Edgestream Partners L.P. Acquires New Stake in J.B. Hunt Transport Services, Inc. $JBHT

Edgestream Partners L.P. acquired a new position in shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) in the first quarter, according to the company in its most recent filing with the SEC. The firm acquired 32,394 shares of the transportation company’s stock, valued at approximately $6,864,000.

Other institutional investors have also recently added to or reduced their stakes in the company. CYBER HORNET ETFs LLC purchased a new position in J.B. Hunt Transport Services in the 2nd quarter valued at about $31,000. International Assets Investment Management LLC purchased a new stake in shares of J.B. Hunt Transport Services during the fourth quarter worth about $32,000. MUFG Securities EMEA plc acquired a new position in shares of J.B. Hunt Transport Services in the second quarter valued at approximately $34,000. Whittier Trust Co. raised its position in shares of J.B. Hunt Transport Services by 39.1% in the fourth quarter. Whittier Trust Co. now owns 178 shares of the transportation company’s stock valued at $37,000 after buying an additional 50 shares during the last quarter. Finally, CIBC Private Wealth Group LLC lifted its stake in shares of J.B. Hunt Transport Services by 34.3% during the fourth quarter. CIBC Private Wealth Group LLC now owns 188 shares of the transportation company’s stock valued at $37,000 after buying an additional 48 shares during the period. Institutional investors and hedge funds own 74.95% of the company’s stock.

Analyst Upgrades and Downgrades

JBHT has been the subject of several recent analyst reports. UBS Group lifted their target price on shares of J.B. Hunt Transport Services from $286.00 to $291.00 and gave the stock a “neutral” rating in a research note on Thursday, July 16th. Bank of America increased their price target on J.B. Hunt Transport Services from $225.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Sanford C. Bernstein restated an “outperform” rating on shares of J.B. Hunt Transport Services in a report on Thursday, July 16th. Wells Fargo & Company raised their price objective on J.B. Hunt Transport Services from $310.00 to $335.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Finally, Truist Financial upped their target price on J.B. Hunt Transport Services from $280.00 to $295.00 and gave the company a “hold” rating in a research note on Thursday, July 16th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $286.30.

J.B. Hunt Transport Services Stock Down 2.5%

Shares of JBHT opened at $269.21 on Friday. J.B. Hunt Transport Services, Inc. has a fifty-two week low of $130.12 and a fifty-two week high of $299.76. The company’s fifty day moving average is $280.02 and its two-hundred day moving average is $243.83. The firm has a market cap of $25.28 billion, a PE ratio of 38.13, a price-to-earnings-growth ratio of 1.73 and a beta of 1.29. The company has a quick ratio of 1.26, a current ratio of 1.26 and a debt-to-equity ratio of 0.31.

J.B. Hunt Transport Services (NASDAQ:JBHT) last released its quarterly earnings data on Wednesday, July 15th. The transportation company reported $1.91 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.20. The business had revenue of $3.50 billion during the quarter, compared to the consensus estimate of $3.26 billion. J.B. Hunt Transport Services had a return on equity of 18.75% and a net margin of 5.31%.The business’s revenue for the quarter was up 19.4% on a year-over-year basis. During the same period in the prior year, the firm posted $1.31 EPS. Analysts forecast that J.B. Hunt Transport Services, Inc. will post 7.75 earnings per share for the current year.

J.B. Hunt Transport Services Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Shareholders of record on Friday, August 7th will be given a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Friday, August 7th. J.B. Hunt Transport Services’s payout ratio is 25.50%.

Insider Activity at J.B. Hunt Transport Services

In other J.B. Hunt Transport Services news, EVP David Keefauver sold 703 shares of the company’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $285.13, for a total transaction of $200,446.39. Following the completion of the sale, the executive vice president directly owned 790 shares in the company, valued at $225,252.70. This represents a 47.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Spencer Frazier sold 2,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $258.20, for a total value of $516,400.00. Following the completion of the transaction, the executive vice president owned 4,604 shares in the company, valued at approximately $1,188,752.80. This trade represents a 30.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 15,847 shares of company stock valued at $4,162,861 over the last three months. Insiders own 2.50% of the company’s stock.

Trending Headlines about J.B. Hunt Transport Services

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

• Positive Sentiment: Zacks Research raised EPS estimates across multiple periods. Its forecasts increased for Q3 2026 to $2.05 from $1.97, Q4 2026 to $2.19 from $2.07, and fiscal 2026 to $7.65 from $7.21. Estimates were also lifted for Q1 2027 to $1.63, Q2 2027 to $2.05, Q3 2027 to $3.16, Q4 2027 to $2.84, and Q1 2028 to $1.62. The revisions suggest stronger expected profitability for JBHT.
• Positive Sentiment: Zacks maintained a “Strong-Buy” rating. Its revised fiscal 2026 forecast of $7.65 remains close to the broader consensus estimate of $7.71, reinforcing a constructive analyst outlook.
• Neutral Sentiment: An article compares ArcBest (ARCB) and J.B. Hunt (JBHT) as potential value investments, but the available report does not provide a specific conclusion or new fundamental information about J.B. Hunt. ARCB or JBHT: Which Is the Better Value Stock Right Now?
• Negative Sentiment: The stock’s decline may reflect valuation or profit-taking rather than deterioration in the news flow. JBHT trades at a relatively elevated price-to-earnings ratio of about 38, which can make the shares sensitive to broader market sentiment even as earnings expectations improve.

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.