JBHT
Industrials · Integrated Freight & Logistics
Performance
JBHT (JBHT) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
JBHT (JBHT) operates in the Integrated Freight & Logistics space within the Industrials sector. With a market cap of $26.3B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (30.4×) is lower than trailing P/E (43.4×) — analysts expect earnings to improve
- Earnings grew 27% YoY — bottom-line is expanding fast
- ROE of 16.7% shows management efficiently converts equity into profit
- High P/E of 43.4× implies high expectations already priced in — leaves little room for disappointment
- High debt-to-equity of 43.62× increases financial risk, especially with elevated interest rates
- Price is near its 52-week high — limited near-term upside, higher pullback risk
Verdict
Hold
Mixed signals — strengths and risks roughly balance. Wait for a clearer catalyst.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
0.64%
5Y Avg Annual
$1.5320
Last Payment
$0.4500
Ex-Date
05/08/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/08/2026 | 05/22/2026 | $0.4500 | 0.64% |
02/06/2026 | 02/20/2026 | $0.4500 | 0.64% |
11/07/2025 | 11/21/2025 | $0.4400 | 0.63% |
08/08/2025 | 08/22/2025 | $0.4400 | 0.63% |
05/09/2025 | 05/23/2025 | $0.4400 | 0.63% |
02/07/2025 | 02/21/2025 | $0.4400 | 0.63% |
11/08/2024 | 11/22/2024 | $0.4300 | 0.62% |
08/02/2024 | 08/16/2024 | $0.4300 | 0.62% |
Magic Number
Shares needed to self-fund your next purchase
$279.12
Price
$0.4500
Last div. (quarterly)
621
shares
Own 621 JBHT shares ($173,331.97) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$173,331.97
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 14, 2026
28
days
EPS (TTM)
$6.43
P/E (TTM)
43.4
Fwd P/E
30.4
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $279.12
Graham Number
√(22.5 × EPS × Book Value)
$74.26
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$26.47
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
16.7%Return on equity — measures how efficiently capital is used
Positive profit margin
5.1%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+4.6%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+27.4%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
43.62×Low financial leverage reduces risk of distress
Current ratio above 1
1.26×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$267M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
0.64%Stock must distribute income to shareholders
Related Assets
Industrials
About JBHT
J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in the United States. It operates through five segments: Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services, and Truckload. The JBI segment offers intermodal freight solutions. It operates 124,838 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 104,474 units; and manages a fleet of 5,880 company-owned tractors, 308 independent contractor trucks, and 8,704 company drivers. The DCS segment designs, develops, and executes supply chain solutions that support various transportation networks. As of December 31, 2025, it operated 11,878 company-owned trucks, 761 customer-owned trucks, and a contractor trucks. It operates 26,767 owned pieces of trailing equipment and 5,218 customer-owned trailers. The ICS segment provides freight brokerage and transportation logistics solutions; flatbed, refrigerated, expedited, and less-than-truckload, as well as dry-van and intermodal solutions; online multimodal marketplace; and logistics management services for customers to outsource their transportation functions. The FMS segment delivers services through 1,085 company-owned trucks, 169 customer-owned trucks, and 39 independent contractor trucks; and 1,091 owned pieces of trailing equipment and 98 customer-owned trailers. The JBT segment provides dry-van freight services by utilizing tractors and trailers operating over roads and highways through two company-owned tractors and 12,658 company-owned trailers. It transports or arranges for the transportation of freight, such as general merchandise, specialty consumer items, appliances, home furnishings, forest, paper, rubber, plastic products, food, beverages, building materials, apparel, accessories, soaps, cosmetics, automotive parts, agricultural products, electronics, and chemicals. The company was incorporated in 1961 and is headquartered in Lowell, Arkansas.
Sector
Industrials
Industry
Integrated Freight & Logistics
Location
Lowell, United States
Employees
31,750