Core Viewpoint - J.B. Hunt Transport Services, Inc. is a leading transportation and logistics provider with a market cap of $21.3 billion, operating through five segments and serving a diverse range of industries [1] Performance Summary - Over the past 52 weeks, JBHT shares have increased by 31.5%, outperforming the S&P 500 Index's return of 11.9% [2] - Year-to-date, JBHT shares are up 15%, while the S&P 500 Index has experienced a slight decline [2] - JBHT has also outperformed the State Street Industrial Select Sector SPDR ETF, which gained 27.3% in the same period [3] Financial Results - In Q4 2025, JBHT reported an EPS of $1.90, exceeding expectations, but shares fell over 1% the following day due to a revenue decline of 2% year-over-year to $3.10 billion, which was below market forecasts [5] - Revenue declines were noted across core segments: Intermodal revenue fell by 3%, Integrated Capacity Solutions load volume dropped by 7%, and Final Mile Services revenue decreased by 10% [5] Analyst Expectations - For the fiscal year ending December 2026, analysts project JBHT's EPS to grow by 16.8% year-over-year to $7.15 [6] - The consensus rating among 25 analysts is a "Moderate Buy," with 12 "Strong Buy" ratings, one "Moderate Buy," 11 "Holds," and one "Moderate Sell" [6] Price Target Insights - UBS analyst Thomas Wadewitz maintains a "Hold" rating on JBHT with a price target of $196, while the stock is currently trading above the mean price target of $213.09 [8] - The highest price target of $240 suggests a potential upside of 7.4% from current levels [8]

Core Viewpoint - J.B. Hunt Transport Services, Inc. is a leading provider in the surface transportation and logistics sector, with a market cap of $19 billion, and operates through five key segments to offer diverse freight and supply chain solutions [1]. Company Overview - J.B. Hunt is classified as a "large-cap" stock, managing extensive fleets of trucks, trailers, and intermodal equipment to meet various customer needs across multiple industries [2]. Stock Performance - The company's shares have decreased by 2.4% from their 52-week high of $204.43, but have surged 41.1% over the past three months, outperforming the Dow Jones Industrials Average's return of 5.6% during the same period [3]. - Year-to-date, JBHT stock is up 16.9%, surpassing the Dow Jones's gain of 14.5%, while over the past 52 weeks, it has risen 9.6%, slightly lagging behind the Dow Jones's increase of 10.3% [4]. Recent Financial Results - Following the Q3 2025 results released on October 15, JBHT shares climbed 22.1%, with the company reporting revenue of $3.05 billion and EPS of $1.76, driven by structural cost reductions and productivity improvements [5]. Competitive Position - In comparison, FedEx Corporation has shown weaker stock performance, gaining only 1.2% year-to-date and 1.3% over the past 52 weeks [6]. - Analysts maintain a "Moderate Buy" consensus rating for JBHT stock, which is currently trading above the mean price target of $165.96 [6].

Core Insights - J.B. Hunt Transport Services, Inc. is set to announce its fiscal third-quarter earnings for 2025 on October 15, with a market cap of $12.8 billion and a diverse range of transportation and logistics services [1] Earnings Expectations - Analysts anticipate JBHT will report a profit of $1.49 per share, unchanged from the previous year [2] - For the full fiscal year, EPS is expected to be $5.61, a slight increase from $5.56 in fiscal 2024, with a projected rise to $6.86 in fiscal 2026, representing a 22.3% year-over-year increase [3] Stock Performance - JBHT shares have underperformed the S&P 500 Index, which gained 17.6% over the past 52 weeks, with JBHT shares down 20.2% during the same period [4] - Following the Q2 results announcement, JBHT shares closed down more than 2%, with an EPS of $1.31 falling short of the expected $1.34 and revenue of $2.93 billion missing the forecast of $2.94 billion [5] Analyst Ratings - The consensus opinion on JBHT stock is moderately bullish, with a "Moderate Buy" rating overall; 11 analysts recommend a "Strong Buy," 1 a "Moderate Buy," 12 a "Hold," and 1 a "Moderate Sell" [6] - The average analyst price target for JBHT is $155.29, indicating a potential upside of 15.7% from current levels [6]

Group 1 - Parnassus Mid Cap Growth Fund reported a return of 13.29% (net of fees) for Q2 2025, underperforming the Russell Midcap Growth Index which returned 18.20% [1] - The fund's performance was negatively impacted by stock selection in the Industrials and Information Technology sectors, while holdings in the Financials sector contributed positively [1] - The fund highlighted J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) as a key stock, which experienced a one-month return of -7.72% and a 52-week decline of 22.53% [2] Group 2 - J.B. Hunt Transport Services, Inc. is a leading logistics and intermodal transportation provider in the U.S., but its stock declined due to a sluggish freight cycle and guidance that fell short of expectations [3] - As of September 24, 2025, J.B. Hunt's stock closed at $132.87 with a market capitalization of $12.862 billion [2] - The number of hedge funds holding J.B. Hunt decreased from 40 to 37 in the second quarter, indicating a decline in popularity among hedge fund portfolios [4]