Popularity #782Dividend on the way · $0.125Earnings in 2d
HUBG · NASDAQ · Integrated Freight & Logistics

Hub Group (HUBG)

Moves North American freight through intermodal, dedicated trucking, brokerage, fulfillment, and final-mile networks.

$32.07
After hours−0.03 (−0.09%)
At close$32.10(+1.33%)
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Hub Group, Inc.HUBG
Industrials

Moves freight across North America through intermodal rail, dedicated trucking, and a logistics portfolio spanning managed transportation, brokerage, consolidation and fulfillment, and final-mile delivery. Revenue comes from a mix of company-operated equipment and purchased railroad, carrier, warehouse, and delivery capacity.

Combines intermodal rail and local drayage with dedicated trucking through Intermodal and Transportation Solutions, while Logistics provides managed transportation, truck brokerage, consolidation and fulfillment, and final-mile delivery. The network serves shippers across North America; a controlling interest in Mexico-based EASO supports domestic Mexican and cross-border freight, while acquired Marten intermodal assets expanded refrigerated-container capacity.

Coordinates door-to-door intermodal moves using company containers, railroad capacity, and a mix of company and third-party trucking. Logistics operations rely largely on contracted carriers, warehouse partners, and independent delivery providers, giving the model both asset-owned and outsourced capacity. Service execution draws on shipment tracking, mode selection, load planning, and network optimization. Intermodal operations depend on major North American railroads, and a large share of revenue comes from the ITS segment and major customers.

Company facts

CEOPhillip D. Yeager
ListedMar 13, 1996
ExchangeNASDAQ
HeadquartersOak Brook, IL
CountryUnited States
Employees6,500
CIK0000940942
ISINUS4433201062

Market cap$1.92B
EPS (ttm)
P/E (ttm)
ROE
P/B
P/S
Dividend yieldDiv yield1.58%
Beta0.88vs XLI 0.37

Price target$41.00+28.1%Average of 31 analysts
ConsensusHold16 of 31 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 14, 2026Wells FargoTarget
Target: $55
Target: $35
Apr 15, 2026Raymond JamesTarget
Target: $50
Target: $48
Mar 26, 2026Evercore ISITarget
Target: $53
Target: $41
Mar 26, 2026Wells FargoDowngrade
Rating: Overweight
Rating: Equal Weight
Feb 9, 2026Raymond JamesTarget
Target: $40
Target: $50

Next report
Sep 24, 26
in 2 days
EPS estimate
$0.21
Revenue estimate
$920.0M
Fiscal quarter
Q2 FY26

EPSReportedEstimate

Oct '24Feb '25May '25Jul '25Oct '25Feb '26Jul '26Sep '26
Reported$0.52$0.48$0.44$0.45$0.49$0.43$0.18Pending
Estimate$0.48$0.48$0.42$0.44$0.49$0.44$0.29$0.21
Surprise+8.3%0.0%+4.8%+2.3%0.0%−4.3%−38.7%

RevenueReportedEstimate

Oct '24Feb '25May '25Jul '25Oct '25Feb '26Jul '26Sep '26
Reported$986.9M$973.5M$915.2M$905.6M$934.5M$929.1M$896.4MPending
Estimate$1.05B$1.00B$962.8M$918.8M$924.5M$918.4M$888.2M$920.0M
Surprise−5.6%−3.1%−4.9%−1.4%+1.1%+1.2%+0.9%
Estimate$0.21
ReportedDue Sep 24, 2026
Estimate$920.0M
ReportedDue Sep 24, 2026
View details

Debt to equity29.30%
Current ratio147.40%

ProfitabilityRevenueNet incomeNet margin

Q4 FY23Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25
Revenue$985.0M$999.5M$986.5M$986.9M$973.5M$915.2M$905.6M$934.5M
Net income$28.8M$27.1M$29.0M$23.6M$24.4M$26.8M$25.2M$28.6M
Net margin2.9%2.7%2.9%2.4%2.5%2.9%2.8%3.1%

GrowthOperating income

Q4 FY23Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25
Operating income$29.4M$37.1M$39.5M$32.1M$31.5M$37.3M$34.3M$39.4M
YoY growth−71.8%−52.5%−36.3%−24.6%+7.2%+0.5%−13.1%+22.9%

Balance sheet, Sep 30, 2025Cash & short-term investments $119.7M · Total debt $498.8M · Total assets $2.90B · Shareholders' equity $1.70B

Revenue
$934.5M
Operating income
$39.4M
Net income
$28.6M
View details

Dividend yield
1.58%
Next ex-date
Dec 21, 26
estimated · in 90 days
Annual dividend
$0.50
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.125$0.125$0.125$0.125$0.125$0.125$0.125$0.125
Annual yield1.00%1.34%1.50%1.39%1.21%1.46%1.16%1.58%
Ex-dateDec 6Mar 18Jun 23Sep 12Dec 5Mar 13Jun 5Sep 21
Payment dateDec 20Mar 28Jun 30Sep 24Dec 17Mar 25Jun 17Sep 30
View details

Institutions104.56%63.94M shares
293 holders · as of Jun 30, 2026
Insiders2.05%1.26M shares
16 holders · as of Apr 3, 2026
Adds to106.61%

61.15M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 106.61%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.62%9.55M Aas of Jun 30, 2026
Wellington Management Group LLPInstitution
12.18%7.45M Aas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
6.74%4.12M Aas of Jun 30, 2026
Capital International InvestorsInstitution
6.55%4.00M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.77%3.53M Aas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Dec 11, 2025Gary Yablondirector+4,566$43.74
Dec 11, 2025Phillip D. Yeagerdirector, officer: President, CEO & Vice Chairman−32,000$43.68
View details

  • J.B. Hunt

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  • Schneider National

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  • C.H. Robinson Worldwide

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  • RXO

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  • Knight-Swift Transportation

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  • Werner Enterprises

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  • Landstar System

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CompareAfter hours

CompanyPriceChange
Hub Group$32.07−0.09%$1.92B39.1−1.0%
J.B. Hunt$237.41+0.01%$22.18B33.527.61.7+19.4%
Schneider National$32.50+0.03%$5.66B50.524.21.0+10.4%
C.H. Robinson Worldwide$149.56+0.04%$18.02B29.221.71.1+19.3%
RXO$19.79+0.05%$3.25B57.30.5+25.0%
Knight-Swift Transportation$67.09+0.03%$10.84B257.920.21.4+12.6%
Werner Enterprises$34.790.00%$2.10B20.10.6+24.0%
Landstar System$168.68+0.04%$5.78B44.124.81.2+18.2%
Median44.124.21.1+19.3%