J.B. Hunt Transport Services (JBHT) to Release Quarterly Earnings on Thursday

J.B. Hunt Transport Services (NASDAQ:JBHT) is anticipated to release its Q4 2025 results after the market closes on Thursday, January 15th. Analysts expect J.B. Hunt Transport Services to post earnings of $1.76 per share and revenue of $3.0959 billion for the quarter. Individuals are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Thursday, January 15, 2026 at 5:00 PM ET.

J.B. Hunt Transport Services (NASDAQ:JBHT) last issued its quarterly earnings data on Wednesday, October 15th. The transportation company reported $1.76 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.46 by $0.30. The company had revenue of $3.05 billion during the quarter, compared to the consensus estimate of $3.02 billion. J.B. Hunt Transport Services had a return on equity of 15.16% and a net margin of 4.75%.The firm’s revenue was down .5% compared to the same quarter last year. During the same period last year, the company earned $1.49 earnings per share. On average, analysts expect J.B. Hunt Transport Services to post $6 EPS for the current fiscal year and $8 EPS for the next fiscal year.

J.B. Hunt Transport Services Price Performance

J.B. Hunt Transport Services stock opened at $205.17 on Wednesday. The firm has a market cap of $19.54 billion, a P/E ratio of 35.56, a P/E/G ratio of 1.75 and a beta of 1.27. The stock’s 50 day moving average is $186.11 and its 200 day moving average is $160.76. The company has a debt-to-equity ratio of 0.25, a current ratio of 0.87 and a quick ratio of 0.87. J.B. Hunt Transport Services has a one year low of $122.79 and a one year high of $208.13.

J.B. Hunt Transport Services announced that its board has approved a share buyback plan on Wednesday, October 22nd that permits the company to repurchase $0.00 in outstanding shares. This repurchase authorization permits the transportation company to repurchase shares of its stock through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

J.B. Hunt Transport Services Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 21st. Stockholders of record on Friday, November 7th were paid a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Friday, November 7th. J.B. Hunt Transport Services’s dividend payout ratio is currently 30.50%.

Insider Transactions at J.B. Hunt Transport Services

In other news, EVP David Keefauver sold 1,588 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $189.29, for a total transaction of $300,592.52. Following the completion of the sale, the executive vice president owned 550 shares in the company, valued at $104,109.50. The trade was a 74.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Brian Webb sold 796 shares of the stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $189.11, for a total value of $150,531.56. Following the completion of the transaction, the executive vice president owned 15,697 shares in the company, valued at approximately $2,968,459.67. This represents a 4.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 15,109 shares of company stock valued at $2,688,970. Company insiders own 2.30% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Coldstream Capital Management Inc. raised its holdings in shares of J.B. Hunt Transport Services by 4.5% in the 3rd quarter. Coldstream Capital Management Inc. now owns 1,508 shares of the transportation company’s stock worth $202,000 after acquiring an additional 65 shares during the last quarter. Certuity LLC increased its holdings in J.B. Hunt Transport Services by 5.0% during the 3rd quarter. Certuity LLC now owns 1,512 shares of the transportation company’s stock worth $203,000 after purchasing an additional 72 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in J.B. Hunt Transport Services by 21.0% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 583 shares of the transportation company’s stock worth $84,000 after purchasing an additional 101 shares in the last quarter. Gallagher Fiduciary Advisors LLC raised its stake in shares of J.B. Hunt Transport Services by 7.8% in the second quarter. Gallagher Fiduciary Advisors LLC now owns 1,538 shares of the transportation company’s stock worth $221,000 after purchasing an additional 111 shares during the last quarter. Finally, Vident Advisory LLC lifted its holdings in shares of J.B. Hunt Transport Services by 4.5% in the second quarter. Vident Advisory LLC now owns 3,284 shares of the transportation company’s stock valued at $472,000 after purchasing an additional 142 shares in the last quarter. 74.95% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

JBHT has been the subject of a number of analyst reports. Benchmark boosted their target price on shares of J.B. Hunt Transport Services from $175.00 to $212.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Bank of America lifted their price objective on J.B. Hunt Transport Services from $153.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, October 16th. Citigroup lowered J.B. Hunt Transport Services from a “buy” rating to a “neutral” rating and upped their target price for the company from $175.00 to $221.00 in a research report on Wednesday, January 7th. BMO Capital Markets raised their target price on J.B. Hunt Transport Services from $172.00 to $180.00 and gave the stock an “outperform” rating in a research note on Thursday, October 16th. Finally, Evercore ISI boosted their price target on J.B. Hunt Transport Services from $168.00 to $223.00 and gave the company an “outperform” rating in a research note on Monday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $192.86.

Key J.B. Hunt Transport Services News

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

• Positive Sentiment: JPMorgan upgraded JBHT to Overweight and raised its price target to $211, signaling analyst confidence in the shares and providing near-term support. JPMorgan raises price target
• Positive Sentiment: Zacks flagged JBHT as a top-ranked momentum stock, which can attract momentum-focused buying and help sustain the recent run-up in the share price. Zacks momentum piece
• Positive Sentiment: Short interest fell meaningfully during December (down ~22.8% to ~2.84M shares, ~3.0% of float), which reduces immediate short-pressure and is a modest positive for the stock’s technical backdrop.
• Neutral Sentiment: The stock is in focus ahead of Q4 (Dec‑2025) earnings; multiple previews note expected revenue declines and potential headwinds from higher net interest expense — news that can increase volatility but is not yet conclusive. Zacks earnings preview
• Neutral Sentiment: Additional analyst/press coverage (MSN preview and other Zacks pieces) is keeping the name prominent in screens — a neutral factor that can amplify moves in either direction around the report. MSN earnings preview
• Negative Sentiment: Investor-letter commentary (Heartland Mid Cap Value Fund) highlights that high-quality value and many mid-cap names have underperformed versus speculative/momentum areas — a thematic headwind for value-oriented holders of JBHT. Heartland investor letter
• Negative Sentiment: Some data entries on short‑interest were inconsistent/erroneous in filings (a later entry showing zero shares), creating ambiguity; any renewed short buildup would be a negative risk if earnings disappoint.

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.