J.B. Hunt Transport Services, I logo

J.B. Hunt Transport Services, INasdaq: JBHT

Industrials · Cargo Ground Transportation

$248.80

-1.09%

Vol: 428K

Research Digest

Friday, May 1, 2026

Positive

JB Hunt beats Q1 earnings with multiple analyst price target increases and 100% 1-year return

J.B. Hunt reported Q1 2026 GAAP earnings of $1.49 per share on $3.06B revenue (up 5% YoY) and received multiple analyst upgrades. Susquehanna raised PT to $290, Argus to $285, and Baird to $236, reflecting strong operational momentum.

Price 50d 200d

Previous Market Intelligence

13 days
Apr 30JB Hunt reports Q1 EPS of $1.49 (beat $1.38), up 27% YoY with 5% revenue growth to $3.06B (April 15)Positive

J.B. Hunt Transport Services reported strong Q1 2026 with EPS of $1.49 (beat consensus) up 27% YoY and revenue of $3.06B (+5% YoY). Operating income rose 16% to $207M, driven by higher revenue and structural cost elimination initiatives offsetting higher purchase transportation. Earnings beat was led by strong volumes and pricing across Intermodal, Dedicated, Integrated Capacity Solutions, and Truckload segments. UBS raised earnings forecasts for 2026-2027 citing stronger-than-expected domestic intermodal volumes despite January weather disruptions. Analyst price target increases: Susquehanna to $290 from $250, Argus to $285 from $235.

Apr 29J.B. Hunt Q1 2026 revenue $3.06B up 4.8% YoY; EPS $1.49; Susquehanna raises PT to $290Positive

J.B. Hunt reported stronger Q1 2026 results with total operating revenues reaching $3.06B up from $2.92B YoY and net earnings rising to $141.6M from $117.7M. Diluted EPS increased to $1.49 from $1.17. Growth driven by higher volumes and pricing in Intermodal, Dedicated, and Integrated Capacity Solutions. Board declared quarterly dividend of $0.45 per share. Susquehanna and Argus raised price targets to $290 and $285 respectively in mid-April.

Apr 16J.B. Hunt beat Q1 2026 earnings estimates with $1.49 EPS vs. $1.47; record intermodal volume 46,000+ loads/week.Positive

J.B. Hunt Transport Services beat Q1 2026 earnings on April 15 with EPS of $1.49 versus $1.47 estimate, revenue of $3.056 billion beating $2.998 billion estimate. Set first-quarter record intermodal volume of 46,000+ loads delivered in one week. Dedicated segment executed nearly 300 truck sales. UBS lifted 2026-2027 earnings forecasts on stronger intermodal volumes. Median analyst price target $211 from 17 analysts. EPS growth projected at 16.8% for 2026. Stock gained 31.5% over past year, near $227. Dividend increased 2.3%.

Apr 15J.B. Hunt reports Q1 2026 earnings today; stock rallied 4.61% pre-market on expectations.Positive

J.B. Hunt Transport Services announces Q1 2026 earnings release on April 15 after market close. The stock surged 4.61% in pre-market trading. Q4 2025 EPS of $1.90 beat estimates of $1.80. Goldman Sachs raised price target to $200. Q1 2026 EPS estimate is $1.45.

Apr 14JB Hunt Q1 2026 earnings release April 15 after close; analysts expect $1.45 EPS (up 24% YoY) and $2.95B revenue.Positive

J.B. Hunt reports Q1 2026 earnings April 15 after market close. Analysts expect $1.45 EPS (up 16.34% YoY from $1.17) and $2.95B revenue. UBS raised price target to $216 from $196 maintaining Neutral. Q4 2025 EPS of $1.90 beat $1.80 estimates. 73% YoY stock gain.

Apr 13J.B. Hunt Q1 2026 earnings release April 15; announces 2.3% dividend increase extending 21-year payment streak.Mixed

J.B. Hunt Q1 2026 earnings release at market close April 15. Approved 2.3% lift in quarterly dividend, extending 21-year consecutive payment streak. Analysts project 16.8% EPS growth for 2026. Citi issued Hold; Benchmark maintained Buy. Consensus Buy with PT $198.33.

Apr 10J.B. Hunt approves Nasdaq Texas dual listing; Q1 earnings April 15Positive

Approved dual listing on Nasdaq Texas. 2.3% dividend increase, 21-year streak. Best domestic intermodal provider sixth consecutive win.

Apr 9J.B. Hunt Q1 2026 earnings scheduled for April 15 with dividend increase and Nasdaq listingPositive

J.B. Hunt announced Q1 2026 earnings will be released April 15, 2026 at market close with conference call 4-5 p.m. CDT. Board declared regular quarterly dividend of $0.45 per share, a 2.3% increase. Company announced anticipated dual listing on Nasdaq Texas expected March 6, 2026. J.B. Hunt earned sixth consecutive best overall intermodal provider recognition in Journal of Commerce survey. Analysts project 2026 EPS of $7.13 (+16.5% YoY) with average price target of $214.48.

Apr 8J.B. Hunt announces dual listing on Nasdaq Texas and wins Best Overall Intermodal Provider for sixth year.Neutral

JBHT announced dual listing on Nasdaq Texas exchange. Won Best Overall Intermodal Provider 6th year. Increased dividend 2.3%. BMO PT $245.

Apr 7J.B. Hunt Q1 2026 Earnings Set April 15; 2.3% Dividend Increase; Nasdaq Texas Listing ApprovedNeutral

J.B. Hunt Transport Services announced Q1 2026 earnings release on April 15, 2026. Company declared quarterly dividend of $0.45/share, a 2.3% increase. Received best overall domestic intermodal provider award for sixth consecutive survey. Approved for dual listing on Nasdaq Texas effective immediately.

Apr 6J.B. Hunt hits all-time high as earnings beat, dividend increased, Nasdaq Texas listing announcedPositive

J.B. Hunt Transport Services (JBHT) reached an all-time high of $236.00 following strong fourth-quarter earnings per share of $1.90, beating consensus estimates of $1.81. The company announced a 2.3% dividend increase to $0.45 per share and received recognition as best overall domestic intermodal provider for the sixth consecutive survey. BMO Capital raised the price target to $245 from $225, and the stock has appreciated 48% over the past year. First quarter 2026 earnings are scheduled for April 15.

Apr 3J.B. Hunt scheduled Q1 2026 earnings release for April 15; stock up 2.11% on strong recent performance.Positive

J.B. Hunt announced Q1 2026 earnings will be released April 15 at market close. Recently reported Q4 2025 EPS of $1.90, beating $1.80 estimates by 5.56%. Stock trading at $200.93, up 2.11%. 14 analysts recommend buying with overall Buy rating. EPS estimate of $1.45 for Q1 2026.

Apr 2J.B. Hunt dual lists on Nasdaq Texas; Board approves 2.3% dividend increase extending 21-year streakPositive

J.B. Hunt announced dual listing on Nasdaq Texas effective March 6, 2026 (ticker: JBHT) while continuing Nasdaq Global Select Market listing. Board approved 2.3% quarterly dividend increase extending 21-year consecutive payment streak. Company announced Q1 2026 earnings release scheduled for April 15, 2026 at market close with conference call 4-5pm CDT. Current stock price $210.36 with market cap 19.9B; up 1.2% past day but down 6.8% past week. BMO Capital raised price target to $245 from $225 on February 18, 2026. J.B. Hunt won best domestic intermodal provider for second half 2025 (sixth consecutive award).

Sector Peers

CompanyPriceDay1MFwd P/EBetaMkt Cap
ODFLOLD$205.68-3.18%+5.1%34.4x$44.3B
JBHTHUNT$248.80-1.09%+15.7%27.8x1.22$23.7B
CATCATERPILLAR$890.93+0.09%+23.4%31.8x1.52$414.2B
GEGENERAL$287.56-0.82%+0.4%33.4x1.43$302.9B
GEVGE$1,064.74-1.73%+20.7%44.2x1.20$291.1B
RTXRTX$174.46-0.91%-11.3%23.3x0.43$237.1B

Key Fundamentals

Market Cap$23.7B
P/E (TTM)39.1
Forward P/E27.8
Beta1.22
Div Yield73.00%
Prev Close$251.53

RSI (14-Day)

73Overbought
0305070100

52-Week Range

$128.64$248.80$256.18
From High-2.9%
From Low+93.4%

Moving Averages

50d SMA
$222.88+11.6%
200d SMA
$182.19+36.6%

Price above both MAs — bullish structure.

Historical Returns

1W
+0.7%
1M
+21.5%
3M
+21.6%
6M
+49.0%
1Y
+92.1%
YTD
+26.7%

Volume

Today428K
20d Avg901K
Ratio0.47x