NASDAQ
273.77USD
+7.49 (+2.81%)
We have scored 30 news catalysts on J.B. Hunt Transport Services, Inc. (JBHT) over the past 12 months. The biggest single-day move next to one of them came Feb 12, 2026, when JBHT closed −5.1%: “Trucking and logistics stocks drop on release of AI freight scaling tool”. Coverage across the window leans positive (average ticker sentiment +0.32). Most of the impact sits in sector industrials and revenue cyclicality.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Suppliers, customers, partners and competitors of J.B. Hunt Transport Services, Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for JBHT: .
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Market cap
25.7B
P/E
—
EPS
—
Beta
1.29
52W range
130.12-299.76
Day range
265.49–274.04
Open
265.68
Prev close
266.28
Volume
860.1K
Avg volume
958.7K
Dividend
1.79
IPO
1983-11-22
Operating across North America, J.B. Hunt Transport Services, Inc. specializes in ground transportation, last-mile delivery, and comprehensive logistics solutions. Its operations are structured into five distinct divisions: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The Intermodal (JBI) division facilitates freight movement using multiple transport modes. This segment boasts a substantial asset base, including 104,973 company-owned trailers, a self-maintained fleet of 85,649 chassis, 5,612 company-owned tractors, 582 independent contractor vehicles, and a workforce of 6,943 company drivers. Dedicated Contract Services (DCS) focuses on engineering, implementing, and managing bespoke supply chain strategies for diverse transportation requirements. As of December 31, 2021, its fleet comprised 11,139 company-owned trucks, 544 client-owned trucks, and 6 contractor trucks, complemented by 21,069 company-owned trailers and 7,753 customer-owned trailers. Integrated Capacity Solutions (ICS) delivers comprehensive freight brokerage and logistics services. Offerings span specialized transport options such as flatbed, temperature-controlled, expedited, and less-than-truckload (LTL) shipping, alongside standard dry-van and intermodal modalities. This segment also features an online platform connecting various transportation options and offers outsourcing solutions for clients' logistics needs. Final Mile Services (FMS) handles last-stage delivery operations. This is supported by 1,272 company-owned trucks, 272 customer-supplied trucks, 19 independent contractor trucks, 1,036 company-owned trailers, and 185 client-owned trailers. The Truckload (JBT) segment specializes in over-the-road dry-van freight transport, deploying 734 company-owned tractors and 11,172 company-owned trailers. Across its segments, the company facilitates the movement of a diverse array of goods, including consumer products (e.g., general merchandise, specialty items, appliances, food and beverages, soaps and cosmetics, electronics), industrial materials (e.g., forest and paper products, building materials, automotive parts), agricultural products, and chemicals. Established in 1961, the corporation maintains its headquarters in Lowell, Arkansas.
Analysts publish price targets on JBHT, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
21 analyst price targets from $200 to $370
as of 2026-09-02
The market is 14% below the median target — more cautious than the analysts.
The reconstruction
The price sits at the 14th percentile of published models, leaning bearish against the analyst consensus and rejecting the bull case for a freight recovery while fully endorsing the current slow-growth trajectory.
What the disagreement turns on
Does the current intermodal volume growth reflect a sustainable market share shift that will eventually drive pricing power, or is it just a temporary volume fill that cannot close the gap between the 9.4% revenue growth the price requires and the -0.7% it just delivered? Unit volumes can measure the volume trajectory, but the critical pricing component cannot be tested with the data available.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $256 on 2026-09-02 — the quote has since moved +7%, so read this as a record of what was priced in then, not now.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about J.B. Hunt Transport Services, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
