What is Zacks Research's Forecast for JBHT FY2025 Earnings?

Key Points

• Analysts at Zacks Research have revised their FY2025 earnings per share (EPS) estimate for J.B. Hunt Transport Services down to $5.62, from a previous forecast of $5.68, which is significantly lower than the consensus estimate of $6.37.
• Recent reports show that the stock has a moderate buy rating with an average price target of $164.90, while various analysts have updated their target prices, with JMPorgan raising it to $180.00.
• The company is set to pay a quarterly dividend of $0.44 per share on August 22, representing an annual yield of 1.20% based on its current payout ratio of 32.00%.

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT - Free Report) - Investment analysts at Zacks Research reduced their FY2025 earnings per share estimates for J.B. Hunt Transport Services in a report released on Tuesday, July 29th. Zacks Research analyst S. Goswami now expects that the transportation company will earn $5.62 per share for the year, down from their previous estimate of $5.68. The consensus estimate for J.B. Hunt Transport Services' current full-year earnings is $6.37 per share. Zacks Research also issued estimates for J.B. Hunt Transport Services' Q4 2025 earnings at $1.66 EPS, Q1 2026 earnings at $1.34 EPS, Q2 2026 earnings at $1.53 EPS, Q3 2026 earnings at $1.71 EPS, FY2026 earnings at $6.53 EPS, Q2 2027 earnings at $1.58 EPS and FY2027 earnings at $7.83 EPS.

J.B. Hunt Transport Services (NASDAQ:JBHT - Get Free Report) last released its quarterly earnings results on Tuesday, July 15th. The transportation company reported $1.31 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.34 by ($0.03). J.B. Hunt Transport Services had a return on equity of 14.26% and a net margin of 4.59%. The firm had revenue of $2.93 billion for the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the previous year, the business posted $1.32 EPS. The firm's revenue for the quarter was up .0% compared to the same quarter last year.

JBHT has been the topic of several other research reports. Stephens cut their target price on J.B. Hunt Transport Services from $170.00 to $165.00 and set an "overweight" rating on the stock in a research report on Wednesday, April 16th. TD Cowen dropped their target price on shares of J.B. Hunt Transport Services from $160.00 to $140.00 and set a "hold" rating on the stock in a research report on Wednesday, April 16th. Baird R W upgraded shares of J.B. Hunt Transport Services to a "strong-buy" rating in a report on Tuesday, July 1st. Susquehanna upped their price objective on shares of J.B. Hunt Transport Services from $155.00 to $157.00 and gave the company a "neutral" rating in a report on Wednesday, July 16th. Finally, UBS Group reaffirmed a "buy" rating on shares of J.B. Hunt Transport Services in a research report on Tuesday, July 8th. Ten analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has issued a strong buy rating to the company's stock. Based on data from MarketBeat.com, J.B. Hunt Transport Services presently has a consensus rating of "Moderate Buy" and an average target price of $164.90.

J.B. Hunt Transport Services Trading Down 3.1%

JBHT traded down $4.49 during trading on Wednesday, reaching $139.56. 1,173,846 shares of the stock traded hands, compared to its average volume of 1,130,467. The stock's 50-day moving average is $145.14 and its 200 day moving average is $149.35. J.B. Hunt Transport Services has a 12 month low of $122.79 and a 12 month high of $200.40. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 0.28. The stock has a market capitalization of $13.51 billion, a PE ratio of 25.37, a P/E/G ratio of 2.22 and a beta of 1.29.

J.B. Hunt Transport Services Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, August 22nd. Stockholders of record on Friday, August 8th will be paid a dividend of $0.44 per share. The ex-dividend date is Friday, August 8th. This represents a $1.76 annualized dividend and a dividend yield of 1.3%. J.B. Hunt Transport Services's dividend payout ratio is presently 32.00%.

Insider Buying and Selling at J.B. Hunt Transport Services

In other J.B. Hunt Transport Services news, EVP David Keefauver sold 989 shares of the stock in a transaction dated Wednesday, July 23rd. The shares were sold at an average price of $151.97, for a total transaction of $150,298.33. Following the completion of the transaction, the executive vice president owned 946 shares in the company, valued at $143,763.62. This trade represents a 51.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 2.30% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of JBHT. Wellington Management Group LLP boosted its stake in J.B. Hunt Transport Services by 428.4% in the 4th quarter. Wellington Management Group LLP now owns 1,263,391 shares of the transportation company's stock worth $215,610,000 after purchasing an additional 1,024,295 shares during the period. Norges Bank purchased a new stake in shares of J.B. Hunt Transport Services in the fourth quarter worth about $146,618,000. JPMorgan Chase & Co. grew its stake in J.B. Hunt Transport Services by 14.6% during the first quarter. JPMorgan Chase & Co. now owns 4,853,092 shares of the transportation company's stock valued at $718,015,000 after acquiring an additional 616,986 shares in the last quarter. Demars Financial Group LLC increased its holdings in J.B. Hunt Transport Services by 16,964.6% during the 4th quarter. Demars Financial Group LLC now owns 610,059 shares of the transportation company's stock worth $104,113,000 after acquiring an additional 606,484 shares during the period. Finally, Worldquant Millennium Advisors LLC lifted its stake in J.B. Hunt Transport Services by 2,408.1% in the 4th quarter. Worldquant Millennium Advisors LLC now owns 213,888 shares of the transportation company's stock worth $36,502,000 after purchasing an additional 205,360 shares in the last quarter. 74.95% of the stock is currently owned by hedge funds and other institutional investors.

About J.B. Hunt Transport Services

J.B. Hunt Transport Services, Inc provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The JBI segment offers intermodal freight solutions.