J.B. Hunt Transport Services, Inc. $JBHT Shares Sold by Asset Management One Co. Ltd.

Key Points

• Asset Management One reduced its J.B. Hunt stake by 18.4% in the third quarter, selling 9,363 shares and retaining 41,615 shares valued at approximately $9.3 million. Institutional investors and hedge funds collectively own 74.95% of the company.
• J.B. Hunt reported quarterly EPS of $1.82 and revenue of $3.68 billion, exceeding analyst estimates, while revenue increased 20.4% year over year. The company also announced a quarterly dividend of $0.45 per share, representing a 0.8% yield.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $273.76, although several firms recently lowered their targets. Shares opened at $221.08, below their 50-day and 200-day moving averages.

Asset Management One Co. Ltd. cut its holdings in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT - Free Report) by 18.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,615 shares of the transportation company's stock after selling 9,363 shares during the period. Asset Management One Co. Ltd.'s holdings in J.B. Hunt Transport Services were worth $9,324,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of JBHT. BlackRock Inc. bought a new stake in shares of J.B. Hunt Transport Services during the 2nd quarter worth about $1,833,602,000. Jupiter Topco LLC bought a new position in shares of J.B. Hunt Transport Services in the 2nd quarter valued at approximately $891,349,000. Barrow Hanley Mewhinney & Strauss LLC acquired a new stake in J.B. Hunt Transport Services in the 2nd quarter worth approximately $287,581,000. Park Presidio Capital LLC acquired a new stake in J.B. Hunt Transport Services in the 2nd quarter worth approximately $218,096,000. Finally, Bank of New York Mellon Corp acquired a new stake in J.B. Hunt Transport Services in the 2nd quarter worth approximately $187,701,000. 74.95% of the stock is owned by institutional investors and hedge funds.

J.B. Hunt Transport Services Stock Performance

JBHT opened at $221.08 on Friday. The firm has a market capitalization of $20.61 billion, a P/E ratio of 31.05, a price-to-earnings-growth ratio of 1.84 and a beta of 1.31. The stock's 50 day moving average price is $241.91 and its two-hundred day moving average price is $245.76. The company has a quick ratio of 1.26, a current ratio of 1.23 and a debt-to-equity ratio of 0.31. J.B. Hunt Transport Services, Inc. has a 12-month low of $157.82 and a 12-month high of $299.76.

J.B. Hunt Transport Services (NASDAQ:JBHT - Get Free Report) last issued its quarterly earnings results on Thursday, October 15th. The transportation company reported $1.82 EPS for the quarter, topping analysts' consensus estimates of $1.81 by $0.01. The company had revenue of $3.68 billion during the quarter, compared to analyst estimates of $3.59 billion. J.B. Hunt Transport Services had a return on equity of 18.72% and a net margin of 5.07%. The company's quarterly revenue was up 20.4% compared to the same quarter last year. During the same period in the previous year, the company earned $1.76 earnings per share. On average, equities analysts forecast that J.B. Hunt Transport Services, Inc. will post 7.25 earnings per share for the current year.

J.B. Hunt Transport Services Announces Dividend

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

Analyst Ratings Changes

Several equities analysts have commented on JBHT shares. Sanford C. Bernstein lowered their price target on 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. 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. TD Cowen decreased their price objective on shares of J.B. Hunt Transport Services from $297.00 to $283.00 and set a "hold" rating for the company in a report on Monday, October 5th. Wells Fargo & Company decreased their price objective on shares of J.B. Hunt Transport Services from $305.00 to $285.00 and set an "overweight" rating for the company in a report on Friday, October 16th. Finally, The Goldman Sachs Group reiterated a "neutral" rating and issued a $252.00 target price on shares of J.B. Hunt Transport Services in a research note on Monday, October 19th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $273.76.

J.B. Hunt Transport Services News Summary

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 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 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.

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