Lowell, Arkansas-based J.B. Hunt Transport Services, Inc. (JBHT) is a leading North American transportation and logistics company. It provides freight transportation, intermodal, truckload, dedicated, brokerage, and supply chain solutions, leveraging technology, capacity, and infrastructure to improve efficiency. The company has a market capitalization of approximately $25.9 billion.
Shares of this leading transportation and logistics company have significantly outperformed the broader market over the past year. JBHT has gained 73.1% over this period, while the broader S&P 500 Index ($SPX) has rallied 18.3%. Likewise, JBHT has climbed 33.7% so far this year, outperforming the S&P 500’s 11.8% year-to-date gain.
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Narrowing the comparison, JBHT has also outperformed the ProShares Supply Chain Logistics ETF (SUPL), which has climbed 23.1% over the past year and 20.6% year-to-date.
On July 15, J.B. Hunt Transport Services reported its Q2 FY2026 earnings, with shares dipping 1.6% before jumping 8% the following session, as results topped analyst estimates on both revenue and earnings. Total operating revenue grew 19.4% to $3.50 billion, driven primarily by higher load volumes and revenue per load across Intermodal, Integrated Capacity Solutions, and Truckload, along with improved productivity in Dedicated Contract Services. EPS surged 45.8% to $1.91.
For the current fiscal year ending in December 2026, analysts project JBHT’s diluted EPS to increase 26.6% to $7.75. The company’s earnings history is impressive, as JBHT has surpassed consensus EPS estimates in each of the past four quarters.
Among the 25 analysts covering JBHT stock, the consensus rating is a “Moderate Buy,” based on 14 “Strong Buys,” one “Moderate Buy,” eight “Holds,” one “Moderate Sell,” and one “Strong Sell.”
JBHT’s configuration is more bullish than it was two months ago, when the stock had 12 “Strong Buy” recommendations.
On July 16, Raymond James analyst Patrick Brown maintained an “Outperform” rating on J.B. Hunt Transport Services and raised the price target to $315 from $299, reflecting a positive outlook.
The mean price target of $312.78 implies 20.4% upside from JBHT’s current share price, while the Street-high target of $370 suggests 42.4% upside.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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