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

J.B. Hunt Transport Services, Inc. stock rallied after its Q3 2025 results. On January 6, 2026, the stock reached a new 52-week high following an analyst upgrade from Robert W. Baird, who raised their price target to $215.00. The company's Q3 2025 earnings, reported on October 15, 2025, showed earnings per share of $1.76, surpassing analyst estimates, with total operating revenues of $3.05 billion. J.B. Hunt is scheduled to report its Q4 2025 earnings on January 15, 2026, with analysts expecting earnings per share between $1.76 and $1.83. The stock price as of December 30, 2025, was $196.21 per share, and on January 12, 2026, it closed at $206.33.

Demand for J.B. Hunt's products and services exhibits seasonality. Intermodal demand was seasonally strong in the fourth quarter of 2024. In the third quarter of 2025, overall demand trended below normal seasonality, although a seasonal lift was observed at the quarter's end. In the third quarter of 2023, intermodal demand improved throughout the quarter. In early 2026, volumes in the Intermodal (JBI) and Highway Services businesses outperformed normal seasonality.

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 Ground Freight & Logistics sector and the Logistics and Road industries, providing services through five segments: Intermodal (JBI) offers intermodal freight solutions using rail and truck assets; Dedicated Contract Services (DCS) designs customized supply chain solutions; Integrated Capacity Solutions (ICS) provides freight brokerage and transportation logistics solutions; Final Mile Services (FMS) focuses on local and home delivery for bulky products; and Truckload (JBT) offers full-load, dry-van freight services. J.B. Hunt serves industries including general merchandise, consumer items, appliances, forest and paper products, food and beverages, building materials, automotive parts, and electronics.

J.B. Hunt Transport Services, Inc. has operations spanning the United States, Canada, and Mexico.

J.B. Hunt Transport Services, Inc. has maintained a strong brand reputation. In September 2024, the company was recognized on TIME's list of World's Best Companies 2024. In early 2025, J.B. Hunt was admitted into the Dow Jones Sustainability North America index. The company also received the SmartWay Excellence Award from the U.S. Environmental Protection Agency for ten consecutive years as of 2019.

J.B. Hunt Transport Services, Inc. has significant institutional ownership, with 75.14% of the stock held by institutional shareholders including Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Insiders hold 77.94% of the company's stock, with Johnnie B. Hunt being the largest individual shareholder, owning 33.80 million shares, representing 35.49% of the company. Johnelle D. Hunt is another significant individual insider owner.