Evercore ISI Reiterates Buy Rating on J.B. Hunt Transport Services

Evercore ISI Group maintains a buy rating for J.B. Hunt with a $302 target, a 4.70% upside from the current price.

Key Points

  • Evercore ISI Group reiterated its buy rating on J.B. Hunt Transport Services, Inc., setting a price target of $302 on July 1, 2026.
  • Evercore ISI Group's $302 price target implies 4.70% upside from J.B. Hunt Transport Services, Inc.'s ($JBHT) current $288.44 share price.
  • Shares of NasdaqGS:JBHT traded at $286.13 on Wednesday, with a market cap of approximately $27.29 billion and a P/E ratio of 44.87.
  • BlackRock and AQR Capital increased their stakes, while State Street reduced its holdings in J.B. Hunt.

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Evercore ISI Group reiterated its buy rating on J.B. Hunt Transport Services, Inc. (NasdaqGS:JBHT) on July 1, 2026. The firm set a price target of $302, as shares traded near $286.13 on Wednesday. This analysis reflects Evercore's continued confidence in J.B. Hunt's market position and growth potential.

Analyst rating track record

Evercore ISI Group vs. the S&P 500

YTD return +15.45% hypothetical
All-time return +28.68% S&P 500 +28.47%
vs. S&P 500 +0.21% ahead of the index

Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.

Other Institutional Activity in J.B. Hunt Transport Services

BlackRock, Inc. grew its holdings by 207,417 shares, ending with 6,054,394 shares valued at about $1.28 billion, marking a 3.5% increase. Vanguard Capital Management LLC opened a new position with 4,889,563 shares worth around $1.04 billion. AQR Capital Management LLC increased its stake by 295,921 shares, reaching a total of 4,051,092 shares valued at $846.8 million, reflecting a 7.9% increase. Meanwhile, State Street Corp cut its holdings by 143,741 shares, bringing its total to 3,799,804 shares valued at $805.2 million, a 3.6% decrease.

J.B. Hunt Transport Services, Inc. Stock Up 10.5%

Shares of NasdaqGS:JBHT traded near $286.13 on Wednesday. J.B. Hunt Transport Services has a market cap of about $27.29 billion and a P/E ratio of 44.87. The stock's 52-week range is between $130.12 and $293.54, with a 50-day moving average of $263.45 and a 200-day moving average of $207.52. The company's beta is 1.305, indicating a higher volatility compared to the market.

12-month forecast

$JBHT price target

Past daily closes and this analyst's 12-month price target. Not investment advice.

Recent Earnings

J.B. Hunt reported revenue of $12.13 billion with a growth rate of 4.6%. The company achieved an EPS of $6.45, a net margin of 5.13%, and a return on equity of 16.68%. The next earnings report is scheduled for July 14, 2026.

Dividend

The company offers an annual dividend rate of $1.80, yielding 0.62% with a payout ratio of 27.48%. This provides a steady income stream for investors alongside potential capital appreciation.

Insider Buying and Selling at J.B. Hunt Transport Services, Inc.

On June 5, 2026, EVP of People David Keefauver sold 703 shares at an average price of $285.13, while EVP of Final Mile Services Brian Webb sold 1,500 shares at $284.01. On May 28, 2026, James Robo bought 37,856 shares at $270.24, showing confidence in the company's prospects.

Analysts Set New Price Targets

On July 1, 2026, Evercore ISI Group maintained its buy rating with a $302 price target. Benchmark also maintained its buy rating with a $300 target on June 26, 2026. Barclays held a neutral stance with a hold rating and a $270 target on June 25, 2026. The consensus among analysts is a buy recommendation, with a mean price target of $255.32 based on 22 analyst opinions.

About J.B. Hunt Transport Services, Inc.

J.B. Hunt Transport Services, Inc., headquartered in Lowell, Arkansas, provides transportation and logistics services in the U.S. The company operates through segments like Intermodal, Dedicated Contract Services, and Truckload, offering a range of freight solutions. Under the leadership of CEO Ms. Shelley Simpson, J.B. Hunt employs approximately 31,750 people and continues to innovate in the logistics industry.

Bottom Line

Evercore ISI's reiterated buy rating with a target of $302 reflects confidence in J.B. Hunt's strategic direction. Investors and analysts are closely watching J.B. Hunt for its ability to maintain growth and profitability amid industry challenges. Remember, these analyst ratings are based on past data and may not reflect future performance.

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