J.B. Hunt Transport Services (NASDAQ:JBHT) Price Target Raised to $200.00

J.B. Hunt Transport Services (NASDAQ:JBHT) had its target price upped by Barclays from $150.00 to $200.00 in a report issued on Thursday,Benzinga reports. Barclays currently has an equal weight rating on the transportation company’s stock.

Several other research firms also recently weighed in on JBHT. Morgan Stanley raised their target price on J.B. Hunt Transport Services from $150.00 to $165.00 and gave the company an “equal weight” rating in a research report on Monday, December 8th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of J.B. Hunt Transport Services in a research note on Monday, December 29th. TD Cowen upped their target price on shares of J.B. Hunt Transport Services from $140.00 to $152.00 and gave the stock a “hold” rating in a report on Thursday, October 16th. Vertical Research cut shares of J.B. Hunt Transport Services from a “strong-buy” rating to a “hold” rating and set a $200.00 target price for the company. in a research report on Thursday, January 8th. Finally, UBS Group boosted their price target on shares of J.B. Hunt Transport Services from $157.00 to $174.00 and gave the stock a “neutral” rating in a research report on Thursday, October 16th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $199.68.

J.B. Hunt Transport Services Stock Performance

JBHT opened at $204.38 on Thursday. The firm’s fifty day simple moving average is $188.24 and its two-hundred day simple moving average is $161.88. J.B. Hunt Transport Services has a 52-week low of $122.79 and a 52-week high of $209.53. The company has a market cap of $19.46 billion, a price-to-earnings ratio of 33.29, a PEG ratio of 1.73 and a beta of 1.27. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 0.25.

J.B. Hunt Transport Services (NASDAQ:JBHT) last released its quarterly earnings results on Thursday, January 15th. The transportation company reported $1.90 earnings per share for the quarter, topping the consensus estimate of $1.81 by $0.09. J.B. Hunt Transport Services had a net margin of 4.99% and a return on equity of 16.18%. The firm had revenue of $3.10 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter in the prior year, the firm earned $1.53 EPS. The company’s revenue for the quarter was down 1.6% on a year-over-year basis. Equities analysts anticipate that J.B. Hunt Transport Services will post 6.37 earnings per share for the current fiscal year.

J.B. Hunt Transport Services Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, November 21st. Shareholders of record on Friday, November 7th were issued a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 0.9%. The ex-dividend date was Friday, November 7th. J.B. Hunt Transport Services’s payout ratio is presently 28.66%.

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

Insider Transactions at J.B. Hunt Transport Services

In other news, EVP Darren P. Field sold 6,500 shares of the company’s stock in a transaction on Wednesday, October 29th. The stock was sold at an average price of $169.00, for a total value of $1,098,500.00. Following the transaction, the executive vice president owned 12,976 shares of the company’s stock, valued at $2,192,944. This represents a 33.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP David Keefauver sold 1,588 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $189.29, for a total transaction of $300,592.52. Following the completion of the transaction, the executive vice president directly owned 550 shares in the company, valued at $104,109.50. The trade was a 74.28% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 15,109 shares of company stock valued at $2,688,970 in the last ninety days. 2.30% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On J.B. Hunt Transport Services

Hedge funds have recently added to or reduced their stakes in the business. Perigon Wealth Management LLC raised its position in J.B. Hunt Transport Services by 18.8% in the 4th quarter. Perigon Wealth Management LLC now owns 4,030 shares of the transportation company’s stock valued at $783,000 after purchasing an additional 638 shares in the last quarter. Earned Wealth Advisors LLC grew its holdings in J.B. Hunt Transport Services by 18.1% during the 4th quarter. Earned Wealth Advisors LLC now owns 2,472 shares of the transportation company’s stock worth $480,000 after acquiring an additional 379 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management purchased a new stake in shares of J.B. Hunt Transport Services in the 4th quarter valued at approximately $438,000. Three Seasons Wealth LLC purchased a new stake in shares of J.B. Hunt Transport Services during the 4th quarter worth $218,000. Finally, Nisa Investment Advisors LLC grew its stake in shares of J.B. Hunt Transport Services by 12.9% during the fourth quarter. Nisa Investment Advisors LLC now owns 9,631 shares of the transportation company’s stock worth $1,872,000 after purchasing an additional 1,104 shares in the last quarter. 74.95% of the stock is currently owned by institutional investors and hedge funds.

J.B. Hunt Transport Services News Roundup

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

• Positive Sentiment: Q4 earnings beat and margin improvement — JBHT reported EPS above Street estimates and management cited cost reductions that boosted operating profit and net income year‑over‑year, which supports near‑term earnings visibility. J.B. Hunt Q4 Earnings Surpass Estimates, Improve Year Over Year
• Positive Sentiment: Cash generation strengthened and capex moderated — operating cash flow rose materially while capital spending was down versus prior year, improving free‑cash‑flow dynamics that investors often favor. Q4 earnings & cash flow details
• Neutral Sentiment: Analyst views mixed but some lifts to sentiment — several firms have raised price targets this week (e.g., Truist) and some analysts highlight JBHT’s positioning versus peers, tempering the sell‑side reaction. Analyst ratings and price targets
• Neutral Sentiment: Industry context: freight demand soft — commentators note trucking peers face weak freight volumes, but JBHT is identified as relatively well‑positioned to navigate the cycle. That limits downside but keeps growth constrained. 3 Truck Stocks Positioned to Navigate Industry Challenges
• Negative Sentiment: Revenue decline and intermodal weakness pressured the stock — Q4 revenue fell ~1.6% (reported as a ~2% decline in coverage) and lower intermodal volumes were flagged, triggering investor concern about demand sustainability. The share price reacted negatively after the release. J.B. Hunt Fourth-Quarter Revenue Falls on Lower Intermodal Sales
• Negative Sentiment: Market reaction: shares fell after the mixed print — headlines and intraday trading showed a sell‑off as investors prioritized the revenue miss and soft demand over the EPS beat. Shares fall after Q4 revenue decline
• Negative Sentiment: Notable insider selling disclosed in filings — recent insider sales were reported in the quarter, which some investors interpret as a modest negative signal. Insider trading and holdings data

J.B. Hunt Transport Services Company Profile

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.