JB Hunt Transport Services (JBHT)

• Market cap: $13B
• 1 day: -2.38%
• 5 days: -1.53%
• 1 month: -5.61%
• 3 months: -3.29%
• 6 months: -10%
• Year to date: -21.43%
• 1 year: -19.92%
• 5 years: 0.06%
• 10 years: 72.46%
• Sector: Industrials
• Industry: Integrated Freight & Logistics

About: J.B. Hunt Transport Services ranks among the top surface transportation companies in North America by revenue. Its primary operating segments are intermodal delivery, which uses the Class I rail carriers for the underlying line-haul movement of its owned containers (48% of sales), dedicated trucking services that provide customer-specific fleet needs (27%), for-hire truckload (6%), heavy goods final-mile delivery (7%), and asset-light truck brokerage (12%).

Employees: 33,646

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

101% more call options, than puts

Call options by funds: $149M | Put options by funds: $74.3M

54% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 71

34% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 185

5% more funds holding

Funds holding: 576 [Q1] → 606 (+30) [Q2]

0.21% less ownership

Funds ownership: 73.56% [Q1] → 73.34% (-0.21%) [Q2]

3% less capital invested

Capital invested by funds: $10.8B [Q1] → $10.4B (-$344M) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 9 [Q1] → 6 (-3) [Q2]

Research analyst outlook

12 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $145
• Avg. target: $159
• High target: $180

12 analyst ratings

• positive: 6 50%
• neutral: 6 50%
• negative: 0 0%

B of A Securities Ken Hoexter	$153	Buy Maintained	16 Sep 2025
UBS Thomas Wadewitz	$157	Neutral Downgraded	5 Sep 2025
Wells Fargo Christian Wetherbee	$163	Overweight Maintained	16 Jul 2025
Stifel J. Bruce Chan	$145	Hold Maintained	16 Jul 2025
Citigroup Ariel Rosa	$170	Buy Maintained	16 Jul 2025