TD Cowen Boosts J.B. Hunt Transport Services (NASDAQ:JBHT) Price Target to $228.00

J.B. Hunt Transport Services (NASDAQ:JBHT) had its price objective upped by equities researchers at TD Cowen from $209.00 to $228.00 in a research report issued on Thursday, Marketbeat.com reports. The brokerage presently has a “hold” rating on the transportation company’s stock. TD Cowen’s price target indicates a potential downside of 6.97% from the stock’s previous close.

Other research analysts also recently issued reports about the stock. Truist Financial raised their price objective on shares of J.B. Hunt Transport Services from $155.00 to $205.00 and gave the stock a “hold” rating in a research report on Thursday, January 15th. Citigroup raised their price objective on shares of J.B. Hunt Transport Services from $228.00 to $236.00 and gave the stock a “neutral” rating in a research report on Thursday. UBS Group raised their price objective on shares of J.B. Hunt Transport Services from $174.00 to $196.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of J.B. Hunt Transport Services in a report on Friday, March 27th. Finally, Bank of America lowered their target price on shares of J.B. Hunt Transport Services from $228.00 to $225.00 and set a “buy” rating on the stock in a report on Friday, March 20th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $222.14.

J.B. Hunt Transport Services Trading Up 2.8%

NASDAQ JBHT opened at $245.08 on Thursday. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.26 and a quick ratio of 0.81. The firm’s fifty day moving average price is $218.51 and its 200 day moving average price is $194.66. The company has a market capitalization 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 has a 12 month low of $123.16 and a 12 month high of $247.95.

J.B. Hunt Transport Services (NASDAQ:JBHT) last posted its earnings results on Wednesday, April 15th. The transportation company reported $1.49 EPS for the quarter, beating analysts’ consensus estimates of $1.45 by $0.04. The firm 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 net margin of 5.13% and a return on equity of 17.30%. The company’s revenue was up 4.6% on a year-over-year basis. During the same period last year, the firm posted $1.17 EPS. On average, sell-side analysts expect that J.B. Hunt Transport Services will post 6.37 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, insider Bradley W. Hicks sold 4,028 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $225.13, for a total value of $906,823.64. Following the completion of the transaction, the insider owned 30,395 shares of the company’s stock, valued at $6,842,826.35. The trade was a 11.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, COO Nicholas Hobbs sold 3,038 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $201.97, for a total transaction of $613,584.86. Following the transaction, the chief operating officer directly owned 90,318 shares of the company’s stock, valued at $18,241,526.46. This trade represents a 3.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 25,945 shares of company stock valued at $5,656,495. 2.50% of the stock is currently owned by insiders.

Institutional Investors Weigh In On J.B. Hunt Transport Services

Several institutional investors have recently bought and sold shares of the business. State Street Corp grew its stake in J.B. Hunt Transport Services by 7.1% during the second quarter. State Street Corp now owns 4,122,669 shares of the transportation company’s stock worth $592,015,000 after buying an additional 272,594 shares during the period. Janus Henderson Group PLC grew its stake in J.B. Hunt Transport Services by 2.2% during the fourth quarter. Janus Henderson Group PLC now owns 3,940,833 shares of the transportation company’s stock worth $765,862,000 after buying an additional 84,149 shares during the period. AQR Capital Management LLC grew its stake in J.B. Hunt Transport Services by 17.7% during the fourth quarter. AQR Capital Management LLC now owns 3,755,171 shares of the transportation company’s stock worth $729,780,000 after buying an additional 565,605 shares during the period. JPMorgan Chase & Co. grew its stake in J.B. Hunt Transport Services by 18.4% during the third quarter. JPMorgan Chase & Co. now owns 2,672,060 shares of the transportation company’s stock worth $358,510,000 after buying an additional 416,167 shares during the period. Finally, Invesco Ltd. grew its stake in J.B. Hunt Transport Services by 5.4% during the third quarter. Invesco Ltd. now owns 1,612,262 shares of the transportation company’s stock worth $216,317,000 after buying an additional 82,939 shares during the period. 74.95% of the stock is currently owned by hedge funds and other institutional investors.

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

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.