Nkcfo LLC Takes Position in J.B. Hunt Transport Services, Inc. $JBHT

Nkcfo LLC bought a new stake in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,600 shares of the transportation company’s stock, valued at approximately $505,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of J.B. Hunt Transport Services by 74.3% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,643 shares of the transportation company’s stock valued at $2,314,000 after purchasing an additional 6,668 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in shares of J.B. Hunt Transport Services by 3.3% in the first quarter. Goldman Sachs Group Inc. now owns 433,661 shares of the transportation company’s stock valued at $64,160,000 after purchasing an additional 13,729 shares in the last quarter. Empowered Funds LLC increased its holdings in shares of J.B. Hunt Transport Services by 27.8% in the first quarter. Empowered Funds LLC now owns 1,770 shares of the transportation company’s stock valued at $262,000 after purchasing an additional 385 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of J.B. Hunt Transport Services in the second quarter valued at approximately $539,000. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in shares of J.B. Hunt Transport Services by 21.0% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 583 shares of the transportation company’s stock valued at $84,000 after purchasing an additional 101 shares in the last quarter. Institutional investors and hedge funds own 74.95% of the company’s stock.

J.B. Hunt Transport Services News Roundup

Here are the key news stories impacting J.B. Hunt Transport Services this week:

• Positive Sentiment: Zacks raised FY2027 and FY2026 outlooks — analyst team bumped FY2027 EPS to $8.89 (from $8.61) and lifted FY2026 to $7.21, signaling stronger medium‑term profitability expectations for JBHT. Zacks Research Estimates
• Positive Sentiment: Zacks increased several quarterly estimates across 2026–2027 (examples: Q2 2026 to $1.69, Q3 2026 to $1.97, Q4 2026 to $2.07, Q1 2027 to $1.56, Q2 2027 to $1.79, Q4 2027 to $2.62, and Q1 2028 to $1.51), suggesting incremental upside to near‑term earnings momentum. Zacks Research Estimates
• Neutral Sentiment: Company PR: J.B. Hunt celebrated 30 years of its Million Mile driver program and honored drivers with multi‑million safe‑mile milestones — positive for corporate reputation and safety culture but unlikely to move near‑term fundamentals materially. 30 Years of Million Mile Drivers
• Neutral Sentiment: Market context: a referenced JetBlue earnings piece highlights fuel and cost pressures in transportation, which is background for sector dynamics but not directly tied to JBHT’s announcements. JetBlue Q1 Earnings
• Negative Sentiment: Offsetting edits: Zacks slightly trimmed Q3 2027 (2.94 → 2.93) and reduced FY2028 from $9.45 to $9.31 — small downward adjustments to longer‑range estimates that temper the magnitude of upside. Zacks Research Revisions

J.B. Hunt Transport Services Price Performance

Shares of JBHT stock opened at $251.53 on Friday. J.B. Hunt Transport Services, Inc. has a 12-month low of $128.64 and a 12-month high of $256.18. The firm has a market capitalization of $23.72 billion, a price-to-earnings ratio of 38.94, a price-to-earnings-growth ratio of 1.83 and a beta of 1.22. The company has a quick ratio of 0.81, a current ratio of 1.26 and a debt-to-equity ratio of 0.36. The firm has a fifty day moving average of $223.12 and a 200-day moving average of $201.63.

J.B. Hunt Transport Services (NASDAQ:JBHT) last announced its quarterly earnings results on Wednesday, April 15th. The transportation company reported $1.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.45 by $0.04. J.B. Hunt Transport Services had a net margin of 5.13% and a return on equity of 17.30%. The company had revenue of $3.06 billion during the quarter, compared to analyst estimates of $3.01 billion. During the same quarter in the previous year, the business earned $1.17 EPS. The firm’s revenue was up 4.6% on a year-over-year basis. On average, equities research analysts forecast that J.B. Hunt Transport Services, Inc. will post 7.27 earnings per share for the current year.

J.B. Hunt Transport Services Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, May 8th will be paid a $0.45 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.80 dividend on an annualized basis and a yield of 0.7%. J.B. Hunt Transport Services’s dividend payout ratio is presently 27.86%.

Insider Transactions at J.B. Hunt Transport Services

In related news, Director James K. Thompson sold 1,000 shares of the company’s stock in a transaction on Tuesday, April 21st. The shares were sold at an average price of $254.28, for a total value of $254,280.00. Following the completion of the transaction, the director directly owned 19,559 shares of the company’s stock, valued at approximately $4,973,462.52. This represents a 4.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Bradley W. Hicks sold 4,028 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $225.13, for a total transaction of $906,823.64. Following the completion of the transaction, the insider directly owned 30,395 shares of the company’s stock, valued at approximately $6,842,826.35. The trade was a 11.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 19,869 shares of company stock worth $4,504,707. Company insiders own 2.50% of the company’s stock.

Analyst Upgrades and Downgrades

JBHT has been the subject of a number of research reports. BMO Capital Markets raised their price target on shares of J.B. Hunt Transport Services from $245.00 to $250.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Robert W. Baird lifted their target price on shares of J.B. Hunt Transport Services from $215.00 to $236.00 and gave the stock an “outperform” rating in a report on Friday, April 17th. Argus set a $285.00 target price on shares of J.B. Hunt Transport Services in a report on Monday, April 20th. The Goldman Sachs Group lifted their target price on shares of J.B. Hunt Transport Services from $169.00 to $187.00 and gave the stock a “neutral” rating in a report on Thursday, January 8th. Finally, Benchmark lifted their target price on shares of J.B. Hunt Transport Services from $230.00 to $250.00 and gave the stock a “buy” rating in a report on Friday, April 17th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, J.B. Hunt Transport Services has an average rating of “Moderate Buy” and a consensus price target of $227.04.

J.B. Hunt Transport Services Company Profile

J.B. Hunt Transport Services, Inc is a leading provider of transportation and logistics solutions headquartered in Lowell, Arkansas. The company offers a comprehensive suite of services designed to move freight efficiently across North America, including intermodal, dedicated contract services, full truckload, less-than-truckload (LTL), final mile delivery and specialized transport.

In its intermodal segment, J.B. Hunt leverages a network of rail and truck assets to transport containers and trailers on major U.S.