HUB Group
HUBG
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: 6,310
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
38% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 32
3% more funds holding
Funds holding: 267 [Q1] → 274 (+7) [Q2]
2.39% more ownership
Funds ownership: 96.31% [Q1] → 98.7% (+2.39%) [Q2]
3% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 99
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
8% less capital invested
Capital invested by funds: $2.18B [Q1] → $2B (-$176M) [Q2]
99% less call options, than puts
Call options by funds: $57K | Put options by funds: $7.43M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Baird
Daniel Moore
|
$42
|
Outperform
Maintained
|
4 Aug 2025 |
Stifel
J. Bruce Chan
|
$45
|
Buy
Maintained
|
1 Aug 2025 |
Susquehanna
Bascome Majors
|
$47
|
Positive
Maintained
|
1 Aug 2025 |
JP Morgan
Brian Ossenbeck
|
$36
|
Neutral
Maintained
|
8 Jul 2025 |
Financial journalist opinion