Hub (US:HUBG) TMX Newsfile·2026-02-18 22:59Core Viewpoint - Hub Group, Inc. is under investigation for potential violations of federal securities laws following a significant accounting error that led to a sharp decline in its stock price [1]. Financial Performance - Hub Group reached a 52-week high of $48.96 per share on February 3, 2026, but saw its shares drop to around $37 just three days later, resulting in a loss of approximately $12 per share [2]. - The company's Q4 2025 earnings per share were reported at $0.45, slightly above the consensus estimate of $0.44, and revenue exceeded expectations. However, this positive result was overshadowed by the disclosure of a restatement affecting three prior quarters and an estimated $77 million in understated costs [4]. Analyst Reactions - Stifel downgraded Hub Group from Buy to Sell, reducing its price target from $52 to $27, a 48% decrease, citing the accounting error as a significant blow to confidence in the company's financials [3]. - Baird also downgraded its rating from Outperform to Neutral, cutting its target from $47 to $29, a 38% reduction, which contributed to increased selling pressure on the stock [3].