JBHT
J.B. Hunt Transport Services, Inc.Evidence as of 2026-09-03Overview · J.B. Hunt Transport Services, Inc.
J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in North America. It operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The JBI segment offers intermodal freight solutions. It operates 115,150 pieces of company-owned trailing equipment; owns and mai…
Management team
- Bradley W. Hicks · Executive VP of People & President of Highway ServicesFind on LinkedIn
- Mr. Spencer Frazier · Executive Vice President of Sales & MarketingFind on LinkedIn
- Ms. Jennifer R. Boattini · Senior VP of Legal & Litigation, General Counsel and Corporate SecretaryFind on LinkedIn
- Mr. A. Brad Delco · Vice President of Finance & Investor RelationsFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.9 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The desk found a constructive evidence balance ( +0.9 of a possible +2; was +0.9 before debate) supported by consistent quarterly earnings and cash-flow metrics. Diluted EPS rose from $ 1.17 in Q1 2025 (fiscal quarter ended 2025-03-31) to $ 1.31 in Q2 2025 (fiscal quarter ended 2025-06-30), $ 1.76 in Q3 2025 (fiscal quarter ended 2025-09-30), $ 1.49 in Q1 2026 (fiscal quarter ended 2026-03-31) and $ 1.91 in Q2 2026 (fiscal quarter ended 2026-06-30). Net income and operating income show the same upward pattern across those quarters, with net income reaching $ 181,034,000 in Q2 2026 and operating income $ 259,452,000 in Q2 2026.
Valuation and ownership data survive: trailing twelve‑month free cash flow is $ 690,534,000 with P/FCF of 35.78 and a trailing twelve‑month P/E of 40.22 (price as of 2026-09-02). Long‑term noncurrent debt exhibits material point‑in‑time movement — from $ 880,243,000 as of 2025-03-31 to $ 1,145,337,000 as of 2026-06-30 — and institutional filings show new and increased stakes by several funds.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Diluted earnings per share rose from $1.17 in fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo) to $1.31 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo), $1.76 in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo), $1.49 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $1.91 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001437749-25-013085Net income (single fiscal-quarter amounts) increased from $117,740,000 in fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo) to $128,624,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo), $170,849,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo), $141,553,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $181,034,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001437749-25-013085Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, JBHT appears as a holding in the ETF with symbol IVV at a reported weight of 0.03% of that fund.
ETF constituents · market dataThe provided ownership record timestamp is 2026-09-02T13:45:47.228469+00:00 and shows the 0.03% weight value for JBHT in IVV.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
The Public Employees Retirement System of Ohio purchased 25,011 shares of J.B. Hunt in the second quarter, a stake valued at $7.24 million according to its most recent Form 13F filing.
News · thelincolnianonline.com · 2026-09-02Empowered Funds LLC acquired a new position of 35,407 shares in J.B. Hunt during the second quarter, per its SEC disclosure.
News · thelincolnianonline.com · 2026-08-30Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Free cash flow for the trailing twelve months is $690,534,000, reported as of the inputs used to derive the valuation.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-free-cash-flow (P/FCF) on the trailing twelve months is 35.78 using the price as of 2026-09-02.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence shows sequentially higher diluted EPS, net income and operating income across the reported quarters while weighted-average diluted shares outstanding declined, which together indicate improving per-share profitability over the sample period. Institutional activity (new and increased positions reported by multiple funds and a holding in IVV) aligns with that financial strength and suggests some buyer interest from large investors. Trailing free cash flow is substantial on an absolute basis, which supports operational cash generation even as multiples look rich on a price-relative basis. While valuation metrics are elevated, the core operational metrics (earnings, operating income, cash flow) and share-count reduction jointly support a favorable read on recent company performance; historically, those elements have been associated with improved per-share results.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
18 surviving claims rest on 9 distinct sources; the heaviest analyst carries 33% of them, and 100% of what the desk raised survived the debate.
The surviving read draws on a moderate breadth of sources but shows noticeable concentration: one analyst is the source for roughly a third of the claims and a small set of documents underpins many items. Because the desk’s challenges did not eliminate any claims, there was little internal pushback — useful for signal capture but increasing the chance of unrecognized biases or groupthink. Treat the set as informationally useful but moderately fragile where claims rely on that single analyst or on individual filings.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.8 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+1.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on JBHT Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.