What is Zacks Research’s Forecast for JBHT FY2027 Earnings?

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) – Zacks Research boosted their FY2027 earnings per share (EPS) estimates for J.B. Hunt Transport Services in a report released on Wednesday, July 29th. Zacks Research analyst Team now forecasts that the transportation company will earn $9.68 per share for the year, up from their previous forecast of $8.89. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for J.B. Hunt Transport Services’ current full-year earnings is $7.75 per share. Zacks Research also issued estimates for J.B. Hunt Transport Services’ Q2 2028 earnings at $2.49 EPS and FY2028 earnings at $10.40 EPS.

J.B. Hunt Transport Services (NASDAQ:JBHT) last posted its quarterly earnings results on Wednesday, July 15th. The transportation company reported $1.91 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.20. The firm had revenue of $3.50 billion for the quarter, compared to the consensus estimate of $3.26 billion. J.B. Hunt Transport Services had a return on equity of 18.75% and a net margin of 5.31%.The company’s revenue for the quarter was up 19.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.31 earnings per share.

Several other brokerages also recently issued reports on JBHT. Sanford C. Bernstein restated an “outperform” rating on shares of J.B. Hunt Transport Services in a research report on Thursday, July 16th. Susquehanna set a $345.00 price target on shares of J.B. Hunt Transport Services in a research note on Thursday, July 16th. Citigroup reissued a “market perform” rating on shares of J.B. Hunt Transport Services in a research report on Monday, July 20th. Barclays lifted their target price on shares of J.B. Hunt Transport Services from $270.00 to $300.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 16th. Finally, Argus set a $285.00 price objective on J.B. Hunt Transport Services in a report on Monday, April 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, J.B. Hunt Transport Services has an average rating of “Moderate Buy” and a consensus price target of $286.30.

J.B. Hunt Transport Services Stock Performance

Shares of JBHT stock opened at $269.21 on Friday. The stock has a fifty day moving average price of $280.02 and a 200 day moving average price of $243.83. The company has a debt-to-equity ratio of 0.31, a quick ratio of 1.26 and a current ratio of 1.26. The stock has a market cap of $25.28 billion, a PE ratio of 38.13, a P/E/G ratio of 1.73 and a beta of 1.29. J.B. Hunt Transport Services has a 1 year low of $130.12 and a 1 year high of $299.76.

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

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Sivia Capital Partners LLC purchased a new stake in shares of J.B. Hunt Transport Services during the 2nd quarter worth about $539,000. Merit Financial Group LLC raised its holdings in J.B. Hunt Transport Services by 48.6% in the fourth quarter. Merit Financial Group LLC now owns 13,849 shares of the transportation company’s stock valued at $2,692,000 after buying an additional 4,527 shares during the period. HighTower Advisors LLC raised its holdings in J.B. Hunt Transport Services by 71.7% in the fourth quarter. HighTower Advisors LLC now owns 9,684 shares of the transportation company’s stock valued at $1,882,000 after buying an additional 4,043 shares during the period. Greenwood Gearhart Inc. lifted its position in J.B. Hunt Transport Services by 4.3% during the fourth quarter. Greenwood Gearhart Inc. now owns 201,839 shares of the transportation company’s stock valued at $39,225,000 after buying an additional 8,270 shares in the last quarter. Finally, OP Asset Management Ltd acquired a new position in J.B. Hunt Transport Services during the first quarter valued at approximately $1,681,000. 74.95% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP David Keefauver sold 703 shares of the company’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $285.13, for a total transaction of $200,446.39. Following the completion of the sale, the executive vice president directly owned 790 shares in the company, valued at $225,252.70. This represents a 47.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Bradley W. Hicks sold 7,644 shares of J.B. Hunt Transport Services stock in a transaction on Friday, May 15th. The shares were sold at an average price of $261.91, for a total value of $2,002,040.04. Following the completion of the transaction, the insider owned 23,982 shares in the company, valued at $6,281,125.62. The trade was a 24.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 15,847 shares of company stock valued at $4,162,861 in the last ninety days. 2.50% of the stock is owned by company insiders.

J.B. Hunt Transport Services Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Investors of record on Friday, August 7th will be given a dividend of $0.45 per share. The ex-dividend date of this dividend is Friday, August 7th. This represents a $1.80 annualized dividend and a yield of 0.7%. J.B. Hunt Transport Services’s dividend payout ratio is 25.50%.

J.B. Hunt Transport Services News Roundup

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

• Positive Sentiment: Zacks Research raised EPS estimates across multiple periods. Its forecasts increased for Q3 2026 to $2.05 from $1.97, Q4 2026 to $2.19 from $2.07, and fiscal 2026 to $7.65 from $7.21. Estimates were also lifted for Q1 2027 to $1.63, Q2 2027 to $2.05, Q3 2027 to $3.16, Q4 2027 to $2.84, and Q1 2028 to $1.62. The revisions suggest stronger expected profitability for JBHT.
• Positive Sentiment: Zacks maintained a “Strong-Buy” rating. Its revised fiscal 2026 forecast of $7.65 remains close to the broader consensus estimate of $7.71, reinforcing a constructive analyst outlook.
• Neutral Sentiment: An article compares ArcBest (ARCB) and J.B. Hunt (JBHT) as potential value investments, but the available report does not provide a specific conclusion or new fundamental information about J.B. Hunt. ARCB or JBHT: Which Is the Better Value Stock Right Now?
• Negative Sentiment: The stock’s decline may reflect valuation or profit-taking rather than deterioration in the news flow. JBHT trades at a relatively elevated price-to-earnings ratio of about 38, which can make the shares sensitive to broader market sentiment even as earnings expectations improve.

J.B. Hunt Transport Services Company Profile

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.