Comment / JB Hunt not chasing volume, yet taking share – as client behaviour changes

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Q1 26 earnings and sales in line with expectations, all good at JB Hunt (JBHT) – as disclosed yesterday after the US market close.

Stock reaction?

Not great, not bad, +1.8% in pre-market trade to $228, that kind of update: more downside than upside at current levels, in my view.

(Although several analysts have rushed to upgrade their price targets, with high-end estimates for fair value at $250 apiece now.)

There’s a lowly yield from dividends, JBHT is not a growth story, but the ...