Citizens Jmp Reaffirms "Market Outperform" Rating for J.B. Hunt Transport Services (NASDAQ:JBHT)

Key Points

• Citizens JMP reaffirmed its “Market Outperform” rating on J.B. Hunt Transport Services and set a $300 price target, implying approximately 30% upside from the cited $230.31 share price.
• J.B. Hunt’s third-quarter results modestly exceeded expectations, with EPS of $1.82 versus $1.81 forecast and revenue of $3.68 billion versus $3.59 billion; revenue increased 20.4% year over year.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and average target of $276.24, although rising operating expenses and margin pressure remain concerns.

J.B. Hunt Transport Services (NASDAQ:JBHT - Get Free Report)'s stock had its "market outperform" rating restated by stock analysts at Citizens Jmp in a research note issued on Friday, Benzinga reports. They presently have a $300.00 target price on the transportation company's stock. Citizens Jmp's target price indicates a potential upside of 30.26% from the company's current price.

Other equities research analysts have also issued research reports about the stock. BMO Capital Markets set a $315.00 price objective on shares of J.B. Hunt Transport Services in a report on Wednesday, October 7th. Raymond James Financial cut their target price on shares of J.B. Hunt Transport Services from $315.00 to $300.00 and set an "outperform" rating on the stock in a research report on Thursday, September 17th. Benchmark upped their target price on shares of J.B. Hunt Transport Services from $250.00 to $300.00 and gave the company a "buy" rating in a research report on Friday, June 26th. Barclays cut their target price on shares of J.B. Hunt Transport Services from $300.00 to $285.00 and set an "equal weight" rating on the stock in a research report on Wednesday, September 16th. Finally, TD Cowen cut their price target on shares of J.B. Hunt Transport Services from $297.00 to $283.00 and set a "hold" rating on the stock in a research report on Monday, October 5th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $276.24.

J.B. Hunt Transport Services Stock Down 2.1%

Shares of NASDAQ:JBHT opened at $230.31 on Friday. J.B. Hunt Transport Services has a 12 month low of $157.82 and a 12 month high of $299.76. The company's 50-day moving average price is $252.50 and its two-hundred day moving average price is $259.27. The company has a quick ratio of 1.26, a current ratio of 1.26 and a debt-to-equity ratio of 0.31. The firm has a market cap of $21.63 billion, a P/E ratio of 32.62, a P/E/G ratio of 1.93 and a beta of 1.31.

J.B. Hunt Transport Services (NASDAQ:JBHT - Get Free Report) last issued its quarterly earnings data on Thursday, October 15th. The transportation company reported $1.82 EPS for the quarter, topping analysts' consensus estimates of $1.81 by $0.01. J.B. Hunt Transport Services had a net margin of 5.31% and a return on equity of 18.75%. The firm had revenue of $3.68 billion for the quarter, compared to analyst estimates of $3.59 billion. During the same quarter in the prior year, the firm earned $1.76 EPS. The company's revenue was up 20.4% on a year-over-year basis. As a group, research analysts forecast that J.B. Hunt Transport Services will post 7.34 EPS for the current fiscal year.

Institutional Trading of J.B. Hunt Transport Services

A number of large investors have recently bought and sold shares of the business. Elevation Wealth Partners LLC increased its position in shares of J.B. Hunt Transport Services by 500.0% in the second quarter. Elevation Wealth Partners LLC now owns 150 shares of the transportation company's stock valued at $43,000 after acquiring an additional 125 shares during the last quarter. Basecamp Wealth Advisors LLC raised its stake in J.B. Hunt Transport Services by 250.0% in the first quarter. Basecamp Wealth Advisors LLC now owns 217 shares of the transportation company's stock valued at $46,000 after purchasing an additional 155 shares in the last quarter. Parkside Financial Bank & Trust raised its stake in J.B. Hunt Transport Services by 17.9% during the second quarter. Parkside Financial Bank & Trust now owns 250 shares of the transportation company's stock worth $72,000 after acquiring an additional 38 shares in the last quarter. Westpac Banking Corp acquired a new position in shares of J.B. Hunt Transport Services in the first quarter valued at approximately $102,000. Finally, SJS Investment Consulting Inc. boosted its holdings in shares of J.B. Hunt Transport Services by 17.5% during the 1st quarter. SJS Investment Consulting Inc. now owns 570 shares of the transportation company's stock worth $121,000 after buying an additional 85 shares in the last quarter. 74.95% of the stock is owned by institutional investors.

More J.B. Hunt Transport Services News

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

• Positive Sentiment: J.B. Hunt reported third-quarter revenue of $3.68 billion, up 20.4% year over year and above the $3.59 billion analyst consensus. EPS was $1.82, slightly ahead of the $1.81 estimate and up from $1.76 a year earlier. J.B. Hunt earnings results
• Positive Sentiment: Citizens JMP reaffirmed its “market outperform” rating and assigned a $300 price target, implying substantial upside from the referenced $235.31 share price. Citizens JMP rating report
• Neutral Sentiment: Management’s third-quarter earnings call transcript is available, giving investors additional insight into freight demand, pricing, operating trends and the outlook across J.B. Hunt’s transportation businesses. J.B. Hunt Q3 2026 earnings call transcript
• Negative Sentiment: Profit growth lagged revenue growth. Net income was $172.4 million, while operating expenses rose to $3.43 billion, indicating pressure on margins and helping explain why investors viewed the earnings beat as less impressive than the headline figures suggested. J.B. Hunt reports higher profit and operating expenses
• Negative Sentiment: Rosen and Pomerantz law firms announced investigations into potential securities claims involving J.B. Hunt. The investigations remain an uncertainty and could add reputational or legal-risk overhang, although no liability has been established. Pomerantz investor alert

J.B. Hunt Transport Services Company 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 Johnelle Hunt, the company has grown from a small trucking operation into a major provider of freight transportation and supply-chain services across North America.

The company's primary business activities include intermodal transportation, which combines rail and truck services; dedicated contract services, which provides customized fleet and delivery operations for individual customers; and integrated capacity solutions, including freight brokerage and third-party logistics.