Hobbs Nicholas

COO Hobbs Nicholas sold 3,038 shares of JBHT at $201.97; stock now at $209.70, 90-day gain 25.8%

Hobbs Nicholas (EVP and COO) sold 3,038 shares of J B HUNT TRANSPORT SERVICES INC (JBHT) on 2026-01-20 at $201.97, reducing his holdings by 3.3% to 90,318 shares. The stock has appreciated 5.1% in the 30 days since the sale and 25.8% over the trailing 90-day period, now trading at $209.70. His cross-ticker track record shows a 100.00% well-timed rate on prior sells—defined as instances where the stock declined after the transaction—suggesting a historical pattern of selling ahead of downturns. However, at JBHT specifically, his prior sell in 2023 demonstrated a -13.1% 90-day return (well-timed by that metric), but the current sale follows two consecutive buys in April 2025 that each captured double-digit 90-day gains (+13.2% and +16.2%). The timing of this sale relative to the stock's recent 25.8% run-up and proximity to the 52-week high warrants tracking whether this represents a discretionary decision or adherence to a pre-established trading plan.

EVP/COO Hobbs Nicholas buys 3,038 shares at blended $131.58 for $399.7K at JBHT; stock down -14.3% in 30d, -23.7% in 90d.

Nicholas Hobbs, EVP and COO, executed 2 separate purchases totaling 3,038 shares for $399,746.28 on April 23–24, 2025, at an average price of $131.58 per share. The stock currently trades at $129.73, down -14.3% over the past 30 days and -23.7% over 90 days, and stands -34.2% below its 52-week high of $197.19. The purchase occurred after a sustained period of weakness. Nicholas's cross-ticker track record shows 1 prior open-market sell, which was well-timed (90d return -13.1%), though his single prior transaction at JBHT on 2023-07-25 (a sell) also exhibited negative 90d performance. The company's fundamentals show revenue of $2.9B with net income of $117.7M in the latest quarter, but annual revenue has declined -5.8% year-over-year, and the stock trades at a P/E of 22.92 despite the recent price pressure. The timing of this purchase relative to broader equity and sector conditions warrants monitoring.