Hub Group, Inc. Class A (HUBG)

Hub Group's stock has been influenced by several events in the past six months. Weiss Ratings downgraded Hub Group from a "hold" to a "sell" rating in October 2025, but the stock saw a slight increase. Analyst ratings have varied, with some firms reducing price targets while others maintained or upgraded their ratings. The company reported its second-quarter 2025 earnings on July 31st, 2025, beating EPS estimates but missing revenue expectations. Hub Group declared a quarterly dividend in August 2025. The acquisition of certain assets from Marten Transport Intermodal closed in October 2025, expanding temperature-controlled intermodal service offerings. In March 2025, the stock hit a 52-week low of $36.32.

Demand for Hub Group's services is subject to seasonality. Historically, the fourth quarter has been anticipated to show stronger intermodal pricing. However, the second quarter of 2025 was challenged due to tariff-driven adjustments and softer demand. The transportation sector has been grappling with soft freight demand and economic uncertainties in 2025.

Hub Group, Inc. is a supply chain solutions provider in North America, offering transportation and logistics management services. The company provides intermodal, truckload, less-than-truckload (LTL), flatbed, temperature-controlled, dedicated and regional trucking services. Hub Group also offers final mile delivery, railcar, small parcel, and international transportation. Its logistics segment includes full outsource logistics solutions, transportation management services, freight consolidation, warehousing, distribution, and inventory management.

Hub Group's operations span North America, including the United States, Canada, and Mexico. The company has a network of operating centers and over 200 final mile locations, covering approximately 98% of the U.S. population.

Hub Group partnered with Essendant to launch a Managed Delivery model, scheduled to go live on November 1, 2025, aiming to provide 48-hour warehouse delivery across nearly all major markets in the U.S. The company's reputation is generally tied to its market performance and strategic initiatives.

Institutional investors hold a substantial portion of Hub Group's stock, with ownership percentages ranging from approximately 67.53% to 98%. Insiders own a smaller percentage, typically between 3.67% and 3.78%. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., State Street Global Advisors, Inc., and Invesco Ltd.