NASDAQ: JBHT

J.B. Hunt Transport Services (JBHT) Stock Analysis & Forecast

Sep 28 close

$226.07+0.61 (+0.3%)

Gekko Brief

AI summary

JBHT this week has drawn a wave of law-firm investor-rights investigations, several tied to a warning of a 5% to 10% sequential earnings drop for the third quarter of 2026 and a 13.3% stock price drop on 16 September 2026. Goldman Sachs cut its price target to $250 from $261 while maintaining a Neutral rating, following similar adjustments from UBS, Raymond James, and Baird. Separately, an industry outlook piece grouped JBHT with peers Old Dominion Freight Line and ArcBest as positioned for growth despite broader economic uncertainty.

The stock closed at $226.07, up 0.3%, sitting below both its 50-day average of $265.73 and its 200-day average of $242.82, with one-month and three-month returns of -14.2% and -21.5% against a one-year return of 70.7%. The GekkoIndex reads 71, placing JBHT in the Buying zone, down 3.1 over five days. Price sits 5.1% below Gekko Fair Value of $238.20.

J.B. Hunt next reports earnings on 21 October 2026 after the close, 22 days out and within a typical 20-trading-day holding window; the prior quarter beat estimates with $1.90 versus $1.81 expected but the stock still reacted -1.5%. Smart-money and unusual options activity show no signals in their respective windows. Seasonally, the next 20 trading days have averaged +5.8% over five years, with gains in 4 of them. Analyst consensus among 20 firms stands at 12 buy, 7 hold, 1 sell, with a consensus target of $298.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

J.B. Hunt Transport Services price vs fair value

$238.20$226.07Sep ’25Mar ’26Sep ’26
Close $226.07200-day averageGekko Fair Value $238.20

J.B. Hunt Transport Services quick facts

Market cap
$21.23B
P/E ratio
33.4
Forward P/E
23.9
EPS, TTM
$6.87
Revenue, TTM
$12.70B
Profit margin
5.3%
Dividend yield
0.76%
Beta
1.29
Volume
958,248 avg 1.23M
1-year return
+70.7%
Typical daily move
±3.7%
Typical 20-day move
±5.4%
50-day average
$265.73
200-day average
$242.82
Next earnings
Oct 21 after close
Shares outstanding
93.92M
52-week range
$130.12$299.76

J.B. Hunt Transport Services swing-trade checklist

J.B. Hunt Transport Services scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive1 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $226.07 sits between the 50-day ($265.73) and 200-day ($242.82) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    71, Buying

    Reading 71 is in the Buying zone.

    See the GekkoIndex
  • Fair valuesupportive

    5.1% below

    Price is 5.1% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskheadwind

    Reports in 22 days

    Reports on Oct 21, 2026, 22 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +5.8% on average

    From this point in the calendar, the next 20 trading days averaged +5.8% over 5 years, rising in 4 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

J.B. Hunt Transport Services stock chart and price history

J.B. Hunt Transport Services closed at $226.07 on Sep 28, 2026, +70.7% over the past year, inside a 52-week range of $130.12 to $299.76.

Close50-day average200-day averageVolume
J.B. Hunt Transport Services share price, past year, with 50-day and 200-day moving averages and volume$150$200$250$300NovDecJan 2026FebMarAprMayJunJulAugSep226.07

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−14.2%
3 months
−21.5%
6 months
+10.0%
1 year
+70.7%
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About J.B. Hunt Transport Services

J.B. Hunt Transport Services provides ground transportation, last-mile delivery, and broader logistics services to customers across North America. It moves a wide range of goods, from consumer products such as general merchandise, appliances, food and beverages, and electronics to industrial materials like forest and paper products, building supplies, and automotive parts, along with agricultural products and chemicals.

The company runs through five business segments. Intermodal moves freight across multiple transport modes using a large fleet of trailers, chassis, tractors, and drivers. Dedicated Contract Services designs and manages custom transportation and supply chain arrangements for individual clients. Integrated Capacity Solutions offers freight brokerage covering flatbed, temperature-controlled, expedited, less-than-truckload, dry-van, and intermodal shipping, along with an online platform for arranging transport and outsourced logistics support. Final Mile Services handles last-stage delivery, while the Truckload segment focuses on over-the-road dry-van freight using its own tractors and trailers.

J.B. Hunt Transport Services was established in 1961 and is headquartered in Lowell, Arkansas. Its shares are listed on the NASDAQ under the ticker JBHT.

Listed
NASDAQ
Sector
Transportation
Industry
Trucking
Website
jbhunt.com

J.B. Hunt Transport Services GekkoIndex: the smart money zone

J.B. Hunt Transport Services’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 71, in the Buying zone, down 3.1 points over five sessions.

010071Buying

Down 3.1 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying (current zone)37+0.3%+0.8%−2.9%−2.4%
Accumulation237−0.3%−0.3%+0.5%+2.4%
Neutral343+0.6%+1.1%+1.9%+4.7%
Distribution49−0.3%−0.2%−0.6%+3.2%
Selling6Too few readings yet

Average JBHT share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Buying readings averaged +3.2% over 20 days. Past behaviour doesn’t guarantee future results.

Buying zone: Smart money likely accumulating heavily. About the five zones →

See every daily GekkoIndex reading plotted over the JBHT price, zone by zone.Track JBHT in Gekko

Is J.B. Hunt Transport Services stock overvalued? Gekko Fair Value

J.B. Hunt Transport Services trades 5.1% below Gekko Fair Value of $238.20, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what J.B. Hunt Transport Services shares are worth, recalculated every trading day.

$238.20

Gekko Fair Value, Sep 26, 2026

5.1% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open JBHT in Gekko

J.B. Hunt Transport Services insider and Congress trading

No open-market insider purchases were filed for J.B. Hunt Transport Services, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for JBHT in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every JBHT insider filing, plotted on the chart in Gekko.Open JBHT in Gekko

Congress trades last 90 days

No trades in JBHT were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for JBHT, plotted on the chart in Gekko.Open JBHT in Gekko

Buybacks

J.B. Hunt Transport Services has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$95.89M
As a share of market cap
0.45%
Trailing four quarters
$575.0M

From company filings.

Hedge funds and billionaires quarter ended Dec 31

0of the funds Gekko tracks hold JBHT.

0added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko

J.B. Hunt Transport Services earnings: next date and track record

J.B. Hunt Transport Services reports on Oct 21, 2026, after the close (22 days away), and beat the EPS estimate in 5 of its last 8 reports.

5 of 8reports beat the EPS estimate
±7%average move across the report
2 of 8reports followed by a gain

Share-price move across each report

−9.2%Apr ’24−3.4%Jul ’24+2.7%Oct ’24−7.6%Jan ’25−9.5%Apr ’25−0.5%Jul ’25+21.7%Oct ’25−1.5%Jan ’26

Last earnings call, Jan 16, 2026 AI summary

What they said
J.B. Hunt's Q4 2025 earnings call highlighted disciplined cost management, operational excellence, record safety, modest revenue declines, and improved profitability. Management emphasized progress on margin repair and lowering cost to serve, capital allocation including $600–$800M CapEx guidance for 2026, and significant share repurchases in 2025. They discussed intermodal rail consolidation risks and ongoing dialogues with Class I railroads, and noted a fragile freight market with tightening capacity pockets that created short-term pricing and volume opportunities. Segment specifics: Dedicated delivered resilient margins and fleet adjustments with momentum for 2026; Final Mile demand remained soft with an expected $90M revenue headwind from lost appliance business in 2026; Intermodal volumes modestly down and navigating potential rail consolidation; ICS/truckline seeing growth and tight capacity. Q&A was cautious but constructive — management signaled optimism about taking share and executing cost initiatives, but refrained from giving explicit forward earnings guidance or specific price expectations. Overall tone: cautiously positive.
Guidance
2026 net capital expenditure guidance: $600 million to $800 million (largely replacement; success-based growth capital for Dedicated). No explicit revenue or EPS guidance provided. Capital allocation: share repurchases totaled $923M in 2025; balance sheet leverage ~1x TTM EBITDA. Anticipated Dedicated net truck growth back to target (800–1,000) in 2026 (management confidence). Expected ~ $90 million revenue headwind in 2026 from losing legacy appliance-related Final Mile business.
Risks flagged
Risks mentioned include: potential Class I rail consolidation/merger outcomes and related intermodal industry uncertainty; fragile supply-side capacity and tight carrier markets; inflationary cost pressures (insurance, wages); customer bankruptcies and fleet losses; potential loss of legacy appliance Final Mile business (~$90M headwind); macroeconomic uncertainty and forecasting challenges; regulatory impacts (e.g., visa/immigration affecting capacity).
ReportedEPSSurpriseRevenueSurpriseMove
Jan 16, 2026$1.90
est $1.81
+4.8%$3.10B
est $3.12B
−0.6%−1.5%
Oct 15, 2025$1.76
est $1.46
+20.5%$3.05B
est $3.02B
+1.2%+21.7%
Jul 15, 2025$1.31
est $1.30
+0.8%$2.93B
est $2.92B
+0.4%−0.5%
Apr 15, 2025$1.17
est $1.15
+1.7%$2.92B
est $2.90B
+0.8%−9.5%
Jan 16, 2025$1.53
est $1.62
−5.6%——−7.6%
Oct 15, 2024$1.49
est $1.39
+7.2%$3.07B
est $3.00B
+2.2%+2.7%
Jul 16, 2024$1.32
est $1.52
−13.2%$2.93B
est $3.02B
−3.0%−3.4%
Apr 16, 2024$1.22
est $1.52
−19.7%$2.94B
est $3.11B
−5.4%−9.2%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

J.B. Hunt Transport Services stock forecast and analyst price targets

Analysts’ average 12-month price target for J.B. Hunt Transport Services is $298.00, +31.8% from the last close, from 20 firms rating the stock in the last 90 days.

$298.00consensus 12-month target, +31.8% from the last close
Low $200High $370
Buy12
Hold7
Sell1

Each firm’s latest rating in the last 90 days: 20 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 25BernsteinBuy, maintained$329+45.5%
Sep 24StoneXBuy, maintained$320+41.5%
Sep 23Wells FargoBuy, reiterated$305+34.9%
Sep 22Wells FargoBuy, maintained$305+34.9%
Sep 17Citizens JMPBuy, upgraded$300+32.7%
−2.9%average 20-day move after past Buying readings
+5.8%average move over the next 20 trading days in the last 5 years
±3.7%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

J.B. Hunt Transport Services seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, J.B. Hunt Transport Services averaged +5.8% across the last 5 years, rising in 4 of them.

Next 20 trading days, by year

+14.5%2021+0.5%2022−12.0%2023+3.8%2024+24.5%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+0.1%2 of 5
Next 10 trading days+0.9%4 of 5
Next 15 trading days+6.1%3 of 5
Next 20 trading days+5.8%4 of 5
Next 30 trading days+10.6%4 of 5

For scale, JBHT’s typical 20-trading-day move in either direction is about 5.4%.

J.B. Hunt Transport Services market cap and key statistics

J.B. Hunt Transport Services’s market cap is $21.23B, with a P/E ratio of 33.4 and revenue of $12.70B over the last twelve months.

Valuation

Market cap
$21.23B
P/E ratio
33.4
Forward P/E
23.9
EPS, TTM
$6.87
Gekko Fair Value
$238.20

Trading

Volume
958,248
Avg volume, 20 days
1.23M
52-week high
$299.76
52-week low
$130.12
Shares outstanding
93.92M

Financials

Revenue, TTM
$12.70B
Profit margin
5.3%
Return on equity
18.4%
Quarterly earnings growth, YoY
+45.8%

Risk and income

Beta
1.29
Typical daily move
±3.7%
Typical 20-day move
±5.4%
Dividend yield
0.76%

J.B. Hunt Transport Services peers

J.B. Hunt Transport Services’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
ODFLOld Dominion Freight Line+2.1%Accumulation2.4% above
XPOXPO+2.2%Accumulation4.5% below
KNXKnight-Swift Transportation+0.6%Accumulation2.2% above
TFIITFI International+1.1%Buying18.0% below
SAIASaia+1.9%Accumulation8.1% below
LSTRLandstar System+1.0%Accumulation9.6% above

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

J.B. Hunt Transport Services stock FAQ

What is J.B. Hunt Transport Services’s market cap?

J.B. Hunt Transport Services’s market cap is $21.23B at the Sep 28, 2026 close of $226.07, with 93.92M shares outstanding. The shares trade on a P/E ratio of 33.4.

What is the J.B. Hunt Transport Services stock forecast?

The consensus analyst 12-month price target for J.B. Hunt Transport Services is $298.00, +31.8% from the last close. Of the 20 firms that rated the stock in the last 90 days, 12 rate it a buy, 7 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.

Is J.B. Hunt Transport Services stock overvalued or undervalued?

On Gekko’s estimate J.B. Hunt Transport Services is undervalued: the Sep 28, 2026 close of $226.07 is 5.1% below Gekko Fair Value of $238.20. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does J.B. Hunt Transport Services report earnings next?

J.B. Hunt Transport Services is expected to report on Oct 21, 2026, after the market closes (22 days away). Analysts expect earnings of $1.98 per share on revenue of $3.57B. J.B. Hunt Transport Services beat the earnings estimate in 5 of its last 8 reports, moving 7% on average across the report.

What is J.B. Hunt Transport Services’s 52-week high and low?

J.B. Hunt Transport Services’s 52-week high is $299.76 and its 52-week low is $130.12; it closed at $226.07 on Sep 28, 2026, +70.7% over the past year.

Is J.B. Hunt Transport Services stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and seasonality), 1 as mixed (trend) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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