J.B. Hunt stock price target raised to $147 from $140 at Stifel on cost savings

Published 16/10/2025, 10:42
J.B. Hunt stock price target raised to $147 from $140 at Stifel on cost savings

Investing.com - J.B. Hunt Transport Services (NASDAQ:JBHT) received a price target increase from Stifel on Thursday, which raised its target to $147.00 from $140.00 while maintaining a Hold rating. Currently trading at $138.83, InvestingPro analysis suggests the stock is undervalued, though 11 analysts have recently revised their earnings expectations downward.

The logistics company reported third-quarter earnings per share of $1.76, significantly exceeding the consensus estimate of $1.46, driven primarily by faster-than-expected cost savings despite flat revenue. With trailing twelve-month revenue of $12.06 billion and a gross profit margin of 18.79%, the company maintains strong fundamentals. InvestingPro data reveals the company has maintained dividend payments for 22 consecutive years, demonstrating consistent shareholder returns. Get access to more exclusive insights and 8 additional ProTips with InvestingPro.

Approximately 60% of the earnings beat came from J.B. Hunt’s core Intermodal Division, where revenue aligned with expectations but margins improved by 130 basis points due to network balance improvements and cost reduction initiatives.

The company’s Dedicated segment revenue performed 1% better than projected with margins approximately 110 basis points higher, while the Integrated Capacity Solutions division narrowed its losses but remained unprofitable.

J.B. Hunt’s Final Mile segment achieved 40 basis points of margin improvement mostly through personnel adjustments, and its Trucking division showed better volumes that helped drive improved leverage despite some yield decline.

In other recent news, J.B. Hunt Transport Services Inc. reported impressive earnings for the third quarter of 2025. The company’s earnings per share (EPS) reached $1.76, significantly beating analyst expectations of $1.46. This represents an 18% improvement in diluted EPS, highlighting strong financial performance. These results underscore J.B. Hunt’s ability to exceed market projections, which is crucial information for investors. The company’s achievements in this quarter reflect positively on its operational efficiency and financial health. Additionally, the earnings beat is a critical update for stakeholders monitoring the company’s performance. These recent developments position J.B. Hunt favorably in the eyes of investors and analysts alike.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.