J.B. Hunt (JBHT)
Moves North American freight through intermodal rail, dedicated fleets, brokerage, final mile, and truckload.
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Moves freight across North America through intermodal rail, dedicated fleets, brokerage and managed logistics, final-mile delivery, and dry-van truckload service. Intermodal is the largest business, combining mostly company-operated pickup and delivery with line-haul capacity supplied by major railroads.
Moves freight across North America through five connected businesses: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. Intermodal combines primarily company-operated pickup and delivery with line-haul service from major railroads, while dedicated contracts provide equipment, drivers, network design, and operations tailored to individual shippers.
Freight brokerage and managed logistics draw on third-party carriers and the J.B. Hunt 360 platform; Final Mile handles big-and-bulky delivery, installation, and fulfillment; Truckload provides dry-van service through the 360box drop-trailer program. The network spans the continental United States, Canada, and Mexico.
Operations depend on freight demand, competitive rates, fuel costs, driver and carrier availability, and railroad service, and are regulated by federal motor-carrier safety rules.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Guggenheim | Downgrade | Rating: — | |
| Sep 17, 2026 | Macquarie | Upgrade | Rating: — | |
| Sep 17, 2026 | HSBC | Downgrade | Rating: — | |
| Sep 17, 2026 | Susquehanna | Initiate | Rating: — | |
| Sep 17, 2026 | Morgan Stanley | Initiate | Rating: — |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $4.2M · Total debt $1.15B · Total assets $7.94B · Shareholders' equity $3.66B
- Revenue
- $3.50B
- Operating income
- $259.5M
- Net income
- $181.0M
HistoryDividendAnnual yield
| Institutions | ≈ 75.67% | 71.06M shares | |
|---|---|---|---|
| 886 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 20.18% | 18.96M shares | |
| 20 holders · as of Jun 8, 2026 | |||
| Other | ≈ 4.15% | 3.89M shares | |
| remainder | |||
93.91M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Johnelle D. HuntInsider10 percent owner | 18.61% | 17.48M | filed Jan 21, 2026 |
BlackRock, Inc.Institution | 6.75% | 6.34M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 5.22% | 4.90M | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 4.43% | 4.16M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.25% | 3.99M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 5, 2026 | Brian Webb | officer: EVP- Final Mile Services | −1,500 | $284.01 |
| Jun 5, 2026 | David Keefauver | officer: EVP of People | −703 | $285.13 |
| May 19, 2026 | Spencer Frazier | officer: EVP of Sales and Marketing | −2,000 | $258.20 |
| May 15, 2026 | Bradley W. Hicks | officer: President of DCS | −7,644 | $261.91 |
| May 14, 2026 | Darren P. Field | officer: EVP and President Intermodal | −4,000 | $254.49 |
- Hub Group
Second-largest US intermodal company; competes in domestic rail and final mile.
- Schneider National
Overlaps JBHT in intermodal, dedicated truckload, OTR truckload, and brokerage.
- Knight-Swift Transportation
Largest US truckload fleet; competes in dedicated, OTR, and intermodal segments.
- C.H. Robinson Worldwide
Largest US freight broker; dominant in TL/LTL brokerage that overlaps JBHT ICS.
- RXO
Tech-enabled truck broker + last-mile; overlaps JBHT ICS and FMS delivery.
- Werner Enterprises
Dedicated and one-way truckload carrier; competes with JBHT DCS and JBT.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| J.B. Hunt | $235.81 | −0.67% | $22.30B | 33.6 | 27.4 | 1.8 | +19.4% |
| Hub Group | $31.44 | −1.94% | $1.94B | — | 38.3 | — | −1.0% |
| Schneider National | $32.20 | −0.92% | $5.69B | 50.8 | 23.8 | 1.0 | +10.4% |
| Knight-Swift Transportation | $66.89 | −0.30% | $10.92B | 259.7 | 20.2 | 1.4 | +12.6% |
| C.H. Robinson Worldwide | $149.10 | −0.31% | $17.63B | 28.5 | 21.7 | 1.0 | +19.3% |
| RXO | $19.57 | −1.11% | $3.26B | — | 56.7 | 0.5 | +25.0% |
| Werner Enterprises | $34.46 | −0.95% | $2.09B | — | 19.9 | 0.6 | +24.0% |
| Median | 50.8 | 22.7 | 1.0 | +15.9% |