J.B. Hunt Transport Services (NASDAQ:JBHT) Given New $228.00 Price Target at TD Cowen

J.B. Hunt Transport Services (NASDAQ:JBHT) had its price target raised by TD Cowen from $209.00 to $228.00 in a research report issued on Thursday. The brokerage presently has a “hold” rating on the transportation company’s stock. TD Cowen’s price target indicates a potential upside of 1.71% from the company’s previous close.

Several other brokerages have also recently commented on JBHT. Sanford C. Bernstein increased their price target on J.B. Hunt Transport Services from $158.00 to $195.00 and gave the company a “market perform” rating in a research report on Friday, January 9th. Evercore set a $222.00 price target on J.B. Hunt Transport Services in a research report on Friday, January 16th. Citigroup reissued a “neutral” rating on shares of J.B. Hunt Transport Services in a research report on Thursday. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $250.00 price objective on shares of J.B. Hunt Transport Services in a research report on Thursday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of J.B. Hunt Transport Services in a research report on Friday, March 27th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat, J.B. Hunt Transport Services currently has an average rating of “Moderate Buy” and a consensus target price of $215.50.

J.B. Hunt Transport Services Stock Performance

Shares of NASDAQ JBHT opened at $224.17 on Thursday. The stock has a 50 day moving average price of $217.90 and a 200 day moving average price of $193.58. J.B. Hunt Transport Services has a 52 week low of $122.79 and a 52 week high of $236.00. The company has a debt-to-equity ratio of 0.22, a quick ratio of 0.81 and a current ratio of 0.83. The stock has a market capitalization of $21.21 billion, a PE ratio of 36.51, a price-to-earnings-growth ratio of 1.87 and a beta of 1.22.

J.B. Hunt Transport Services (NASDAQ:JBHT) last issued its quarterly earnings results on Wednesday, April 15th. The transportation company reported $1.49 EPS for the quarter, beating the consensus estimate of $1.45 by $0.04. J.B. Hunt Transport Services had a return on equity of 16.33% and a net margin of 4.99%.The firm had revenue of $3.06 billion during the quarter, compared to analysts’ expectations of $3.01 billion. During the same period in the prior year, the firm posted $1.17 earnings per share. The business’s quarterly revenue was up 4.6% compared to the same quarter last year. Analysts predict that J.B. Hunt Transport Services will post 6.37 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CAO John Kuhlow sold 1,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $225.68, for a total value of $225,680.00. Following the completion of the sale, the chief accounting officer directly owned 17,931 shares of the company’s stock, valued at $4,046,668.08. This trade represents a 5.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, SVP Jennifer Boattini sold 2,238 shares of J.B. Hunt Transport Services stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $232.00, for a total value of $519,216.00. Following the sale, the senior vice president directly owned 16,650 shares of the company’s stock, valued at approximately $3,862,800. The trade was a 11.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 25,945 shares of company stock valued at $5,656,495. Insiders own 2.50% of the company’s stock.

Institutional Trading of J.B. Hunt Transport Services

Several hedge funds have recently added to or reduced their stakes in JBHT. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in J.B. Hunt Transport Services by 74.3% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,643 shares of the transportation company’s stock worth $2,314,000 after purchasing an additional 6,668 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in J.B. Hunt Transport Services by 3.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 433,661 shares of the transportation company’s stock worth $64,160,000 after purchasing an additional 13,729 shares during the last quarter. Empowered Funds LLC lifted its holdings in J.B. Hunt Transport Services by 27.8% during the 1st quarter. Empowered Funds LLC now owns 1,770 shares of the transportation company’s stock worth $262,000 after purchasing an additional 385 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in J.B. Hunt Transport Services during the 2nd quarter worth approximately $539,000. Finally, Northwestern Mutual Wealth Management Co. lifted 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 during the last quarter. 74.95% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting J.B. Hunt Transport Services

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

• Positive Sentiment: Q1 beat on both EPS and revenue — J.B. Hunt reported $1.49 EPS vs. $1.45 expected and $3.06B in revenue, with revenue up ~4.6% year-over-year, reinforcing underlying demand improvement. J.B. Hunt Q1 Press Release
• Positive Sentiment: Margins and company initiatives improving — Management cited operational initiatives that helped boost margins in FQ1, which markets view as evidence management can drive profitability as volumes recover. Seeking Alpha: Initiatives Help Boost Margins
• Positive Sentiment: Macro/sector read — Analysts and coverage note the quarter is a sign of freight-market recovery and greater resilience in demand, a bullish backdrop for JBHT’s intermodal and contract logistics businesses. 247WallSt: Freight Recovery Takeaways
• Positive Sentiment: Market commentary supportive — High-profile bullish commentary (e.g., Jim Cramer) highlights renewed investor interest and can amplify upside momentum. InsiderMonkey: Jim Cramer Bullish on JBHT
• Neutral Sentiment: Transcripts and details available — Multiple transcripts and the conference-call recording are posted for investors who want management’s tone on volume trends, pricing, and capacity. Seeking Alpha: Q1 Earnings Call Transcript
• Neutral Sentiment: Long-term momentum/valuation notes — Some research highlights JBHT as a momentum name, but the stock trades at an elevated P/E, so upside depends on sustained margin expansion and freight-market strength. Zacks: Momentum Case for JBHT
• Negative Sentiment: Near-term profit-taking / valuation pressure — Despite the beat, the stock is down today, reflecting possible profit-taking after recent gains and investor focus on high forward valuation (e.g., elevated P/E and PEG), which could cap short-term upside.

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.