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J.B. Hunt Transport Services, Inc.

JBHT · NASDAQ

Market closed$291.41$-7.00 (-2.35%)After hours $292.17 · +0.26%

Key statistics

Previous close$298.41
Open$297.20
Day high$298.10
Day low$289.18
52-week high$299.76
52-week low$130.12
Market cap27.48B
Volume1.55M
Average volume999.10K
P/E ratio45.11
Forward P/E—
EPS6.46
Dividend yield+0.61%

Market context

Why it moved

Despite J.B. Hunt beating Q2 2026 earnings expectations with strong intermodal volume growth, shares pulled back as investors locked in gains following the post-earnings rally, with analyst commentary noting the stock's premium valuation limits further upside.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026J.B. Hunt Transport Services declined despite delivering a blowout Q2 earnings report, as broader market weakness — driven by tech sector selling, escalating U.S.-Iran tensions, and AI spending concerns — weighed on shares. The company posted Q2 EPS of $1.91 (up 45% YoY) and revenue of $3.5 billion (up 19%), both well ahead of estimates, led by a standout intermodal segment with 22% revenue growth and 58% operating income gains. Multiple analysts raised price targets post-earnings, including JP Morgan to $313 and Citi to $309, yet the stock pulled back from near its 52-week high as the industrials sector and broader S&P 500 retreated amid risk-off sentiment.

-2.3458

July 17, 2026J.B. Hunt Transport Services surged ~8% to close near its 52-week high after posting a blowout Q2 earnings beat — EPS of $1.91 (+45% YoY) and revenue of $3.5 billion (+19% YoY) both decisively topped estimates, fueled by a standout intermodal segment where revenue jumped 22% and operating income soared 58% on 10% volume growth. The results prompted a wave of analyst price target upgrades, with Wells Fargo raising to $335, Evercore ISI to $328, BofA to $340, and JP Morgan to $313, as management cited tightening truckload capacity and road-to-rail conversion momentum as durable tailwinds heading into H2.

8.01

July 16, 2026J.B. Hunt Transport Services surged nearly 8% in after-hours trading after reporting a blowout Q2 earnings beat — EPS of $1.91 vs. the $1.71 estimate, on revenue of $3.50 billion that topped forecasts of $3.26 billion by nearly 8%. Intermodal operating income jumped 58% on 10% volume growth, setting a quarterly volume record, while total revenue rose 19% and diluted EPS climbed 45% year-over-year. The strong print reflects tightening truckload capacity, accelerating road-to-rail conversion, and $135M+ in structural cost reductions, prompting analysts at Bernstein (Outperform, $329 PT), BMO ($320), and Benchmark ($300) to remain bullish heading into the second half.

-1.6342

July 15, 2026J.B. Hunt Transport Services closed modestly lower ahead of its highly anticipated Q2 2026 earnings report due after market close on July 15, with investors weighing a wave of analyst price target hikes against valuation concerns. Multiple analysts raised targets — including Susquehanna to $326, Raymond James to $299, and UBS to $286 — citing tightening truckload capacity and improving freight fundamentals driven by supply-side constraints rather than demand recovery. Sentiment remains divided, however, as Morgan Stanley holds an Underweight rating citing stretched valuation, and the stock trades well above several targets after an ~84% one-year run.

-0.7527

July 14, 2026J.B. Hunt Transport Services edged higher, outperforming a broader market pressured by Middle East tensions and oil price surges, as a wave of analyst upgrades and price target increases buoyed investor sentiment ahead of its Q2 2026 earnings report on July 15. Bernstein upgraded the stock to Outperform with a $329 target citing improving truck rates and better end-market conditions, while Raymond James raised its target to $299, UBS lifted its target to $286, and Stifel raised its target to $261 — all pointing to tightening freight capacity and a favorable trucking cycle as key catalysts.

1.0859

July 11, 2026J.B. Hunt Transport Services closed modestly lower ahead of its July 15 Q2 earnings report, even as a wave of analyst upgrades and price target hikes dominated the session. Bernstein made the biggest move, upgrading the stock to Outperform from Market Perform and dramatically lifting its price target to $329 from $192, citing improving truck rates and better end-market conditions. JP Morgan and TD Cowen also raised their targets to $280 and $265, respectively, while Stephens reinstated coverage with an Overweight and $360 target. Analysts broadly expect Q2 revenue of $3.21B and EPS of $1.72, meaningfully above year-ago levels, and recent Russell 1000 Dynamic Index inclusion has added further attention to the name ahead of earnings.

-0.9377

July 10, 2026J.B. Hunt Transport Services closed up over 2% as investors responded to a flurry of pre-earnings analyst activity ahead of its July 15 Q2 report, including Citigroup raising its price target to $278, Goldman Sachs lifting its target to $239, and Stephens reinstating coverage with an Overweight rating and $360 target. The stock also drew attention after being added to the Russell 1000 Dynamic Index, while analyst consensus remains constructive — with Q2 EPS estimates of $1.72 representing a significant year-over-year improvement — even as Morgan Stanley's recent Underweight downgrade citing record valuation multiples keeps debate elevated heading into earnings.

2.2283

July 9, 2026J.B. Hunt Transport Services edged higher despite a broader risk-off market day driven by U.S.-Iran ceasefire collapse and surging oil prices, as investors focus squarely on its Q2 2026 earnings report due July 15. Analyst sentiment is sharply divided: Morgan Stanley downgraded shares to Underweight (target $200) citing record-high P/E multiples and a 90%+ year-over-year rally, while Stephens reinstated coverage with an Overweight rating and $360 target, and Evercore, Benchmark, and Baird all raised their price targets recently. The upcoming earnings call is seen as a key test, with consensus expecting $1.71 EPS and $3.21B in revenue.

0.5273

Simply Wall Street · July 19, 2026J.B. Hunt Transport Services, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextSeeking Alpha · July 17, 2026J.B. Hunt Transport Services: The Recovery Is Real, But Valuation Has Caught UpFleetOwner · July 17, 2026J.B. Hunt executives: Big price moves are nearTradingView · July 16, 2026J.B. Hunt Transport Services, Inc. Stock 12‑Month Price Target Raised to $296.29, Implies 7% UpsideTrucking Dive · July 16, 2026JB Hunt Q2 revenues surge 19% YoY to $3.5BInvesting.com · July 16, 2026UBS raises J.B. Hunt stock price target to $291 on strong resultsInvestor's Business Daily · July 15, 2026S&P 500 Transport Leader Offers Entry, Key Metrics Ramp UpTradingKey · May 14, 2026J B Hunt Transport Services Inc Stock (JBHT) Closed Up by 7.01% on May 14: What Investors Need To Know
Benzinga · July 16, 2026Citigroup Maintains Neutral on JB Hunt Transport Servs, Raises Price Target to $309
Benzinga · July 16, 2026JP Morgan Maintains Overweight on JB Hunt Transport Servs, Raises Price Target to $313
Benzinga · July 16, 2026Truist Securities Maintains Hold on JB Hunt Transport Servs, Raises Price Target to $295
Mt Newswire · July 16, 2026Benchmark Adjusts Price Target on J.B. Hunt Transport Services to $320 From $300, Maintains Buy Rating
Mt Newswire · July 16, 2026Stifel Adjusts Price Target on J.B. Hunt Transport Services to $292 From $261, Maintains Hold Rating
Benzinga · July 16, 2026Wells Fargo Maintains Overweight on JB Hunt Transport Servs, Raises Price Target to $335
Mt Newswire · July 16, 2026UBS Lifts Price Target on J.B. Hunt Transport Services to $291 From $286, Maintains Neutral Rating
Benzinga · July 16, 2026Evercore ISI Group Maintains Outperform on JB Hunt Transport Servs, Raises Price Target to $328

Peers

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