J.B. Hunt Transport Services, Inc. $JBHT Stock Sold by North Dakota State Investment Board

North Dakota State Investment Board decreased its position in shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 63.7% during the 3rd quarter, Holdings Channel.com reports. The fund owned 2,303 shares of the transportation company’s stock after selling 4,035 shares during the period. North Dakota State Investment Board’s holdings in J.B. Hunt Transport Services were worth $516,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. VestGen Advisors LLC lifted its position in shares of J.B. Hunt Transport Services by 3.6% during the third quarter. VestGen Advisors LLC now owns 1,852 shares of the transportation company’s stock worth $415,000 after purchasing an additional 65 shares in the last quarter. Generali Asset Management SPA SGR grew its stake in shares of J.B. Hunt Transport Services by 5.8% in the 3rd quarter. Generali Asset Management SPA SGR now owns 2,856 shares of the transportation company’s stock valued at $640,000 after purchasing an additional 157 shares during the last quarter. Park Avenue Securities LLC grew its stake in shares of J.B. Hunt Transport Services by 19.7% in the 3rd 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 during the last quarter. Verdence Capital Advisors LLC acquired a new position in shares of J.B. Hunt Transport Services in the third quarter valued at approximately $305,000. Finally, Citizens Financial Group Inc. RI increased its holdings in shares of J.B. Hunt Transport Services by 41.1% in the third quarter. Citizens Financial Group Inc. RI now owns 4,843 shares of the transportation company’s stock valued at $1,085,000 after purchasing an additional 1,411 shares during the period. 74.95% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting J.B. Hunt Transport Services

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

J.B. Hunt Transport Services Stock Performance

Shares of JBHT opened at $221.08 on Monday. The company has a debt-to-equity ratio of 0.31, a current ratio of 1.23 and a quick ratio of 1.23. The firm has a 50 day simple moving average of $241.91 and a 200-day simple moving average of $245.76. J.B. Hunt Transport Services, Inc. has a 1-year low of $157.82 and a 1-year high of $299.76. The stock has a market cap of $20.61 billion, a price-to-earnings ratio of 31.05, a price-to-earnings-growth ratio of 1.84 and a beta of 1.26.

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

J.B. Hunt Transport Services Dividend Announcement

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

Analysts Set New Price Targets

A number of equities analysts recently weighed in on JBHT shares. Stephens lowered their price objective on shares of J.B. Hunt Transport Services from $330.00 to $325.00 and set an “overweight” rating on the stock in a research report on Friday, October 16th. Truist Financial cut their price objective on shares of J.B. Hunt Transport Services from $295.00 to $235.00 and set a “hold” rating for the company in a research report on Wednesday, October 7th. Wall Street Zen cut shares of J.B. Hunt Transport Services from a “buy” rating to a “hold” rating in a research note on Monday, September 21st. Sanford C. Bernstein lowered their target price on shares of J.B. Hunt Transport Services from $329.00 to $307.00 and set an “outperform” rating on the stock in a report on Wednesday, October 14th. Finally, Weiss Ratings lowered 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 research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $273.76.

J.B. Hunt Transport Services Profile

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.