HUB GroupHUBG
About: Hub Group ranks among the largest providers of rail intermodal service. Roughly 60% of consolidated revenue comes from Hub's intermodal and transportation solutions division. ITS includes its flagship intermodal operations, which use the Class I rail carriers for the underlying line-haul movement of containers, as well as its dedicated truckload shipping unit. Hub's logistics segment includes its asset-light truck brokerage operations along with its outsourced transportation management, warehousing and fulfillment, and heavy-goods final mile delivery offerings. Hub often makes tuck-in acquisitions that expand its brokerage, last-mile, and dedicated offerings.
Employees: 6,386
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
6% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 96
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0.78% less ownership
Funds ownership: 96.95% [Q4 2024] → 96.17% (-0.78%) [Q1 2025]
3% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 40
2% less funds holding
Funds holding: 269 [Q4 2024] → 264 (-5) [Q1 2025]
17% less capital invested
Capital invested by funds: $2.63B [Q4 2024] → $2.18B (-$448M) [Q1 2025]
76% less call options, than puts
Call options by funds: $245K | Put options by funds: $1.03M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
JP Morgan Brian Ossenbeck | 1%upside $36 | Neutral Maintained | 8 Jul 2025 |
Baird Daniel Moore | 23%upside $44 | Outperform Reinstated | 1 Jul 2025 |
Susquehanna Bascome Majors | 29%upside $46 | Positive Maintained | 24 Jun 2025 |
Barclays Brandon Oglenski | 12%upside $40 | Equal-Weight Maintained | 12 May 2025 |
Benchmark Christopher Kuhn | 7%downside $33 | Buy Maintained | 9 May 2025 |
Financial journalist opinion
