HUBG
Hub Group, Inc.
$40.07
-1.67%
$2.5B
No data for this timeframe.
Vol
Market Cap$2.5B
Cap SizeMid Cap
Analyst ConsensusHold (48%)
Inst. Holders8 funds
Inst. Value$413.6M
Inst. Activity1 buys / 1 sells
SEC Reports2
Press Releases1
Exchange Nasdaq·Sector Arrangement of Transportation of Freight & Cargo·Inc. IL·CIK 0000940942·Prev Close $40.75
Recent Activity
May 12, 2026
SEC
Hub Group announced a delay in filing its Q1 2026 10-Q and a restatement of its 2024 and 2023 financial statements due t
PRESS-RELEASE — Impact 8/10
May 12, 2026
SEC
Hub Group filed an 8-K announcing that its previously issued audited financial statements for FY2023 and FY2024 are mate
8-K — Impact 9/10
Apr 1, 2026
Insider
Mathews Dennis P. sold 111 shares
Chief Accounting Officer @ $36.61 ($4.1K)
Inst.
WELLS FARGO & COMPANY/MN — ADD
81,938 shares ($3.5M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — NEAR_EXIT
6,772 shares ($288.6K)
May 12, 2026
earnings
Hub Group Files Form 12b-25 and Provides First Quarter 2026 Business Update
<p>OAK BROOK, Ill., May 12, 2026 (GLOBE NEWSWIRE) -- Hub Group, Inc. (Nasdaq: HUBG) today announce
Mar 24, 2026
Press
Hub Group received a Nasdaq delisting notice due to its delayed filing of the 2025 Form 10-K, stemming from an ongoing r
Impact 7/10
Price Targets
$42.20
+5.3% upside
Buy
Current $40.07
Low $29.00
Median $42.00
High $55.00
15 analysts
$29.00
$55.00
Analyst Ratings
2Strong Buy
8Buy
10Hold
0Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 14, 2026 | Benchmark | MAINTAIN | Buy → Buy |
| Apr 2, 2026 | Stifel | MAINTAIN | Sell → Sell |
| Mar 27, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| Mar 26, 2026 | Wells Fargo | DOWNGRADE | Overweight → Equal-Weight |
| Feb 6, 2026 | Stifel | DOWNGRADE | Buy → Sell |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.44 | $0.41 — $0.50 | -7% YoY | 11 |
| Next Q | $0.37 ▼ -2.4% | $0.20 — $0.44 | -16% YoY | 7 |
| Current FY | $1.83 | $1.79 — $1.85 | -4% YoY | 12 |
| Next FY | $2.00 | $1.13 — $2.35 | 9% YoY | 10 |
Latest Reports
BEARISH
PRESS-RELEASE
8/10
Hub Group announced a delay in filing its Q1 2026 10-Q and a restatement of its 2024 and 2023 financial statements due t
May 12, 2026
BEARISH
8-K
9/10
Hub Group filed an 8-K announcing that its previously issued audited financial statements for FY2023 and FY2024 are mate
May 12, 2026
BEARISH
Press
7/10
Hub Group received a Nasdaq delisting notice due to its delayed filing of the 2025 Form 10-K, stemming from an ongoing r
Mar 24, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $271.7M | — |
| MORGAN STANLEY | $38.7M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $32.2M | NEW |
| BANK OF AMERICA CORP | $31.9M | ADD |
| TWO SIGMA INVESTMENTS, LP | $17.9M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 1, 2026 | Mathews Dennis | F | $4.1K |
8 institutional holders with $413.6M total value (9,706,781 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,375,852 | $271.7M | 65.7% | — |
| 2 | MORGAN STANLEY | 907,794 | $38.7M | 9.4% | ADD +33.6% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 756,618 | $32.2M | 7.8% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 749,106 | $31.9M | 7.7% | ADD +37.2% |
| 5 | TWO SIGMA INVESTMENTS, LP | 420,906 | $17.9M | 4.3% | DOUBLED +969.5% |
| 6 | FMR LLC | 407,795 | $17.4M | 4.2% | DOUBLED +368.5% |
| 7 | WELLS FARGO & COMPANY/MN | 81,938 | $3.5M | 0.8% | ADD +39.0% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 6,772 | $288.6K | 0.1% | NEAR_EXIT -76.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | ADD | 58,950 | 81,938 | +39.0% | $3.5M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 29,172 | 6,772 | -76.8% | $288.6K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 528,463 | 725,062 | +37.2% | $25.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 40,782 | 436,144 | +969.5% | $15.0M | 2025-Q3 |
| FMR LLC | DOUBLED | 86,024 | 403,005 | +368.5% | $13.9M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 61,472 | 29,172 | -52.5% | $1.0M | 2025-Q3 |
| UBS Group AG | DOUBLED | 241,101 | 765,632 | +217.6% | $25.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 61,472 | — | $2.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 89,599 | 40,782 | -54.5% | $1.4M | 2025-Q2 |
| UBS Group AG | TRIM | 710,797 | 241,101 | -66.1% | $9.0M | 2025-Q1 |
| FMR LLC | ADD | 56,844 | 89,373 | +57.2% | $3.3M | 2025-Q1 |
| NORGES BANK | EXIT | 931,034 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 90,133 | 710,797 | +688.6% | $31.7M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 73,856 | 50,186 | -32.0% | $2.2M | 2024-Q4 |
| MORGAN STANLEY | ADD | 940,382 | 1,256,688 | +33.6% | $57.1M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 663,516 | — | $30.2M | 2024-Q3 |
1 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | Mathews Dennis P. | Chief Accounting Officer | F | 111 | $36.61 | $4.1K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 0 neutral. Avg impact: 8.5/10.
Current analyst consensus: Hold (48% buy). Based on 21 analysts: 2 strong buy, 8 buy, 10 hold, 0 sell, 1 strong sell.
Analyst Price Targets
$42.20 mean target
+5.3% upside
Buy (2.50)
$29.00 Low
$55.00 High
| Metric | Value |
|---|---|
| Current Price | $40.07 |
| Target Low | $29.00 |
| Target Mean | $42.20 |
| Target Median | $42.00 |
| Target High | $55.00 |
| # Analysts | 15 |
| Recommendation | Buy (2.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2025-12-31 |
$0.44 | $0.41 | $0.50 | -7.4% | +0.0% | 0↑ 1↓ | $0.9B | -5.9% | 11 |
| Next Q 2026-03-31 |
$0.37 | $0.20 | $0.44 | -16.0% | -2.4% | — | $0.9B | -3.3% | 7 |
| Current FY 2025-12-31 |
$1.83 | $1.79 | $1.85 | -4.3% | +0.0% | 1↑ 1↓ | $3.7B | -6.9% | 12 |
| Next FY 2026-12-31 |
$2.00 | $1.13 | $2.35 | 9.5% | -0.0% | — | $3.8B | 3.1% | 10 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.445 | |
| 7d ago | $0.445 | |
| 30d ago | $0.445 | |
| 60d ago | $0.448 | -0.003 |
| 90d ago | $0.448 | -0.003 |
8 analyst firms have rated this stock: 1 upgrades, 2 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 14, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Apr 2, 2026 | Stifel | MAINTAIN | Sell | Sell |
| Mar 27, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Mar 26, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Feb 6, 2026 | Stifel | DOWNGRADE | Buy | Sell |
| Feb 6, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 23, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Jan 15, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 14, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 13, 2026 | Evercore ISI Group | UPGRADE | In-Line | Outperform |
| Jan 12, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 8, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Dec 16, 2025 | Stifel | MAINTAIN | Buy | Buy |
| Dec 8, 2025 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 5, 2025 | Wells Fargo | INITIATE | — | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 2 | 8 | 10 | 0 | 1 | 48% | |
| Apr 1, 2026 | 3 | 8 | 11 | 0 | 1 | 48% | |
| Mar 1, 2026 | 3 | 9 | 10 | 0 | 1 | 52% | |
| Feb 1, 2026 | 5 | 8 | 10 | 0 | 0 | 57% | |
| Jan 1, 2026 | 5 | 8 | 10 | 0 | 0 | 57% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 12, 2026
earnings
Hub Group Files Form 12b-25 and Provides First Quarter 2026 Business Update
<p>OAK BROOK, Ill., May 12, 2026 (GLOBE NEWSWIRE) -- Hub Group, Inc. (Nasdaq: HUBG) today announced that it has filed a Notification of Late Filing
May 6, 2026
earnings_calendar
HUBG Q1 2026 Earnings After Market Close — 2026-05-06
Apr 23, 2026
earnings_calendar
HUBG Q1 2026 Earnings After Market Close — 2026-04-23
Mar 24, 2026
delisting
Hub Group Provides First Quarter 2026 Business Update
Announces Receipt of Expected Deficiency Notice from Nasdaq Related to Delayed Filing of Form 10-K <pre>Announces Receipt of Expected Deficiency Notic
Feb 9, 2026
short_interest
FTD: HUBG — 17,384 shares ($0.7M) failed to deliver
Settlement: 20260209, Price: $41.96, FTD Value: $729,432.64, HUB GROUP INC CL-A