J.B. Hunt Transport Services, I logo

J.B. Hunt Transport Services, INasdaq: JBHT

Industrials · Cargo Ground Transportation

$283.29

+9.28%

Vol: 56K

Research Digest

Monday, June 15, 2026

Neutral

No significant overnight updates

No material news in the last 48 hours.

Price 50d 200d

Previous Market Intelligence

13 days
Jun 14No significant overnight updatesNeutral

No material news in the last 48 hours.

May 21JB Hunt rallied 3.66% on May 15 as Supreme Court broker-liability ruling validates integrated logistics modelPositive

JBHT shares rose 3.66% on May 15 as analysts repriced higher on a $250-290 PT band, citing structurally tightening truckload capacity and rising spot rates. A US Supreme Court ruling that freight brokers can be held liable for damages in trucking incidents is seen as supportive of JBHT vertically integrated trucking-and-logistics model. Susquehanna highlighted a supply-driven early truckload cycle inflection. DCS President Bradley Hicks sold 7,644 shares at about $261.91 on May 15. The Board declared a $0.45 quarterly dividend payable May 22 (record date May 8). JBHT also was added to the Dow Jones Best-In-Class North American Index on May 7. Risk: integrated model benefit could be offset by intermodal cyclicality and aggressive customer pricing.

May 20JB Hunt shares surge on Q1 earnings beat, BofA raises target to $280, and Supreme Court ruling favors vertically integrated modelPositive

JB Hunt Transport Services delivered a strong Q1 2026 with revenue of $3.06B (vs $2.95B expected), operating income up 16%, and EPS jumping 27% to $1.49. Shares surged 6.5% after results and continued rising into the $250s-$260s range. BofA raised its price target to $280 from $250 on May 1, while Evercore ISI bumped to $248 from $239 on May 11. The board declared a quarterly dividend of $0.45 payable May 22 (a 2.3% increase). A U.S. Supreme Court ruling that freight brokers can be held liable in trucking incidents is seen as supportive of JBHTs vertically integrated logistics model. The company forecasts a 20% truckload rate increase within two years and was included in the Dow Jones Best-In-Class North American Index.

May 19JB Hunt President of Intermodal addresses Wolfe Research transportation conference on May 19, 2026 as shares ride post-Q1 momentum.Positive

J.B. Hunt's President of Intermodal is scheduled to present at the Wolfe Research 19th Annual Global Transportation and Industrials Conference on May 19, 2026, extending an investor-relations cadence that already included BofA's Industrials & Transportation Conference on May 12. Shares are up 3.66% on May 15 and have advanced from the low $240s into the $260s after a Q1 2026 beat (revenue $3.06B vs. ~$2.95B est., operating income +16%, EPS +27%). Management reiterated freight rates are rising on tightening capacity rather than meaningful demand recovery, forecasting a 20% truckload rate increase over two years. A US Supreme Court ruling holding freight brokers liable for trucking incidents is viewed as a structural positive for JBHT's vertically integrated model. The key risk is whether tightening capacity sustains pricing if industrial demand stays steady rather than accelerating.

May 18JB Hunt shares jumped 7.01% on May 14 after Q1 beat; CEO forecasts 20% truckload rate hike within 2 years and BofA raised PT to $280.Positive

JB Hunt shares surged 7.01% on May 14, 2026, and added another 3.0-3.66% on May 15 to reach $262.65 after a strong Q1 2026 beat. Q1 revenue came in at $3.06B vs ~$2.95B expected, with operating income up 16%, EPS up 27% to $1.49 vs $1.45 consensus, supported by intermodal, dedicated, and truckload strength plus cost reductions. Management forecast a 20% truckload rate increase within two years. On May 1, Bank of America raised its price target to $280 from $250. Executives presented at the BofA Industrials Conference on May 12 and will present at Wolfe Research on May 19. A $0.45 quarterly dividend was paid May 22 to holders of record May 8. JBHT also joined the Dow Jones Best-in-Class North America ESG Index.

May 15J.B. Hunt stock surged 7.01% on May 14 to an all-time high of $256.37 as the company forecast a 20% truckload rate increase within two years.Positive

JBHT closed up 7.01% on May 14, 2026 reaching an all-time high of $256.37 with market cap of $24.1B, driven by management forecasts of a 20% truckload rate increase over the next two years and continued momentum from Q1 2026 earnings beat (EPS $1.49 vs $1.45 consensus). The company was added to the Dow Jones Best-in-Class North America Index on May 7 as the only trucking firm among four ground transportation inclusions. Executives presented at the Bank of America Industrials/Transportation Conference on May 12 and will appear at Wolfe Research May 19. Quarterly dividend of $0.45 payable May 22, 2026. Stock is up over 25% YTD with 72.59% one-year gain; risks include freight market softness if intermodal momentum reverses.

May 14J.B. Hunt reinstated driver sign-on bonuses citing tighter regulation; BofA raised PT to $280 in early May after 78% one-year rallyPositive

On May 12, J.B. Hunt executives said they implemented driver sign-on bonuses for the first time in two years due to tighter regulatory enforcement of trucking environment - signaling tightening capacity. BofA raised PT to $280 (from $250) on May 1, joining earlier upgrades from Susquehanna and Argus. Q1 2026 net earnings of $141.6M ($1.49 EPS) vs $117.7M ($1.17) prior year on revenue of $3.06B (+5%). Joined Dow Jones Best-In-Class North America Index for sustainability May 7. Quarterly $0.45 dividend paid May 22. Stock up 23% YTD, 78% over past year. Risk: freight cycle reversal and intermodal pricing.

May 13J.B. Hunt executives present at BofA Industrials/Transportation Conference today (May 12) ahead of $0.45 quarterly dividend payment May 22.Positive

J.B. Hunt's President of Dedicated Contract Services Brad Hicks and SVP of Operations Josh Phelan addressed the Bank of America 33rd Annual Industrials, Transportation & Airlines Conference at 10:20 a.m. EDT on Tuesday, May 12. President of Intermodal Darren Field will speak at the Wolfe Research Transportation Conference on May 19. Quarterly dividend of $0.45/share is payable May 22. Q1 2026 results showed revenue of $3.06B and net income of $141.55M (diluted EPS $1.49). BofA raised PT to $280 from $250 on May 1. Stock trades ~$245 with 78% 1-year return.

May 12JB Hunt executives to address BofA Industrials/Transportation Conference May 12 after Bank of America raised PT to $280 from $250.Positive

JB Hunt's President of Dedicated Contract Services Brad Hicks and SVP of Truckload Operations Josh Phelan will address Bank of America's 33rd Annual Industrials, Transportation & Airlines Key Leaders Conference in New York on May 12, 2026. Bank of America raised JBHT's price target to $280 from $250 on May 1, 2026. Q1 2026 GAAP EPS was $1.49 ($141.6M net income) vs $1.17 prior-year, with revenue up 5% to $3.06B. The Board declared a $0.45 quarterly dividend payable May 22 to record holders as of May 8. Shares traded at $243.08 as of May 5.

May 11J.B. Hunt included in Dow Jones Best-in-Class North America Index on May 7 and declared $0.45 dividendPositive

J.B. Hunt Transport Services was included in the Dow Jones Best-in-Class North America Index following S&P Global's 2025 Corporate Sustainability Assessment on May 7, 2026. J.B. Hunt is one of four ground transportation companies in the index and the only trucking company. The Board declared a regular quarterly dividend of $0.45 per share, payable May 22 to stockholders of record May 8. President of Dedicated Contract Services Brad Hicks and SVP of Truckload Operations Josh Phelan addressed the BofA 33rd Annual Industrials, Transportation & Airlines conference May 12, and Intermodal President Darren Field will address the Wolfe Research Transportation conference May 19. This matters because index inclusion can drive ESG-flow demand and the company is on the active conference circuit signaling business updates.

May 8JB Hunt Q1 2026 earnings beat; intermodal segment surges 21% YoY with multiple analyst target raises.Positive

J.B. Hunt reported Q1 2026 net earnings of $141.6M ($1.49/share) on total revenue of $3.06B (up 5% YoY), with operating income up 21% YoY in the intermodal segment driven by a 3% volume gain and improved productivity. The Board declared a $0.45 quarterly dividend on May 8, 2026, payable May 22. Susquehanna raised price target to $290 from $250 and Argus to $285 from $235; BofA raised to $280 from $250. On May 7, JBHT was included in the Dow Jones Best-in-Class North America Index as the only trucking company among the four ground transportation companies selected. Stock up 78% over the last year.

May 7J.B. Hunt included in Dow Jones Best-in-Class North America Index as sole trucking leader; price target raised to $280 at BofA.Positive

J.B. Hunt Transport Services was included in the Dow Jones Best-in-Class North America Index on May 6, 2026, following S&P Global 2025 Corporate Sustainability Assessment, as the only trucking company among four ground transportation companies in the index. Q1 2026 operating revenue (excluding fuel surcharge) increased 3% YoY driven by higher volumes in Intermodal, Truckload, and ICS segments, with operating income up 16%. Bank of America raised the price target to $280 from $250 on May 1.

May 6J.B. Hunt reports Q1 2026 revenues of $2.92B (+5%) with multiple analyst price target hikesPositive

J.B. Hunt Transport Services reported Q1 2026 revenues of $2.92 billion (up 5%) with total operating revenue excluding fuel surcharge up 3% YoY. Increased load volumes in Intermodal, Truckload, and Integrated Capacity Solutions drove growth. BofA raised price target to $280 from $250 with Buy rating on May 1. Susquehanna and Argus also raised targets to $290 and $285 respectively. Company shows 81.9% 12-month stock gain and 2.3% dividend increase. Executives presenting at Bank of America Industrials Conference on May 12 and Wolfe Research conference on May 19. Strong operational performance across all segments supports analyst optimism.

Sector Peers

CompanyPriceDay1MFwd P/EBetaMkt Cap
ODFLOLD$239.13+15.14%+1.7%33.6x1.17$43.2B
JBHTHUNT$283.29+9.28%-0.8%28.5x1.29$24.4B
CATCATERPILLAR$933.44+7.79%+0.2%29.1x1.63$398.8B
GEGENERAL$346.55+14.84%+5.5%34.8x1.35$315.3B
GEVGE$960.63-7.97%+3.1%42.6x1.31$280.5B
RTXRTX$184.05+4.59%+0.0%23.3x0.30$237.0B

Key Fundamentals

Market Cap$24.4B
P/E (TTM)40.3
Forward P/E28.5
Beta1.29
Div Yield68.00%
Prev Close$259.23

RSI (14-Day)

56Neutral
0305070100

52-Week Range

$130.12$283.29$264.98
From High6.9%
From Low+117.7%

Moving Averages

50d SMA
$228.29+24.1%
200d SMA
$188.31+50.4%

Price above both MAs — bullish structure.

Historical Returns

1W
+11.2%
1M
+18.9%
3M
+27.8%
6M
+67.7%
1Y
+93.0%
YTD
+44.3%

Volume

Today56K
20d Avg932K
Ratio0.06x