Sumitomo Mitsui Trust Group Inc. Reduces Holdings in J.B. Hunt Transport Services, Inc. $JBHT

Sumitomo Mitsui Trust Group Inc. trimmed its stake in shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 1.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 203,024 shares of the transportation company’s stock after selling 2,683 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.21% of J.B. Hunt Transport Services worth $27,240,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of JBHT. Cromwell Holdings LLC grew its holdings in shares of J.B. Hunt Transport Services by 52.2% in the third quarter. Cromwell Holdings LLC now owns 207 shares of the transportation company’s stock worth $28,000 after purchasing an additional 71 shares during the last quarter. Private Trust Co. NA raised its holdings in J.B. Hunt Transport Services by 57.8% during the 2nd quarter. Private Trust Co. NA now owns 202 shares of the transportation company’s stock valued at $29,000 after buying an additional 74 shares during the last quarter. CYBER HORNET ETFs LLC purchased a new stake in J.B. Hunt Transport Services during the 2nd quarter valued at $31,000. Assetmark Inc. grew its holdings in J.B. Hunt Transport Services by 418.6% in the 2nd quarter. Assetmark Inc. now owns 223 shares of the transportation company’s stock worth $32,000 after acquiring an additional 180 shares during the last quarter. Finally, MUFG Securities EMEA plc bought a new stake in J.B. Hunt Transport Services in the 2nd quarter worth $34,000. Institutional investors own 74.95% of the company’s stock.

Insider Buying and Selling

In other J.B. Hunt Transport Services news, CAO John Kuhlow sold 3,225 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $179.76, for a total transaction of $579,726.00. Following the completion of the transaction, the chief accounting officer owned 13,095 shares of the company’s stock, valued at approximately $2,353,957.20. This trade represents a 19.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP David Keefauver sold 1,588 shares of J.B. Hunt Transport Services stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $189.29, for a total transaction of $300,592.52. Following the transaction, the executive vice president owned 550 shares of the company’s stock, valued at $104,109.50. The trade was a 74.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 15,109 shares of company stock worth $2,688,970 over the last 90 days. Corporate insiders own 2.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on JBHT. Stifel Nicolaus set a $201.00 price objective on shares of J.B. Hunt Transport Services in a research note on Friday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of J.B. Hunt Transport Services in a research report on Monday, December 29th. Cowen reiterated a “hold” rating on shares of J.B. Hunt Transport Services in a report on Monday. Evercore ISI set a $222.00 target price on J.B. Hunt Transport Services in a research note on Friday. Finally, Morgan Stanley upped their target price on J.B. Hunt Transport Services from $150.00 to $165.00 and gave the company an “equal weight” rating in a report on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat, J.B. Hunt Transport Services currently has an average rating of “Moderate Buy” and a consensus price target of $199.68.

Trending Headlines about J.B. Hunt Transport Services

Here are the key news stories impacting J.B. Hunt Transport Services this week:

• Positive Sentiment: Q4 earnings beat and margin improvement — JBHT reported EPS above Street estimates and management cited cost reductions that boosted operating profit and net income year‑over‑year, which supports near‑term earnings visibility. J.B. Hunt Q4 Earnings Surpass Estimates, Improve Year Over Year
• Positive Sentiment: Cash generation strengthened and capex moderated — operating cash flow rose materially while capital spending was down versus prior year, improving free‑cash‑flow dynamics that investors often favor. Q4 earnings & cash flow details
• Neutral Sentiment: Analyst views mixed but some lifts to sentiment — several firms have raised price targets this week (e.g., Truist) and some analysts highlight JBHT’s positioning versus peers, tempering the sell‑side reaction. Analyst ratings and price targets
• Neutral Sentiment: Industry context: freight demand soft — commentators note trucking peers face weak freight volumes, but JBHT is identified as relatively well‑positioned to navigate the cycle. That limits downside but keeps growth constrained. 3 Truck Stocks Positioned to Navigate Industry Challenges
• Negative Sentiment: Revenue decline and intermodal weakness pressured the stock — Q4 revenue fell ~1.6% (reported as a ~2% decline in coverage) and lower intermodal volumes were flagged, triggering investor concern about demand sustainability. The share price reacted negatively after the release. J.B. Hunt Fourth-Quarter Revenue Falls on Lower Intermodal Sales
• Negative Sentiment: Market reaction: shares fell after the mixed print — headlines and intraday trading showed a sell‑off as investors prioritized the revenue miss and soft demand over the EPS beat. Shares fall after Q4 revenue decline
• Negative Sentiment: Notable insider selling disclosed in filings — recent insider sales were reported in the quarter, which some investors interpret as a modest negative signal. Insider trading and holdings data

J.B. Hunt Transport Services Stock Down 1.0%

Shares of NASDAQ:JBHT opened at $204.38 on Friday. The firm has a market capitalization of $19.46 billion, a P/E ratio of 33.29, a P/E/G ratio of 1.75 and a beta of 1.27. The company has a debt-to-equity ratio of 0.25, a quick ratio of 0.87 and a current ratio of 0.87. The stock has a 50 day moving average price of $188.24 and a 200-day moving average price of $161.81. J.B. Hunt Transport Services, Inc. has a 52-week low of $122.79 and a 52-week high of $209.53.

J.B. Hunt Transport Services (NASDAQ:JBHT) last released its quarterly earnings results on Thursday, January 15th. The transportation company reported $1.90 earnings per share for the quarter, beating the consensus estimate of $1.81 by $0.09. The company had revenue of $3.10 billion for the quarter, compared to analyst estimates of $3.10 billion. J.B. Hunt Transport Services had a return on equity of 16.18% and a net margin of 4.99%.The firm’s revenue was down 1.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.53 earnings per share. As a group, equities research analysts anticipate that J.B. Hunt Transport Services, Inc. will post 6.37 EPS for the current fiscal year.

J.B. Hunt Transport Services announced that its board has approved a stock buyback program on Wednesday, October 22nd that authorizes the company to repurchase $0.00 in outstanding shares. This repurchase authorization authorizes the transportation company to repurchase shares of its stock through open market purchases. Shares repurchase programs are typically a sign that the company’s management believes its stock is undervalued.

J.B. Hunt Transport Services Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, November 21st. Stockholders of record on Friday, November 7th were given a $0.44 dividend. The ex-dividend date of this dividend was Friday, November 7th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. J.B. Hunt Transport Services’s dividend payout ratio is currently 28.66%.

About J.B. Hunt Transport Services

J.B. Hunt Transport Services, Inc is a leading provider of transportation and logistics solutions headquartered in Lowell, Arkansas. The company offers a comprehensive suite of services designed to move freight efficiently across North America, including intermodal, dedicated contract services, full truckload, less-than-truckload (LTL), final mile delivery and specialized transport.

In its intermodal segment, J.B. Hunt leverages a network of rail and truck assets to transport containers and trailers on major U.S.