North Dakota State Investment Board Sells 4,035 Shares of J.B. Hunt Transport Services, Inc. $JBHT

North Dakota State Investment Board cut its holdings in shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 63.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,303 shares of the transportation company’s stock after selling 4,035 shares during the quarter. North Dakota State Investment Board’s holdings in J.B. Hunt Transport Services were worth $516,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. VestGen Advisors LLC increased its position in J.B. Hunt Transport Services by 3.6% in the third quarter. VestGen Advisors LLC now owns 1,852 shares of the transportation company’s stock worth $415,000 after purchasing an additional 65 shares during the last quarter. Generali Asset Management SPA SGR lifted its position in J.B. Hunt Transport Services by 5.8% during the third quarter. Generali Asset Management SPA SGR now owns 2,856 shares of the transportation company’s stock valued at $640,000 after purchasing an additional 157 shares during the last quarter. Park Avenue Securities LLC grew its stake in shares of J.B. Hunt Transport Services by 19.7% in the 3rd quarter. Park Avenue Securities LLC now owns 1,671 shares of the transportation company’s stock worth $374,000 after buying an additional 275 shares in the last quarter. Verdence Capital Advisors LLC purchased a new position in shares of J.B. Hunt Transport Services in the 3rd quarter worth $305,000. Finally, Citizens Financial Group Inc. RI grew its stake in shares of J.B. Hunt Transport Services by 41.1% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 4,843 shares of the transportation company’s stock worth $1,085,000 after buying an additional 1,411 shares in the last quarter. 74.95% of the stock is currently owned by hedge funds and other institutional investors.

J.B. Hunt Transport Services News Roundup

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

• Positive Sentiment: Analysts expect freight demand and pricing to improve, with 2027 earnings still projected to rise significantly. However, margin pressure remains a key concern. Is JBHT a Buy Now as Growth Improves but Valuation Stays Elevated?
• Positive Sentiment: Zacks Research raised its Q1 2027 EPS forecast to $1.70 from $1.63 and its Q2 2027 forecast to $2.13 from $2.05, indicating some confidence in near-term operating improvement.
• Neutral Sentiment: J.B. Hunt previously reported quarterly revenue of $3.68 billion, ahead of estimates, with year-over-year revenue growth of 20.4% and EPS of $1.82 versus a $1.81 consensus. Those results provide a favorable operating backdrop, although the stock’s premium valuation limits the benefit of the growth. JBHT Falls 17.8% in 3 Months, Is the Pullback a Buying Opportunity?
• Negative Sentiment: Zacks Research maintained a “Hold” rating while cutting several estimates: Q4 2026 EPS to $2.05 from $2.19, FY2027 EPS to $9.34 from $9.68, and FY2028 EPS to $9.78 from $10.40. It also reduced forecasts for Q1 and Q2 2028 and Q4 2027, signaling weaker longer-term earnings expectations.
• Negative Sentiment: Rosen Law Firm said it is investigating potential securities claims involving J.B. Hunt shareholders. The announcement does not establish wrongdoing, but legal-investigation headlines can add uncertainty and weigh on investor sentiment. Rosen Law Firm Securities Class Action Investigation

J.B. Hunt Transport Services Stock Performance

Shares of JBHT opened at $221.08 on Monday. J.B. Hunt Transport Services, Inc. has a 52-week low of $157.82 and a 52-week high of $299.76. The company has a quick ratio of 1.23, a current ratio of 1.23 and a debt-to-equity ratio of 0.31. The firm’s fifty day moving average is $241.91 and its two-hundred day moving average is $245.76. The stock has a market cap of $20.61 billion, a PE ratio of 31.05, a price-to-earnings-growth ratio of 1.84 and a beta of 1.26.

J.B. Hunt Transport Services (NASDAQ:JBHT) last released its earnings results on Thursday, October 15th. The transportation company reported $1.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.81 by $0.01. The business had revenue of $3.68 billion during the quarter, compared to analyst estimates of $3.59 billion. J.B. Hunt Transport Services had a net margin of 5.07% and a return on equity of 18.72%. The company’s revenue for the quarter was up 20.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.76 earnings per share. Research analysts forecast that J.B. Hunt Transport Services, Inc. will post 7.25 earnings per share for the current fiscal year.

J.B. Hunt Transport Services Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 20th. Investors of record on Friday, November 6th will be given a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a yield of 0.8%. The ex-dividend date is Friday, November 6th. J.B. Hunt Transport Services’s dividend payout ratio (DPR) is presently 25.28%.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on JBHT. JPMorgan Chase & Co. decreased their price objective on J.B. Hunt Transport Services from $287.00 to $283.00 and set an “overweight” rating for the company in a research note on Friday, October 16th. Wall Street Zen lowered J.B. Hunt Transport Services from a “buy” rating to a “hold” rating in a research note on Monday, September 21st. William Blair set a $300.00 price target on shares of J.B. Hunt Transport Services in a report on Friday, October 16th. Wells Fargo & Company dropped their target price on shares of J.B. Hunt Transport Services from $305.00 to $285.00 and set an “overweight” rating on the stock in a research report on Friday, October 16th. Finally, Citizens Jmp reissued a “market outperform” rating and set a $300.00 target price on shares of J.B. Hunt Transport Services in a research note on Friday, October 16th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $273.76.

J.B. Hunt Transport Services Company Profile

J.B. Hunt Transport Services, Inc is a transportation and logistics company headquartered in Lowell, Arkansas. Founded in 1961 by Johnnie Bryan Hunt and his wife, Nellie, the company has grown into a major provider of freight transportation services across North America.

The company’s principal operations include intermodal transportation, which combines rail and truck services; dedicated contract services, which provide customized transportation capacity and fleet management for individual customers; and integrated logistics solutions, including freight brokerage and third-party logistics.