Pictet Asset Management Holding SA Reduces Stock Position in J.B. Hunt Transport Services, Inc. $JBHT

Key Points

• Pictet Asset Management cut its J.B. Hunt stake by 27.7% in Q4, selling 17,365 shares and leaving 45,267 shares worth about $8.8 million.
• J.B. Hunt recently beat quarterly estimates (EPS $1.49 vs. $1.45; revenue $3.06B vs. $3.01B) and declared a $0.45 quarterly dividend (annualized $1.80, yield ~0.7%).
• Company insiders have been net sellers (19,869 shares, ~$4.5M over 90 days) while analysts are mixed but the consensus is a "Moderate Buy" with an average target near $227.04.

Pictet Asset Management Holding SA lowered its stake in shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT - Free Report) by 27.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 45,267 shares of the transportation company's stock after selling 17,365 shares during the period. Pictet Asset Management Holding SA's holdings in J.B. Hunt Transport Services were worth $8,797,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. AE Wealth Management LLC boosted its holdings in shares of J.B. Hunt Transport Services by 3.2% in the 3rd quarter. AE Wealth Management LLC now owns 125,829 shares of the transportation company's stock worth $16,883,000 after buying an additional 3,890 shares during the last quarter. Machina Capital S.A.S. purchased a new position in shares of J.B. Hunt Transport Services in the 3rd quarter worth about $3,627,000. AdvisorShares Investments LLC purchased a new position in shares of J.B. Hunt Transport Services in the 3rd quarter worth about $433,000. Krilogy Financial LLC purchased a new position in shares of J.B. Hunt Transport Services in the 3rd quarter worth about $1,003,000. Finally, Savant Capital LLC boosted its holdings in shares of J.B. Hunt Transport Services by 145.6% in the 3rd quarter. Savant Capital LLC now owns 21,689 shares of the transportation company's stock worth $2,910,000 after buying an additional 12,857 shares during the last quarter. Institutional investors own 74.95% of the company's stock.

Key J.B. Hunt Transport Services News

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

• Positive Sentiment: Zacks Research raised multiple near‑term and medium‑term EPS forecasts, boosting FY2026 to $7.21 and FY2027 to $8.89 and raising several quarter-level estimates (including Q2–Q4 2026 and Q1–Q2 2027). Higher analyst earnings assumptions support a stronger earnings trajectory than previously modeled, which is a bullish catalyst for JBHT. MarketBeat JBHT
• Neutral Sentiment: J.B. Hunt held its annual Million Mile celebration honoring long‑tenured, accident‑free drivers — positive for safety culture and operations but unlikely to move near‑term earnings materially. 30 Years of Million Mile Drivers
• Negative Sentiment: Zacks made a small downward tweak to longer‑range forecasts — cutting FY2028 to $9.31 (from $9.45) and shaving Q3 2027 by a penny. Though modest, these trims are a reminder of uncertainty in later-year forecasts and could temper enthusiasm among growth‑oriented investors. MarketBeat JBHT

J.B. Hunt Transport Services Price Performance

NASDAQ JBHT opened at $248.73 on Friday. The firm's 50-day simple moving average is $223.12 and its two-hundred day simple moving average is $202.08. J.B. Hunt Transport Services, Inc. has a 52 week low of $130.12 and a 52 week high of $256.18. The company has a market cap of $23.46 billion, a PE ratio of 38.50, a price-to-earnings-growth ratio of 1.85 and a beta of 1.29. The company has a quick ratio of 0.81, a current ratio of 1.26 and a debt-to-equity ratio of 0.36.

J.B. Hunt Transport Services (NASDAQ:JBHT - Get Free Report) last announced its quarterly earnings results on Wednesday, April 15th. The transportation company reported $1.49 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.45 by $0.04. The firm had revenue of $3.06 billion for the quarter, compared to the consensus estimate of $3.01 billion. J.B. Hunt Transport Services had a net margin of 5.13% and a return on equity of 17.30%. The company's revenue for the quarter was up 4.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.17 earnings per share. Research analysts predict that J.B. Hunt Transport Services, Inc. will post 7.27 earnings per share for the current year.

J.B. Hunt Transport Services Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Friday, May 8th will be paid a $0.45 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.80 annualized dividend and a yield of 0.7%. J.B. Hunt Transport Services's dividend payout ratio is currently 27.86%.

Analyst Ratings Changes

A number of brokerages recently weighed in on JBHT. Citigroup boosted their price target on shares of J.B. Hunt Transport Services from $228.00 to $236.00 and gave the stock a "neutral" rating in a report on Thursday, April 16th. Evercore set a $222.00 price target on shares of J.B. Hunt Transport Services in a report on Friday, January 16th. The Goldman Sachs Group boosted their price target on shares of J.B. Hunt Transport Services from $169.00 to $187.00 and gave the stock a "neutral" rating in a report on Thursday, January 8th. Susquehanna boosted their price target on shares of J.B. Hunt Transport Services from $250.00 to $290.00 and gave the stock a "positive" rating in a report on Wednesday, April 22nd. Finally, Sanford C. Bernstein upped their price objective on shares of J.B. Hunt Transport Services from $158.00 to $195.00 and gave the company a "market perform" rating in a report on Friday, January 9th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, J.B. Hunt Transport Services presently has an average rating of "Moderate Buy" and an average target price of $227.04.

Insiders Place Their Bets

In other J.B. Hunt Transport Services news, CFO Albert Brad Delco sold 1,000 shares of the company's stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $227.25, for a total value of $227,250.00. Following the completion of the sale, the chief financial officer owned 6,983 shares of the company's stock, valued at $1,586,886.75. This represents a 12.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Ronald Greer Woodruff sold 331 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $225.57, for a total value of $74,663.67. Following the sale, the executive vice president directly owned 4,019 shares of the company's stock, valued at approximately $906,565.83. This trade represents a 7.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 19,869 shares of company stock valued at $4,504,707 over the last 90 days. Company insiders own 2.50% of the company's stock.

J.B. Hunt Transport Services Profile

J.B. Hunt Transport Services, Inc is a leading provider of transportation and logistics solutions headquartered in Lowell, Arkansas. The company offers a comprehensive suite of services designed to move freight efficiently across North America, including intermodal, dedicated contract services, full truckload, less-than-truckload (LTL), final mile delivery and specialized transport.

In its intermodal segment, J.B. Hunt leverages a network of rail and truck assets to transport containers and trailers on major U.S.

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