Y Intercept Hong Kong Ltd Purchases Shares of 39,135 J.B. Hunt Transport Services, Inc. $JBHT

Y Intercept Hong Kong Ltd acquired a new position in shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 39,135 shares of the transportation company’s stock, valued at approximately $5,251,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. AQR Capital Management LLC lifted its holdings in J.B. Hunt Transport Services by 411.5% during the 2nd quarter. AQR Capital Management LLC now owns 1,799,843 shares of the transportation company’s stock worth $258,457,000 after purchasing an additional 1,447,993 shares during the last quarter. Norges Bank bought a new position in J.B. Hunt Transport Services during the 2nd quarter worth $91,094,000. Park Presidio Capital LLC lifted its holdings in shares of J.B. Hunt Transport Services by 149.5% during the second quarter. Park Presidio Capital LLC now owns 670,873 shares of the transportation company’s stock worth $96,337,000 after buying an additional 401,937 shares in the last quarter. First Trust Advisors LP lifted its holdings in shares of J.B. Hunt Transport Services by 178.9% during the second quarter. First Trust Advisors LP now owns 428,704 shares of the transportation company’s stock worth $61,562,000 after buying an additional 275,017 shares in the last quarter. Finally, State Street Corp grew its stake in shares of J.B. Hunt Transport Services by 7.1% in the second quarter. State Street Corp now owns 4,122,669 shares of the transportation company’s stock valued at $592,015,000 after acquiring an additional 272,594 shares in the last quarter. Institutional investors and hedge funds own 74.95% of the company’s stock.

Wall Street Analyst Weigh In

JBHT has been the topic of a number of analyst reports. Wells Fargo & Company increased their target price on shares of J.B. Hunt Transport Services from $170.00 to $220.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 6th. Robert W. Baird boosted their price target on J.B. Hunt Transport Services from $173.00 to $215.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. Evercore ISI set a $222.00 price objective on shares of J.B. Hunt Transport Services in a research report on Friday, January 16th. Sanford C. Bernstein increased their price objective on shares of J.B. Hunt Transport Services from $158.00 to $195.00 and gave the stock a “market perform” rating in a research note on Friday, January 9th. Finally, Vertical Research cut shares of 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. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $200.05.

J.B. Hunt Transport Services Stock Performance

J.B. Hunt Transport Services stock opened at $206.75 on Friday. The stock has a market cap of $19.69 billion, a PE ratio of 33.67, a P/E/G ratio of 1.68 and a beta of 1.27. The company has a quick ratio of 0.87, a current ratio of 0.83 and a debt-to-equity ratio of 0.22. J.B. Hunt Transport Services, Inc. has a 12-month low of $122.79 and a 12-month high of $212.00. The business’s 50-day moving average price is $192.24 and its two-hundred day moving average price is $163.81.

J.B. Hunt Transport Services (NASDAQ:JBHT) last announced its quarterly earnings results on Thursday, January 15th. The transportation company reported $1.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.81 by $0.09. J.B. Hunt Transport Services had a net margin of 4.99% and a return on equity of 16.33%. The company had revenue of $3.10 billion for the quarter, compared to analyst estimates of $3.10 billion. During the same period in the previous year, the firm posted $1.53 EPS. The firm’s revenue was down 1.6% on a year-over-year basis. As a group, analysts expect that J.B. Hunt Transport Services, Inc. will post 6.37 earnings per share for the current fiscal year.

J.B. Hunt Transport Services Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 20th. Shareholders of record on Friday, February 6th will be given a $0.45 dividend. This is a boost from J.B. Hunt Transport Services’s previous quarterly dividend of $0.44. This represents a $1.80 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, February 6th. J.B. Hunt Transport Services’s dividend payout ratio is 28.66%.

J.B. Hunt Transport Services announced that its board has authorized a share buyback plan on Wednesday, October 22nd that authorizes the company to repurchase $0.00 in shares. This repurchase authorization authorizes the transportation company to repurchase shares of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its stock is undervalued.

Insider Activity at J.B. Hunt Transport Services

In other news, EVP David Keefauver sold 1,588 shares of the company’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $189.29, for a total value of $300,592.52. Following the completion of the transaction, the executive vice president owned 550 shares of the company’s stock, valued at $104,109.50. This represents a 74.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Brian Webb sold 796 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $189.11, for a total transaction of $150,531.56. Following the completion of the transaction, the executive vice president owned 15,697 shares of the company’s stock, valued at approximately $2,968,459.67. This trade represents a 4.83% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 23,457 shares of company stock valued at $4,413,991. Corporate insiders own 2.30% of the company’s stock.

J.B. Hunt Transport Services News Roundup

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

• Positive Sentiment: Board raised the quarterly dividend to $0.45 (2.3% increase), payable Feb. 20 with an ex-dividend/record date of Feb. 6 — reinforces cash return policy and signals confidence in cash flow. J. B. Hunt Transport Services, Inc. Announces Increase to Quarterly Dividend
• Positive Sentiment: Analyst upgrades and coverage pushed the stock to a new 12‑month high after firms raised price targets and reiterated overweight/outperform views — supports further upside from improved sentiment. J.B. Hunt Transport Services (NASDAQ:JBHT) Sets New 12-Month High on Analyst Upgrade
• Positive Sentiment: High-profile bullish commentary (Jim Cramer) saying J.B. Hunt could “make a fortune” when freight turns around likely adds retail interest and momentum. Jim Cramer Says “When the Freight Market Turns Around, J.B.Hunt Should Be Able to Make a Fortune”
• Neutral Sentiment: Brokerage coverage is mixed-to-positive overall (consensus “Moderate Buy”); some firms raised targets substantially while others remain cautious — implies upside but not unanimous. MarketBeat JBHT Coverage Summary
• Negative Sentiment: Multiple insiders sold stock this week: EVP Bradley W. Hicks sold 3,919 shares at ~$210; EVP Ronald Greer Woodruff sold 1,391 shares at ~$207; COO Nicholas Hobbs sold 3,038 shares at ~$201. Collective insider selling can be interpreted as a near-term negative signal, though insiders still retain sizable holdings. Bradley W. Hicks Insider Sale Filing SEC Filing (Hicks)
• Negative Sentiment: Additional insider sale filings: Ronald Greer Woodruff (SEC filing) and COO Nicholas Hobbs sold shares in separate transactions, reducing individual stakes by double-digit and low-single-digit percentages respectively — could add selling pressure. SEC Filing (Woodruff) COO Nicholas Hobbs Insider Sale

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.