% 1-year accuracy 12 / 46 met price target | 8%upside $140 | Neutral Maintained | 17 Apr 2025 |
Truist Securities Lucas Pipes 20% 1-year accuracy 10 / 49 met price target | 1%upside $130 | Hold Maintained | 17 Apr 2025 |
JP Morgan Brian Ossenbeck 24% 1-year accuracy 8 / 33 met price target | 16%upside $150 | Overweight Maintained | 16 Apr 2025 |
UBS Thomas Wadewitz 24% 1-year accuracy 9 / 38 met price target | 20%upside $155 | Buy Maintained | 16 Apr 2025 |
Financial journalist opinion
Based on 20 articles about JBHT published over the past 30 days
Neutral
MarketBeat
6 hours ago
J.B. Hunt Transport Overcorrects Into a Buying Opportunity
J.B. Hunt's NASDAQ: JBHT stock share price came under pressure with the threat of tariffs and their economic impact and fell to a new low following its Q1 release. The low was catalyzed by tepid guidance relative to analysts' forecasts and the price target reset it caused.
Neutral
Benzinga
1 day ago
Stock Of The Day: Is J.B. Hunt Heading Higher?
J.B. Hunt Transport Services, Inc. JBHT trades higher Thursday. This comes after a lackluster earnings report.
Negative
Seeking Alpha
2 days ago
J.B. Hunt Transport Services: Macro Pressure Adds Another Layer Of Uncertainty To Poor Fundamentals
I maintain a hold rating on JBHT due to ongoing margin pressures, mixed bid season outcomes, and macro uncertainties around tariffs affecting demand visibility. J.B. Hunt's 1Q25 revenue was $2.92 billion, down 1% y/y, with Intermodal revenue up 5% y/y but margins still declining. Dedicated Contract Services segment saw a 4% y/y revenue decline and a 14% y/y EBIT drop, indicating weak underlying demand and fleet reductions.
Neutral
Seeking Alpha
3 days ago
Continue To Avoid J.B. Hunt Transport Services
J.B. Hunt's financial performance has deteriorated, with revenue and net income declining significantly over the past few years. The company's long-term debt has increased substantially, leading to higher interest expenses, which adds risk to the investment. The dividend yield of 1.3% requires an unrealistic 25% CAGR to match the 10-Year Treasury Note's cash flows, making it less attractive.
Positive
Zacks Investment Research
3 days ago
J.B. Hunt Q1 Earnings & Revenues Surpass Estimates, Decline Y/Y
JBHT's total operating revenues are $2.92 billion in the first quarter of 2025.
Negative
Schwab Network
3 days ago
AMD Expects $800M Loss, UAL Tariff Guidance Approach, JBHT Slides
Breaking news hits Morning Trade Live as AMD Inc. (AMD) reports it will lose $800 million over U.S. export restrictions. Diane King Hall makes the comparison to Nvidia (NVDA) facing similar issues, and the concern that DeepSeek's disruption still lingers over the A.I.
Negative
Benzinga
3 days ago
These Analysts Slash Their Forecasts On J.B. Hunt Transport After Q1 Earnings
J.B. Hunt Transport Services Inc. JBHT reported a 7.6% decline in profit for the first quarter on Tuesday.
Neutral
Seeking Alpha
3 days ago
J.B. Hunt Transport Services, Inc. (JBHT) Q1 2025 Earnings Call Transcript
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT ) Q1 2025 Earnings Conference Call April 15, 2025 5:00 PM ET Company Participants Brad Delco - SVP, Finance Shelley Simpson - President & CEO John Kuhlow - CFO Spencer Frazier - EVP, Sales & Marketing Nick Hobbs - COO, President, Highway & Final Mile Services, EVP Brad Hicks - President, Dedicated Contract Services Darren Field - President, Intermodal Conference Call Participants Chris Wetherbee - Wells Fargo Daniel Imbro - Stephens, Inc. Jordan Alliger - Goldman Sachs Brandon Oglenski - Barclays Jon Chappell - Evercore ISI Bascome Majors - Susquehanna Scott Group - Wolfe Research Ken Hoexter - Bank of America Brian Ossenbeck - JPMorgan Richa Harnain - Deutsche Bank Ravi Shanker - Morgan Stanley Ariel Rosa - Citigroup Operator Good afternoon, and welcome to the J.B. Hunt Transport First Quarter 2025 Earnings Conference Call.
Negative
WSJ
3 days ago
J.B. Hunt Profit Falls as Weak Freight Demand Persists
Trucking company is first major freight operator to report results since Trump began rolling out new tariffs.
Negative
Market Watch
3 days ago
Trucking company J.B. Hunt says customers are ‘waiting for the dust to settle' on tariffs
Trucking and logistics provider J.B. Hunt Transport Services Inc. on Tuesday said that its customers are still trying to figure out how to adapt to new tariff-related stresses, and said it had lost some business to rivals offering lower shipping prices.
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