Announcement • Jul 24
J.B. Hunt Transport Services, Inc. announces Quarterly dividend, payable on August 21, 2026 J.B. Hunt Transport Services, Inc. announced Quarterly dividend of USD 0.4500 per share payable on August 21, 2026, ex-date on August 07, 2026 and record date on August 07, 2026. Reported Earnings • Jul 17
Second quarter 2026 earnings released: EPS: US$1.91 (vs US$1.32 in 2Q 2025) Second quarter 2026 results: EPS: US$1.91 (up from US$1.32 in 2Q 2025). Revenue: US$3.50b (up 19% from 2Q 2025). Net income: US$181.0m (up 41% from 2Q 2025). Profit margin: 5.2% (up from 4.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Transportation industry in South America. Announcement • Apr 25
J.B. Hunt Transport Services, Inc. Declares Quarterly Dividend, Payable on May 22, 2026 J.B. Hunt Transport Services, Inc. announced that its Board of Directors has declared a regular quarterly dividend on its common stock of $0.45 per common share. The dividend is payable to stockholders of record on May 8, 2026 and will be paid on May 22, 2026. Announcement • Mar 12
J.B. Hunt Transport Services, Inc., Annual General Meeting, Apr 23, 2026 J.B. Hunt Transport Services, Inc., Annual General Meeting, Apr 23, 2026. Location: 615 j. b. hunt corporate drive, lowell, ar 72745, United States Recent Insider Transactions • Mar 04
Senior VP of Legal & Litigation recently sold Mex$8.9m worth of stock On the 27th of February, Jennifer Boattini sold around 2k shares on-market at roughly Mex$3,992 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$34m. Insiders have been net sellers, collectively disposing of Mex$156m more than they bought in the last 12 months. Reported Earnings • Feb 26
Full year 2025 earnings released: EPS: US$6.16 (vs US$5.60 in FY 2024) Full year 2025 results: EPS: US$6.16 (up from US$5.60 in FY 2024). Revenue: US$12.0b (flat on FY 2024). Net income: US$598.3m (up 4.8% from FY 2024). Profit margin: 5.0% (up from 4.7% in FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Transportation industry in South America. Board Change • Feb 23
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director M. Biggs was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • Jan 23
J.B. Hunt Transport Services, Inc. Announces Increase to Quarterly Dividend, Payable on February 20, 2026 J.B. Hunt Transport Services, Inc. announced that its Board of Directors has declared a regular quarterly dividend on its common stock of $0.45 (forty five cents) per common share, which is a 2.3% increase over the previous quarterly dividend. The dividend is payable to stockholders of record on February 6, 2026 and will be paid on February 20, 2026. Announcement • Oct 24
J.B. Hunt Transport Services, Inc. (NasdaqGS:JBHT) announces an Equity Buyback for $1,000 million worth of its shares. J.B. Hunt Transport Services, Inc. (NasdaqGS:JBHT) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares. The repurchase program has no stated expiration date. Announcement • Oct 23
J. B. Hunt Transport Services, Inc. Announces Quarterly Dividend, Payable on November 21, 2025 J.B. Hunt Transport Services, Inc. announced that its Board of Directors has declared a regular quarterly dividend on its common stock of $0.44 (forty four cents) per common share. The dividend is payable to stockholders of record on November 7, 2025 and will be paid on November 21, 2025. Announcement • Oct 16
J.B. Hunt Transport Services, Inc. Provides Earnings Guidance for the Year 2025 J.B. Hunt Transport Services, Inc. provided earnings guidance for the year 2025. For the year, the company expects operating income to be approximately flat compared to 2024. Announcement • Jul 24
J. B. Hunt Transport Services, Inc. Announces Quarterly Dividend on Common Stock, Payable on August 22, 2025 J.B. Hunt Transport Services, Inc. announced that its Board of Directors has declared a regular quarterly dividend on its common stock of $0.44 (forty four cents) per common share. The dividend is payable to stockholders of record on August 8, 2025 and will be paid on August 22, 2025. Announcement • Jun 30
J.B. Hunt Transport Services, Inc.(NasdaqGS:JBHT) dropped from Russell 1000 Dynamic Index J.B. Hunt Transport Services, Inc.(NasdaqGS:JBHT) dropped from Russell 1000 Dynamic Index Announcement • May 30
J.B. Hunt Transport Services Inc. Opens New Office in Queretaro, Mexico J.B. Hunt Transport Services Inc. and GMXT announced the launch of a new intermodal offering for Mexico businesses with service-sensitive freight delivery. The new offering - Quantum de Mexico, a J.B. Hunt, BNSF and GMXT service™? - will follow the successful service model of its US counterpart launched by J.B. Hunt and BNSF in November 2023. Quantum provides the consistency, agility and speed needed to transport sensitive highway freight using rail, meeting businesses' " just in time" freight needs. The service is optimized for efficiency, offering a 95+% on-time delivery rate that's up to one day faster than traditional intermodal service. The new service utilizes the latest advancements in tracking and monitoring systems, providing real-time visibility and control over shipments, minimizing delays and optimizing performance. Designated J.B. Hunt,BNSF and GMXT support teams will provide 24x7 oversight, delivering consistent and reliable transit times including features like priority drayage as well as railcar loading and unloading. The three announced the new service at the Congreso Intermodal de la Asociacion Mexicana del Transporte Intermodal (AMTI) in Puerto Vallarta on May 30. To support customer needs and enable growth in Mexico, J.B. Hunt has opened a new office in Queretaro, Mexico. Quantum de Mexico will operate on key routes connecting major cities and industrial hubs in both countries. Some of the primary markets served include: US: Chicago, Dallas-Fort Worth, the US West Coast, and US eastern destinations; Mexico: Mexico City, Guadalajara and Monterrey. In 2024, J.B. Hunt, DNSF and GMXT launched intermodal service to and from Mexico through the Eagle Pass Gateway. Together, the three companies provide one of the most comprehensive transportation networks reaching locations throughout North America: J.B. Hunt owns and operates the largest intermodal fleet in North America with unparalleled coast-to-coast market access. BNSF operates the largest intermodal rail network in North America. GMXT is the largest rail provider in Mexico. As more businesses utilize Mexico to solve supply chain challenges, the country has grown to be one of the Top 10 exporters in the world, with more than 2/3 of those exports destined for the US. Top export industries include automotive, manufacturing, agricultural, electronics and other service-sensitive freight areas. The collaboration looks to capitalize on the untapped potential of intermodal service for businesses moving freight in and out of Mexico, including converting OTR highway freight to rail intermodal and optimizing container efficiency. Intermodal conversion is the most widely available ground transportation solution for cutting carbon emissions, reducing a shipment's carbon footprint by an average of 65% compared to OTR truck transportation. Announcement • Apr 26
J.B. Hunt Transport Services, Inc. Elects Brett Biggs as Director J.B. Hunt Transport Services, Inc. at the Annual Meeting of Stockholders held on April 24, 2025 elected Brett Biggs as Director for a term of one (1) year. Announcement • Apr 25
J. B. Hunt Transport Services, Inc. Announces Quarterly Dividend on Common Stock, Payable on May 9, 2025 J.B. Hunt Transport Services, Inc. announced that its Board of Directors has declared a regular quarterly dividend on its common stock of $0.44 (forty four cents) per common share. The dividend is payable to stockholders of record on May 9, 2025 and will be paid on May 23, 2025. Reported Earnings • Apr 16
First quarter 2025 earnings released: EPS: US$1.17 (vs US$1.24 in 1Q 2024) First quarter 2025 results: EPS: US$1.17 (down from US$1.24 in 1Q 2024). Revenue: US$2.92b (flat on 1Q 2024). Net income: US$117.7m (down 7.6% from 1Q 2024). Profit margin: 4.0% (down from 4.3% in 1Q 2024). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Transportation industry in South America. Valuation Update With 7 Day Price Move • Apr 05
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to Mex$2,693, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 8x in the Transportation industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,557 per share. Announcement • Mar 17
J.B. Hunt Transport Services, Inc., Annual General Meeting, Apr 24, 2025 J.B. Hunt Transport Services, Inc., Annual General Meeting, Apr 24, 2025. Location: companys headquarters, 615 j.b. hunt corporate drive in lowell, arkansas United States Recent Insider Transactions • Mar 15
Executive VP & President of Intermodal recently sold Mex$3.9m worth of stock On the 7th of March, Darren Field sold around 1k shares on-market at roughly Mex$3,280 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$16m. Despite this recent sale, insiders have collectively bought Mex$127m more than they sold in the last 12 months. Reported Earnings • Feb 23
Full year 2024 earnings released: EPS: US$5.60 (vs US$7.04 in FY 2023) Full year 2024 results: EPS: US$5.60 (down from US$7.04 in FY 2023). Revenue: US$12.1b (down 5.8% from FY 2023). Net income: US$570.9m (down 22% from FY 2023). Profit margin: 4.7% (down from 5.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in South America. Recent Insider Transactions • Feb 19
Independent Lead Director recently bought Mex$203m worth of stock On the 14th of February, James Robo bought around 59k shares on-market at roughly Mex$3,417 per share. This transaction increased James' direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$66m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Feb 13
Insider recently sold Mex$11m worth of stock On the 4th of February, Eric McGee sold around 3k shares on-market at roughly Mex$3,451 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$22m. Insiders have been net sellers, collectively disposing of Mex$137m more than they bought in the last 12 months. Recent Insider Transactions • Feb 05
Insider recently sold Mex$11m worth of stock On the 4th of February, Eric McGee sold around 3k shares on-market at roughly Mex$3,451 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$22m. Insiders have been net sellers, collectively disposing of Mex$137m more than they bought in the last 12 months. Recent Insider Transactions • Jan 24
Honorary Founding Director recently sold Mex$16m worth of stock On the 21st of January, James Thompson sold around 4k shares on-market at roughly Mex$3,611 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$22m. Insiders have been net sellers, collectively disposing of Mex$126m more than they bought in the last 12 months. Announcement • Jan 24
J. B. Hunt Transport Services, Inc. Announces Quarterly Dividend, Payable on February 21, 2025 J.B. Hunt Transport Services, Inc. announced that its Board of Directors has declared a regular quarterly dividend on its common stock of $0.44 (forty four cents) per common share, which is a 2.3% increase over the previous quarterly dividend. The dividend is payable to stockholders of record on February 7, 2025 and will be paid on February 21, 2025. Reported Earnings • Jan 18
Full year 2024 earnings released: EPS: US$5.56 (vs US$7.04 in FY 2023) Full year 2024 results: EPS: US$5.56 (down from US$7.04 in FY 2023). Revenue: US$12.1b (down 5.8% from FY 2023). Net income: US$570.9m (down 22% from FY 2023). Profit margin: 4.7% (down from 5.7% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in South America. Recent Insider Transactions • Dec 10
President recently sold Mex$22m worth of stock On the 5th of December, Shelley Simpson sold around 6k shares on-market at roughly Mex$3,702 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Shelley's only on-market trade for the last 12 months. Announcement • Nov 05
J.B. Hunt Transport Services, Inc. Announces Executive Leadership Changes, Effective December 1, 2024 J.B. Hunt Transport Services, Inc. announced the following changes to its executive leadership team: Nick Hobbs, continuing his duties as Chief Operating Officer, has been named President of Highway and Final Mile Services® (FMS); Executive Vice President Brad Hicks has been named President of Dedicated Contract Services® (DCS®); David Keefauver has been named Executive Vice President of People. Nick Hobbs will become President of Highway and FMS, in addition to remaining Chief Operating Officer. As President of Highway Services, Hobbs will oversee the company’s Integrated Capacity Solutions (ICS) and Truckload (JBT) business units. His steady and disciplined approach led DCS and FMS to premier status as providers for private fleet replacement and big and bulky services. Hobbs recently celebrated 40 years with the company. As COO, Hobbs will continue to collaborate with all division operators to align the company’s Customer Value Delivery® efforts across the company’s organization and oversee the company’s maintenance and safety performance, led by Greer Woodruff, EVP of Safety, Sustainability and Maintenance. Eric McGee and Brian Webb will remain in their current roles as EVP of Highway Services and EVP of FMS, respectively, and support Hobbs in the leadership of these business units. Brad Hicks will assume the role of President of Dedicated Contract Services, having spent more than 25 years working across the company’s DCS segment, and will focus on expanding the business unit’s future market size opportunity. Previously serving as President of Highway Services, Hicks also served as Executive Vice President of DCS from 2017 to 2020, strengthening relationships with existing customers and driving new business opportunities. In his role as EVP of People, he also led the company’s efforts to support employees through enhancements to the company’s wellness and benefits, career growth and an inclusive culture. Hicks has 28 years of experience with the company. David Keefauver has been named EVP of People, bringing his people-first mindset to a new role and driving greater efficiencies across the organization’s personnel groups. Previously EVP of DCS, Keefauver has consistently leveraged his extensive operations experience, people leadership skills and focus on operational excellence to drive new growth. His leadership across DCS served customers with specialized equipment, qualified drivers and unmatched market density. Beginning his career with the company as a manager trainee, Keefauver has over 29 years of experience at J.B. Hunt. The new positions will be effective December 1, 2024. All three executives will report to President and CEO Shelley Simpson. Upcoming Dividend • Nov 01
Upcoming dividend of US$0.43 per share Eligible shareholders must have bought the stock before 08 November 2024. Payment date: 22 November 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Mexican dividend payers (7.1%). Lower than average of industry peers (3.8%). Recent Insider Transactions • Nov 01
Executive VP & President of Intermodal recently sold Mex$5.6m worth of stock On the 30th of October, Darren Field sold around 2k shares on-market at roughly Mex$3,704 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$10m. Insiders have been net sellers, collectively disposing of Mex$102m more than they bought in the last 12 months. Announcement • Oct 18
J. B. Hunt Transport Services, Inc. Declares Quarterly Dividend, Payable on November 22, 2024 J.B. Hunt Transport Services, Inc. announced that its Board of Directors has declared a regular quarterly dividend on its common stock of $0.43 (forty three cents) per common share. The dividend is payable to stockholders of record on November 8, 2024 and will be paid on November 22, 2024. Reported Earnings • Oct 16
Third quarter 2024 earnings released: EPS: US$1.49 (vs US$1.81 in 3Q 2023) Third quarter 2024 results: EPS: US$1.49 (down from US$1.81 in 3Q 2023). Revenue: US$3.07b (down 3.0% from 3Q 2023). Net income: US$152.1m (down 19% from 3Q 2023). Profit margin: 5.0% (down from 5.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Transportation industry in South America. Announcement • Sep 29
J.B. Hunt Transport Services Inc. Adds 20 Additional Nikola FCEVs to Expand Sustainability Solutions for Customers J.B. Hunt Transport Services Inc. announced that it has added 20 Nikola Tre fuel cell electric vehicles (FCEVs) to expand sustainability solutions for customers with freight needs along the West Coast. Several of the new FCEVs are anticipated to support J.B. Hunt Intermodal operations in California and will primarily be utilized for port and drayage transport. They are expected to help alleviate growing shipper concerns with recent requirements in the state aimed at reducing carbon emissions and adopting zero-emission vehicle technology, specifically rules from the California Air Resource Board (CARB) and the South Coast AQMD's Warehouse Actions and Investments to Reduce Emissions (WAIRE) program. The Nikola FCEVs will join the 200-plus alternative-powered equipment vehicles that J.B. Hunt currently operates on behalf of customers, which includes battery-electric, hydrogen-electric and renewable natural gas (RNG) powered vehicles. Fueling and infrastructure support will be provided by Nikola via its HYLA brand. J.B. Hunt purchased three Nikola FCEVs in 2023 that are currently supporting dedicated customer operations. J.B. Hunt understands how to incorporate alternative-powered vehicles into customers' operations due to the company's trusted teams who are constantly testing and exploring opportunities to gain hands-on experience with them. Recently, J.B. Hunt kicked off a pilot program with Clean Energy featuring the new Cummins X15N engine, one of the latest developments in RNG-powered vehicles. J.B. Hunt also assisted customers Daimler Truck North America and Electrolux with adding alternative powered-vehicles to its operations. Incorporating alternative-powered equipment into its fleet, expanding the use of biogenic fuels and improving fuel economy are three key focus areas for J.B. Hunt to reach its ambitious goal to reduce carbon emission intensity 32% by 2034 from a baseline year of 2019. Overall progress toward all three areas helped the company surpass the halfway mark for reaching its ambitious goal last year. J.B. Hunt works closely with customers on solutions to help achieve their sustainability targets. In addition to incorporating alternative-powered equipment, the company's sustainability offerings for customers include: Intermodal conversion - J.B. Hunt is the industry leader in converting over-the-road shipments to rail, which on average reduces a shipment's carbon footprint by 65% versus highway truck transportation. Over the past decade, J.B. Hunt's intermodal service has helped avoid an estimated 30 million metric tons of CO2e emissions from over-the-road truck transportation. empty-mile reduction - By utilizing its industry leading technology platform J.B. Hunt 360®?, the company secured backhaul capacity for customers, driving out millions of empty miles every year. In 2023 alone, J.B. Hunt helped avoid an estimated 4-plus million empty miles. J.B. Hunt Carbon Diet Services - This best practices guide is used to advise customers on cost-effective means to reduce carbon emissions intensity using the company's carbon diet methodology. It includes the company's propriety CLEAN Transport™? Carbon Calculator used to determine a customer's carbon footprint. CLEAN Transport™? program - Through this carbon-neutral shipping offering, J.B. Hunt provides customers with a flexible method to acquire carbon offset credits equivalent to the emissions produced by their shipments. New Risk • Aug 26
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Mex$10m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Significant insider selling over the past 3 months (Mex$10m sold). Recent Insider Transactions • Aug 26
Executive VP & President of Intermodal recently sold Mex$10m worth of stock On the 23rd of August, Darren Field sold around 3k shares on-market at roughly Mex$3,340 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$96m more than they bought in the last 12 months. Announcement • Aug 19
J.B. Hunt Transport Services, Inc. (NasdaqGS:JBHT) announces an Equity Buyback for $1,000 million worth of its shares. J.B. Hunt Transport Services, Inc. (NasdaqGS:JBHT) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common shares. The repurchase program has no stated expiration date. Recent Insider Transactions • Jul 21
Independent Director recently bought Mex$1.8m worth of stock On the 19th of July, Persio Lisboa bought around 600 shares on-market at roughly Mex$2,933 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$17m. Despite this recent purchase, insiders have collectively sold Mex$118m more in shares than they bought in the last 12 months. Announcement • Jul 18
J. B. Hunt Transport Services, Inc. Announces Quarterly Dividend, Payable on August 16, 2024 J.B. Hunt Transport Services, Inc. announced that its Board of Directors has declared a regular quarterly dividend on its common stock of $0.43 (forty three cents) per common share. The dividend is payable to stockholders of record on August 2, 2024 and will be paid on August 16, 2024. Reported Earnings • Jul 17
Second quarter 2024 earnings released: EPS: US$1.32 (vs US$1.83 in 2Q 2023) Second quarter 2024 results: EPS: US$1.32 (down from US$1.83 in 2Q 2023). Revenue: US$2.93b (down 6.5% from 2Q 2023). Net income: US$135.9m (down 28% from 2Q 2023). Profit margin: 4.6% (down from 6.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in South America. Board Change • Jun 10
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Honorary Founding Director Wayne Garrison was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.