Asset Management One Co. Ltd. Sells 9,363 Shares of J.B. Hunt Transport Services, Inc. $JBHT

Asset Management One Co. Ltd. decreased its position in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 18.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 41,615 shares of the transportation company’s stock after selling 9,363 shares during the period. Asset Management One Co. Ltd.’s holdings in J.B. Hunt Transport Services were worth $9,324,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the company. Park Avenue Securities LLC raised its stake in shares of J.B. Hunt Transport Services by 19.7% in the third quarter. Park Avenue Securities LLC now owns 1,671 shares of the transportation company’s stock valued at $374,000 after purchasing an additional 275 shares in the last quarter. Verdence Capital Advisors LLC acquired a new stake in J.B. Hunt Transport Services during the third quarter worth $305,000. Citizens Financial Group Inc. RI boosted its stake in J.B. Hunt Transport Services by 41.1% during the third quarter. Citizens Financial Group Inc. RI now owns 4,843 shares of the transportation company’s stock worth $1,085,000 after buying an additional 1,411 shares in the last quarter. Fifth Third Wealth Advisors LLC increased its holdings in J.B. Hunt Transport Services by 4.8% in the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 998 shares of the transportation company’s stock valued at $224,000 after buying an additional 46 shares during the period. Finally, Inspire Investing LLC increased its holdings in J.B. Hunt Transport Services by 25.3% in the 3rd quarter. Inspire Investing LLC now owns 31,672 shares of the transportation company’s stock valued at $7,096,000 after buying an additional 6,396 shares during the period. Institutional investors own 74.95% of the company’s stock.

Key J.B. Hunt Transport Services News

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

• Positive Sentiment: Analysts expect freight demand and pricing to improve, with 2027 earnings still projected to rise significantly. However, margin pressure remains a key concern. Is JBHT a Buy Now as Growth Improves but Valuation Stays Elevated?
• Positive Sentiment: Zacks Research raised its Q1 2027 EPS forecast to $1.70 from $1.63 and its Q2 2027 forecast to $2.13 from $2.05, indicating some confidence in near-term operating improvement.
• Neutral Sentiment: J.B. Hunt previously reported quarterly revenue of $3.68 billion, ahead of estimates, with year-over-year revenue growth of 20.4% and EPS of $1.82 versus a $1.81 consensus. Those results provide a favorable operating backdrop, although the stock’s premium valuation limits the benefit of the growth. JBHT Falls 17.8% in 3 Months, Is the Pullback a Buying Opportunity?
• Negative Sentiment: Zacks Research maintained a “Hold” rating while cutting several estimates: Q4 2026 EPS to $2.05 from $2.19, FY2027 EPS to $9.34 from $9.68, and FY2028 EPS to $9.78 from $10.40. It also reduced forecasts for Q1 and Q2 2028 and Q4 2027, signaling weaker longer-term earnings expectations.
• Negative Sentiment: Rosen Law Firm said it is investigating potential securities claims involving J.B. Hunt shareholders. The announcement does not establish wrongdoing, but legal-investigation headlines can add uncertainty and weigh on investor sentiment. Rosen Law Firm Securities Class Action Investigation

Analyst Ratings Changes

JBHT has been the subject of a number of analyst reports. Susquehanna reduced their price objective on shares of J.B. Hunt Transport Services from $345.00 to $305.00 and set a “positive” rating for the company in a report on Friday, October 2nd. Wall Street Zen lowered shares of J.B. Hunt Transport Services from a “buy” rating to a “hold” rating in a research report on Monday, September 21st. Wells Fargo & Company lowered their target price on shares of J.B. Hunt Transport Services from $305.00 to $285.00 and set an “overweight” rating on the stock in a research note on Friday, October 16th. Sanford C. Bernstein dropped their price target on shares of J.B. Hunt Transport Services from $329.00 to $307.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. Finally, Weiss Ratings cut shares of J.B. Hunt Transport Services from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, October 26th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $273.76.

J.B. Hunt Transport Services Stock Down 0.4%

NASDAQ JBHT opened at $221.08 on Friday. The firm has a market cap of $20.61 billion, a PE ratio of 31.05, a price-to-earnings-growth ratio of 1.84 and a beta of 1.31. J.B. Hunt Transport Services, Inc. has a one year low of $157.82 and a one year high of $299.76. The stock’s 50 day simple moving average is $241.91 and its 200 day simple moving average is $245.76. The company has a debt-to-equity ratio of 0.31, a current ratio of 1.23 and a quick ratio of 1.26.

J.B. Hunt Transport Services (NASDAQ:JBHT) last released its quarterly earnings results on Thursday, October 15th. The transportation company reported $1.82 earnings per share for the quarter, beating analysts’ consensus estimates of $1.81 by $0.01. J.B. Hunt Transport Services had a return on equity of 18.72% and a net margin of 5.07%. The firm had revenue of $3.68 billion during the quarter, compared to analysts’ expectations of $3.59 billion. During the same period last year, the firm posted $1.76 EPS. The business’s revenue was up 20.4% on a year-over-year basis. As a group, sell-side analysts forecast that J.B. Hunt Transport Services, Inc. will post 7.25 earnings per share for the current fiscal year.

J.B. Hunt Transport Services Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 20th. Stockholders of record on Friday, November 6th will be paid a $0.45 dividend. The ex-dividend date is Friday, November 6th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 0.8%. J.B. Hunt Transport Services’s dividend payout ratio (DPR) is 25.28%.

About J.B. Hunt Transport Services

J.B. Hunt Transport Services, Inc is a transportation and logistics company headquartered in Lowell, Arkansas. Founded in 1961 by Johnnie Bryan Hunt and his wife, Nellie, the company has grown into a major provider of freight transportation services across North America.

The company’s principal operations include intermodal transportation, which combines rail and truck services; dedicated contract services, which provide customized transportation capacity and fleet management for individual customers; and integrated logistics solutions, including freight brokerage and third-party logistics.