Insider Trading January 23, 2026

J.B. Hunt Executive Disposes $823K in Stock as Firm Posts Q4 Beat and Boosts Dividend

President of DCS Bradley W. Hicks sold 3,919 shares; company reports better-than-expected Q4 results and joins Triumph Network for payment automation

By Hana Yamamoto JBHT
J.B. Hunt Executive Disposes $823K in Stock as Firm Posts Q4 Beat and Boosts Dividend
JBHT

Bradley W. Hicks, President of DCS at J.B. Hunt Transport Services Inc., sold 3,919 shares on January 22, 2026, for roughly $823,512. The company reported fourth-quarter EPS of $1.90, beating consensus estimates, raised its quarterly dividend to $0.45, and announced a partnership with the Triumph Network to accelerate carrier payments.

Key Points

  • Bradley W. Hicks, President of DCS at J.B. Hunt, sold 3,919 shares on January 22, 2026, for approximately $823,512 at prices between $210.10 and $210.31.
  • J.B. Hunt posted fourth-quarter EPS of $1.90, beating the FactSet consensus of $1.81 and surpassing Benchmark and UBS estimates of $1.79 and $1.83, respectively; Benchmark raised its price target to $220 (Buy) while UBS set a $196 target (Neutral).
  • The company increased its quarterly dividend by 2.3% to $0.45 per share payable on February 20, 2026, and joined the Triumph Network to deploy automated payment solutions intended to accelerate carrier payment cycles.

Bradley W. Hicks, who serves as President of DCS at J.B. Hunt Transport Services Inc (NASDAQ: JBHT), completed a sale of 3,919 shares of the company's common stock on January 22, 2026. The transaction generated about $823,512 in proceeds, with execution prices spanning $210.10 to $210.31 per share.

Following the sale, Hicks directly holds 26,580 shares of J.B. Hunt common stock. In addition to those holdings, Hicks also directly owns 8,503.5382 shares of Common Stock in the company's 401(k) plan.


Quarterly results and analyst responses

J.B. Hunt reported fourth-quarter earnings per share of $1.90, which exceeded the FactSet consensus of $1.81. That result also surpassed the estimates published by Benchmark and UBS, which had forecast EPS of $1.79 and $1.83, respectively.

Following the earnings disclosure, Benchmark raised its price target on J.B. Hunt to $220 while maintaining a Buy rating. UBS adjusted its price target to $196 and kept a Neutral rating.


Dividend and payments initiative

The company announced a 2.3% increase in its quarterly dividend, raising the payout to $0.45 per share. That dividend is payable on February 20, 2026.

Separately, J.B. Hunt joined the Triumph Network to implement automated payment solutions designed to speed up carrier payment cycles. The move is described as part of Triumph's broader effort to modernize freight transactions.


Context and notes

The share sale by Hicks, the reported fourth-quarter performance, the analyst target adjustments, the modest dividend increase, and the partnership to automate payments are presented as discrete developments reported by the company and analysts. The announcement provides facts on insider holdings, earnings outcomes compared with published estimates, subsequent analyst target changes and ratings, the declared dividend and its payable date, and the company's participation in a payment-automation initiative through the Triumph Network.

Risks

  • Analyst views remain divergent - Benchmark upgraded its price target to $220 with a Buy rating, while UBS set a $196 target and maintained a Neutral rating, reflecting differing assessments of valuation and outlook in the transportation sector.
  • Insider share disposition reduced Bradley W. Hicks' direct holdings - the sale changed his directly held common stock position and is a factual change in insider ownership disclosed by the company.
  • Details on the implementation timeline and expected operational impact of the Triumph Network payment automation are not provided, leaving the outcome and pace of any efficiency gains unspecified.

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