JBHT at a glance
J.B. Hunt (JBHT, SEC CIK 728535) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 24, 2026, an 8-K current report on July 15, 2026 and Form 4 insider filings as recently as June 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), J.B. Hunt (JBHT) reported revenue of $12.0 billion (down 0.7% from FY2024) and net income of $598.3 million. Diluted EPS was $6.12.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding J.B. Hunt (JBHT) shares worth $9.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Keefauver David on June 5, 2026 of 703 shares at $285.13 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $12.0B
- −0.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 37 funds
- $9.8B · −1 vs prior quarter
- Latest 8-K
- Jul 15, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Largest surface transportation/logistics provider in North America; five segments (JBI, DCS, ICS, FMS, JBT) with total 2025 revenue led by JBI at $5.98B
- Named sole road transportation company on Dow Jones Best-in-Class North America Index (Feb 2025), representing top 20% of 600 largest North American companies by ESG criteria
- 31,750 total employees at Dec 31, 2025; tractor fleet average age 2.7 years across 18,843 company-owned units
- JBI operated 124,838 trailing containers and 104,474 chassis; proprietary paired design cited as operational competitive advantage
- Safe driving bonus program surpassed $42M awarded and 5,300 drivers achieving 1M safe miles since 1996 inception
Risk Factors
- Top 10 customers ~33% of revenue with no long-term contracts in JBI, ICS, and JBT segments: high concentration risk
- DOT/FMCSA audit exposure; non-compliance could restrict operations, trigger fines, or require costly regulatory overhauls
- JBI segment majority-dependent on BNSF and Norfolk Southern; labor disruptions or service failures directly threaten intermodal operations
- California and other states applying stricter employee-classification tests to independent contractors: retroactive reclassification risk
- AI-powered cyberattacks (ransomware, phishing) flagged as escalating threat to J.B. Hunt 360 platform and freight-matching operations
Management Discussion & Analysis
- Revenue $12.00B in 2025, down 0.7% from $12.09B; fuel surcharge revenue fell 3.5% to $1.48B
- Operating margin 7.2% vs 6.9% in 2024; operating ratio improved to 92.8% from 93.1%; net margin 5.0% vs 4.7%
- Best segment: JBI operating income $450M (up from $430M); worst: FMS operating income $27M, down sharply from $60M on revenue decline to $824M from $910M
- Operating cash flow $1.68B (vs $1.48B); capex $575M net investing outflows; financing outflows $1.1B driven by higher treasury stock purchases; quarterly dividend raised to $0.45/share
- 2026 capex committed ~$107.3M net; $700M senior notes mature March 2026, management intends full repayment via cash, revolver, or refinancing
AI summary of the JBHT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $3.50B, up 19% YoY from $2.93B; operating margin 7.4% vs 6.7%
- JBI best performer: revenue $1.75B, operating income $150.9M vs $95.7M
- FMS worst revenue trend: $198M, down 6% YoY; operating income $5.6M vs $8.0M
- ICS gross profit margin 12.5% vs 15.5%; JBT operating loss $1.3M vs $3.4M income
- Operating cash flow $723.3M vs $806.2M; investing outflow $144.9M; $700M notes retired in March 2026
- Annual tax-rate outlook 24.0%-24.5%; headwinds from tightened third-party capacity and higher fuel prices
Risk Factors
- No risk-factors section provided; supplied text covers equity sales, repurchases, exhibits, and certifications
- Share repurchase authorization: $791 million remaining under the $1 billion October 2025 program
- Equity issuance risk: 7,415 director shares issued privately at $253.71 per share on April 24, 2026
- Trading-compliance disclosure: no directors or officers adopted or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the JBHT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings release covers the quarter ended June 30, 2026
- Revenue and earnings details contained in Exhibit 99.1
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected to one-year terms, with Brett Biggs receiving the strongest support at 81,443,754 votes
- James L. Robo faced the highest opposition, with 10,523,895 votes against his election
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 31, 2026 formally released April 15, 2026
- Revenue and earnings details contained in Exhibit 99.1
AI summaries of JBHT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JBHT
Don't miss the next JBHT filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Keefauver David | Sell | Jun 5, 2026 | 703 | $285.13 |
| Webb Brian | Sell | Jun 5, 2026 | 1,500 | $284.01 |
| Hobbs Nicholas | G | May 29, 2026 | 6,204 | - |
| ROBO JAMES L | J | May 28, 2026 | 37,856 | $270.24 |
| Frazier Spencer | Sell | May 19, 2026 | 2,000 | $258.20 |
| Hicks Bradley W. | Sell | May 15, 2026 | 7,644 | $261.91 |
| Field Darren P. | Sell | May 14, 2026 | 4,000 | $254.49 |
| Field Darren P. | Sell | May 14, 2026 | 4,000 | $254.49 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $12.1B | $12.0B |
| Operating Income | $993.2M | $831.2M | $865.1M |
| Net Income | $728.3M | $570.9M | $598.3M |
| Op. Margin | - | 6.9% | 7.2% |
| Net Margin | - | 4.7% | 5.0% |
| Balance Sheet | |||
| Total Assets | - | $8.3B | $7.9B |
| Equity | - | $4.0B | $3.6B |
| ROE | - | 14.2% | 16.8% |
| Per Share | |||
| EPS | - | $5.56 | $6.12 |
| Cash Flow | |||
| Operating CF | $1.7B | $1.5B | $1.7B |
| CapEx | $1.9B | $865.4M | $730.7M |
Source: XBRL data in J.B. Hunt (JBHT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JBHT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $9.79B |
| Q1 2026 | 38 | $7.18B |
| Q4 2025 | 36 | $6.81B |
| Q3 2025 | 36 | $5.29B |
| Q2 2025 | 33 | $5.05B |
| Q1 2025 | 31 | $4.33B |
| Q4 2024 | 27 | $3.61B |
| Q3 2024 | 24 | $1.91B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 262 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JBHT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Jul 24, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 10-Q | Apr 24, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 4 | Apr 22, 2026 | - | - | - |
| 4 | Apr 22, 2026 | - | - | - |
| 8-K | Apr 15, 2026 | - | Analysis | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
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JBHT SEC filings: frequently asked questions
Which institutions hold JBHT stock?
As of June 30, 2026, the largest J.B. Hunt (JBHT) holders among the 13F filers tracked by SignalX were BlackRock ($1.8 billion), Vanguard Capital Management LLC ($1.4 billion), AQR Capital Management ($1.2 billion), State Street Corp ($1.2 billion), Vanguard Portfolio Management LLC ($1.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JBHT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), J.B. Hunt (JBHT) reported revenue of $12.0 billion (down 0.7% from FY2024) and net income of $598.3 million. Diluted EPS was $6.12. The figures come from the XBRL data in the 10-K.
What are the main risks in JBHT's latest 10-K?
In the 10-K filed February 24, 2026, J.B. Hunt (JBHT) flagged: Top 10 customers ~33% of revenue with no long-term contracts in JBI, ICS, and JBT segments: high concentration risk. DOT/FMCSA audit exposure; non-compliance could restrict operations, trigger fines, or require costly regulatory overhauls. (AI summary of the Risk Factors section.)
What did JBHT report in its latest 8-K?
J.B. Hunt (JBHT) filed an 8-K on July 15, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 earnings release covers the quarter ended June 30, 2026.
What are the latest JBHT SEC filings?
J.B. Hunt (JBHT) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 24, 2026, an 8-K current report on July 15, 2026 and a Form 4 insider filing on June 8, 2026.
What is JBHT's SEC CIK number?
J.B. Hunt (JBHT)'s SEC Central Index Key (CIK) is 728535. EDGAR lists every JBHT filing under that number.
Ask anything about JBHT
The research agent reads JBHT's filings, financials, insider trades and 13F holders, then answers with sources.