UBS cuts target for J.B. Hunt Transport Services stock to USD 264

Published on 10/02/2026 at 13:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 19.40 percent. J.B. Hunt Transport Services stock costs EUR 203.45 versus EUR 202.10 on October 2, 2026.

Draufsicht auf Aktienzertifikat, ISIN-Karte US4655621062, Miniatur-LKW und Logistik-Utensilien — J.B. Hunt Transport US4655621062 – Flatlay mit Aktienzertifikat, ISIN-Karte, Miniatur-LKW und Frachtdokumenten auf Schiefer, Illustration mit AI erstellt.

J.B. Hunt Transport Services (ISIN US4456581077) faces a lower analyst valuation after UBS cut its price target from USD 291.00 to USD 264.00 on September 17, 2026, according to MarketScreener. The target revision followed a warning that higher recruiting, onboarding and fuel costs could reduce profit from the second quarter to the third quarter.

Second-quarter revenue beats consensus

J.B. Hunt reported USD 3.50 billion in revenue and USD 1.91 in earnings per share for the second quarter of fiscal 2026, according to Yahoo Finance. Revenue increased 19.40 percent year over year, while earnings per share exceeded the USD 1.71 consensus by USD 0.20, or 11.70 percent.

MarketBeat reported on September 30, 2026, that 26 analysts held a Moderate Buy consensus, with an average 12-month target of USD 284.17. That target is 24.20 percent above the Nasdaq price of USD 227.20 shown for October 1, 2026, although the UBS cut highlights a more cautious view within the analyst group.

Higher costs shape the third quarter

MarketScreener reported on September 17, 2026, that J.B. Hunt expected profit to decline 5.00 percent to 10.00 percent between the second and third quarters. The company also expected record diesel prices to reduce results by at least USD 10 million, making cost control the key test for the next report.

J.B. Hunt operates five segments, including Intermodal, Dedicated Contract Services, Integrated Capacity Solutions, Final Mile Services and Truckload. This mix gives the company exposure to both rail-linked freight and trucking demand, but the Q3 warning shows how quickly labor and fuel expenses can offset higher volume.

Stock remains below its yearly high

J.B. Hunt Transport Services was trading at EUR 203.45 at Lang & Schwarz on October 2, 2026 at 1:32 p.m. CEST, up 0.67 percent versus the prior close of EUR 202.10. The primary Nasdaq quote was USD 227.20 at the close on October 1, 2026, within a 52-week range of USD 134.53 to USD 299.76. The further course of trading is shown by the continuously updated real-time quote of J.B. Hunt Transport stock.