J.B. Hunt Transport Services, Inc. (JBHT)

Over the past six months, J.B. Hunt's stock has experienced movements influenced by earnings reports and analyst adjustments. As of October 5, 2025, the stock has seen a -17.11% decrease over the last year, and a -3.91% fall over the last month, but a 4.03% rise compared to the previous week. Key events include the Q2 2025 earnings report with projected earnings of $1.32 per share and sales of $2.93 billion. Analyst rating adjustments from Wells Fargo, UBS, B of A Securities, Susquehanna, Evercore ISI Group, and Barclays occurred between July and October 2025. The Q1 2025 earnings report showed earnings of $1.31 per share, with consolidated revenue declining 1% and operating income decreasing 8%. J.B. Hunt announced fourth-quarter 2024 net income of $155.5 million, or diluted earnings per share of $1.53, with total operating revenue decreasing 5% from Q4 2023.

J.B. Hunt experiences demand seasonality in its services, particularly within its Intermodal segment. Demand trends for intermodal services were seasonally strong in the fourth quarter of 2024, especially for eastbound loads originating from Southern California. The company also noted "normal seasonality" in Q3 2024. There can be volume pull-forward ahead of peak seasons, and bid seasons influence pricing for the upcoming periods.

J.B. Hunt Transport Services, Inc. is a North American transportation and logistics company offering supply chain solutions across the United States, Canada, and Mexico. It operates in the Industrials sector, providing services through five segments: Intermodal (JBI) focuses on freight movement using rail and truck; Dedicated Contract Services (DCS) offers customized transportation solutions; Integrated Capacity Solutions (ICS) provides freight brokerage and transportation logistics; Final Mile Services (FMS) specializes in local and home delivery; and Truckload (JBT) offers traditional dry-van freight services. The company transports a wide array of freight, including general merchandise, consumer items, food, and automotive parts.

J.B. Hunt Transport Services, Inc. primarily operates throughout the continental United States, Canada, and Mexico. The company has also launched intermodal offerings for Mexican businesses.

J.B. Hunt maintains a strong brand reputation, evidenced by its consistent recognition as a leading company. In February 2023, J.B. Hunt was named one of Fortune's World's Most Admired Companies for the 12th time. There is no readily available information indicating significant negative events impacting J.B. Hunt's brand reputation in the past year.

Institutional investors hold approximately 75.88% of J.B. Hunt's stock as of December 31, 2024. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., JPMorgan Chase & Co., State Street Corp, Janus Henderson Group Plc, and T. Rowe Price Investment Management, Inc. Individual ownership includes significant stakes by the company's founders, with Johnnie B. Hunt owning 33.79% and Johnelle D. Hunt owning 17.72% of the company.