Hub Group, Inc. Class A (HUBG)

Over the past six months, Hub Group's stock price has seen an impressive gain and reached a new 52-week high. Key events impacting the stock include earnings reports, with Q2 2025 GAAP diluted EPS of $0.42 and Q3 2025 GAAP diluted EPS of $0.47. Hub Group announced its intent to acquire the refrigerated intermodal business from Marten Transport in July 2025, closing the acquisition on September 30, 2025. Several analysts have adjusted their ratings and price targets for HUBG. Hub Group declared quarterly cash dividends of $0.125 per share, payable in December 2025. In December 2025, CEO Phillip D. Yeager sold 32,000 shares, while Director Gary Yablon purchased 4,566 shares.

Demand for Hub Group's products and services can be influenced by various factors, including broader economic conditions, trade policies, and retail inventory cycles. The second quarter of 2025 was challenged by tariff-driven adjustments to shipping patterns, leading to a decline in demand. Hub Group experienced a decline in revenue in Q3 2025 driven by subseasonal demand and lower fuel revenue. Hub Group's management anticipated a muted peak season in late 2023 due to cautious retailer ordering and high inventories. Near-term demand trends off the West Coast have shown strength, and seasonal demand and retail restocking are considered positive near-term catalysts.

Hub Group, Inc. is a North American supply chain solutions provider operating in the Industrials sector. Founded in 1971, it specializes in transportation and logistics management services. The company's major products and services are categorized into Intermodal and Transportation Solutions (ITS) and Logistics. The ITS segment focuses on rail-based freight, utilizing Hub Group's fleet of containers and dedicated trucking services. The Logistics segment provides comprehensive logistics solutions such as transportation management, freight brokerage, and warehousing. Hub Group serves a diverse customer base across various industries, including retail, consumer products, automotive, and durable goods.

Hub Group operates an extensive network across North America, with operating centers in the United States, Canada, and Mexico. The company has expanded its reach across North America since its first major geographic expansion in 1976. Its headquarters are located in Oak Brook, Illinois, U.S.

Hub Group's reputation is built on stability and a commitment to service and innovative solutions. The company has been recognized by Forbes as one of America's Best Large and Midsize Employers in 2025. In the past year, Hub Group has focused on operational improvements and cost controls, which have contributed to margin recovery and intermodal volume growth. The acquisition of Marten Transport Intermodal assets in 2025 was a strategic move to enhance its temperature-controlled intermodal business.

Hub Group, Inc. is a publicly traded company primarily controlled by institutional investors, though the founding Yeager family maintains significant influence through executive leadership and shareholdings. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Dimensional Fund Advisors Lp. Individual insiders own 3.35% of the company's stock. The founding Yeager family, including CEO Phillip D. Yeager, holds shares and maintains a direct line of control.