J.B. HUNT TRANSPORT SERVICES, INC.
At today's price, J.B. HUNT TRANSPORT SERVICES, INC. (JBHT) is priced for today's economics sustained for ~7.9 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• J.B. Hunt is a mature, asset-based and asset-light transport company whose largest business is intermodal (about half of revenue), moving freight in containers across rail and the final road miles, with dedicated contract trucking the next-largest piece. • It is a high-quality cyclical priced like a secular growth stock: at $271.31 no valuation family reaches the price, with the asset, earnings-power, peer-multiple, and even growth methods all landing below it. • The first quarter of 2026 was
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738 institutional managers reported holding JBHT in 13F filings for the quarter ended 2026-03-31. Together they hold about 73% of the company; the top 10 hold 39%. 101 opened new positions that quarter. Held by Vanguard Group, BlackRock, AQR Capital, among others. On the short side, 2.6M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
JBHT has cut its share count 10.4% over the past five years, spending $2.04B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 12 years straight; the current rate is $1.76 a share annually. Cash returned over the past three years: $475.97M in dividends and $1.59B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at JBHT over the trailing three years: 2023: 4 buys totaling $4k; 2024: 9 buys totaling $2.12M; 2025: 13 buys totaling $10.58M. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
JBHT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +6.5% | -8.3% |
| 2023-10-28 | -1.5% | +20.3% |
| 2024-02-24 | +3.7% | -24.0% |
| 2024-04-27 | -9.2% | -1.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
JBHT's latest 8-K filings: 2026-07-15 (items 2.02, 9.01); 2026-04-24 (items 5.07); 2026-04-15 (items 2.02, 9.01); 2026-03-05 (items 7.01, 8.01, 9.01); 2026-01-15 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.