JB Hunt Transport Services Inc logo

JB Hunt Transport Services Inc(JBHT)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
3-STAR RATING
PASS
LAST CLOSE
$217.55
11/06/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for JBHT

11/06/2026: JBHT (3-star) is currently NOT-A-BUY. Pass it for now.

JB Hunt Transport Services is a major North American transportation and logistics company known for its significant intermodal rail network and dedicated contract services. Its primary strength lies in a diversified business model and a long-term commitment to technology through the J.B. Hunt 360 platform. The main growth story revolves around converting road freight to rail and capturing e-commerce demand via final-mile services. Investors should consider risks related to freight market cyclicality, fuel price volatility, and intense competition from digital brokers. The stock may suit value-oriented investors looking for exposure to the logistics sector, though it requires monitoring of economic cycles and operational efficiency metrics.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitGrowth is largely tied to economic cycles rather than secular technology-style acceleration.
Momentum investorWeak fitMomentum is conditional on a clear upturn in freight volumes which is currently developing.
Value investorStrong fitThe stock can offer value during cyclical lows when investors overreact to temporary freight downturns.
Dividend investorMixed fitWhile reliable, the yield is generally modest compared to high-dividend sectors.
Low-risk investorMixed fitThe stock carries cyclical beta and is subject to the volatility of the broader industrial and logistics economy.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highLogistics stocks are highly reactive to macroeconomic shifts and fuel price swings.
Valuation riskMediumInvestors must be careful not to overpay for peak cycle earnings.
Competition risk (freight brokerage)HighIncreased competition from digital-first platforms puts pressure on margins.
Business qualityStrongJB Hunt has a long-standing track record of operational excellence and service reliability.
Dividend incomeLowDividends are not the primary reason for owning this stock.
Execution riskMediumManaging a massive fleet and tech platform requires significant operational precision.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 45.73%
Avg. Invested days 63
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/06/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
JBHT receives a 3-star rating, supported by solid company fundamentals, and solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
JBHT has solid overall fundamentals (4 stars), with moderate financial health, moderate growth momentum, and strong ownership. In FY2025 versus FY2024, moderate earnings growth (+4.8%) and solid cash generation (FCF margin 7.9%) are partially offset by slightly negative revenue growth (-0.7%), soft profitability (net margin 5.0%).

Financial Health Rating

★★★★★
JBHT's financial health is supported by solid cash strength, including free-cash-flow generation (7.9% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is JBHT's strongest growth driver at +53.4% FY2025 versus FY2024 (strong, 5 stars). By comparison, while revenue growth (-0.7%, slightly negative) and earnings growth (+4.8%, moderate) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 79.5% and approximately 77.8% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 20.57% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 6.80%
Vanguard Capital Management, LLC 5.26%
AQR Capital Management LLC 4.46%
State Street Corp 4.28%
Vanguard Portfolio Management, LLC 4.12%

Unit Economics (Per $1K Revenue)

★★★★★
JBHT generates approximately $133 of gross profit, $72 of operating income, and $79 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Soft margins explain the 2-star rating, with solid cash conversion and moderate capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 24.66%

Quantitative Style Profile

★★★★★
JBHT has a large-cap, liquid profile. Weak momentum is the primary drawback, while elevated volatility.

Style Classification

Quality Focused

Value-OrientedHigh VolatilityLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 20.28B USD
Price to earnings Ratio 30.68
1Y Target Price 279.52
Price to earnings Ratio 30.68
1Y Target Price 279.52
Volume (30-day avg) 932.5K shares
Beta 1.26
52 Weeks Range 156.62 - 298.64
Updated Date 11/08/2026
52 Weeks Range 156.62 - 298.64
Updated Date 11/08/2026
Dividends yield (FY) 0.82%
Basic EPS (TTM) 7.09

How Company Makes Money

Business areaWhat it includesRetail investor read
IntermodalContainerized rail-and-truck transport.The primary revenue engine that offers cost-effective long-haul shipping.
Dedicated Contract ServicesPrivate fleet outsourcing.Provides stable, recurring revenue through long-term customer contracts.
Integrated Capacity SolutionsThird-party brokerage.Asset-light model that helps manage capacity and flex with demand.
GeographyPrimarily North America (USA, Canada, Mexico).Highly focused on the North American economy's supply chain health.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2026-10-15
When After Market
Estimate 1.81
Actual 1.82

Profitability

Profit Margin 5.07%
Operating Margin (TTM) 6.72%

Management Effectiveness

Return on Assets (TTM) 7.41%
Return on Equity (TTM) 18.77%

Valuation

Trailing PE 30.68
Forward PE 21.37
Enterprise Value 21.40B
Price to Sales(TTM) 1.52
Enterprise Value 21.40B
Price to Sales(TTM) 1.52
Enterprise Value to Revenue 1.61
Enterprise Value to EBITDA 12.68
Shares Outstanding 93.22M
Shares Floating 72.54M
Shares Outstanding 93.22M
Shares Floating 72.54M
Percent Insiders 20.57
Percent Institutions 79.48

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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