Truist Financial Corp and other finance companies have increased their holdings in J.B. Hunt Transport Services, Inc. (JBHT). Bernstein raised the price target to $158 and maintains a hold rating while Greenwood Gearhart Inc. and other institutional investors also acquired shares. However, the company experienced a slide due to a sluggish freight cycle and below-expected guidance. The facility closure might suggest a new approach to cost discipline and efficiency. Prime Capital Investment Advisors LLC acquired a new position, while Robeco Institutional Asset Management B.V. cut its stake. A potential of unlocking better than estimated Q3 performance exists while Q2 2025 earnings call highlighted navigation of flat revenue. Anticipated cost savings of $100M are set as JBHT targets efficiency. There is a major leadership change with Brad Delco, a finance veteran, named as the new CFO. The price target for JBHT is lowered by JP Morgan, but an 'Overweight' rating is maintained by Wells Fargo. The company is continuing to pay relevant dividends and has shown a decent return over the last five years. Despite some concerns, there is positive analyst sentiment suggesting that the macro recovery and an attractive valuation could drive further upside.
Jb Hunt Transport Services JBHT News Analytics from Thu, 16 Jan 2025 08:00:00 GMT to Sat, 11 Oct 2025 13:43:56 GMT -
Rating 6
- Innovation 3
- Information 7
- Rumor 2
