Equities Analysts Offer Predictions for JBHT Q2 Earnings

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) – Investment analysts at Zacks Research lowered their Q2 2025 earnings estimates for shares of J.B. Hunt Transport Services in a research note issued on Thursday, January 30th. Zacks Research analyst S. Goswami now forecasts that the transportation company will earn $1.54 per share for the quarter, down from their previous estimate of $1.70. The consensus estimate for J.B. Hunt Transport Services’ current full-year earnings is $6.62 per share. Zacks Research also issued estimates for J.B. Hunt Transport Services’ Q3 2025 earnings at $1.65 EPS, Q4 2025 earnings at $1.86 EPS and FY2027 earnings at $8.86 EPS.

J.B. Hunt Transport Services (NASDAQ:JBHT) last issued its quarterly earnings data on Thursday, January 16th. The transportation company reported $1.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.62 by ($0.09). J.B. Hunt Transport Services had a return on equity of 14.05% and a net margin of 4.72%. The firm had revenue of $3.15 billion during the quarter, compared to analysts’ expectations of $3.13 billion. During the same period in the previous year, the firm earned $1.47 EPS. The firm’s quarterly revenue was down 4.5% on a year-over-year basis.

Several other equities analysts also recently issued reports on JBHT. Susquehanna raised J.B. Hunt Transport Services from a “neutral” rating to a “positive” rating and set a $200.00 target price on the stock in a research report on Friday, January 3rd. Benchmark reaffirmed a “buy” rating and set a $195.00 price objective on shares of J.B. Hunt Transport Services in a research note on Friday, January 17th. JPMorgan Chase & Co. decreased their target price on shares of J.B. Hunt Transport Services from $205.00 to $200.00 and set an “overweight” rating for the company in a research note on Friday, January 17th. Raymond James dropped their price target on shares of J.B. Hunt Transport Services from $200.00 to $190.00 and set an “outperform” rating on the stock in a research report on Tuesday, January 21st. Finally, Stephens reissued an “overweight” rating and set a $205.00 target price on shares of J.B. Hunt Transport Services in a research note on Friday, January 17th. Six investment analysts have rated the stock with a hold rating and thirteen have issued a buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $191.11.

J.B. Hunt Transport Services Price Performance

Shares of NASDAQ JBHT opened at $171.22 on Monday. J.B. Hunt Transport Services has a fifty-two week low of $153.12 and a fifty-two week high of $219.51. The company has a market cap of $17.26 billion, a PE ratio of 30.79, a P/E/G ratio of 1.58 and a beta of 1.16. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.94 and a current ratio of 1.03. The business has a 50-day simple moving average of $177.47 and a two-hundred day simple moving average of $174.74.

Institutional Trading of J.B. Hunt Transport Services

Several institutional investors have recently modified their holdings of the stock. Arvest Bank Trust Division purchased a new stake in J.B. Hunt Transport Services in the third quarter valued at $1,578,000. Forsta AP Fonden lifted its holdings in shares of J.B. Hunt Transport Services by 28.2% in the 3rd quarter. Forsta AP Fonden now owns 15,900 shares of the transportation company’s stock valued at $2,740,000 after purchasing an additional 3,500 shares during the last quarter. State Street Corp boosted its position in shares of J.B. Hunt Transport Services by 0.6% in the 3rd quarter. State Street Corp now owns 3,289,874 shares of the transportation company’s stock valued at $566,944,000 after purchasing an additional 19,826 shares during the period. Charles Schwab Investment Management Inc. boosted its position in shares of J.B. Hunt Transport Services by 2.2% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 553,698 shares of the transportation company’s stock valued at $95,419,000 after purchasing an additional 12,040 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. increased its position in J.B. Hunt Transport Services by 2.1% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 190,689 shares of the transportation company’s stock worth $32,861,000 after buying an additional 3,910 shares during the period. Hedge funds and other institutional investors own 74.95% of the company’s stock.

Insider Buying and Selling

In related news, EVP Spencer Frazier sold 2,200 shares of the business’s stock in a transaction on Wednesday, November 6th. The shares were sold at an average price of $194.21, for a total transaction of $427,262.00. Following the completion of the transaction, the executive vice president now owns 4,050 shares in the company, valued at approximately $786,550.50. The trade was a 35.20 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director James K. Thompson sold 4,400 shares of J.B. Hunt Transport Services stock in a transaction dated Tuesday, January 21st. The stock was sold at an average price of $175.37, for a total value of $771,628.00. Following the sale, the director now directly owns 23,559 shares of the company’s stock, valued at $4,131,541.83. This trade represents a 15.74 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 14,359 shares of company stock valued at $2,632,655 in the last three months. 2.10% of the stock is owned by corporate insiders.

J.B. Hunt Transport Services Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 21st. Investors of record on Friday, February 7th will be issued a $0.44 dividend. The ex-dividend date is Friday, February 7th. This is a positive change from J.B. Hunt Transport Services’s previous quarterly dividend of $0.43. This represents a $1.76 dividend on an annualized basis and a yield of 1.03%. J.B. Hunt Transport Services’s dividend payout ratio (DPR) is 30.94%.

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.