J.B. Hunt Transport Services, Inc. (JBHT) fair value analysis

Fundamentals (4 quarters) how computed

Market cap

$21.5B

P/E (trailing)

32x

Revenue (TTM)

$13.3B

Net margin

5.1%

EPS (TTM)

$7.12

Gross margin

9.5%

Debt / equity

0.31

Revenue growth (3-yr avg)

3.8%

Shares outstanding

93.9M

Derived indicators how computed

Quality grade

F →

Margin trend

Expanding

52-week position

The upper-middle quarter of its range

Technicals how computed

RSI (14-day)

44 · neutral

50-day average

$251.60

200-day average

$245.01

Moving-average state

50-day above 200-day (golden cross state); price between the averages

Dividends how computed

Paid, last 12 months

$1.79 per share (4 payments)

Yield on last price

0.78%

Consecutive years of increases

12

Last ex-dividend date

2026-08-07

Last payment date

2026-08-21

Earnings how computed

Last 8 quarters vs consensus

7 beat, 1 missed

Quarter by quarter

2026-09 ▲ beat (+0.6%)
2026-06 ▲ beat (+11.7%)
2026-03 ▲ beat (+2.8%)
2025-12 ▲ beat (+5.0%)
2025-09 ▲ beat (+20.5%)
2025-06 ▲ beat (+0.8%)
2025-03 ▲ beat (+2.6%)
2024-12 ▼ miss (-5.6%)

Analyst consensus how computed

This is not TickrTrends' verdict.

Analyst ratings

15 buy · 7 hold · 2 sell (24 analysts)

Consensus lean

Buy-leaning

Consensus price target

$279

Target vs last price

+21.7%

Recent JBHT news

TickrTrends' derived news-sentiment signal for JBHT is currently leaning positive, computed from recent coverage.

• J.B. Hunt Transport Services (JBHT) Declares Quarterly Dividend of $0.45 per Share (gurufocus.com, 2026-10-21)
  TickrTrends take: J.B. Hunt Transport Services declared a quarterly dividend, which represents a regular capital return to shareholders in the Industrials sector. Given that TickrTrends currently assesses JBHT as fairly valued, investors should monitor whether the company's cash generation and balance sheet strength can sustainably support this dividend payment level while still funding growth investments. The consistency and growth trajectory of dividend payments often serve as indicators of management confidence in earnings sustainability, which becomes particularly relevant when evaluating a stock trading at fair value rather than at a discount.
• J.B. Hunt Q3: Rising Costs Bite, Shares Fairly Valued (NASDAQ:JBHT) (seekingalpha.com, 2026-10-16)
  TickrTrends take: J.B. Hunt's Q3 results highlighting rising costs align with TickrTrends' assessment that the stock is fairly valued, suggesting the market has already priced in near-term margin pressures within the Industrials sector. For valuation-focused investors, the key question is whether the company can offset these cost increases through pricing power or operational efficiency improvements to sustain profitability at current valuation levels. Monitoring management guidance on cost trends and margin recovery in future quarters will be critical to determining whether fair value assessment holds or shifts materially.
• J.B. Hunt Transport Services, Inc. (JBHT) Q3 2026 Earnings Call Transcript (seekingalpha.com, 2026-10-16)
  TickrTrends take: J.B. Hunt Transport Services operates in the Industrials sector and currently trades at a Fairly valued assessment according to TickrTrends. For valuation-focused investors monitoring JBHT, the Q3 2026 earnings call provides an opportunity to assess whether operational performance and guidance support the current fair value positioning, particularly regarding any changes in margins, fleet utilization, or revenue trends that could warrant valuation adjustment. Any material shifts in the company's competitive positioning or profitability outlook disclosed during the earnings discussion could indicate whether the Fairly valued designation remains appropriate.

More JBHT news

• Q3 2026 J.B. Hunt Transport Services, Inc. Earnings Call Transcript (gurufocus.com, 2026-10-16)
• J.B. Hunt Transport Services (JBHT) Set to Report Q3 Earnings Amid Modest Overvaluation (gurufocus.com, 2026-10-14)
• J.B. Hunt Transport Services Q3 2026 Earnings Preview (NASDAQ:JBHT) (seekingalpha.com, 2026-10-14)
• ROSEN, SKILLED INVESTOR COUNSEL, Encourages J.B. Hunt Transport Services, Inc. Investors to Inquire About Securities Class Action Investigation - JBHT (markets.businessinsider.com, 2026-10-03)
• Is J.B. Hunt (JBHT) About to Absorb Costs from a War it has Nothing to Do with? (insidermonkey.com, 2026-09-28)
• Diesel at $6 Just Ate J.B. Hunt’s Quarter. Truckers Can’t Raise Prices Fast Enough (finance.yahoo.com, 2026-09-21)

What people are saying

Follow the JBHT conversation: Stocktwits · Reddit · X

TickrTrends weekly updates

• 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
• 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
• 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
• 2026-10-10 — JBHT's sector discount rank declined from 51 to 56 this week, indicating a slight weakening in its valuation position relative to other Industrials companies. Despite this shift, the stock maintains a Fairly valued assessment according to TickrTrends' derived indicators.
• 2026-10-06 — No material change this week: the verdict, bands and grades all held steady.
• 2026-09-28 — JBHT's technical positioning improved this week as its RSI moved out of oversold territory into neutral range, suggesting reduced downward momentum. The company's sector discount ranking strengthened considerably, advancing from 76th to 56th place among Industrials peers, indicating its valuation relative to sector comparables has become more competitive. At current levels, JBHT is assessed as fairly valued.
• 2026-09-21 — JBHT's RSI moved into oversold territory this week, shifting from a neutral zone in the prior period. The stock remains fairly valued based on current valuation metrics. This technical indicator change suggests increased downward momentum in the industrials sector company's recent trading activity.
• 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.

Frequently asked questions

Is JBHT stock undervalued?

Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), JBHT is trading at within about 10% of estimated fair value and screens as fairly valued. The exact fair value and discount are available to subscribers.

What is JBHT's TickrTrends verdict?

JBHT's current verdict is Fairly valued, refreshed with every weekly Forward Fair Value run.

How does JBHT compare to other Industrials stocks?

JBHT ranks #49 of 106 Industrials stocks in TickrTrends' coverage by discount to fair value.

Is JBHT overbought or oversold?

JBHT's 14-day RSI is in neutral territory - neither overbought nor oversold.

Does JBHT pay a dividend?

Yes. JBHT paid $1.79 per share over the last twelve months (4 payments), a 0.78% yield on TickrTrends' last price, and has raised the annual total for 12 consecutive years. The last ex-dividend date was 2026-08-07.

Does JBHT usually beat earnings estimates?

Over its last 8 reported quarters JBHT beat the consensus estimate 7 times and missed 1 times, by TickrTrends' comparison of reported and estimated EPS.

What do analysts say about JBHT?

Of 24 analysts covering JBHT, 15 rate it a buy, 7 a hold and 2 a sell - buy-leaning, with a consensus price target of $279 (+21.7% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.

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