J.B. Hunt Transport Services, Inc. (JBHT) AI Stock Analysis

J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistics solutions across North America. The company operates through five business segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). JBI manages trailing equipment, chassis units, tractors, and drivers for freight shipping. DCS develops customized supply chain solutions utilizing company-owned equipment. ICS offers freight brokerage across flatbed, refrigerated, expedited, and less-than-truckload shipments. FMS provides last-mile delivery services using company-owned, customer-owned, and contractor equipment. JBT delivers freight highway transportation for consumer goods, automotive, agricultural, and electronics customers.

Over the past five fiscal years, J.B. Hunt experienced shifting freight demand. Annual revenue rose from $12.17B in FY2021 to a peak of $14.81B in FY2022 before decreasing to $12.83B in FY2023, $12.09B in FY2024, and $12.00B in FY2025. Between FY2020 and FY2025, revenue grew at a compound annual growth rate of 4.5%. Net income reached $969.4M in FY2022 and settled at $598.3M in FY2025, corresponding to net margins of 6.5% and 5.0%, respectively. Operating margin in FY2025 was 7.2%, compared to a trailing twelve-month operating margin of 7.4%. In the latest quarter ended September 30, 2026, revenue increased 19.4% year-over-year, and earnings climbed 45.8% year-over-year.

As of September 30, 2026, J.B. Hunt held $3.8M in cash and short-term investments alongside total debt of $1.12B, resulting in net debt of $1.12B. The company recorded a current ratio of 1.23, a debt-to-equity ratio of 0.31, and total assets of $8.09B against shareholders' equity of $3.63B. In FY2025, operating cash flow reached $1.68B and free cash flow stood at $947.6M. Capital allocation in FY2025 included $730.7M in capital expenditures, $948.4M dedicated to share buybacks, and $171.0M in dividends paid. Over five years, the common share count was reduced by 11.0%.

At a share price of $228.78 on October 16, 2026, J.B. Hunt has a market capitalization of $21.49B and an enterprise value of $26.54B. JBHT trades at a trailing P/E of 32.3x and a forward P/E of 23.9x, compared to medians of 28.4x and 20.1x for its S&P 500 Industrials peers. Its price-to-sales ratio is 1.7x versus the peer median of 3.3x, while enterprise value to EBITDA sits at 15.8x versus 17.7x for the peer group. Over the past year, the stock returned 36.0%, outperforming the S&P 500 return of 16.8%, but its 5-year return of 25.7% lagged the S&P 500 return of 83.0%.

J.B. Hunt pays an annualized forward dividend of $1.80 per share, delivering a dividend yield of 0.76% and a dividend payout ratio of 20.2%. Dividends are distributed quarterly and have been paid for 23 consecutive years. Over the trailing five years, the dividend increased at an annualized rate of 10.3%. The most recent ex-dividend date was August 7, 2026.

Consensus coverage comprises 12 Strong Buy, 3 Buy, 7 Hold, 1 Sell, and 1 Strong Sell ratings. The mean analyst price target is $279.30, representing an upside of 22.1% from the last close of $228.78. For the fiscal year ending December 31, 2026, analysts expect revenue of $13.93B and EPS of $7.26, indicating an 18.7% EPS increase. For the following fiscal year, 23 analysts forecast revenue of $15.43B and EPS of $9.84. Over the trailing four quarters, J.B. Hunt has beaten earnings estimates 4 times.

This page is an AI-written research summary of J.B. Hunt Transport Services, Inc. (JBHT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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