JBHT·J.B. Hunt Transport Services, Inc.
JBHT|Analyst Targets
JBHT|Company Info
JBHT|Insider Trading
JBHT|Fundamentals
JBHT|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $1.81 | - | - |
| Q2'26 | $1.76 | $1.91 | +8.5% |
| Q1'26 | $1.45 | $1.49 | +3.0% |
| Q4'25 | $1.84 | $1.90 | +3.0% |
| Q3'25 | $1.46 | $1.76 | +20.7% |
| Q2'25 | $1.30 | $1.31 | +0.5% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $3.6B | - | - |
| Q2'26 | $3.3B | $3.5B | +5.7% |
| Q1'26 | $3.0B | $3.1B | +3.5% |
| Q4'25 | $3.2B | $3.1B | -2.1% |
| Q3'25 | - | $3.1B | - |
| Q2'25 | - | $2.9B | - |
JBHT|Monthly Returns
Market Data
JBHT Stock Snapshot
- Market cap
- 21.57B
- P/E ratio
- 32.0
- Day range
- $224.65 – $230.63
- News sentiment
- 56/100 · Neutral
- Analyst target
- $283.13 (+23.6%)
- Consensus
- Buy · 32 analysts
Momentum is working in JBHT's favour - it ranks in the upper part of DailyIQ's momentum universe. Sector peers are worth watching - large caps in Industrials tend to move together on rotation.
Reverse DCF
What growth is priced into JBHT?
At today's price, J.B. Hunt Transport Services, Inc. needs to grow free cash flow about 14.1% a year for the next 10 years to justify its valuation at a 9.24% cost of capital. Over its actual history it has compounded free cash flow at 16.1% a year, so the market is asking for 1.9 percentage points below its own delivered rate. On that basis JBHT looks priced roughly in line with its own growth record.
- Implied FCF growth
- 14.1%
- Historical FCF CAGR
- 16.1%
- Growth gap
- -1.9 pts
- Verdict
- FAIR
- Discount rate (WACC)
- 9.24%
- Beta
- 0.88
Behaviour On Record
What JBHT's own history says about today's numbers
- Realized volatility (21d)
- 45.2% 94th pct
- Below its peak
- -23.1%
- vs 200-day average
- -6.1%
- Up days (1y)
- 54%
J.B. Hunt Transport Services, Inc. is currently running 45.2% annualised volatility over the last 21 sessions. Measured against JBHT's own 13 years of daily returns rather than a market-wide average, that is the 94th percentile — an extreme by its own standards, against a typical reading of 23.6%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.
JBHT is trading -23.1% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -24.3%, and the deepest was -37.1% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.
Price sits -6.1% from its 200-day moving average. Against every other day in its history, that gap ranks at the 22nd percentile — a narrower gap than it typically runs. Over the past year JBHT closed higher on 54% of sessions, and it is currently 2 sessions into a rising streak.
On October specifically: over 13 years of records, JBHT finished the month higher 9 of 13 times, with a median return of +5.6% and an average of +4.9%. Its strongest month historically has been October at +4.9% on average, its weakest September at -2.8%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.
Overnight risk is measurable too: JBHT has opened more than 2% away from the prior close in 97 of 3,266 sessions (3.0% of the time), with the largest gaps running +6.2% and -10.2%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.
Across the last 3 dated reports on file, JBHT moved an average of 2.8% in the session after earnings, closing higher 2 of those 3 times, with a median move of +3.3% and a largest of +5.0%.
All figures computed from 3,267 daily closes between 2013-10-14 and 2026-10-09, split-adjusted, recomputed daily. Percentiles are against JBHT's own 13-year history, not a peer group or index.
Sector Rotation
Is money rotating into or out of JBHT's sector?
J.B. Hunt Transport Services, Inc. sits in the Industrials sector, currently ranked 8th of 12 GICS sectors by relative-strength rotation score (lagging).
- Sector rank
- #8 of 12
- Sector state
- Lagging
- Sector rotation score
- 0
Analyst Rating Changes
Are analysts turning bullish or bearish on JBHT?
Stifel most recently reiterated its rating on J.B. Hunt Transport Services, Inc. to Hold on Oct 8, 2026 with a price target of $289 (from $292). Over the last 90 days, coverage has run 1 upgrade against 0 downgrades, a net bullish lean.
- Latest action
- Stifel — Hold
- 90-day upgrades
- 1
- 90-day downgrades
- 0
- Net rating momentum
- +1
Earnings Release, Scored
What did J.B. Hunt Transport Services, Inc.'s latest earnings release say?
Most important lines
- 1
Segment gross revenue increased 22% from the prior-year period driven by the 10% increase in volume and an 11% increase in gross revenue per load, resulting from higher fuel surcharge revenue, customer rates and changes in mix of freight.
New this quarter - 2
Operating results improved from the prior-year quarter primarily due to an increase in gross profit driven by the increases in both revenue per load and volume which more than offset a 54% increase in purchased transportation expense.
New this quarter - 3
Operating loss was $1.3 million compared to operating income of $3.4 million for the second quarter 2025.
Negative tone
Peers & ETF holders
JBHT peers & ETF holders
Integrated Freight & LogisticsMarket cap · today
News Sentiment Analysis
Sentiment gathered from recent headlines
Recent News Coverage
Most recent articles, ranked by recency (click to expand).
Technical Analysis
Real-time indicators across multiple timeframes
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|---|---|---|---|---|---|
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| Gotham Asset Management, LLC | ▲ Buy | 202,632 | 0.22% | $58.65M | 2026-08-14 |
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| Citigroup Inc | ▲ Buy | 124,541 | 0.13% | $36.05M | 2026-08-03 |
| Man Group plc | ▼ Sell | 76,493 | 0.08% | $22.14M | 2026-08-14 |
| Loomis Sayles & Co L P | ▼ Sell | 66,774 | 0.07% | $19.33M | 2026-08-14 |
| Adage Capital Partners GP, L.L.C. | ▲ Buy | 46,107 | 0.05% | $13.34M | 2026-08-14 |
| Member | Chamber | State | Type | Amount | Traded | Filed |
|---|---|---|---|---|---|---|
| Julie Johnson | House | TX32 | ▼ Sell | $1K - $15K | 2025-04-01 | 2025-05-14 |