Sei Investments Co. Has $10.49 Million Stock Position in J.B. Hunt Transport Services, Inc. $JBHT

Sei Investments Co. grew its holdings in shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 72.5% during the first quarter, Holdings Channel reports. The firm owned 49,511 shares of the transportation company’s stock after purchasing an additional 20,814 shares during the period. Sei Investments Co.’s holdings in J.B. Hunt Transport Services were worth $10,491,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of JBHT. State Street Corp boosted its holdings in J.B. Hunt Transport Services by 7.1% in the second quarter. State Street Corp now owns 4,122,669 shares of the transportation company’s stock worth $592,015,000 after purchasing an additional 272,594 shares in the last quarter. Janus Henderson Group PLC raised its holdings in J.B. Hunt Transport Services by 2.2% during the fourth quarter. Janus Henderson Group PLC now owns 3,940,833 shares of the transportation company’s stock valued at $765,862,000 after buying an additional 84,149 shares in the last quarter. AQR Capital Management LLC raised its holdings in J.B. Hunt Transport Services by 17.7% during the fourth quarter. AQR Capital Management LLC now owns 3,755,171 shares of the transportation company’s stock valued at $729,780,000 after buying an additional 565,605 shares in the last quarter. Invesco Ltd. lifted its position in shares of J.B. Hunt Transport Services by 5.4% in the third quarter. Invesco Ltd. now owns 1,612,262 shares of the transportation company’s stock worth $216,317,000 after buying an additional 82,939 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of J.B. Hunt Transport Services in the fourth quarter worth about $200,587,000. Institutional investors and hedge funds own 74.95% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. Truist Financial upped their price target on J.B. Hunt Transport Services from $280.00 to $295.00 and gave the stock a “hold” rating in a research note on Thursday, July 16th. Morgan Stanley reissued an “underweight” rating and issued a $200.00 price objective (up from $190.00) on shares of J.B. Hunt Transport Services in a research note on Monday, July 6th. Evercore restated an “outperform” rating and issued a $248.00 target price on shares of J.B. Hunt Transport Services in a report on Monday, May 11th. Barclays upped their target price on J.B. Hunt Transport Services from $270.00 to $300.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 16th. Finally, UBS Group increased their price target on J.B. Hunt Transport Services from $286.00 to $291.00 and gave the company a “neutral” rating in a report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, J.B. Hunt Transport Services has a consensus rating of “Moderate Buy” and a consensus target price of $286.30.

J.B. Hunt Transport Services Stock Performance

NASDAQ:JBHT opened at $271.75 on Friday. The firm’s 50-day moving average is $280.28 and its 200-day moving average is $244.03. The company has a market cap of $25.52 billion, a price-to-earnings ratio of 38.49, a PEG ratio of 1.71 and a beta of 1.29. The company has a debt-to-equity ratio of 0.31, a quick ratio of 1.26 and a current ratio of 1.26. J.B. Hunt Transport Services, Inc. has a 52-week low of $130.12 and a 52-week high of $299.76.

J.B. Hunt Transport Services (NASDAQ:JBHT) last released its earnings results on Wednesday, July 15th. The transportation company reported $1.91 earnings per share for the quarter, beating the consensus estimate of $1.71 by $0.20. J.B. Hunt Transport Services had a net margin of 5.31% and a return on equity of 18.75%. The business had revenue of $3.50 billion during the quarter, compared to analysts’ expectations of $3.26 billion. During the same quarter last year, the company earned $1.31 earnings per share. The firm’s revenue was up 19.4% on a year-over-year basis. Equities research analysts anticipate that J.B. Hunt Transport Services, Inc. will post 7.75 earnings per share for the current year.

J.B. Hunt Transport Services Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Shareholders of record on Friday, August 7th will be issued a $0.45 dividend. The ex-dividend date of this dividend is Friday, August 7th. This represents a $1.80 annualized dividend and a yield of 0.7%. J.B. Hunt Transport Services’s dividend payout ratio is 25.50%.

J.B. Hunt Transport Services News Roundup

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

• Positive Sentiment: Zacks Research raised its EPS forecasts across multiple periods, including FY2026 to $7.65 from $7.21, FY2027 to $9.68 from $8.89, and FY2028 to $10.40 from $9.31. The firm also increased estimates for several upcoming quarters, signaling expectations for stronger profitability. J.B. Hunt Transport Services stock information
• Positive Sentiment: Notable quarterly revisions included Q3 2026 EPS rising to $2.05 from $1.97, Q4 2026 to $2.19 from $2.07, Q2 2027 to $2.05 from $1.79, Q3 2027 to $3.16 from $2.93, and Q2 2028 to $2.49 from $2.14. These upgrades support the bullish case for JBHT’s longer-term earnings growth.
• Positive Sentiment: Zacks Research maintained a “Strong-Buy” rating, reinforcing the favorable analyst view. The estimate increases follow J.B. Hunt’s latest quarterly report, when the company exceeded both revenue and EPS expectations and posted year-over-year revenue growth.
• Neutral Sentiment: Although the estimates were raised, Zacks’ FY2026 forecast of $7.65 EPS remains slightly below the broader consensus estimate of $7.75, suggesting that near-term upside expectations are positive but not uniformly above market forecasts.

Insider Buying and Selling

In other J.B. Hunt Transport Services news, EVP Spencer Frazier sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $258.20, for a total value of $516,400.00. Following the completion of the sale, the executive vice president owned 4,604 shares in the company, valued at approximately $1,188,752.80. This trade represents a 30.28% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Darren P. Field sold 4,000 shares of J.B. Hunt Transport Services stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $254.49, for a total value of $1,017,960.00. Following the sale, the executive vice president directly owned 8,696 shares in the company, valued at $2,213,045.04. The trade was a 31.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 15,847 shares of company stock worth $4,162,861. 2.50% of the stock is currently owned by corporate insiders.

J.B. Hunt Transport Services Company Profile

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.