Insider Trading February 6, 2026

J.B. Hunt EVP Sells $227,250 in Stock as Company Posts Q4 Beat and Boosts Dividend

CFO sells 1,000 shares; J.B. Hunt reports stronger-than-expected earnings, raises dividend and joins payment network for carriers

By Nina Shah JBHT
J.B. Hunt EVP Sells $227,250 in Stock as Company Posts Q4 Beat and Boosts Dividend
JBHT

Albert Brad Delco, Executive Vice President and Chief Financial Officer of J.B. Hunt Transport Services Inc. (NASDAQ: JBHT), sold 1,000 shares on February 6, 2026 for $227.25 per share, totaling $227,250. The company also reported fourth-quarter earnings that beat consensus, prompted analyst target adjustments, raised its quarterly dividend by 2.3% and joined the Triumph Network to implement automated carrier payments.

Key Points

  • CFO Albert Brad Delco sold 1,000 shares on Feb 6, 2026 at $227.25 per share for $227,250 and now directly owns 6,983 shares.
  • J.B. Hunt reported Q4 EPS of $1.90, above the FactSet consensus of $1.81 and above Benchmarks and UBSs respective estimates of $1.79 and $1.83.
  • Benchmark raised its price target to $220 with a Buy rating; UBS increased its target to $196 but kept a Neutral rating. The Board raised the quarterly dividend 2.3% to $0.45 payable Feb 20, 2026, and the company joined the Triumph Network to implement automated carrier payment solutions.

Albert Brad Delco, who serves as Executive Vice President and Chief Financial Officer of HUNT J B TRANSPORT SERVICES INC (NASDAQ:JBHT), executed a sale of 1,000 shares of the companys common stock on February 6, 2026. The shares were sold at $227.25 apiece, resulting in a total transaction value of $227,250. After the sale, Delco directly held 6,983 shares of J.B. Hunts common stock.

The insider sale comes amid several corporate developments for J.B. Hunt. In its most recent quarterly results, the company reported fourth-quarter earnings per share of $1.90, exceeding the FactSet consensus estimate of $1.81. The reported EPS also topped projections from two named brokerage firms - Benchmark, which had forecast $1.79, and UBS, which had forecast $1.83.

Following the quarterly report, Benchmark increased its price target for J.B. Hunt to $220 while keeping a Buy rating. UBS also raised its target, to $196, though it maintained a Neutral rating on the stock. These analyst moves followed the announced quarterly performance and reflect differing assessments of the companys outlook by the two firms.

Separately, J.B. Hunts Board of Directors approved a 2.3% increase in the firms quarterly cash dividend, raising the payout to $0.45 per share. The higher dividend is payable on February 20, 2026, according to the company announcement.

In operational developments, J.B. Hunt has joined the Triumph Network to adopt automated payment solutions designed to accelerate carrier payment cycles. The company described this step as part of Triumphs broader effort to modernize freight transactions, with the stated goal of improving payment efficiency for carriers that work with J.B. Hunt.

Taken together, the insider stock sale, the fourth-quarter outperformance, the analyst target revisions, the modest dividend increase and the move to integrate automated payments via the Triumph Network represent the latest publicly disclosed actions and decisions affecting J.B. Hunt Transport Services. The companys announcements and the executive transaction outline recent financial, capital-return and operational items of note for investors and industry stakeholders.


Note: This report presents the transaction and company developments as disclosed. It does not offer investment advice.

Risks

  • Analyst assessments and targets diverge - Benchmark raised its target and maintained a Buy rating while UBS increased its target but remained Neutral, indicating differing market views that could influence investor sentiment - impacts financial markets and investor decisions.
  • The announcement provides limited detail on the implementation and expected timeline or outcomes of the Triumph Network partnership, leaving uncertainty about how quickly automated payments will accelerate carrier cycles - impacts logistics and carrier cash flow management.
  • The insider sale reduces the CFOs direct holdings; while the transaction is disclosed, the report does not provide context for the sale or whether further insider activity may occur - impacts perceptions among shareholders and market participants.

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