J.B. Hunt Transport Services Gestione
Criteri Gestione verificati 3/4
J.B. Hunt Transport Services Il CEO è Shelley Simpson, nominato in Aug2022, e ha un mandato di 3.83 anni. la retribuzione annua totale è $ 9.00M, composta da 10.7% di stipendio e 89.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.17% delle azioni della società, per un valore di $ 43.36M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.9 anni e 5.2 anni.
Informazioni chiave
Shelley Simpson
Amministratore delegato
US$9.0m
Compenso totale
| Percentuale dello stipendio del CEO | 10.68% |
| Mandato del CEO | 3.8yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 1.9yrs |
| Durata media del Consiglio di amministrazione | 5.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Nuova narrazione • May 29
Prefunded Intermodal Capacity And Cost Efficiencies Will Transform Long Term Earnings Power
Catalysts About J.B. Hunt Transport Services J.B. Hunt Transport Services provides transportation and logistics solutions across intermodal, dedicated contract services, truckload, brokerage and final mile delivery. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione • May 08
JBHT: Freight Recovery And Buybacks Will Shape Future Repricing Balance
Analysts have nudged the J.B. Hunt Transport Services price target higher to around $234, up from about $231. This reflects revised assumptions on fair value and future P/E, while revenue growth and profit margin expectations remain broadly unchanged.Aggiornamento della narrazione • Apr 21
JBHT: Freight Cycle Recovery And Capital Returns Will Guide Future Repricing
Analysts have raised the J.B. Hunt Transport Services price target to about $231 from roughly $212, reflecting updated views on revenue, margins and P/E assumptions following a broad wave of target increases across major firms. Analyst Commentary Bullish analysts have broadly lifted price targets for J.B. Hunt Transport Services, with individual increases ranging from about $2 to $50 across a wide group of firms.Seeking Alpha • Apr 16
J.B. Hunt: The Hunt For Further Upside Is Risky
Summary J.B. Hunt Transport Services, Inc. remains fundamentally solid with diversified operations and strong network capacity but faces mounting macroeconomic and geopolitical headwinds. Q1 2026 revenue grew 4.6% YoY to $3.1B, with operating margin improving to 6.8% amid rising costs and strategic pricing adjustments. Valuation appears stretched: the DDM target price is $191.49, P/E is 34.76x vs. a 5-year average of 25.85x, and the PEG is 3.5x, indicating overvaluation. I reiterate a Hold rating on JBHT, as technicals show early bearish divergence and overbuying signals despite the ongoing uptrend. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 05
JBHT: Freight Recovery And Capital Returns Will Shape Future Cycle Expectations
Narrative Update on J.B. Hunt Transport Services The analyst price target for J.B. Hunt Transport Services has moved slightly higher to $211.87 from $211.17, as analysts balance a series of recent target increases across the Street with mixed views on the timing and strength of a broader freight recovery. Analyst Commentary Recent research shows a mix of optimism and caution around J.B. Hunt Transport Services, with several firms revising price targets higher while a few move to the sidelines after the sector's strong move since late 2025.Aggiornamento della narrazione • Mar 20
JBHT: Freight Cycle Recovery And Capital Returns Will Test Current Expectations
J.B. Hunt's analyst price target edges higher to $211, as analysts factor in a modest tweak to the discount rate and reference a broad wave of target increases that link the stock to an ongoing freight cycle recovery in transportation equities. Analyst Commentary Recent research on J.B. Hunt shows a cluster of higher price targets alongside a mix of optimism on the freight recovery and caution about how much good news is already reflected in the shares.Aggiornamento della narrazione • Mar 05
JBHT: Freight Cycle Uncertainty Will Test Elevated Earnings Expectations
The analyst price target for J.B. Hunt Transport Services has edged higher by about $1 to $211. Analysts point to sector wide target increases that reflect expectations for a progressing freight cycle recovery and ongoing industry cost and capacity adjustments.Aggiornamento della narrazione • Feb 19
JBHT: Cost Discipline And Capital Returns Will Support Earnings Through Sector Uncertainty
Analysts have slightly raised their average price target for J.B. Hunt Transport Services to around $210, citing updated views on earnings resilience, modestly adjusted discount rates and revenue growth assumptions, as well as a slightly higher expected future P/E multiple supported by recent sector research. Analyst Commentary Recent Street research around J.B. Hunt clusters around a higher set of price targets, but with very different views on how much upside is still available and how smooth execution might be from here.Aggiornamento della narrazione • Feb 03
JBHT: Cost Discipline And Buybacks Will Steady Earnings Through Ongoing Freight Uncertainty
Analysts nudged their price target for J.B. Hunt Transport Services slightly higher to about $210 per share, supported by a wave of recent target increases that lean on expectations for steadier earnings, disciplined cost control, and a modestly higher future P/E multiple. Analyst Commentary Street research on J.B. Hunt has clustered around higher price targets, but the tone is mixed, with some calling out upside tied to execution and cost control, and others flagging a tougher set up for the broader transport group.Aggiornamento della narrazione • Jan 20
JBHT: Higher Multiples And Buybacks Will Support Earnings Through Freight Uncertainty
Analysts have raised their blended fair value estimate for J.B. Hunt Transport Services from about $176 to roughly $210 per share. This change reflects a move to higher assumed future P/E multiples, while revenue growth and margin expectations remain relatively similar.Aggiornamento della narrazione • Jan 06
JBHT: Cost-Led Margin Gains Will Prove Short Lived As Inflation Pressures Persist
The analyst price target for J.B. Hunt Transport Services has been raised by about US$3 to reflect updated assumptions for slightly higher long term revenue growth, stable profit margins supported by ongoing cost initiatives, and a modestly higher future P/E multiple that aligns with recent research highlighting Q3 cost efficiencies and margin gains. Analyst Commentary Street research following J.B. Hunt Transport Services' Q3 results reflects a broadly constructive tone on execution, with increased price targets tied closely to cost efficiencies and margin gains.Articolo di analisi • Jan 04
Returns At J.B. Hunt Transport Services (NASDAQ:JBHT) Appear To Be Weighed Down
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Aggiornamento della narrazione • Dec 14
JBHT: Cost-Led Margin Gains Will Prove Fragile In Prolonged Weak Freight Cycle
Analysts raised their average price target for J.B. Hunt Transport Services by about $7 to roughly $172, citing sustained cost-driven margin improvements, better-than-expected Q3 execution, and an improving earnings trajectory supported by intermodal and cost efficiency gains. Analyst Commentary Recent research updates highlight a generally constructive stance on J.B. Hunt, with most firms lifting price targets following a stronger than expected Q3 and visible margin progress from cost initiatives.Aggiornamento della narrazione • Nov 29
JBHT: Margin Upside From Cost Initiatives Will Offset Freight Demand Uncertainty
Analysts have raised their price targets on J.B. Hunt Transport Services, with most increasing estimates by $10 to $20 per share. They cite improved margins and successful cost initiatives following the company’s strong third-quarter results.Aggiornamento della narrazione • Nov 15
JBHT: Earnings Momentum And Cost Discipline Will Offset Freight Market Uncertainty
J.B. Hunt Transport Services’ analyst price target was slightly reduced by less than $1 per share. Analysts point to ongoing operational cost improvements and higher profit margins supporting the company’s valuation, despite continued freight market uncertainty.Aggiornamento della narrazione • Oct 31
JBHT: Margins Will Improve With Cost Efficiencies Amid Market Uncertainties
The analyst price target for J.B. Hunt Transport Services has increased from approximately $163.78 to $166.00. Analysts point to stronger margin outlooks and cost-driven forecasts following recent earnings outperformance.Aggiornamento della narrazione • Oct 17
Technology And Capacity Investments Will Unlock New Markets
Analysts have raised their price targets for J.B. Hunt Transport Services, reflecting a fair value increase from $157.54 to $163.78. Cost initiatives and margin improvements are driving optimism following a stronger-than-expected third quarter.Aggiornamento della narrazione • Oct 03
Technology And Capacity Investments Will Unlock New Markets
J.B. Hunt Transport Services' analyst price target has edged down slightly from $159.38 to $157.54. Analysts point to ongoing freight demand uncertainty, soft industrial growth, and tempered market expectations as key factors in their updated outlook.Articolo di analisi • Sep 25
J.B. Hunt Transport Services, Inc.'s (NASDAQ:JBHT) Share Price Matching Investor Opinion
J.B. Hunt Transport Services, Inc.'s ( NASDAQ:JBHT ) price-to-earnings (or "P/E") ratio of 23.2x might make it look...Articolo di analisi • Sep 12
Here's Why J.B. Hunt Transport Services (NASDAQ:JBHT) Can Manage Its Debt Responsibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Jun 23
Capital Allocation Trends At J.B. Hunt Transport Services (NASDAQ:JBHT) Aren't Ideal
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Seeking Alpha • Apr 16
Continue To Avoid J.B. Hunt Transport Services
Summary J.B. Hunt's financial performance has deteriorated, with revenue and net income declining significantly over the past few years. The company's long-term debt has increased substantially, leading to higher interest expenses, which adds risk to the investment. The dividend yield of 1.3% requires an unrealistic 25% CAGR to match the 10-Year Treasury Note's cash flows, making it less attractive. Given the current price and financial outlook, it's prudent to avoid J.B. Hunt shares until the price drops or the yield increases. Read the full article on Seeking AlphaSeeking Alpha • Mar 30
J.B. Hunt: Solid Company, But Buying Opportunity Hunting Remains A Challenge
Summary Amid macroeconomic uncertainties, J.B. Hunt Transportation Services faces growth challenges but maintains profitability through effective cost management, operational efficiency, and investing strategy. JBHT's Q4 2024 revenue dropped YoY, but improved operating margin and stable operating leverage highlight its resilience and strategic pricing. Despite decent liquidity and younger trucks aiding cost-saving, JBHT's high debt levels and potential overpricing suggest caution for investors. Technical indicators show weak momentum, advising a hold rating due to sluggish trends and potential downside risks. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
J.B. Hunt's Q4 Earnings Preview: Stretched Valuation, Uncertain Outlook
Summary J.B. Hunt Transport Services faces challenges with a shrinking freight market, pricing pressures, and excess capacity, impacting its intermodal and truckload segments. Despite setbacks, JBHT's strategic initiatives, including tech investments and acquiring Walmart’s intermodal assets, position it for long-term growth and operational efficiency. Financial health shows manageable debt and healthy cash flow, but gross profit margins lag behind sector medians, reflecting ongoing cost pressures and operational inefficiencies. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$622m |
| Dec 31 2025 | US$9m | US$961k | US$598m |
| Sep 30 2025 | n/a | n/a | US$573m |
| Jun 30 2025 | n/a | n/a | US$554m |
| Mar 31 2025 | n/a | n/a | US$561m |
| Dec 31 2024 | US$11m | US$857k | US$571m |
| Sep 30 2024 | n/a | n/a | US$569m |
| Jun 30 2024 | n/a | n/a | US$604m |
| Mar 31 2024 | n/a | n/a | US$658m |
| Dec 31 2023 | US$5m | US$791k | US$728m |
| Sep 30 2023 | n/a | n/a | US$776m |
| Jun 30 2023 | n/a | n/a | US$858m |
| Mar 31 2023 | n/a | n/a | US$924m |
| Dec 31 2022 | US$9m | US$661k | US$969m |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$941m |
| Mar 31 2022 | n/a | n/a | US$858m |
| Dec 31 2021 | US$4m | US$600k | US$761m |
| Sep 30 2021 | n/a | n/a | US$673m |
| Jun 30 2021 | n/a | n/a | US$598m |
| Mar 31 2021 | n/a | n/a | US$548m |
| Dec 31 2020 | US$3m | US$542k | US$506m |
| Sep 30 2020 | n/a | n/a | US$497m |
| Jun 30 2020 | n/a | n/a | US$490m |
| Mar 31 2020 | n/a | n/a | US$502m |
| Dec 31 2019 | US$3m | US$522k | US$516m |
Compensazione vs Mercato: La retribuzione totale di Shelley ($USD 9.00M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.79M ).
Compensazione vs guadagni: La retribuzione di Shelley è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Shelley Simpson (54 yo)
3.8yrs
Mandato
US$9,004,371
Compensazione
Ms. Shelley Simpson is President and CEO at J.B. Hunt Transport Services, Inc. She served as Chief Commercial Officer and had been the President of Highway Services at J.B. Hunt Transport Services, Inc. si...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 15.7yrs | US$6.74m | 0.37% $ 96.5m | |
| President | 3.8yrs | US$9.00m | 0.17% $ 43.4m | |
| EVP of Finance & Chief Financial Officer | less than a year | US$3.14m | 0.0086% $ 2.2m | |
| COO, President of Highway & Final Mile Services and Executive VP | 5.5yrs | US$4.30m | 0.12% $ 32.1m | |
| Senior VP of Finance & Chief Accounting Officer | no data | US$3.30m | 0.026% $ 6.9m | |
| Executive VP & President of Intermodal | no data | US$3.87m | 0.016% $ 4.3m | |
| Executive VP & Chief Information Officer | 10.4yrs | Nessun dato | 0.058% $ 15.0m | |
| Senior VP of Legal & Litigation | no data | Nessun dato | 0.018% $ 4.6m | |
| Executive Vice President of Sales & Marketing | no data | Nessun dato | 0.020% $ 5.2m | |
| Executive Vice President of People | 1.5yrs | Nessun dato | 0.011% $ 2.9m | |
| President of Dedicated Contract Services & Executive VP | 1.5yrs | US$2.80m | 0.034% $ 9.0m | |
| Senior Vice President of Intermodal Pricing | no data | Nessun dato | Nessun dato |
1.9yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di JBHT non è considerato esperto (durata media 1.9 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 15.7yrs | US$6.74m | 0.37% $ 96.5m | |
| President | 2.2yrs | US$9.00m | 0.17% $ 43.4m | |
| Honorary Founding Director | 2.2yrs | US$167.00k | Nessun dato | |
| Vice Chairman | 35.4yrs | US$285.00k | 0.075% $ 19.5m | |
| Honorary Founding Director | 2.2yrs | US$339.64k | 0.021% $ 5.4m | |
| Independent Lead Director | 24.4yrs | US$344.95k | 0.12% $ 32.4m | |
| Independent Director | 17.3yrs | US$354.92k | 0.036% $ 9.4m | |
| Independent Director | 5.2yrs | US$335.63k | 0.011% $ 2.8m | |
| Independent Director | 1.2yrs | US$309.97k | 0.0025% $ 652.3k | |
| Independent Director | 15yrs | US$314.90k | 0.035% $ 9.0m | |
| Independent Director | 3.2yrs | US$314.90k | 0.0076% $ 2.0m |
5.2yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di JBHT sono considerati esperti (durata media dell'incarico 5.2 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/03 15:17 |
| Prezzo dell'azione a fine giornata | 2026/06/03 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
J.B. Hunt Transport Services, Inc. è coperta da 37 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Eade | Argus Research Company |
| Daniel Moore | Baird |
| Scott Davis | Barclays |