TD Cowen cuts target for J.B. Hunt Transport stock to USD 279

Published on 10/20/2026 at 21:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue rose 20 percent in third quarter 2026. J.B. Hunt Transport stock costs EUR 201.50 on October 20, 2026, down 0.59 percent versus Xetra close.

TD Cowen trims target to USD 279

TD Cowen lowered its J.B. Hunt Transport target from USD 283.00 to USD 279.00 on October 16, 2026.
Third-quarter 2026 revenue rose 20 percent to USD 3.68 billion.
J.B. Hunt Transport stock costs EUR 201.50 at Lang & Schwarz on October 20, 2026 at 9:13 p.m. CEST, down 0.59 percent versus the Xetra close of October 19, 2026.
Market capitalization stood at USD 21.3 billion, with a P/E ratio of 31.82.

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 (ISIN US4456581077) drew a lower valuation from TD Cowen, which cut its price target from USD 283.00 to USD 279.00 on October 16, 2026, according to MarketScreener. The company had reported third-quarter 2026 revenue of USD 3.68 billion, up 20 percent from the prior-year quarter, in a release dated October 15, 2026, according to J.B. Hunt Transport. At Lang & Schwarz on October 20, 2026 at 9:13 p.m. CEST, the stock was trading at EUR 201.50, down 0.59 percent versus the Xetra close of October 19, 2026 at EUR 202.70.

Revenue grew while profit advanced slowly

The third-quarter report put operating income at USD 247.1 million, up 2 percent from USD 242.7 million in the third quarter of 2025. Diluted earnings per share rose 3 percent to USD 1.82 from USD 1.76, while net earnings reached USD 172.4 million versus USD 170.8 million a year earlier, according to J.B. Hunt Transport. The figures point to a widening gap between top-line growth and operating profit growth.

Stock sits below its yearly high

On Nasdaq, J.B. Hunt was trading at USD 226.52 on October 20, 2026 at 3:19 p.m. EDT. Its market capitalization was USD 21.3 billion, the P/E ratio was 31.82, and the 52-week range ran from USD 157.82 to USD 299.76. Volume stood at 392,369 shares.

What does the lower target imply?

TD Cowen's USD 279.00 target stood 23.17 percent above the Nasdaq price of USD 226.52 on October 20, 2026. JPMorgan Chase had also reduced its target from USD 287.00 to USD 283.00 in a research note dated October 16, 2026, according to The Cerbat Gem. The company said third-quarter operating income was pressured by higher purchased transportation, fuel, insurance and medical claims expenses.

Price and investor perspective

J.B. Hunt combines intermodal, dedicated contract services, truckload, final-mile and logistics operations. The latest results showed Intermodal revenue of USD 1.83 billion, up 20 percent, while Dedicated Contract Services revenue increased 11 percent to USD 960 million and its operating income fell 22 percent.

The further course of trading is shown by the continuously updated real-time quote of J.B. Hunt Transport stock.