J.B. Hunt
Moves North American freight through intermodal rail, dedicated fleets, brokerage, final mile, and truckload.
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Profile
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
Categories
Key statistics
Year to date +32.7% · Average volume (30d) 840.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 16, 2026 | UBS | Reiterate | Neutral | $286 | $291 |
| Jul 16, 2026 | Truist Financial | Target | $230 | $295 | |
| Jul 16, 2026 | Goldman Sachs | Target | $239 | $261 | |
| Jul 16, 2026 | Stephens | Reiterate | Overweight | $180 | $370 |
| Jul 16, 2026 | Susquehanna | Reiterate | Positive | $326 | $345 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 15, 2026Q2 FY26 | $1.71 | $1.91 | +11.7% | $3.26B | $3.50B | +7.1% | +8.01% |
| Apr 15, 2026Q1 FY26 | $1.45 | $1.49 | +2.8% | $2.96B | $3.06B | +3.4% | +6.31% |
| Jan 15, 2026Q4 FY25 | $1.81 | $1.90 | +5.0% | $3.12B | $3.10B | −0.6% | −1.04% |
| Oct 15, 2025Q3 FY25 | $1.46 | $1.76 | +20.5% | $3.02B | $3.05B | +1.2% | +22.14% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.92B | $2.93B | $3.05B | $3.10B | $3.06B | $3.50B | |
| Gross profit | $365.6M | $385.4M | $422.5M | $423.2M | $866.0M | $354.2M | |
| Operating income | $178.7M | $197.3M | $242.7M | $246.5M | $207.0M | $259.5M | |
| Net income | $117.7M | $128.6M | $170.8M | $181.1M | $141.6M | $181.0M | |
| Diluted EPS | $1.17 | $1.31 | $1.76 | $1.90 | $1.49 | $1.91 | |
| Gross margin | 12.5% | 13.2% | 13.8% | 13.7% | 28.3% | 10.1% | |
| Operating margin | 6.1% | 6.7% | 7.9% | 8.0% | 6.8% | 7.4% |
Fiscal years (4-quarter sums)FY21 $12.17B · FY22 $14.81B · FY23 $12.83B · FY24 $12.09B · FY25 $12.00B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $4.2M · Total debt $1.15B · Total assets $7.94B · Shareholders' equity $3.66B
Dividends
Raised for 21 straight years — most recently to $0.45 from $0.44 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 7, 2026 | Aug 7 | Aug 21 | $0.45 | |
| May 8, 2026 | May 8 | May 22 | $0.45 | |
| Feb 6, 2026 | Feb 6 | Feb 20 | $0.45 | raised from $0.44 |
| Nov 7, 2025 | Nov 7 | Nov 21 | $0.44 | |
| Aug 8, 2025 | Aug 8 | Aug 22 | $0.44 | |
| May 9, 2025 | May 9 | May 23 | $0.44 | |
| Feb 7, 2025 | Feb 7 | Feb 21 | $0.44 | raised from $0.43 |
| Nov 8, 2024 | Nov 8 | Nov 22 | $0.43 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 93.91M · Float 73.38M · 78.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Hunt Johnelle D · 10 percent owner | 18.08M | 19.26% | Form 4 | Jan 21, 2026 |
| BlackRock, Inc. | 6.34M | 6.75% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 4.90M | 5.22% | 13F | Aug 13, 2026 |
| AQR Capital Management LLC | 4.16M | 4.43% | 13F | Aug 14, 2026 |
| State Street Corp | 3.99M | 4.25% | 13F | Aug 7, 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 |
Peers
- 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.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| J.B. Hunt | $261.03 | −0.02% | $24.51B | 37.0 | 29.5 | 1.9 | +19.4% |
| Hub Group | $39.61 | −0.01% | $2.40B | 29.5 | 37.0 | 0.9 | −1.0% |
| Schneider National | $34.44 | −0.04% | $6.03B | 53.8 | 25.6 | 1.0 | +10.4% |
| Knight-Swift Transportation | $67.00 | −0.36% | $10.94B | 260.3 | 20.7 | 1.4 | +12.6% |
| C.H. Robinson Worldwide | $150.39 | −0.03% | $17.73B | 28.7 | 21.9 | 1.0 | +19.3% |
| RXO | $21.91 | +0.05% | $3.61B | — | 64.3 | 0.6 | +25.0% |
| Werner Enterprises | $38.42 | +0.03% | $2.30B | — | 22.2 | 0.7 | +24.0% |
| Median | 41.6 | 23.9 | 1.0 | +15.9% |