J.B. Hunt slumps after Q4 results; brokerages cut PT

J B Hunt Transport Services

16/01/2026 12:02

** Shares of U.S. trucking firm J.B. Hunt Transport Services JBHT.O fall nearly 5.2% to about $195.8 premarket

** On Thursday, JBHT posted Q4 revenue of $3.097 billion, vs. analysts' estimates of $3.099 billion; quarterly profit of $1.90 per share, vs. estimates of $1.81 per share

** Bernstein cuts JBHT PT to $192 from $195; reiterates "market-perform" rating

** Cites cautious management outlook and limited near‑term visibility on volume and pricing recovery despite strong cost execution

** JP Morgan cuts PT to $206 from $211; maintains "overweight" rating

** Says JBHT uncertain about how proposed Union Pacific-Norfolk Southern merger will impact intermodal service

** 12 of 25 brokerages rate the stock "buy" or higher, 12 "hold" and 1 "sell"; median PT is $210 - data compiled by LSEG

** JBHT gained 13.9% in 2025

(Reporting by Megavarshini G. Somasundaram in Bengaluru)

((Megavarshini.SomasundaramGnanasundari@thomsonreuters.com))