JBHT

HUNT J B TRANSPORT SERVICES INC

Nasdaq · Trucking (No Local) · Inc. AR · CIK 0000728535
$262.88 +2.48% $24.2B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)3 Institutional Exits
Vol
Market Cap$24.2B
Cap SizeLarge Cap
Analyst ConsensusBuy (58%)
Inst. Holders8 funds
Inst. Value$2.7B
Inst. Activity2 buys / 3 sells
Insider Activity0B / 11S
Insider Net $-$8.1M
SEC Reports8
Exchange Nasdaq·Sector Trucking (No Local)·Inc. AR·CIK 0000728535·Prev Close $256.53

Recent Activity

May 18, 2026 SEC
Two JBHT division presidents — Bradley Hicks (President of DCS) and Darren Field (EVP/President Intermodal) — sold an ag
CLUSTER — Impact 2/10
May 15, 2026 Insider
Hicks Bradley W. sold 7,644 shares
President of DCS @ $261.91 ($2.0M)
May 15, 2026 short_volume
Short Volume: JBHT — 58.6% short (0.5M / 0.9M)
Short: 499,603 | Exempt: 176 | TRF Vol: 853,051 | Short Ratio: 58.6% | Off-exchange volume (dark poo
May 14, 2026 Insider
Field Darren P. sold 4,000 shares
EVP and President Intermodal @ $254.49 ($1.0M)
May 5, 2026 Insider
Delco Albert Brad sold 98 shares
EVP & CFO @ $0.00 ($0.00)
May 3, 2026 SEC
J.B. Hunt successfully moved to dismiss a breach-of-contract claim brought by National Union Fire Insurance Company (sub
COURT-RULING — Impact 2/10
Apr 27, 2026 SEC
Two insiders at J.B. Hunt sold a total of $573K in open-market transactions, representing 0.0024% of market cap — a triv
CLUSTER — Impact 2/10
Inst.
MORGAN STANLEY — TRIM
2,046,069 shares ($397.6M)

Price Targets

$234.68 -10.7% upside Sell
Current $262.88 Low $171.00 Median $235.50 High $290.00 22 analysts
$171.00 $290.00

Analyst Ratings

Hold58% buy · 31 analysts
7Strong Buy
11Buy
12Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 22, 2026 Susquehanna MAINTAIN Positive → Positive
Apr 17, 2026 Benchmark MAINTAIN Buy → Buy
Apr 17, 2026 Baird MAINTAIN Outperform → Outperform
Apr 16, 2026 UBS MAINTAIN Neutral → Neutral
Apr 16, 2026 Citigroup MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.70 $1.57 — $1.85 30% YoY 20
Next Q $2.01 ▲ +2.2% $1.91 — $2.13 14% YoY 20
Current FY $7.33 ▲ +1.6% $7.00 — $7.60 20% YoY 22
Next FY $9.06 ▲ +2.9% $8.17 — $10.00 24% YoY 22

Latest Reports

NEUTRAL CLUSTER 2/10
Two JBHT division presidents — Bradley Hicks (President of DCS) and Darren Field (EVP/President Intermodal) — sold an ag
May 18, 2026
NEUTRAL COURT-RULING 2/10
J.B. Hunt successfully moved to dismiss a breach-of-contract claim brought by National Union Fire Insurance Company (sub
May 3, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.8B—
MORGAN STANLEY$397.6MTRIM
NORGES BANK$200.6MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$145.2MNEW
BANK OF AMERICA CORP$86.3M—

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Hicks BradleySELL$2.0M
May 14, 2026Field DarrenSELL$1.0M
May 5, 2026Delco AlbertG$0.00
Apr 23, 2026Biggs M.A$216.9K
Apr 23, 2026Edwardson FrancescaA$314.9K
8 institutional holders with $2.7B total value (13,913,909 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC9,276,218$1.8B66.7%—
2MORGAN STANLEY2,046,069$397.6M14.7%TRIM -27.6%
3NORGES BANK1,032,144$200.6M7.4%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC747,252$145.2M5.4%NEW
5BANK OF AMERICA CORP /DE/443,946$86.3M3.2%—
6FMR LLC221,784$43.1M1.6%ADD +61.2%
7WELLS FARGO & COMPANY/MN114,296$22.2M0.8%ADD +30.1%
8TWO SIGMA INVESTMENTS, LP32,200$6.3M0.2%NEAR_EXIT -94.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM2,827,9942,046,069-27.6%$397.6M2025-Q4
NORGES BANKNEW—1,032,144—$200.6M2025-Q4
FMR LLCADD137,549221,784+61.2%$43.1M2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT604,26832,200-94.7%$6.3M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT189,5440-100.0%$0.002025-Q4
UBS Group AGADD560,723824,688+47.1%$110.6M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM273,544189,544-30.7%$25.4M2025-Q3
NORGES BANKEXIT634,3560-100.0%$0.002025-Q3
NORGES BANKNEW—634,356—$91.1M2025-Q2
UBS Group AGADD347,775560,723+61.2%$80.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD167,044273,544+63.8%$39.3M2025-Q2
FMR LLCDOUBLED49,690121,700+144.9%$17.5M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED45,517532,009+1068.8%$78.7M2025-Q1
UBS Group AGADD198,433347,775+75.3%$51.5M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED37,944167,044+340.2%$24.7M2025-Q1
WELLS FARGO & COMPANY/MNADD112,797146,707+30.1%$21.7M2025-Q1
FMR LLCNEAR_EXIT259,07849,690-80.8%$7.4M2025-Q1
NORGES BANKEXIT859,1210-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM82,94437,944-54.3%$6.5M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—553,698—$95.4M2024-Q3
20 unique insiders with 11 transactions. Net insider value: -$8.1M ($0.00 bought, $8.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Hicks Bradley W.President of DCSSELL7,644$261.91$2.0M
May 14, 2026Field Darren P.EVP and President IntermodalSELL4,000$254.49$1.0M
May 5, 2026Delco Albert BradEVP & CFOG98$0.00$0.00
Apr 23, 2026Biggs M. BrettDirectorA855$253.71$216.9K
Apr 23, 2026Edwardson Francesca M.DirectorA1,241$253.71$314.9K
Apr 23, 2026GASAWAY SHARILYN SDirectorA1,399$253.71$354.9K
Apr 23, 2026Lisboa Persio VDirectorA1,241$253.71$314.9K
Apr 23, 2026Hill ThadDirectorA1,320$253.71$334.9K
Apr 23, 2026ROBO JAMES LDirectorA1,359$253.71$344.8K
Apr 22, 2026Hobbs NicholasEVP and COOSELL1,272$250.75$319.0K
Apr 21, 2026THOMPSON JAMES KDirectorSELL1,000$254.28$254.3K
Mar 31, 2026Scott Stuart LockardEVP/CIOM2,570$0.00$0.00
Mar 31, 2026ROBERTS JOHN NChairman of the BoardM10,009$0.00$0.00
Mar 31, 2026Scott Stuart LockardEVP/CIOM1,878$0.00$0.00
Mar 31, 2026Field Darren P.EVP and President IntermodalM3,246$0.00$0.00
Mar 31, 2026ROBERTS JOHN NChairman of the BoardM7,316$0.00$0.00
Mar 31, 2026Simpson ShelleyPresident and CEOF1,754$211.90$371.7K
Mar 31, 2026Frazier SpencerEVP of Sales and MarketingM420$0.00$0.00
Mar 31, 2026Webb BrianEVP- Final Mile ServicesM1,338$0.00$0.00
Mar 31, 2026ROBERTS JOHN NChairman of the BoardF172$211.90$36.4K
Mar 31, 2026Hicks Bradley W.President of DCSF943$211.90$199.8K
Mar 31, 2026Webb BrianEVP- Final Mile ServicesM710$0.00$0.00
Mar 31, 2026Keefauver DavidEVP of PeopleM420$0.00$0.00
Mar 31, 2026Kuhlow JohnChief Accounting OfficerM1,977$0.00$0.00
Mar 31, 2026Frazier SpencerEVP of Sales and MarketingM575$0.00$0.00
Mar 31, 2026Field Darren P.EVP and President IntermodalF412$211.90$87.3K
Mar 31, 2026Hobbs NicholasEVP and COOF1,100$211.90$233.1K
Mar 31, 2026Keefauver DavidEVP of PeopleM575$0.00$0.00
Mar 31, 2026Hicks Bradley W.President of DCSM2,174$0.00$0.00
Mar 31, 2026Field Darren P.EVP and President IntermodalM2,372$0.00$0.00
Mar 31, 2026Webb BrianEVP- Final Mile ServicesF918$211.90$194.5K
Mar 31, 2026Hobbs NicholasEVP and COOM2,372$0.00$0.00
Mar 31, 2026Hobbs NicholasEVP and COOM3,246$0.00$0.00
Mar 31, 2026Simpson ShelleyPresident and CEOM3,954$0.00$0.00
Mar 31, 2026Kuhlow JohnChief Accounting OfficerF858$211.90$181.8K
Mar 31, 2026Simpson ShelleyPresident and CEOM5,410$0.00$0.00
Mar 31, 2026Keefauver DavidEVP of PeopleF193$211.90$40.9K
Mar 31, 2026Hicks Bradley W.President of DCSM2,975$0.00$0.00
Mar 31, 2026Kuhlow JohnChief Accounting OfficerM2,705$0.00$0.00
Feb 27, 2026BOATTINI JENNIFERSR VP Legal/General CounselSELL2,238$232.00$519.2K
Feb 13, 2026Hobbs NicholasEVP and COOG447$0.00$0.00
Feb 11, 2026Hobbs NicholasEVP and COOG447$0.00$0.00
Feb 11, 2026THOMPSON JAMES KDirectorSELL2,300$230.75$530.7K
Feb 10, 2026THOMPSON JAMES KDirectorG400$0.00$0.00
Feb 6, 2026Delco Albert BradEVP & CFOSELL1,000$227.25$227.3K
Feb 4, 2026Woodruff Ronald GreerEVP Safety, ESG, MaintenanceSELL331$225.57$74.7K
Feb 4, 2026Kuhlow JohnChief Accounting OfficerSELL1,000$225.68$225.7K
Feb 4, 2026Hicks Bradley W.President of DCSSELL4,028$225.13$906.8K
Feb 3, 2026Field Darren P.EVP and President IntermodalSELL9,000$219.76$2.0M
Jan 31, 2026Hicks Bradley W.President of DCSM2,434$0.00$0.00
8 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 7 neutral. Avg impact: 3.1/10.
NEUTRAL CLUSTER 2/10
Two JBHT division presidents — Bradley Hicks (President of DCS) and Darren Field (EVP/President Inte
May 18, 2026
NEUTRAL COURT-RULING 2/10
J.B. Hunt successfully moved to dismiss a breach-of-contract claim brought by National Union Fire In
May 3, 2026
NEUTRAL CLUSTER 2/10
Two insiders at J.B. Hunt sold a total of $573K in open-market transactions, representing 0.0024% of
Apr 27, 2026
NEUTRAL CLUSTER 3/10
Two corporate insiders at J.B. Hunt sold shares in the open market within the past week, including E
Apr 27, 2026
NEUTRAL CLUSTER 3/10
Two J.B. Hunt insiders — EVP/COO Nicholas Hobbs and Director James Thompson — sold shares totaling $
Apr 22, 2026
BULLISH 8-K 7/10
J.B. Hunt reported Q1 2026 earnings with revenue of $3.06 billion (up 5% YoY) and EPS of $1.49, a 27
Apr 15, 2026
NEUTRAL DEFA14A 3/10
J.B. Hunt Transport Services Inc. filed a definitive proxy statement (DEFA14A) for its annual shareh
Mar 11, 2026
NEUTRAL 8-K 3/10
J.B. Hunt Transport Services announced a dual listing of its common stock on the newly established N
Mar 5, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (58% buy). Based on 31 analysts: 7 strong buy, 11 buy, 12 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$234.68 mean target -10.7% upside Sell (2.04)
$171.00 Low $290.00 High
MetricValue
Current Price$262.88
Target Low$171.00
Target Mean$234.68
Target Median$235.50
Target High$290.00
# Analysts22
RecommendationSell (2.04)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.70 $1.57 $1.85 29.8% +0.4% 11↑ 8↓ $3.2B 8.9% 20
Next Q
2026-09-30
 $2.01 $1.91 $2.13 14.1% +2.2% 16↑ 3↓ $3.3B 8.5% 20
Current FY
2026-12-31
 $7.33 $7.00 $7.60 19.7% +1.6% 20↑ 0↓ $12.9B 7.3% 22
Next FY
2027-12-31
 $9.06 $8.17 $10.00 23.6% +2.9% 18↑ 2↓ $13.8B 7.1% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.700
7d ago$1.699+0.001
30d ago$1.692+0.008
60d ago$1.686+0.014
90d ago$1.686+0.014
17 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 22, 2026 Susquehanna MAINTAIN Positive Positive
Apr 17, 2026 Benchmark MAINTAIN Buy Buy
Apr 17, 2026 Baird MAINTAIN Outperform Outperform
Apr 16, 2026 UBS MAINTAIN Neutral Neutral
Apr 16, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 16, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 16, 2026 Truist Securities MAINTAIN Hold Hold
Apr 16, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 16, 2026 B of A Securities MAINTAIN Buy Buy
Apr 16, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 16, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 8, 2026 Benchmark MAINTAIN Buy Buy
Apr 2, 2026 Stifel MAINTAIN Hold Hold
Mar 27, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 20, 2026 B of A Securities MAINTAIN Buy Buy
Jan 20, 2026 Benchmark MAINTAIN Buy Buy
Jan 16, 2026 UBS MAINTAIN Neutral Neutral
Jan 16, 2026 Stifel MAINTAIN Hold Hold
Jan 15, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 15, 2026 Truist Securities MAINTAIN Hold Hold
Jan 14, 2026 Stifel MAINTAIN Hold Hold
Jan 13, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 12, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 9, 2026 Bernstein MAINTAIN Market Perform Market Perform
Jan 8, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Jan 8, 2026 Susquehanna UPGRADE Neutral Positive
Jan 8, 2026 Benchmark MAINTAIN Buy Buy
Jan 8, 2026 Citigroup DOWNGRADE Buy Neutral
Jan 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 5, 2026 Baird MAINTAIN Outperform Outperform
Dec 16, 2025 Stifel MAINTAIN Hold Hold
Dec 11, 2025 Deutsche Bank UPGRADE Hold Buy
Dec 8, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 2026711121058%
Apr 1, 2026711121058%
Mar 1, 2026711121058%
Feb 1, 2026711121058%
Jan 1, 2026811111061%
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 15, 2026
short_volume
Short Volume: JBHT — 58.6% short (0.5M / 0.9M)
Short: 499,603 | Exempt: 176 | TRF Vol: 853,051 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: JBHT — 73.2% short (0.6M / 0.9M)
Short: 623,983 | Exempt: 3,653 | TRF Vol: 852,468 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: JBHT — 64.0% short (0.3M / 0.5M)
Short: 327,115 | Exempt: 208 | TRF Vol: 511,136 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_interest
FTD: JBHT — 5,307 shares ($1.3M) failed to deliver
Settlement: 20260430, Price: $246.31, FTD Value: $1,307,167.17, HUNT J B TRANSPORT SVCS INC
Apr 27, 2026
dark_pool
Dark Pool: JBHT — 1.1M shares, 36,206 trades
Week starting 2026-04-27. Total ATS volume: 1,095,722 shares across 36,206 trades.
Apr 20, 2026
dark_pool
Dark Pool: JBHT — 1.3M shares, 42,645 trades
Week starting 2026-04-20. Total ATS volume: 1,318,625 shares across 42,645 trades.
Apr 17, 2026
short_volume
Short Volume: JBHT — 59.0% short (0.3M / 0.5M)
Short: 299,397 | Exempt: 0 | TRF Vol: 507,501 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: JBHT — 61.8% short (0.7M / 1.2M)
Short: 719,122 | Exempt: 150 | TRF Vol: 1,164,270 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
earnings_calendar
JBHT Q1 2026 Earnings After Market Close — 2026-04-15
Apr 13, 2026
dark_pool
Dark Pool: JBHT — 2.1M shares, 52,515 trades
Week starting 2026-04-13. Total ATS volume: 2,099,704 shares across 52,515 trades.
Apr 6, 2026
dark_pool
Dark Pool: JBHT — 1.1M shares, 33,833 trades
Week starting 2026-04-06. Total ATS volume: 1,124,190 shares across 33,833 trades.
Mar 30, 2026
dark_pool
Dark Pool: JBHT — 0.9M shares, 26,702 trades
Week starting 2026-03-30. Total ATS volume: 936,697 shares across 26,702 trades.
Mar 23, 2026
dark_pool
Dark Pool: JBHT — 1.0M shares, 33,244 trades
Week starting 2026-03-23. Total ATS volume: 1,016,504 shares across 33,244 trades.
Mar 16, 2026
dark_pool
Dark Pool: JBHT — 1.9M shares, 42,341 trades
Week starting 2026-03-16. Total ATS volume: 1,855,572 shares across 42,341 trades.
Mar 9, 2026
dark_pool
Dark Pool: JBHT — 1.4M shares, 43,983 trades
Week starting 2026-03-09. Total ATS volume: 1,430,988 shares across 43,983 trades.
Jan 22, 2026
Enforcement
National Union Fire Insurance Company of Pittsburgh, PA v. J.B. Hunt Transport, Inc., et al.
Court ruling from District Court, N.D. California. Docket: 5:25-cv-06309