J.B. Hunt Shares Plummets 4.92% on $300M Volume as 296th Most Traded Despite 'Moderate Buy' Consensus and Strategic Expansion

J.B. Hunt Transport Services (JBHT) fell 4.92% on August 25, 2025, with a trading volume of $0.30 billion, ranking 296th in the market. Analysts from 18 Wall Street firms maintain a "Moderate Buy" consensus rating, supported by 12 buy recommendations and six holds, with a mean price target of $187.56, implying a 6.04% upside from its current price. Recent analyst activity includes Bank of America raising its target to $196.00 and BMO Capital reiterating an "Outperform" rating.

Recent developments include the acquisition of BNSF Logistics’ brokerage assets, signaling strategic expansion. Institutional activity saw increased stakes from Tectonic Advisors LLC and AE Wealth Management LLC, while some firms, like Stifel Nicolaus, trimmed holdings. Earnings forecasts remain stable, with Zacks analysts maintaining estimates for Q3 2023. However, mixed sentiment persists as insiders like EVP Darren Field sold shares, contrasting with Director Persio Lisboa’s purchases.

A backtest of a volume-weighted trading strategy showed a $2,940 profit from December 2021 to August 2025, with a Sharpe ratio of 1.53 and a maximum drawdown of -$1,960. The strategy’s best month was December 2021 (+$840), while August 2025 marked its worst (-$790).