Reading the tape
NASDAQ: JBHT
J.B. Hunt Transport Services, Inc.
Industrials · Integrated Freight & Logistics
Market Cap
$23.14B
52w High
$256.18
52w Low
$130.12
P/E
37.56
Volume
510.56K
Outstanding Shares
94.30M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveHigh confidence
1Y Price: 78.5%Revenue (TTM): 0.58%FCF (TTM): 101.13%P/FCF: 9th pct
What changed
The stock rose 78.5% over the last year. Revenue grew 0.58% over the trailing twelve months. Operating margin moved from 6.76% to 7.36%. Free cash flow grew 101.13% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 9th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 7.36%. Revenue grew 0.58% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
J.B.
CEOShelley Simpson
SectorIndustrials
IndustryIntegrated Freight & Logistics
Employees33,646
IPO dateNov 22, 1983
Valuation
Forward P/E—
EV/EBITDA13.20
Enterprise value$20.86B
Stock splits
May 24, 2005↑ Forward
Every 1 shares became 2
Sep 2, 2003↑ Forward
Every 1 shares became 2
Mar 16, 1992↑ Forward
Every 2 shares became 3
Jul 8, 1986↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth4.62%
Gross margin17.28%▼22.04%vs FY2024
Operating margin7.36%▲4.84%vs FY2024
ROE16.78%▲18.01%vs FY2024
Analyst consensus
RatingBuy
Target price$224.88▼8.36%
25
Buy
20
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 21, 2026
Q3 FY26 · EPS est $1.69 · Revenue est $3.18B
View
Dividends
$1.78/shareQuarterlyDividend Achiever · 12yrSafeJBHT pays a dividend with a 0.73% dividend yield, 12 consecutive years of growth, growing at 10.26% annually, covered 5.5× by free cash flow.
Dividend Yield
0.73%
Annual Div / Share
$1.78
5yr CAGR
+10.26%
Doubles every ~7.1yr
Payout Ratio
27.27%
Safe
Dividend Growth Rate
3yr CAGR
+3.23%
5yr CAGR
+10.26%
10yr CAGR
+7.68%
Dividend Safety
10/10Safe
Dividend History
Annual dividends paid per share
YearAnnual DivYoY
2025$1.76+2.3%
2024$1.72+2.4%
2023$1.68+5.0%
2022$1.60+35.6%
2021$1.18+9.3%
2020$1.08+3.8%
2019$1.04+8.3%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$7/yr
$1/mo
In 5 yrs
$12/yr+63%
$1/mo
In 10 yrs
$19/yr+166%
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$7/yr $1/mo | $12/yr+63% $1/mo | $19/yr+166% $2/mo |
Yield-on-cost grows from 0.73% → 1.93% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
JBHT has raised its dividend for 12 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 5.5× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 10.26% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.