J.B. Hunt Transport Services, Inc. $JBHT Shares Purchased by Cwm LLC

Cwm LLC raised its holdings in shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) by 17.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 97,765 shares of the transportation company’s stock after purchasing an additional 14,778 shares during the quarter. Cwm LLC’s holdings in J.B. Hunt Transport Services were worth $19,000,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of JBHT. Root Financial Partners LLC acquired a new stake in J.B. Hunt Transport Services during the 3rd quarter valued at approximately $25,000. Cromwell Holdings LLC grew its stake in J.B. Hunt Transport Services by 52.2% during the 3rd quarter. Cromwell Holdings LLC now owns 207 shares of the transportation company’s stock valued at $28,000 after purchasing an additional 71 shares in the last quarter. Parkside Financial Bank & Trust grew its stake in J.B. Hunt Transport Services by 41.5% during the 3rd quarter. Parkside Financial Bank & Trust now owns 225 shares of the transportation company’s stock valued at $30,000 after purchasing an additional 66 shares in the last quarter. Hantz Financial Services Inc. grew its stake in J.B. Hunt Transport Services by 52.8% during the 3rd quarter. Hantz Financial Services Inc. now owns 220 shares of the transportation company’s stock valued at $30,000 after purchasing an additional 76 shares in the last quarter. Finally, CYBER HORNET ETFs LLC acquired a new stake in J.B. Hunt Transport Services during the 2nd quarter valued at approximately $31,000. Institutional investors and hedge funds own 74.95% of the company’s stock.

Key Headlines Impacting J.B. Hunt Transport Services

Here are the key news stories impacting J.B. Hunt Transport Services this week:

• Positive Sentiment: Q1 beat: JBHT reported $1.49 EPS vs. $1.45 expected and $3.06B revenue (roughly +4.6% YoY); management cited productivity-driven margin gains and record intermodal volume. Zacks: Q1 Earnings & Revenues Top Estimates
• Positive Sentiment: Management commentary and outlook-affirming remarks have the stock in rally mode, with bullish coverage arguing JBHT could head toward a $300 target as markets price in freight recovery. MarketBeat: JBHT Burns Rubber…
• Positive Sentiment: Analyst upgrades/price‑target lifts: Bank of America and Benchmark raised targets to $250 and issued “buy” ratings, adding short‑term upside support. TickerReport / Benzinga coverage
• Neutral Sentiment: Mixed analyst positioning: several firms raised targets but kept neutral/hold ratings (e.g., TD Cowen and Truist adjusted PTs upward while maintaining cautious stances). AmericanBankingNews: TD Cowen Forecast
• Neutral Sentiment: Operational context: press coverage highlights cost cuts and improved volumes offsetting fuel headwinds, supporting margin improvement but leaving sensitivity to fuel and spot market dynamics. MSN: Higher Quarterly Profit
• Negative Sentiment: Valuation concerns: several analysts/commentaries argue JBHT looks richly valued after the rally, warning upside beyond near‑term targets may be limited unless durable revenue momentum continues. Seeking Alpha: Valuation Seems Rich
• Negative Sentiment: Some price targets still imply downside — e.g., Truist’s updated $230 target suggests potential pullback from current levels, highlighting analyst disagreement on sustainable upside. Benzinga: Analyst Targets

J.B. Hunt Transport Services Trading Up 2.8%

Shares of NASDAQ JBHT opened at $245.08 on Friday. The company has a market cap of $23.18 billion, a price-to-earnings ratio of 37.94, a price-to-earnings-growth ratio of 1.94 and a beta of 1.22. J.B. Hunt Transport Services, Inc. has a 12-month low of $123.16 and a 12-month high of $247.95. The company has a current ratio of 1.26, a quick ratio of 0.81 and a debt-to-equity ratio of 0.36. The stock’s 50 day simple moving average is $218.51 and its 200 day simple moving average is $194.66.

J.B. Hunt Transport Services (NASDAQ:JBHT) last announced its quarterly earnings results on Wednesday, April 15th. The transportation company reported $1.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.45 by $0.04. The business had revenue of $3.06 billion for the quarter, compared to the consensus estimate of $3.01 billion. J.B. Hunt Transport Services had a return on equity of 17.30% and a net margin of 5.13%.The business’s revenue was up 4.6% on a year-over-year basis. During the same quarter last year, the business posted $1.17 EPS. Equities research analysts expect that J.B. Hunt Transport Services, Inc. will post 6.37 EPS for the current year.

J.B. Hunt Transport Services Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 20th. Investors of record on Friday, February 6th were issued a $0.45 dividend. This is a positive change from J.B. Hunt Transport Services’s previous quarterly dividend of $0.44. The ex-dividend date of this dividend was Friday, February 6th. This represents a $1.80 annualized dividend and a dividend yield of 0.7%. J.B. Hunt Transport Services’s dividend payout ratio (DPR) is 29.32%.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Vertical Research lowered J.B. Hunt Transport Services from a “strong-buy” rating to a “hold” rating and set a $200.00 target price for the company. in a research report on Thursday, January 8th. Argus upgraded J.B. Hunt Transport Services to a “strong-buy” rating in a research report on Thursday, January 22nd. TD Cowen lifted their target price on J.B. Hunt Transport Services from $209.00 to $228.00 and gave the stock a “hold” rating in a research report on Thursday. Barclays lifted their target price on J.B. Hunt Transport Services from $200.00 to $235.00 and gave the stock an “equal weight” rating in a research report on Thursday. Finally, JPMorgan Chase & Co. lifted their target price on J.B. Hunt Transport Services from $176.00 to $211.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $222.14.

Insiders Place Their Bets

In related news, CAO John Kuhlow sold 1,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $225.68, for a total value of $225,680.00. Following the sale, the chief accounting officer owned 17,931 shares of the company’s stock, valued at approximately $4,046,668.08. This trade represents a 5.28% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Jennifer Boattini sold 2,238 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $232.00, for a total value of $519,216.00. Following the completion of the sale, the senior vice president directly owned 16,650 shares in the company, valued at approximately $3,862,800. This trade represents a 11.85% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 25,945 shares of company stock worth $5,656,495. 2.50% of the stock is currently owned by insiders.

About J.B. Hunt Transport Services

J.B. Hunt Transport Services, Inc is a leading provider of transportation and logistics solutions headquartered in Lowell, Arkansas. The company offers a comprehensive suite of services designed to move freight efficiently across North America, including intermodal, dedicated contract services, full truckload, less-than-truckload (LTL), final mile delivery and specialized transport.

In its intermodal segment, J.B. Hunt leverages a network of rail and truck assets to transport containers and trailers on major U.S.