J.B. Hunt Transport Services, Inc.

NasdaqGS:JBHT Stok Raporu

Piyasa değeri: US$25.2b

J.B. Hunt Transport Services Yönetim

Yönetim kriter kontrolleri 3/4

J.B. Hunt Transport Services CEO'su Shelley Simpson, Aug2022 tarihinde atandı, in görev süresi 3.75 yıldır. in toplam yıllık tazminatı $ 9.00M olup, şirket hissesi ve opsiyonları dahil olmak üzere 10.7% maaş ve 89.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.17% ine doğrudan sahiptir ve bu hisseler $ 42.11M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.8 yıl ve 5.1 yıldır.

Anahtar bilgiler

Shelley Simpson

İcra Kurulu Başkanı

US$9.0m

Toplam tazminat

CEO maaş yüzdesi10.68%
CEO görev süresi3.8yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi1.8yrs
Yönetim Kurulu ortalama görev süresi5.1yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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 Alpha
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha Oct 16

J.B. Hunt Q3 Earnings: Deflationary Rate Environment Remains A Headwind

Summary Shares in J.B. Hunt moved higher following a better than expected Q3. The transportation bellwether reported declining revenues, but the declines were better-than-feared. Positive volume trends and more normalized seasonal demand provided a tailwind to results, while pricing remained a headwind. The earnings bounce is a reprieve for a stock that has underperformed through the year. Despite the post-release bounce, I remain neutral on JBHT’s share price prospects following results. Read the full article on Seeking Alpha

CEO Tazminat Analizi

Shelley Simpson'un ücretlendirmesi J.B. Hunt Transport Services'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$622m

Dec 31 2025US$9mUS$961k

US$598m

Sep 30 2025n/an/a

US$573m

Jun 30 2025n/an/a

US$554m

Mar 31 2025n/an/a

US$561m

Dec 31 2024US$11mUS$857k

US$571m

Sep 30 2024n/an/a

US$569m

Jun 30 2024n/an/a

US$604m

Mar 31 2024n/an/a

US$658m

Dec 31 2023US$5mUS$791k

US$728m

Sep 30 2023n/an/a

US$776m

Jun 30 2023n/an/a

US$858m

Mar 31 2023n/an/a

US$924m

Dec 31 2022US$9mUS$661k

US$969m

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$941m

Mar 31 2022n/an/a

US$858m

Dec 31 2021US$4mUS$600k

US$761m

Sep 30 2021n/an/a

US$673m

Jun 30 2021n/an/a

US$598m

Mar 31 2021n/an/a

US$548m

Dec 31 2020US$3mUS$542k

US$506m

Sep 30 2020n/an/a

US$497m

Jun 30 2020n/an/a

US$490m

Mar 31 2020n/an/a

US$502m

Dec 31 2019US$3mUS$522k

US$516m

Tazminat ve Piyasa: Shelley 'nin toplam tazminatı ($USD 9.00M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.81M ).

Tazminat ve Kazançlar: Shelley 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Shelley Simpson (53 yo)

3.8yrs
Görev süresi
US$9,004,371
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
John Roberts
Executive Chairman15.6yrsUS$6.74m0.37%
$ 93.7m
Shelley Simpson
President3.8yrsUS$9.00m0.17%
$ 42.1m
A. Delco
EVP of Finance & Chief Financial Officerless than a yearUS$3.14m0.0086%
$ 2.2m
Nicholas Hobbs
COO, President of Highway & Final Mile Services and Executive VP5.4yrsUS$4.30m0.12%
$ 31.2m
John Kuhlow
Senior VP of Finance & Chief Accounting Officerno dataUS$3.30m0.026%
$ 6.7m
Darren Field
Executive VP & President of Intermodalno dataUS$3.87m0.016%
$ 4.2m
Stuart Scott
Executive VP & Chief Information Officer10.3yrsVeri yok0.058%
$ 14.5m
Jennifer Boattini
Senior VP of Legal & Litigationno dataVeri yok0.018%
$ 4.5m
Spencer Frazier
Executive Vice President of Sales & Marketingno dataVeri yok0.020%
$ 5.1m
David Keefauver
Executive Vice President of People1.4yrsVeri yok0.011%
$ 2.8m
Bradley Hicks
President of Dedicated Contract Services & Executive VP1.4yrsUS$2.80m0.034%
$ 8.7m
Stacey Griffin
Senior Vice President of Intermodal Pricingno dataVeri yokVeri yok
1.8yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş

Deneyimli Yönetim: JBHT 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.8 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
John Roberts
Executive Chairman15.6yrsUS$6.74m0.37%
$ 93.7m
Shelley Simpson
President2.1yrsUS$9.00m0.17%
$ 42.1m
Wayne Garrison
Honorary Founding Director2.1yrsUS$167.00kVeri yok
Johnnie Hunt
Vice Chairman35.3yrsUS$285.00k0.075%
$ 18.9m
James Thompson
Honorary Founding Director2.1yrsUS$339.64k0.021%
$ 5.2m
James Robo
Independent Lead Director24.3yrsUS$344.95k0.12%
$ 31.5m
Sharilyn Gasaway
Independent Director17.3yrsUS$354.92k0.036%
$ 9.2m
John Hill
Independent Director5.1yrsUS$335.63k0.011%
$ 2.7m
M. Biggs
Independent Director1.1yrsUS$309.97k0.0025%
$ 633.5k
Francesca Edwardson
Independent Director14.9yrsUS$314.90k0.035%
$ 8.8m
Persio Lisboa
Independent Director3.1yrsUS$314.90k0.0076%
$ 1.9m
5.1yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: JBHT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/27 12:47
Gün Sonu Hisse Fiyatı2026/05/27 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

J.B. Hunt Transport Services, Inc. 40 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John EadeArgus Research Company
Daniel MooreBaird
Brandon OglenskiBarclays