BMO Capital Lifts Price Target on J.B. Hunt Transport Services to $245 From $225, Maintains Outperform Rating
BMO Capital has increased its price target for J.B. Hunt Transport Services (JBHT) to $245 from $225, while reiterating an Outperform rating for the company. This adjustment reflects BMO Capital's continued positive outlook on the transportation services provider's stock. The article also provides a brief overview of J.B. Hunt's operations, including its various transportation and logistics services.
Analysts Offer Insights on Industrial Goods Companies: Eaton (ETN), Cintas (CTAS) and JB Hunt (JBHT)
This article provides analyst insights on three industrial goods companies: Eaton (ETN), Cintas (CTAS), and JB Hunt (JBHT). Barclays maintained a Hold rating on Eaton with a $350.00 price target and a Buy rating on Cintas with a $245.00 price target, while also maintaining a Hold rating on JB Hunt with a $200.00 price target. The analysis includes details on each analyst's performance and the overall consensus rating and price target for each company.
Analysts Offer Insights on Industrial Goods Companies: Eaton (ETN), Cintas (CTAS) and JB Hunt (JBHT)
Analysts from Barclays and Wells Fargo have provided ratings and price targets for three industrial goods companies: Eaton (ETN), Cintas (CTAS), and JB Hunt (JBHT). Eaton received a Hold rating from Barclays and Wells Fargo, with a consensus of Strong Buy. Cintas was rated Buy by Barclays and William Blair, holding a Moderate Buy consensus. JB Hunt also received a Hold rating from Barclays with a Moderate Buy consensus from the street.
J.B. Hunt Transport Services Presents at Barclays Conference
J.B. Hunt Transport Services executives, including CFO Brad Delco, presented at the Barclays 43rd Annual Industrial Select Conference. They discussed the company's financial performance, cost management, and growth outlook, offering insights into the broader freight and supply chain industry for investors and analysts. The presentation also addressed investor sentiment and competitive positioning within the sector.
Ryder Q4 Earnings Miss Estimates, Increase Year Over Year
Ryder System, Inc. (R) reported Q4 2025 earnings and revenues that missed Zacks Consensus Estimates but showed year-over-year growth in earnings per share due to share repurchases. Despite weaker rental demand and a prolonged freight market downturn impacting some segments, SCS and DTS met their target pre-tax earnings. The company provided an outlook for 2026, including adjusted EPS expectations and projected revenue and free cash flow increases.
J.B. Hunt ‘a little bit more positive’
J.B. Hunt management provided upbeat commentary at a recent investor conference, noting that truck capacity has tightened and demand is slightly exceeding earlier expectations. Despite winter storms and regulatory changes, the company believes significant supply attrition has occurred in the trucking market. J.B. Hunt's dedicated segment saw record new customer agreements, and the company remains confident in its intermodal strategy even if the Union Pacific-Norfolk Southern merger is approved.
J.B. Hunt to Expand HQ and Add Over 1,000 Jobs
J.B. Hunt Transport Services is expanding its corporate headquarters in Lowell, Arkansas, with a new 133,000 square-foot central office building set to be completed in spring 2017. This expansion is part of the company's growth strategy, which includes plans to add over 1,000 jobs in Arkansas within the next six years. CEO John Roberts attributed this growth to increasing revenues from $3.8 billion to $6.2 billion in the past five years, emphasizing the creation of many new full-time positions.
J.B. Hunt Transport Services Stock Outlook: Is Wall Street Bullish or Bearish?
J.B. Hunt Transport Services, Inc. (JBHT) has outperformed the broader market over the past year, with its stock up 31.5% compared to the S&P 500's 11.9%. Despite better-than-expected Q4 2025 EPS, revenue missed forecasts and experienced declines in core segments. Analysts hold a "Moderate Buy" consensus rating for JBHT, with an average price target that suggests a potential upside.
Is FedEx (FDX) Stock Outpacing Its Transportation Peers This Year?
FedEx (FDX) is currently outperforming its Transportation sector peers and the broader market, returning 29.9% year-to-date compared to the sector's 13.8% gain. The company holds a Zacks Rank #1 (Strong Buy) due to a 3.1% upward revision in its full-year earnings estimate. Another strong performer in the sector is ZTO Express (Cayman) Inc. (ZTO), with a 20.5% return year-to-date and a Zacks Rank #2 (Buy).
AI Broke the Trucks: 3 Transports to Buy After the AI Panic
Following an AI-induced panic in the transportation sector after a microcap company claimed its freight-optimization platform could drastically boost shipping volumes, many transport stocks fell sharply. This article highlights C.H. Robinson Worldwide (CHRW), J.B. Hunt Transport Services (JBHT), and Union Pacific (UNP) as potentially oversold opportunities. Despite the initial market overreaction, these companies are presented as strong buys due to their entrenched market positions, operating leverage, and AI-resistant business models.
A Look At RXO (RXO) Valuation After Earnings Miss Downgrade And Debt Refinancing Selloff
RXO (RXO) has experienced a significant selloff following weaker fourth-quarter results, a credit rating downgrade, and a US$400 million senior notes refinancing that raised credit risk concerns. Despite this, RXO is trading at a significant discount to its estimated fair value, with one analyst suggesting it's about 18% below their price target. The article explores whether the current selloff presents an entry point, considering the company's asset-light model and tech-focused approach in the expanding e-commerce and supply chain solutions market, while also noting risks from the soft truck market and integration challenges.
J.B. Hunt Q4 Cost Cuts And Triumph Network Move Tempered By Freight Risks
J.B. Hunt Transport Services (JBHT) reported significant Q4 operational changes including a $100 million cost reduction program and an 11% growth in adjusted operating income, alongside integrating with the Triumph Network for automated payments. Despite these positive moves and strong stock performance, management issued a cautious outlook on the soft freight market, highlighting ongoing risks. Insider selling also adds a layer of scrutiny for investors evaluating the company's future amidst these mixed signals.
Caprock Group LLC Invests $1.79 Million in J.B. Hunt Transport Services, Inc. $JBHT
Caprock Group LLC has acquired a new stake of 12,337 shares, worth approximately $1.79 million, in J.B. Hunt Transport Services, Inc. during the third quarter. Other institutional investors have also adjusted their holdings in the transportation company, which has a market capitalization of $21.12 billion. J.B. Hunt recently announced a quarterly dividend increase to $0.45 per share and reported strong earnings, beating analyst estimates.
J.B. Hunt Announces Time-Sensitive Intermodal Service for Mexican Businesses
J.B. Hunt Transport Services, BNSF Railway, and GMXT have launched "Quantum de México," a new intermodal service designed for time-sensitive freight originating from Mexican businesses destined for the U.S. This service aims to convert over-the-road freight to rail, offering faster, more reliable transit times and significant carbon emission reductions. The collaboration also includes opening a new J.B. Hunt office in Queretaro, Mexico, to support the growing demand for efficient cross-border logistics.
Earnings Watch: J.B. Hunt Profit Increases Nearly 9%
J.B. Hunt Transport Services reported an 8.9% increase in first-quarter profit and a 6% rise in revenue, driven by volume growth, improved network operations, and higher equipment utilization. This performance surpassed many analysts' expectations, with net earnings reaching $100.1 million and revenue rising to $1.53 billion. The company attributed its success to various factors, including increased contract pricing, despite facing challenges such as higher rail purchased transportation costs and driver wages.
JB Hunt Transport Services stock hits all-time high at 229.52 USD
JB Hunt Transport Services (JBHT) stock reached an all-time high of $229.52, reflecting a 36.72% increase over the past year and a 63.02% surge in six months, indicating strong investor confidence. Despite a P/E ratio suggesting overvaluation compared to its InvestingPro Fair Value, the company maintains a 23-year streak of dividend payments with 12 consecutive increases. Recent developments include exceeding Q4 earnings estimates, increased price targets from analysts, a dividend hike, and a strategic partnership with Triumph Network for automated payment solutions.
J.B. Hunt Executive Wins Distinguished Women In Logistics Award
Shelley Simpson, CMO, EVP, and president of integrated capacity solutions and truck for J.B. Hunt, has been honored with the 2016 Women In Trucking Association’s Distinguished Woman in Logistics Award. Simpson was recognized for her significant contributions, including increasing the company's revenue from $4.5 billion to $6.2 billion over five years and leading her business unit to become a nearly billion-dollar entity, placing it among the top third-party logistics companies. The award highlights the achievements of women in the North American transportation industry.
Krilogy Financial LLC Makes New Investment in J.B. Hunt Transport Services, Inc. $JBHT
Krilogy Financial LLC has made a new investment in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), purchasing 7,477 shares valued at approximately $1,003,000 during the 3rd quarter. Other institutional investors have also adjusted their positions in JBHT, which has received a "Moderate Buy" consensus rating from analysts with an average target price of $200.05. The company recently reported strong quarterly earnings, exceeding analyst estimates, and increased its quarterly dividend to $0.45 per share.
Meet the Former Karaoke Company That Sank Trucking Stocks
A former karaoke company, now known as Algorhythm Holdings, caused a significant selloff in trucking stocks after announcing AI technology aimed at boosting trucking efficiencies. Despite having a small market value and no U.S. clients yet, the news release triggered investor panic, leading to substantial losses for trucking and transport companies like J.B. Hunt Transport Services.
Ryder Sees No 'Meaningful' Change in Freight Market in 2026
Ryder's incoming CEO John Diez stated that the U.S. freight market has yet to see meaningful improvement, prolonging a recession affecting used vehicle sales, rental trends, and lease miles. The company reported slightly lower Q4 2025 profit and revenue, failing to meet analyst expectations. Diez anticipates a gradual improvement in used vehicle sales later in 2026 as capacity exits the market, but expects Q1 2026 to mirror Q4 2025 trends.
Insider Sell: James Thompson Sells Shares of JB Hunt Transport S
James Thompson, a Director at JB Hunt Transport Services Inc (JBHT), sold 2,300 shares on February 11, 2026, and now owns 0.895 shares. This transaction is part of a larger trend of insider selling at JBHT, with 3 buys and 18 sells over the past year. The stock is currently trading at $230.75, which is considered modestly overvalued based on its GuruFocus Value of $167.99.
J. B. Hunt Reports Revenues And Record Earnings For 3rd Quarter
J. B. Hunt Transport Services Inc. announced record net earnings of $16.8 million, or 42 cents per diluted share, for the third quarter of 2002, significantly up from $4.5 million in the same period of 2001. Total operating revenue reached $583 million, driven by strong growth in the Truck, Intermodal, and Dedicated (DCS) segments. The company highlighted improved operating ratios across segments and stated objectives to continue improving profitability into 2003.
Trucking and logistics stocks drop on release of AI freight scaling tool
Shares of several trucking and logistics companies, including C.H. Robinson, RXO, J.B. Hunt, XPO, and Expeditors International, declined significantly on Thursday. This drop followed the release of a new AI freight scaling tool by Algorhythm Holdings, which investors fear could slash freight inefficiencies and reduce demand for traditional logistics services. The Algorhythm tool, SemiCab, claims to scale freight volumes significantly and reduce empty freight miles, impacting the economics of logistics.
JB Hunt Transport Services Inc (JBHT) Stock Price Down 7.46% on Feb 12
Shares of JB Hunt Transport Services Inc (JBHT) experienced a 7.46% drop in mid-day trading on February 12, reaching an intraday low of $213.16. This places the stock 9.20% below its 52-week high but still significantly above its 52-week low. Analysts have a mixed outlook, with an average target price suggesting a slight downside, while GuruFocus's GF Value estimates a more substantial downside.
C.H. Robinson stock tumbles amid freight sector AI disruption fears By Investing.com
C.H. Robinson Worldwide (NASDAQ:CHRW) stock plunged 20% on Thursday, leading a broad selloff across the freight transportation sector. Investors are rotating out of labor-intensive business models that could be disrupted by AI advancements in logistics, despite C.H. Robinson previously receiving positive attention for its AI adoption efforts. This market reaction intensified after Algorhythm Holdings (NASDAQ:RIME) published a whitepaper claiming its SemiCab platform can significantly reduce empty freight miles, highlighting the massive opportunity for AI to disrupt the $3 trillion global truckload transportation industry.
SemiCab’s AI Platform Shown to Handle 400% More Freight Volume Without Additional Staff
SemiCab's AI-driven Collaborative Transportation Platform has demonstrated significant productivity gains, enabling customers to manage 300% to 400% more freight volume without increasing operational headcount. Individual operators using the platform can handle over 2,000 loads annually, a 4x improvement over traditional benchmarks. This automation replaces manual workflows, leading to reduced costs, higher asset utilization, and a scalable growth model for the logistics industry.
RXO, Inc. (NYSE:RXO) Just Released Its Yearly Earnings: Here's What Analysts Think
RXO, Inc. recently reported its full-year earnings, which saw revenues in line with expectations at US$5.7 billion but a significant increase in statutory losses to US$0.59 per share. Analysts have since revised their forecasts, downgrading revenue expectations and increasing projected per-share losses for 2026, anticipating slower growth compared to the company's historical rates and industry peers. Despite these adjustments, the average price target remained steady at US$16.00, suggesting that analysts do not foresee a long-term impact on the valuation.
Werner Stock Price Declines 7.8% Since Q4 Earnings Release
Werner Enterprises (WERN) reported disappointing Q4 2025 results, with both earnings and revenues missing Zacks Consensus Estimates and declining year-over-year. The company's stock price subsequently dropped 7.8% since the earnings release on February 5, 2026. Werner also provided its 2026 guidance, including the FirstFleet acquisition and projections for TTS truck growth and capital expenditure.
JB Hunt Transport Services stock hits all-time high at 229.52 USD
JB Hunt Transport Services (JBHT) stock reached an all-time high of $229.52, marking a significant rise of 36.72% over the past year and 63.02% in the last six months, reflecting strong investor confidence. Despite trading at a P/E ratio of 37.4, which suggests it might be overvalued, the company has consistently paid dividends for 23 years and increased them for 12 straight years. Recent news includes strong Q4 earnings, adjusted price targets from analysts, a dividend increase, and a strategic collaboration to improve carrier payment solutions.
JB Hunt Transport Services stock hits all-time high at 229.52 USD
JB Hunt Transport Services (JBHT) stock reached an all-time high of $229.52, reflecting a 36.72% increase over the past year and a 63.02% surge over six months. Despite a high P/E ratio, the company has consistently paid dividends for 23 years and increased them for 12 straight years. Recent positive earnings, increased dividend, and strategic partnerships further bolster investor confidence.
JB Hunt Transport Services stock hits all-time high at 229.52 USD
JB Hunt Transport Services Inc. (JBHT) stock has reached an all-time high of $229.52, marking a 36.72% increase over the past year and a 63.02% surge in six months. This performance highlights investor confidence despite the stock appearing overvalued with a P/E ratio of 37.4 compared to its InvestingPro Fair Value. The company has a strong dividend history, recently increased its quarterly dividend, and is enhancing operational efficiency through strategic collaborations.
J.B. Hunt Reports Record Revenues, Earnings
J.B. Hunt Transport Services Inc. announced record annual net earnings of $95.5 million for 2003, a significant increase from $51.8 million in 2002. Total operating revenue for the year was $2.43 billion, with operating income rising 84%. The company saw improved profitability across all three business segments: Truck, Intermodal, and Dedicated Contract Services (DCS).
Werner Enterprises (WERN) Valuation Check After Quarterly Loss And Freight Market Weakness
Werner Enterprises (WERN) reported a quarterly loss, missing revenue and earnings expectations due to a soft freight market and higher operating costs. Despite an 8.21% stock drop post-announcement, its 90-day return is still strong at 40.05%. Simply Wall St's valuation narrative suggests WERN is 8% overvalued at $32.33, while its P/S ratio indicates a discount compared to the industry.
RXO (RXO) Valuation Check After Wider Fourth Quarter Loss And Ongoing Freight Demand Weakness
RXO (RXO) reported a wider fourth-quarter loss and a revenue decline, despite prior strong share price momentum. Analysts, using earnings-based valuation, estimate RXO as 6.4% overvalued with a fair value of $15.89, while its P/S ratio of 0.5x is below the industry average, suggesting the market is not fully valuing its revenue. Investors are advised to consider ongoing freight softness and RXO's exposure to the automotive sector, which could impact future revenue and margins.
BMW taps GXO to streamline parts hub feeding MINI plants
GXO Logistics has been selected by BMW Group to manage warehouse operations at its Swindon manufacturing plant. This partnership aims to optimize BMW's supply chain, enhance efficiency, and strengthen production resilience for MINI and other BMW models. GXO will implement smarter processes, technology upgrades, and plant layout optimization at the 425,000 square meter Swindon facility, which employs over 500 colleagues.
Federated Hermes Inc. Decreases Stock Position in J.B. Hunt Transport Services, Inc. $JBHT
Federated Hermes Inc. significantly reduced its stake in J.B. Hunt Transport Services, Inc. by 89.1% in the third quarter, selling 25,769 shares. Despite this, J.B. Hunt has shown operational strengths including beating EPS estimates, raising its quarterly dividend, and receiving several analyst price-target increases with a "Moderate Buy" consensus. However, notable clustered insider selling by executives, totaling over $6.7 million in the past 90 days, raises potential concerns for investors.
3 Profitable Stocks We Approach with Caution
This article identifies three profitable companies—Pangaea Logistics (PANL), OPENLANE (OPLN), and Morgan Stanley (MS)—that StockStory approaches with caution despite their current profitability. It details specific concerns for each company, such as high production costs and contracting EPS for Pangaea, sales declines and high debt for OPENLANE, and slower EPS growth and capital growth challenges for Morgan Stanley, suggesting that current profitability doesn't guarantee future success. The article concludes by recommending investors look for higher-quality alternatives, highlighting StockStory's "Top 5 Strong Momentum Stocks" for better investment opportunities.
J.B. Hunt Reports Higher Earnings, Revenue
J.B. Hunt Transport Services Inc. announced higher profits and revenue for the fourth quarter of 2016 and the full year, driven by growth in its brokerage and dedicated segments. Net earnings for Q4 2016 increased to $117.6 million, and for the full year 2016, net income reached $432.1 million. The company's intermodal segment saw a revenue rise, while its dedicated operation experienced an 8% increase in revenue.
Did Werner’s Costly Q4 and Truckload Overhaul Just Shift Werner Enterprises' (WERN) Investment Narrative?
Werner Enterprises reported a costly Q4 2025 with a net loss of US$27.79 million, contributing to a full-year loss despite nearly US$2.97 billion in revenue. The company is actively restructuring its one-way truckload operations and integrating FirstFleet to pivot towards higher-margin, contract-based dedicated and specialized freight services. This strategic shift aims to offset recent losses and reshape its investment narrative, though it introduces execution risk.
Savant Capital LLC Increases Stake in J.B. Hunt Transport Services, Inc. $JBHT
Savant Capital LLC significantly increased its stake in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 145.6% in Q3, now holding 21,689 shares valued at $2.91 million. This increase follows J.B. Hunt's recent EPS beat, a dividend hike, and several analyst price target upgrades, contributing to positive sentiment. However, the article also notes recent significant insider selling, totaling over $6.7 million, which could raise investor concerns.
Lowe's Lauds J.B. Hunt Transport for a Third Year
J.B. Hunt Transport Services Inc. has been recognized by Lowe's Companies Inc. with the 2005 Intermodal Provider of the Year award, marking the third consecutive year they have received this honor. Lowe's praised J.B. Hunt's commitment, consistent reliability, and innovative solutions which have helped them better serve customers. The award acknowledges outstanding service, capacity, competitive pricing, ease of business, and unique value-providing solutions.
Earnings Watch: Swift Profit Up 4.7%, Paccar Down Nearly 20%
Swift Transportation reported a 4.7% increase in net income for the third quarter, driven by its dedicated operations, while overall revenue declined. In contrast, Paccar, the manufacturer of Kenworth and Peterbilt trucks, saw its profit fall by nearly 20% despite an increase in North American heavy-duty truck market share. Both companies commented on challenging market conditions due to excess industry capacity and sluggish demand.
The Truth About J.B. Hunt Transport: Why Wall Street Suddenly Cares What This Trucker Does Next
J.B. Hunt Transport (JBHT) is gaining attention on Wall Street despite not being a "flashy" stock, due to its critical role in logistics and its ties to the U.S. economy. The article highlights JBHT's focus on intermodal transport, technological advancements in logistics, and its position as a gauge for economic health. It also compares J.B. Hunt to competitors like Knight-Swift, emphasizing JBHT's more balanced and long-term oriented business model.
Schneider National CEO Handover Puts Execution And Governance In Focus
Schneider National (NYSE:SNDR) has announced a leadership transition, with Jim Filter stepping in as the new CEO and current CEO Mark Rourke becoming Executive Chairman. This move emphasizes continuity and execution, particularly as the company reported lower Q4 and full-year 2025 results amid a weak freight market. The succession plan aims to balance new leadership with institutional knowledge, focusing on operational efficiency and technology adoption to navigate industry challenges.
RXO (RXO) Q4 Loss Deepens To US$46m And Tests Rapid Earnings Growth Narrative
RXO closed out FY 2025 with a Q4 net loss of US$46 million and an EPS loss of US$0.27, contributing to a full-year net loss of US$100 million. While bulls point to forecasts of 118.73% annual earnings growth and a move to profitability within three years, skeptics highlight widening quarterly losses and inconsistent progress, questioning the reliability of rapid earnings recovery until financial results align with projections. Despite slower revenue growth forecasts compared to the market, the stock trades at a discount to peers and its DCF fair value, suggesting that the market may already be pricing in an earnings recovery not yet evident in historical data.
Insider Sell: Albert Delco Sells Shares of JB Hunt Transport Ser
Albert Delco, Executive Vice President & CFO of JB Hunt Transport Services Inc (JBHT), sold 1,000 shares of the company on February 6, 2026. This transaction reduces his total holdings to 1,201.6771 shares. The stock is currently trading at $227.25, which is significantly overvalued according to GuruFocus's GF Value, with a price-to-GF-Value ratio of 1.35.
Delco, J B Hunt Transport Services EVP, sells $227k in stock
Albert Brad Delco, Executive Vice President and CFO of J.B. Hunt Transport Services Inc. (NASDAQ:JBHT), sold 1,000 shares of common stock for $227,250 on February 6, 2026, reducing his direct ownership to 6,983 shares. This insider transaction follows J.B. Hunt's strong fourth-quarter earnings, which surpassed analyst estimates, and recent positive developments including a dividend increase and a new partnership with Triumph Network for automated payment solutions.
Delco, J B Hunt Transport Services EVP, sells $227k in stock
Albert Brad Delco, EVP and CFO of J.B. Hunt Transport Services (NASDAQ:JBHT), sold 1,000 shares of company stock for $227,250 on February 6, 2026. This transaction leaves Delco with 6,983 shares directly owned. The company recently reported strong fourth-quarter earnings, leading to raised price targets from analysts, and announced a dividend increase.
Insider Selling: J.B. Hunt Transport Services (NASDAQ:JBHT) CFO Sells 1,000 Shares of Stock
J.B. Hunt Transport Services (NASDAQ:JBHT) CFO Albert Brad Delco sold 1,000 shares of the company's stock for $227,250 on February 6th, reducing his stake by 12.53%. This comes as the company recently beat quarterly EPS estimates, reported $3.10 billion in revenue, and increased its quarterly dividend. Analysts have a "Moderate Buy" consensus rating for JBHT with a price target of $200.05.
Tight Truckload Capacity Among Factors in RXO's Q4 Net Loss
RXO reported a net loss of $46 million in the fourth quarter of 2025 and $100 million for the full year, primarily due to tightening truckload capacity impacting buy rates and squeezing brokerage gross margins. Despite the net loss, the company noted significant sales momentum, advancements in AI, and a new $450 million lending facility, positioning it for long-term growth. RXO's CEO, Drew Wilkerson, emphasized their focus on profitable growth and a strong cash flow driven by their asset-light model and improving cost structure.
