Citigroup lifts target for J.B. Hunt Transport stock to USD 263.00

Published on 10/17/2026 at 18:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue reached USD 3.68 billion in the third quarter of 2026. J.B. Hunt Transport stock was last EUR 207.90 on October 16, 2026 at Tradegate, up 2.16 percent.

Target revision and quarterly revenue

Citigroup lifted its target from USD 254.00 to USD 263.00 on October 16, 2026.
Third-quarter 2026 revenue reached USD 3.68 billion, up 20 percent year over year.
J.B. Hunt Transport stock was last at EUR 207.90 at Tradegate on October 16, 2026 at 4:00 p.m. CEST, up 2.16 percent on the day.
The company had a USD 21.5 billion market capitalization and a 32.13 price-to-earnings ratio.

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.

Citigroup lifted its price target for J.B. Hunt Transport Services from USD 254.00 to USD 263.00 while retaining a neutral rating in a report dated October 16, 2026, according to Transcript Daily. The new target stood 14.96 percent above the USD 228.78 Nasdaq price reported for October 16, 2026. The last available euro quotation was EUR 207.90 at Tradegate on October 16, 2026 at 4:00 p.m. CEST, up 2.16 percent on the day.

Third-quarter revenue reaches USD 3.68 billion

J.B. Hunt reported USD 3.68 billion in revenue for the third quarter of 2026, a 20 percent increase from USD 3.05 billion in the third quarter of 2025. Operating income rose 2 percent to USD 247.1 million, while diluted earnings per share increased to USD 1.82 from USD 1.76. The figures came from the company's October 15, 2026 release, linked to J.B. Hunt.

The quarterly mix was uneven. Intermodal revenue increased 20 percent to USD 1.83 billion and operating income rose 18 percent to USD 147.5 million. Dedicated revenue grew 11 percent to USD 960.2 million, but its operating income fell 22 percent to USD 81.7 million. Integrated Capacity Solutions revenue climbed 57 percent to USD 433.8 million, while Final Mile revenue declined 3 percent to USD 200.1 million.

Range and valuation after October 16

J.B. Hunt's USD 228.78 Nasdaq price stood 23.68 percent below its USD 299.76 52-week high and 44.97 percent above its USD 157.82 low on October 16, 2026. Trading volume was 1,602,512 shares against an average of 999,026 shares. The company had a USD 21.5 billion market capitalization, a 32.13 price-to-earnings ratio and a 0.01 percent dividend yield.

Comparison with peers

J.B. Hunt Transport (Tradegate, EUR): plus 2.16 percent, P/E 32.13, market capitalization USD 21.5 billion.

Old Dominion Freight Line (Nasdaq, USD): minus 0.61 percent, P/E 36.17, market capitalization USD 39.0 billion.

XPO (NYSE, USD): minus 1.14 percent, P/E 55.06, market capitalization USD 21.9 billion.

Stock details and trading context

The third-quarter report showed that revenue growth did not translate evenly across the operating portfolio. Dedicated Contract Services produced the clearest pressure point, with a 22 percent operating-income decline despite higher revenue. By contrast, Intermodal delivered both volume and profit growth, making its 18 percent operating-income increase the strongest large-segment contribution.

J.B. Hunt Transport Services is listed on Nasdaq under JBHT and operates across intermodal, dedicated, brokerage, final-mile and truckload services. The company's September 30, 2026 balance sheet listed USD 1.12 billion of long-term debt and USD 3.75 million of cash.