J.B. Hunt Transport Services Inc. (JBHT) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

Per the Roarable RQD rating, JBHT scores 66 out of 100, a C+ grade with the verdict label "Roarable Hold — Upper Neutral / Watch for Breakout." The five pillars are:

• Fundamental Cash Engine: 17 / 20. Per the Roarable RQD rating, this pillar reflects ROIC of 15.8% and an FCF yield of 4.58%. Investor implication: the business is generating returns above the figure most investors would require, but the cash yield is modest at this price, so the stock's appeal depends partly on continued cash conversion.
• Whale 13F Flow: 7 / 20. Per the Roarable RQD rating, this pillar covers institutional accumulation and options positioning, and it is the weakest component. Investor implication: institutional sponsorship signals are not a current tailwind.
• Insider Conviction: 15 / 20. Per the Roarable RQD rating, this reflects SEC Form 4 and Congressional PTR cluster flow. Investor implication: insider and congressional activity is a moderate positive, though the underlying trade detail is not provided in the source data.
• Macro Regime Fit: 9 / 20. Per the Roarable RQD rating, this pillar reflects a beta of 1.02 and sector sensitivity. Investor implication: the stock tracks the market closely, so it offers little defensive cushion or asymmetric upside relative to broad market moves.
• Forensic Balance Sheet: 18 / 20. Per the Roarable RQD rating, this pillar reflects an Altman Z-Score of 5.27, a Piotroski F-Score of 8/9, and a Debt/Equity ratio of 0.22. Investor implication: this is the strongest pillar, indicating low financial distress risk and high accounting quality.

Valuation tradeoff: per the market data, the stock trades at a P/E (TTM) of 34.6 and a forward P/E of 32.2, which is a premium multiple relative to the cash-yield and return metrics above. The combination of a strong balance sheet and strong returns against a rich multiple explains the "Hold" verdict rather than a stronger rating. The "Watch for Breakout" label implies the rating could improve if institutional flow and macro fit strengthen.

Per the SEC financials, net income rose from $570.9M in FY 2024 to $598.3M in FY 2025, and debt fell from $2664.1M in FY 2023 to $766.9M in FY 2025. Per the market data, operating margin is 14.9% and net margin is 10.3%, with gross margin listed as 0%. Per the Roarable RQD rating, ROIC is 15.8%, the Altman Z-Score is 5.27, and the Piotroski F-Score is 8/9. The forensic balance sheet posture is strong on these measures; revenue figures are reported as $0.0M in the source and cannot be used for a revenue trend analysis.

Per the recent news feed, six headlines covering JBHT were captured within the prior roughly 15 hours. Two are flagged RED or YELLOW as follows:

• Risk Watch (RED): A Yahoo Finance headline describes a missed EPS result despite strong Q3 revenue, per the news wire's "RISK WATCH" label.
• Market Wire (YELLOW): Five additional headlines from Yahoo Finance, Trefis, Seeking Alpha, and StockInvest.us carry the "MARKET WIRE" label. Their themes include the stock trading below fair value amid lingering caution, rising costs weighing on Q3 results with shares described as fairly valued, and an unresolved open question in the investment thesis.
• Butterfly Supply-Chain Graph: Supply chain is recorded as NONE, with no butterfly links and no proprietary signals.

These headlines are summarized from the news feed metadata; full article text is not provided.

• What are the company's revenue figures? The source reports $0.0M for every period, so the top line cannot be verified.
• What drove the EPS miss referenced in the RISK WATCH headline, and how large was the shortfall?
• Which institutions hold JBHT and what changed in 13F positioning? The holders section is empty.
• What specific insider and congressional trades make up the cluster flow scored in the insider pillar?
• What is the company's customer base and service mix, given the profile provides only sector classification?