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Core Insights - J.B. Hunt Transport Services, Inc. is set to release its fourth-quarter earnings on January 15, with expected earnings of $1.81 per share, an increase from $1.53 per share in the same period last year [1] - The anticipated quarterly revenue for J.B. Hunt is $3.12 billion, slightly down from $3.15 billion a year earlier [1] Dividend and Share Repurchase - On October 22, J.B. Hunt announced a quarterly dividend and a new $1 billion share repurchase authorization [2] - Following this announcement, J.B. Hunt shares experienced a decline of 0.6%, closing at $205.17 [2] Analyst Ratings and Price Targets - Evercore ISI Group analyst Vijay Kumar maintained an Outperform rating and raised the price target from $168 to $223 [3] - JP Morgan analyst Brian Ossenbeck maintained an Overweight rating and increased the price target from $176 to $211 [3] - Bernstein analyst David Vernon maintained a Market Perform rating and raised the price target from $158 to $195 [3] - Goldman Sachs analyst Jordan Alliger maintained a Neutral rating and raised the price target from $169 to $187 [3] - Citigroup analyst Ariel Rosa downgraded the stock from Buy to Neutral while raising the price target from $175 to $221 [3]

Core Insights - J.B. Hunt Transport Services, Inc. is set to release its fourth-quarter earnings on January 15, with expected earnings of $1.81 per share, an increase from $1.53 per share in the same period last year [1] - The anticipated quarterly revenue for J.B. Hunt is $3.12 billion, slightly down from $3.15 billion a year earlier [1] Dividend and Share Repurchase - On October 22, J.B. Hunt announced a quarterly dividend and a new $1 billion share repurchase authorization [2] - Following this announcement, J.B. Hunt shares experienced a decline of 0.6%, closing at $205.17 [2] Analyst Ratings and Price Targets - Evercore ISI Group analyst Vijay Kumar maintained an Outperform rating and raised the price target from $168 to $223 [3] - JP Morgan analyst Brian Ossenbeck maintained an Overweight rating and increased the price target from $176 to $211 [3] - Bernstein analyst David Vernon maintained a Market Perform rating and raised the price target from $158 to $195 [3] - Goldman Sachs analyst Jordan Alliger maintained a Neutral rating and raised the price target from $169 to $187 [3] - Citigroup analyst Ariel Rosa downgraded the stock from Buy to Neutral while raising the price target from $175 to $221 [3]

Core Insights - Heartland Advisors' "Heartland Mid Cap Value Fund" reported a loss of 1.92% in Q4 2025, underperforming the Russell Midcap® Value Index, which returned 1.42% [1] - The fund's performance was negatively impacted by the underperformance of its Quality Value holdings, while speculative and low-quality stocks gained attention in the market [1] Company Highlights - J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is a key stock highlighted in the fund's investor letter, with a market capitalization of $19.973 billion [2] - J.B. Hunt's stock closed at $206.33 on January 12, 2026, with a one-month return of 4.86% and a 52-week gain of 13.61% [2] - In the Industrials sector, J.B. Hunt was the top contributor to the fund's portfolio performance in the quarter [3] Industry Insights - J.B. Hunt operates in the Deep Value segment as a diversified transportation company focusing on intermodal shipping, which allows for cost reduction through various transportation methods [4] - The company possesses the largest fleet of 53-foot shipping containers, enabling efficient consolidation of freight, which enhances its competitive edge [4] - J.B. Hunt's intermodal business is approximately twice the size of its nearest competitor, providing significant scale and cost advantages that lead to high returns on capital [4]

Group 1 - J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is highlighted as a stock to consider, with Jim Cramer expressing optimism about the company's performance following a prolonged freight recession [1][2] - Cramer notes that J.B. Hunt's stock is appealing as the trucking sector appears to be recovering, suggesting that the long trucking recession may be over [2] - The company provides freight, delivery, and logistics solutions across various transportation modes, operating extensive fleets of tractors and trailers [2] Group 2 - Cramer typically does not recommend trucking stocks due to the challenges in the industry, but he is encouraged by J.B. Hunt's recent performance [1] - There is a suggestion that while J.B. Hunt has potential, certain AI stocks may offer greater upside potential and less downside risk [2]

Core Insights - J.B. Hunt Transport Services, Inc. (JBHT) is set to report its fourth-quarter 2025 results on January 15, after market close, with an earnings estimate of $1.78 per share, reflecting a 16.34% increase year-over-year [1][5]. Earnings Estimates - The Zacks Consensus Estimate for JBHT's fourth-quarter 2025 revenues is projected at $3.09 billion, indicating a 1.68% decline year-over-year [4][5]. - The earnings estimate has been revised upward by 1.14% over the past 60 days [1][5]. - The earnings surprise history shows that JBHT outperformed the Zacks Consensus Estimate in two of the last four quarters, with an average surprise of 3.42% [2][3]. Revenue Breakdown - Intermodal revenue is expected to decline by 4.2% to $1.53 billion, attributed to a decrease in loads and changes in customer rates [6][5]. - Dedicated Contract Services segment revenues are estimated at $858 million, reflecting a 2.3% increase, driven by improved productivity [7]. - Integrated Capacity Solutions revenues are projected at $299 million, indicating a 2.9% decrease [8]. - Truckload revenues are expected to rise by 1.6% to $185 million, supported by increased load volume [8]. - Final Mile Services revenues are estimated at $211 million, showing a 7.5% decrease due to weak demand across various end markets [9]. Cost Factors - Higher net interest expenses due to rising interest rates are anticipated to negatively impact JBHT's bottom line [10]. - An expected increase in operating expenses, including transportation costs and employee-related expenses, may also affect profitability [10]. Earnings Prediction Model - The earnings prediction model indicates a potential earnings beat for JBHT, supported by a positive Earnings ESP of +1.54% and a Zacks Rank of 2 (Buy) [11].

Company Overview - J.B. Hunt Transport Services (JBHT) provides a wide range of transportation, brokerage, and delivery services across the United States, Canada, and Mexico, founded in 1961 and based in Lowell, AR [11] - As of December 31, 2024, JBHT employed 33,646 individuals, including 22,573 company drivers, 9,266 office personnel, 1,426 maintenance technicians, and 381 delivery and material assistants [11] Investment Rating - JBHT holds a 2 (Buy) rating on the Zacks Rank, indicating a favorable investment outlook [12] - The company has a VGM Score of A, suggesting strong overall performance across value, growth, and momentum metrics [12] Momentum and Earnings Estimates - JBHT has a Momentum Style Score of B, with shares increasing by 4.1% over the past four weeks [12] - Two analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate rising by $0.01 to $6.01 per share [12] - The company has an average earnings surprise of +3.4%, indicating a history of exceeding earnings expectations [12] Conclusion - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, JBHT is recommended for investors looking for potential growth opportunities [13]

Core Viewpoint - Analysts project JB Hunt (JBHT) will report quarterly earnings of $1.78 per share, reflecting a 16.3% year-over-year increase, while revenues are expected to decline by 1.7% to $3.09 billion [1] Earnings Projections - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong link between earnings estimate trends and short-term stock price movements [2] Analyst Estimates - Analysts estimate 'Revenue- Final Mile Services' at $211.26 million, indicating a year-over-year decline of 7.2% [4] - 'Revenue- Truckload' is projected at $185.15 million, suggesting a year-over-year increase of 1.8% [4] - 'Revenue- Dedicated' is expected to reach $858.25 million, reflecting a 2.4% year-over-year increase [4] Revenue Insights - 'Revenue- Intermodal' is forecasted at $1.53 billion, indicating a year-over-year decline of 4.3% [5] - 'Integrated Capacity Solutions - Revenue per load' is projected to be $2051.77, up from $1942.00 in the same quarter last year [5] - 'Intermodal - Revenue per load' is estimated at $2792.84, down from $2850.00 a year ago [6] Load Estimates - 'Dedicated - Average trucks during the period' is expected to be 12,664, slightly down from 12,711 last year [5] - 'Intermodal - Trailing equipment (end of period)' is projected at 125,847, compared to 122,272 last year [6] - 'Integrated Capacity Solutions - Loads' is estimated at 145,093, down from 158,440 last year [7] - 'Intermodal - Loads' is projected at 543,074, down from 560,132 last year [7] - 'Truckload - Loads' is expected to reach 103,179, slightly up from 102,623 last year [8] Stock Performance - Over the past month, JB Hunt shares have returned +4.1%, outperforming the Zacks S&P 500 composite's +1.9% change [8]

Market Analysis by covering: Nasdaq 100, S&P 500, Dow Jones Industrial Average, Citigroup Inc. Read 's Market Analysis on Investing.com ...

Market Overview - Investors should not overreact to uneventful unemployment data, as it allows for a focus on broader market trends and rallies beyond last year's winners [1] - Money is aggressively rotating into overlooked sectors, particularly data storage stocks, which have seen significant rallies while former market leaders struggle [2] Company Insights - Apple and Nvidia have not performed well despite strong underlying businesses, as they have become sources of funds for investors seeking new opportunities [3] - Upcoming earnings season is expected to start strong with JPMorgan Chase, although caution is advised regarding CEO Jamie Dimon's potential risk emphasis [6] - Delta Air Lines is anticipated to report strong results, with banks like Citigroup, Wells Fargo, Bank of America, Goldman Sachs, and Morgan Stanley also expected to perform well [7] Economic Indicators - The December consumer price index will be more significant than recent labor data, with signs of persistent inflation impacting consumer sentiment and presidential policies [5] - The JPMorgan Healthcare Conference is expected to generate merger-and-acquisition activity, with interviews of pharmaceutical executives planned [4] Sector Focus - Attention is on Taiwan Semiconductor Manufacturing Company, which may influence Nvidia's stock performance [8] - Transport stocks are also in focus, with expectations that a solid report from J.B. Hunt will support a bullish outlook on FedEx [9]