Distillate Capital Partners LLC Purchases New Position in J.B. Hunt Transport Services, Inc. $JBHT

Distillate Capital Partners LLC acquired a new position in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 110,978 shares of the transportation company’s stock, valued at approximately $14,890,000. Distillate Capital Partners LLC owned about 0.12% of J.B. Hunt Transport Services as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in JBHT. Root Financial Partners LLC bought a new stake in J.B. Hunt Transport Services in the third quarter worth approximately $25,000. Cromwell Holdings LLC raised its holdings in shares of J.B. Hunt Transport Services by 52.2% during the 3rd quarter. Cromwell Holdings LLC now owns 207 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 71 shares in the last quarter. Sentry Investment Management LLC bought a new position in shares of J.B. Hunt Transport Services during the 3rd quarter valued at $32,000. CYBER HORNET ETFs LLC acquired a new stake in shares of J.B. Hunt Transport Services in the 2nd quarter valued at $31,000. Finally, Hantz Financial Services Inc. lifted its stake in shares of J.B. Hunt Transport Services by 52.8% in the 3rd quarter. Hantz Financial Services Inc. now owns 220 shares of the transportation company’s stock valued at $30,000 after purchasing an additional 76 shares during the last quarter. Institutional investors own 74.95% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Ronald Greer Woodruff sold 331 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $225.57, for a total transaction of $74,663.67. Following the transaction, the executive vice president owned 4,019 shares of the company’s stock, valued at approximately $906,565.83. The trade was a 7.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Albert Brad Delco sold 1,000 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $227.25, for a total transaction of $227,250.00. Following the completion of the sale, the chief financial officer directly owned 6,983 shares of the company’s stock, valued at approximately $1,586,886.75. This trade represents a 12.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,945 shares of company stock valued at $5,656,495 in the last 90 days. 2.30% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts have commented on JBHT shares. Citigroup downgraded shares of J.B. Hunt Transport Services from a “buy” rating to a “neutral” rating and increased their target price for the stock from $175.00 to $221.00 in a research report on Wednesday, January 7th. Truist Financial upped their price target on J.B. Hunt Transport Services from $155.00 to $205.00 and gave the stock a “hold” rating in a research note on Thursday, January 15th. Deutsche Bank Aktiengesellschaft set a $227.00 price objective on J.B. Hunt Transport Services in a report on Thursday, December 11th. Wells Fargo & Company boosted their target price on J.B. Hunt Transport Services from $170.00 to $220.00 and gave the stock an “overweight” rating in a report on Tuesday, January 6th. Finally, Vertical Research downgraded J.B. Hunt Transport Services from a “strong-buy” rating to a “hold” rating and set a $200.00 price target on the stock. in a report on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $203.00.

Key Stories Impacting J.B. Hunt Transport Services

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

• Positive Sentiment: EVP Spencer Frazier made a series of small open‑market purchases across multiple dates (multiple transactions totaling ~205 shares), modestly increasing his stake to roughly 6,100–6,200 shares. Insider buying from a senior exec is generally viewed positively as a signal of confidence. SEC filing
• Neutral Sentiment: The purchases are very small (each trade is usually a dozen or a few dozen shares) and represent only a ~0.1–0.4% increase in his position per trade; collectively they are unlikely to move the stock materially on their own. Investors should treat this as a modest confidence signal rather than a catalyst. MarketBeat JBHT
• Negative Sentiment: Fundamentals and technical context temper the impact of insider buying: most recent quarterly revenue was roughly flat/down year‑over‑year and the stock is below its 50‑day moving average, which can weigh on sentiment even when insiders buy. Those factors likely explain continued downside pressure despite the insider purchases. MarketBeat JBHT

J.B. Hunt Transport Services Trading Down 0.4%

J.B. Hunt Transport Services stock opened at $200.25 on Monday. J.B. Hunt Transport Services, Inc. has a 52 week low of $122.79 and a 52 week high of $236.00. The company has a debt-to-equity ratio of 0.22, a quick ratio of 0.81 and a current ratio of 0.83. The firm has a market capitalization of $18.94 billion, a PE ratio of 32.61, a PEG ratio of 1.63 and a beta of 1.23. The business’s 50-day simple moving average is $215.62 and its 200-day simple moving average is $182.05.

J.B. Hunt Transport Services (NASDAQ:JBHT) last announced its 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 firm had revenue of $3.10 billion during the quarter, compared to the consensus estimate of $3.10 billion. J.B. Hunt Transport Services had a return on equity of 16.33% and a net margin of 4.99%.The firm’s revenue for the quarter was down 1.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.53 EPS. Equities research analysts forecast that J.B. Hunt Transport Services, Inc. will post 6.37 earnings per share for the current year.

J.B. Hunt Transport Services Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 20th. Stockholders of record on Friday, February 6th were paid a $0.45 dividend. The ex-dividend date was Friday, February 6th. This is a positive change from J.B. Hunt Transport Services’s previous quarterly dividend of $0.44. This represents a $1.80 annualized dividend and a dividend yield of 0.9%. J.B. Hunt Transport Services’s dividend payout ratio is 29.32%.

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.