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Insider Trading

J B Hunt Transport Services Insider Sold Shares Worth $426,015, According to a Recent SEC Filing

Brian Webb, Executive Vice President, Final Mile Services, on June 05, 2026, sold 1,500 shares in J B Hunt Transport Services (JBHT) for $426,015. Following the Form 4 filing with the SEC, Webb has control over a total of 18,434 common shares of the company, with 18,434 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/728535/000190930626000004/xslF345X05/primarydocument.xmlPrice: $286.50, Change: $+1.55, Percent Change: +0.54%

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J.B. Hunt Transport Poised for Continued Outperformance, Deutsche Bank Says
US Markets

J.B. Hunt Transport Poised for Continued Outperformance, Deutsche Bank Says

J.B. Hunt Transport Services (JBHT) is expected to continue to outperform peers despite a year-to-date rally in its stock amid favorable industry trends, Deutsche Bank said Thursday.The transportation and logistics company's shares have jumped nearly 46% so far this year. The stock is up "an enviable" 100% since the company's third-quarter earnings call in October and better than all its closest transportation peers, Deutsche Bank analyst Richa Harnain said in a note to clients."Despite this impressive outperformance, we continue to see strong upside potential ahead," Harnain said.The company's shares were up 1% in Thursday afternoon trade.The price gap between intermodal and all-highway shipping solutions is an "unprecedented" 35%, which could be a "game-changer" for J.B. Hunt, according to the note."By some measures, such a gap between the two offerings has never been wider," Harnain said. "We believe trends explaining the gap (rising fuel plus capacity tightness) are sustainable, and could finally unlock intermodal's long-awaited secular growth, potentially doubling its market size over the coming years."Energy prices have surged due to supply disruptions caused by the Middle East conflict.A "record-breaking" 60% of shippers have recently moved to rail from truck, Deutsche Bank said, citing Journal of Commerce data from journalist Ari Ashe's intermodal scorecard survey."We think (J.B. Hunt) is best positioned to benefit from such a trend," Harnain said. "Beyond the obvious reasons, our recent deep dive has brought to light several 'under-the-radar' elements of the (J.B. Hunt) story that make its future even more compelling."In April, the company posted better-than-expected first-quarter results as it recorded revenue growth in most of its business segments amid robust demand for its service offerings.Price: $282.69, Change: $+2.64, Percent Change: +0.94%

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Insider Trading

J B Hunt Transport Services Insider Sold Shares Worth $516,406, According to a Recent SEC Filing

Spencer Frazier, Executive Vice President, Sales and Marketing, on May 19, 2026, sold 2,000 shares in J B Hunt Transport Services (JBHT) for $516,406. Following the Form 4 filing with the SEC, Frazier has control over a total of 18,905 common shares of the company, with 17,174 shares held directly and 1,731 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/728535/000194028026000006/xslF345X05/primarydocument.xmlPrice: $264.85, Change: $+6.08, Percent Change: +2.35%

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Wire

Baird Adjusts PT on J.B. Hunt Transport Services to $275 From $236, Maintains Outperform Rating

J.B. Hunt Transport Services (JBHT) has an average rating of overweight and mean price target of $239.57, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $258.40, Change: $-3.06, Percent Change: -1.17%

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Insider Trading

J B Hunt Transport Services Insider Sold Shares Worth $2,002,009, According to a Recent SEC Filing

Bradley W. Hicks, President of Dedicated Contract Services, on May 15, 2026, sold 7,644 shares in J B Hunt Transport Services (JBHT) for $2,002,009. Following the Form 4 filing with the SEC, Hicks has control over a total of 32,515 common shares of the company, with 32,515 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/728535/000170561526000006/xslF345X05/primarydocument.xml

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Wire

J.B. Hunt Transport Services Keeps Quarterly Dividend at $0.45 per Share, Payable May 22 to Holders of Record as of May 8

J.B. Hunt Transport Services Keeps Quarterly Dividend at $0.45 per Share, Payable May 22 to Holders of Record as of May 8

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Wire

Raymond James Adjusts Price Target on J.B. Hunt Transport Services to $255 From $240, Maintains Outperform Rating

J.B. Hunt Transport Services (JBHT) has an average rating of overweight and mean price target of $233.55, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $246.32, Change: $+8.00, Percent Change: +3.36%

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Research

Research Alert: CFRA Maintains Sell Opinion On Shares Of J.b. Hunt Transport Services, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target by $5 to $175, using a forward P/E of 20.4x our 2027 EPS estimate of $8.57, broadly in line with historical averages. We raise our 2026 EPS estimate by $0.33 to $7.26 and 2027's by $0.48 to $8.57. We project revenues of $12.9B in 2026 and $13.7B in 2027. While JBHT delivered a solid quarter, with 5% revenue growth and strong 27% EPS growth, we remain doubtful about the company's ability to sustain margin expansion despite aggressive cost-cutting measures. We anticipate several headwinds in 2026, including rising wages due to an ongoing driver shortage, declining driver supply due to new regulatory requirements, and higher insurance costs. We believe the stock is currently overvalued at a forward P/E of 29.9x, which is near its decade high and 33% above its 10-year historical average. This premium is unjustified given the challenges ahead. Despite JBHT increasing its dividend for 22 straight years, shares yield just 0.8%.

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International

US Equity Markets Higher After Israel-Lebanon Ceasefire

US equity indexes closed higher on Thursday after Israel and Lebanon agreed to a 10-day ceasefire, removing a hurdle to further US-Iran peace talks.* President Donald Trump said Thursday on Truth Social that Lebanon and Israel have agreed to a 10-day ceasefire starting 5 pm ET.* US initial jobless claims fell to a level of 207,000 in the week ended April 11 from a downwardly revised 218,000 level in the previous week, compared with expectations for a smaller decrease to 213,000 in a survey of analysts compiled by Bloomberg.* US industrial production fell by 0.5% in March, compared with expectations for a 0.1% increase in a Bloomberg-compiled survey.* May West Texas Intermediate crude oil rose $2.21 to settle at $93.50 per barrel, while June Brent crude, the global benchmark, was last seen up $3.29 at $98.20.* J.B. Hunt Transport Services (JBHT) shares were up about 6.3% after the company reported higher fiscal Q1 results.* Charles Schwab (SCHW) shares were down nearly 7.6%, the steepest decliner in the S&P 500, after the company reported Q1 net revenue below analysts' expectations.

Dow JonesNasdaq CompositeS&P 500$JBHT$SCHW
Wire

Benchmark Adjusts Price Target on J.B. Hunt Transport Services to $250 From $230, Maintains Buy Rating

J.B. Hunt Transport Services (JBHT) has an average rating of overweight and mean price target of $231.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $240.55, Change: $+16.38, Percent Change: +7.30%

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US Markets

J.B. Hunt First-Quarter Results Top Street Views

J.B. Hunt Transport Services (JBHT) reported better-than-expected first-quarter results as the transportation and logistics company recorded revenue growth in most of its business segments amid robust demand for its service offerings.Net earnings increased to $1.49 per share for the March quarter from $1.17 the year before, the company said late Wednesday, topping the consensus on FactSet of $1.44. Revenue improved 5% to $3.06 billion, ahead of the Street's view for $2.96 billion.The stock rose 2% in Thursday's most recent premarket activity."We experienced strong demand for our service offerings as a predominantly supply-driven freight recovery continued to gain steam, coupled with some modest improvements in demand," Chief Financial Officer Brad Delco said during an earnings call, according to a FactSet transcript. "This momentum was partially offset by the impact of weather, which negatively impacted incremental margins in the quarter."The company saw fuel surcharge programs protect its operations from volatility in fuel prices, Delco said on the call. "Fuel is generally a pass-through expense and typically has a small impact on profit dollars quarter-to-quarter," the CFO added.Energy prices have soared in the aftermath of the US-Israel war with Iran that began at the end of February, curtailing shipments through the crucial Strait of Hormuz.Sales in J.B. Hunt's intermodal business increased 2% to $1.5 billion boosted by a 3% gain in load volume. "Intermodal is a very fuel efficient solution for our customers," Delco told analysts. "So higher fuel prices enhance the value proposition of our leading intermodal franchise."Dedicated contract services sales inclined 2% to $840.6 million, driven by a 2% rise in productivity, or gross revenue per truck per week. The integrated capacity solutions segment saw revenue jump 20% to $322.7 million as volume climbed 10% on a yearly basis, while truckload sales advanced 23% to $205.4 million.Revenue in the final mile services segment declined 6% due to the impact of previously disclosed lost business, as well as demand stabilization across many of the company's end markets, but at lower levels than the prior-year period, J.B. Hunt said."We are executing extremely well across the organization on operational excellence in service, safety and lowering our cost to serve," according to Delco. "Without any meaningful tailwinds from price driven by this recent market inflection, we have already put ourselves on a path to restoring our margins."

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Research

Research Alert: J.b. Hunt Reports Q1 Earnings Beat As Sales Rebound

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:JBHT reported Q1 EPS of $1.49 vs. $1.17 in the prior year, beating consensus by $0.04, while revenue of $3.06B rose 5% and beat estimates by $98M. Operating margin expanded 70 bps to 6.8% as operating income increased 16% to $207M. The company repurchased $80M of shares with $888M remaining under authorization. Management acknowledged the operating environment remains dynamic while emphasizing continued focus on operational excellence and cost reduction initiatives. Intermodal delivered strong performance with record Q1 volumes of 536,852 loads (+3%) and 21% operating income growth through improved network efficiency. The eastern network showed particular strength with 7% load growth, though revenue per load excluding fuel declined 2% due to freight mix and customer rate dynamics. Dedicated Contract Services maintained steady growth with a 2% revenue increase and 9% operating income growth, supported by 2% productivity improvements and 96% customer retention rates.

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Wire

Earnings Flash (JBHT) J.B. Hunt Transport Services Posts Q1 EPS $1.49, vs. FactSet Est of $1.45

Earnings Flash (JBHT) J.B. Hunt Transport Services Posts Q1 EPS $1.49, vs. FactSet Est of $1.45

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US Markets

Stocks Down Pre-Bell as Traders Monitor Developments on US-Iran Peace Talks

The main US stock measures were pointing lower in Wednesday's premarket activity as traders monitor updates on the potential revival of peace talks between the US and Iran and await more bank earnings.The S&P 500, the Dow Jones Industrial Average and the Nasdaq declined 0.2% each before the opening bell. The indexes finished Tuesday trading higher, with the Nasdaq extending its winning streak to a tenth consecutive session.President Donald Trump told the New York Post on Tuesday that additional negotiations with Iran over a peace deal "could be happening over next two days" in Pakistan. A second round of talks between Washington and Tehran is currently under discussion, although nothing has been officially scheduled yet, CNBC reported Tuesday, citing a White House official.In a Fox Business interview, Trump said he views the Iran war as "very close to over."Over the weekend, US-Iran peace negotiations in Pakistan ended without a deal. Following that setback, the US navy started a blockade of Iranian ports in the crucial Strait of Hormuz. A two-week ceasefire between the US and Iran, however, still holds.West Texas Intermediate crude oil inclined 1.8% to $92.96 a barrel in premarket action, while Brent rose 2.2% to $90.13.The International Energy Agency on Tuesday forecast global oil demand to turn negative this year due to the Middle East conflict, penciling in the sharpest consumption decline in the second quarter since the COVID-19 pandemic.Treasury Secretary Scott Bessent reportedly said at an event on Tuesday that the Trump administration's tariffs may be restored by July to the levels in place before the Supreme Court invalidated them in February.Treasury yields were moving upwards before the open, with the two-year rate gaining 0.4 basis points to 3.76% and the 10-year rate adding 0.6 basis points to 4.26%.Bank of America (BAC), Morgan Stanley (MS), Progressive (PGR), PNC Financial Services (PNC), M&T Bank (MTB) and First Horizon (FHN) are all scheduled to post their quarterly earnings before the bell, among others. J.B. Hunt Transport Services (JBHT) releases its results after the markets close.ASML's (ASML) US-listed stock nudged 0.8% lower pre-bell after the Dutch chip equipment maker reported its quarterly results. Broadcom (AVGO) gained 3.1% as the chipmaker expanded its partnership with Meta Platforms (META) to support the technology giant's artificial intelligence compute infrastructure.Government data on Tuesday showed that producer prices growth steadied in March as wholesale costs of energy surged amid volatility stemming from the Iran war.Wednesday's economic calendar has the weekly mortgage applications bulletin at 7 am ET, followed by the Empire State manufacturing index for April and the import and export prices report for March, both at 8:30 am. The housing market index for this month is out at 10 am, while the EIA domestic petroleum inventories report is due at 10:30 am.The Federal Reserve's Beige Book, a compilation of economic and business reports from the 12 regional Fed branches, posts at 2 pm.Fed Governor Michael Barr is slated to speak at 8:30 am, while Fed Vice Chair for Supervision Michelle Bowman speaks at 1:45 pm.Gold slipped 0.7% to $4,818 per troy ounce, while bitcoin ticked down 0.2% to $74,132.

Dow JonesNasdaq CompositeS&P 500$ASML$AVGO$BAC$FHN$JBHT$META$MS$MTB$PGR$PNC
Wire

J.B. Hunt Transport Sees Better Q1 Volume Trends, UBS Says

J.B. Hunt Transport Services (JBHT) is seeing better-than-expected domestic intermodal volume trends in Q1 despite weather-related disruption in January, UBS Securities said in a Monday note.The brokerage said industry intermodal volumes are tracking ahead of prior expectations based on container import and rail volume data. The firm expects this to result in an improvement in J.B. Hunt's operating ratio to 91.8% in the quarter, versus a previous estimate of 92.1%. It raised its Q1 earnings per share estimate to $1.45 from $1.43.UBS said 2026 intermodal volume is now expected to grow 1%, compared with a prior estimate of a 0.7% decline. Q2 intermodal volume is also now projected to rise 2.4% versus 0.1% previously.Stronger truckload spot rates are expected to support intermodal pricing with a lag of about three quarters which can lead to improved realized pricing starting in Q3. UBS raised its 2026 EPS estimate to $7.35 from $7.15 and its 2027 estimate to $9.40 from $8.90.UBS adjusted its price target on J.B. Hunt to $216 from $196 and maintained its neutral rating.Price: $226.63, Change: $-0.41, Percent Change: -0.18%

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