J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) Overview

• J.B. Hunt Transport Services Inc. (NASDAQ:JBHT) received a price target of $140 from Susquehanna, indicating a potential upside of 12.24%.
• The company reported a 4.1% decrease in earnings per share and a 0.8% year-over-year decrease in total operating revenues for the first quarter of 2025.
• J.B. Hunt's financial performance is under pressure due to weak freight demand, excess capacity, and rising long-term debt, leading to a 5.7% drop in shares following the earnings announcement.

J.B. Hunt Transport Services Inc. (NASDAQ:JBHT) is a leading transportation and logistics company in the United States. It provides a range of services, including intermodal, dedicated contract services, and truckload transportation. The company faces competition from other major players like Schneider National and Knight-Swift Transportation. On April 16, 2025, Bascome Majors from Susquehanna set a price target of $140 for JBHT, while the stock was priced at $124.73, indicating a potential upside of 12.24%.

Despite this optimistic price target, J.B. Hunt's financial performance has been under pressure. The company has seen a decline in both revenue and net income over recent years. For the first quarter of 2025, J.B. Hunt reported earnings per share of $1.17, which exceeded the Zacks Consensus Estimate of $1.15. However, this was a 4.1% decrease from the previous year, mainly due to weak freight demand and excess capacity.

The company's total operating revenues for the quarter were $2.92 billion, slightly above the Zacks Consensus Estimate but reflecting a 0.8% year-over-year decrease. This decline was driven by reductions in various segments, including a 5% drop in average truck count in the Dedicated Contract Services unit and a 15% decrease in stops within the Final Mile Services unit. Additionally, the Integrated Capacity Solutions unit saw a 13% decrease in loads, and Truckload gross revenue per load fell by 8%.

J.B. Hunt's financial challenges are further compounded by rising long-term debt, leading to higher interest expenses and increased investment risk. The company's dividend yield stands at 1.3%, which is less attractive compared to the 10-Year Treasury Note. To match the cash flows of the Treasury Note, the dividend would need an unrealistic 25% compound annual growth rate. This makes the stock less appealing to income-focused investors.

Following the earnings announcement, JBHT shares fell 5.7% to $127.46. The stock has fluctuated between $122.79 and $131.10 today, with a market capitalization of approximately $12.47 billion. Despite the challenges, J.B. Hunt repurchased 1.4 million shares for around $234 million, leaving $650 million available under its buyback program. Management plans to discuss the quarter further in an upcoming conference call.

• J.B. Hunt Transport Services Inc. (NASDAQ:JBHT) received a price target of $140 from Susquehanna, indicating a potential upside of 12.24%.
• The company reported a 4.1% decrease in earnings per share and a 0.8% year-over-year decrease in total operating revenues for the first quarter of 2025.
• J.B. Hunt's financial performance is under pressure due to weak freight demand, excess capacity, and rising long-term debt, leading to a 5.7% drop in shares following the earnings announcement.

J.B. Hunt Transport Services Inc. (NASDAQ:JBHT) is a leading transportation and logistics company in the United States. It provides a range of services, including intermodal, dedicated contract services, and truckload transportation. The company faces competition from other major players like Schneider National and Knight-Swift Transportation. On April 16, 2025, Bascome Majors from Susquehanna set a price target of $140 for JBHT, while the stock was priced at $124.73, indicating a potential upside of 12.24%.

Despite this optimistic price target, J.B. Hunt's financial performance has been under pressure. The company has seen a decline in both revenue and net income over recent years. For the first quarter of 2025, J.B. Hunt reported earnings per share of $1.17, which exceeded the Zacks Consensus Estimate of $1.15. However, this was a 4.1% decrease from the previous year, mainly due to weak freight demand and excess capacity.

The company's total operating revenues for the quarter were $2.92 billion, slightly above the Zacks Consensus Estimate but reflecting a 0.8% year-over-year decrease. This decline was driven by reductions in various segments, including a 5% drop in average truck count in the Dedicated Contract Services unit and a 15% decrease in stops within the Final Mile Services unit. Additionally, the Integrated Capacity Solutions unit saw a 13% decrease in loads, and Truckload gross revenue per load fell by 8%.

J.B. Hunt's financial challenges are further compounded by rising long-term debt, leading to higher interest expenses and increased investment risk. The company's dividend yield stands at 1.3%, which is less attractive compared to the 10-Year Treasury Note. To match the cash flows of the Treasury Note, the dividend would need an unrealistic 25% compound annual growth rate. This makes the stock less appealing to income-focused investors.

Following the earnings announcement, JBHT shares fell 5.7% to $127.46. The stock has fluctuated between $122.79 and $131.10 today, with a market capitalization of approximately $12.47 billion. Despite the challenges, J.B. Hunt repurchased 1.4 million shares for around $234 million, leaving $650 million available under its buyback program. Management plans to discuss the quarter further in an upcoming conference call.

• The consensus price target for JBHT has decreased from $180 to $165, indicating analysts' conservative expectations.
• Financial challenges include higher interest expenses and reduced revenues, impacting profitability.
• Despite these challenges, some analysts, like Deutsche Bank's Amit Mehrotra, see potential for recovery with a price target of $230.

J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) is a key player in the North American transportation and logistics industry. The company offers a variety of services through its segments, such as Intermodal, Dedicated Contract Services, and Truckload. With a large fleet of both company-owned and customer-owned equipment, J.B. Hunt is a significant force in the logistics sector.

The consensus price target for JBHT's stock has been on a downward trend over the past year. A year ago, the average price target was $180, which decreased to $177.5 in the last quarter, and more recently, it has further declined to $165. This trend indicates that analysts have become more conservative in their expectations for JBHT's stock performance.

Several factors could be influencing this shift in price targets. Analysts predict a decline in earnings for J.B. Hunt, as highlighted by Zacks. The company is facing financial challenges, including higher interest expenses and reduced revenues across its segments, which are impacting its profitability. Additionally, J.B. Hunt is burdened with significant debt, contributing to the strain on its bottom line.

Despite these challenges, Deutsche Bank analyst Amit Mehrotra has set a price target of $230 for JBHT, suggesting potential for recovery and growth. This optimistic outlook contrasts with the current consensus, indicating that some analysts still see value in the company's long-term prospects. Investors should consider these differing perspectives when evaluating JBHT's stock.

J.B. Hunt's recent financial performance has been mixed. In the fourth quarter of 2024, the company's revenues declined by 4.8% year over year, yet its operating income saw a 2% increase. This mixed performance, as reported by Zacks, highlights the complexities of the current market environment and the challenges J.B. Hunt faces in maintaining its financial health.

• The consensus price target for JBHT has decreased from $180 to $165, indicating analysts' conservative expectations.
• Financial challenges include higher interest expenses and reduced revenues, impacting profitability.
• Despite these challenges, some analysts, like Deutsche Bank's Amit Mehrotra, see potential for recovery with a price target of $230.

J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) is a key player in the North American transportation and logistics industry. The company offers a variety of services through its segments, such as Intermodal, Dedicated Contract Services, and Truckload. With a large fleet of both company-owned and customer-owned equipment, J.B. Hunt is a significant force in the logistics sector.

The consensus price target for JBHT's stock has been on a downward trend over the past year. A year ago, the average price target was $180, which decreased to $177.5 in the last quarter, and more recently, it has further declined to $165. This trend indicates that analysts have become more conservative in their expectations for JBHT's stock performance.

Several factors could be influencing this shift in price targets. Analysts predict a decline in earnings for J.B. Hunt, as highlighted by Zacks. The company is facing financial challenges, including higher interest expenses and reduced revenues across its segments, which are impacting its profitability. Additionally, J.B. Hunt is burdened with significant debt, contributing to the strain on its bottom line.

Despite these challenges, Deutsche Bank analyst Amit Mehrotra has set a price target of $230 for JBHT, suggesting potential for recovery and growth. This optimistic outlook contrasts with the current consensus, indicating that some analysts still see value in the company's long-term prospects. Investors should consider these differing perspectives when evaluating JBHT's stock.

J.B. Hunt's recent financial performance has been mixed. In the fourth quarter of 2024, the company's revenues declined by 4.8% year over year, yet its operating income saw a 2% increase. This mixed performance, as reported by Zacks, highlights the complexities of the current market environment and the challenges J.B. Hunt faces in maintaining its financial health.

J.B. Hunt Transport Services Inc. (NASDAQ: JBHT) is a prominent player in the North American supply chain solutions sector, offering comprehensive transportation and logistics services. Recently, Eric McGee, the Executive Vice President of ICS at JBHT, sold 3,300 shares of the company's common stock at $169 each, leaving McGee with 825 shares.

J.B. Hunt's commitment to sustainability is evident as it was added to the North American Dow Jones Sustainability Index for 2024. This recognition, based on S&P Global's Corporate Sustainability Assessment, underscores the company's dedication to sustainable practices, which can enhance its reputation and potentially attract more investors.

Financially, J.B. Hunt has a price-to-earnings (P/E) ratio of 30.07, indicating the price investors are willing to pay for each dollar of earnings. This ratio suggests that investors have confidence in the company's future earnings potential. The price-to-sales ratio of 1.40 shows that the market values the company at 1.40 times its annual sales, reflecting a solid market position.

The enterprise value to sales ratio of 1.51 and the enterprise value to operating cash flow ratio of 13.41 provide insights into the company's valuation. These metrics suggest that J.B. Hunt is valued at over 13 times its operating cash flow, indicating a strong financial standing. The earnings yield of 3.33% offers a glimpse into the return on investment for shareholders.

J.B. Hunt maintains a debt-to-equity ratio of 0.38, indicating a moderate level of debt compared to its equity. This suggests a balanced approach to financing. However, the current ratio of 0.94 indicates that the company has slightly less than one dollar in current assets for every dollar of current liabilities, which may require attention to ensure liquidity.

J.B. Hunt Transport Services Inc. (NASDAQ: JBHT) is a prominent player in the North American supply chain solutions sector, offering comprehensive transportation and logistics services. Recently, Eric McGee, the Executive Vice President of ICS at JBHT, sold 3,300 shares of the company's common stock at $169 each, leaving McGee with 825 shares.

J.B. Hunt's commitment to sustainability is evident as it was added to the North American Dow Jones Sustainability Index for 2024. This recognition, based on S&P Global's Corporate Sustainability Assessment, underscores the company's dedication to sustainable practices, which can enhance its reputation and potentially attract more investors.

Financially, J.B. Hunt has a price-to-earnings (P/E) ratio of 30.07, indicating the price investors are willing to pay for each dollar of earnings. This ratio suggests that investors have confidence in the company's future earnings potential. The price-to-sales ratio of 1.40 shows that the market values the company at 1.40 times its annual sales, reflecting a solid market position.

The enterprise value to sales ratio of 1.51 and the enterprise value to operating cash flow ratio of 13.41 provide insights into the company's valuation. These metrics suggest that J.B. Hunt is valued at over 13 times its operating cash flow, indicating a strong financial standing. The earnings yield of 3.33% offers a glimpse into the return on investment for shareholders.

J.B. Hunt maintains a debt-to-equity ratio of 0.38, indicating a moderate level of debt compared to its equity. This suggests a balanced approach to financing. However, the current ratio of 0.94 indicates that the company has slightly less than one dollar in current assets for every dollar of current liabilities, which may require attention to ensure liquidity.