J.B. Hunt management check
JBHT · Industrials · Cargo Ground Transportation · CEO Shelley Simpson
Filings as of
3 good · 4 to watch · 0 flagged, across the seven questions below.
- Watch
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $149, against $162 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.89 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Watch
What does the CEO cost owners?
1.5% of net income$9.0m of reported pay in fiscal 2025, against $598.3m of net income.
- Watch
Do they own the stock?
Insiders are selling5 insiders sold $4.2m in the last six months and none bought.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -3.3% a year over the last three fiscal years. Stock-based pay was 0.6% of revenue in the latest year.
- Watch
Is leadership stable?
2 CEOs in the pay tableCEOs in the pay table: John N. Roberts, III, Shelley Simpson. 5 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Industrials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 40 | 55 | |
| Pay for performance | 94 | 86 | |
| CEO cost | 35 | 48 | |
| Skin in the game | — | — | 55 |
| Dilution | 91 | 62 | |
| Stable leadership | 60 | 75 | |
| Clean books | 100 | 100 |
Closest peers
Others in Cargo Ground Transportation, by management score. J.B. Hunt is 34th of 81 in its sector.
- 166ODFLOld Dominion71
- 170OTISOtis Worldwide71
- 175TTTrane Technologies71
- 179SNASnap-on70
- 182JBHTJ.B. Hunt70
- 187UBERUber70
Pay versus performance
From the proxy statement filed March 11, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Shelley Simpson | $9.0m | $13.1m | $4.3m | $149 | $162 | $598.3m |
| 2024 | Shelley Simpson | $11.3m | $9.0m | $4.0m | $129 | $147 | $570.9m |
| 2023 | John N. Roberts, III | $8.3m | $12.7m | $3.3m | $150 | $141 | $728.3m |
| 2022 | John N. Roberts, III | $9.2m | $5.6m | $4.7m | $130 | $116 | $969.4m |
| 2021 | John N. Roberts, III | $8.8m | $17.0m | $3.3m | $151 | $133 | $760.8m |
Its other key measures: Operating income, Return on invested capital (ROIC), Earnings before interest, taxes, depreciation, and amortization (EBITDA), Revenue, excluding fuel surcharge revenue.
Insiders and the CEO's stake
5 insiders sold $4.2m in the last six months and none bought.
- SoldBradley W. HicksPresident of DCS$2.0mMay 15, 2026
- SoldDarren P. FieldEVP and President Intermodal$1.0mMay 14, 2026
- SoldSpencer FrazierEVP of Sales and Marketing$516kMay 19, 2026
- SoldBrian WebbEVP- Final Mile Services$426kJun 5, 2026
Leadership and governance on file
- Aug 22, 2025Leadership change8-K 5.02
- Jan 29, 2025Leadership change8-K 5.02
- Jul 31, 2024Leadership change8-K 5.02
- Feb 29, 2024Leadership change8-K 5.02
- Jan 17, 2024Leadership change8-K 5.02
- Feb 9, 2023Leadership change8-K 5.02
- Jan 24, 2023Leadership change8-K 5.02
- Jul 26, 2022Leadership change8-K 5.02
- Jan 24, 2022Leadership change8-K 5.02
Latest shareholder vote results: Apr 24, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $2.9bn returned to owners in buybacks and dividends, 79% of net income, and $355.7m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $12.2bn | $14.8bn | $12.8bn | $12.1bn | $12.0bn |
| Net income | $760.8m | $969.4m | $728.3m | $570.9m | $598.3m |
| Stock-based pay | $61.5m | $77.5m | $79.2m | $65.7m | $71.8m |
| Buybacks | $151.7m | $300.0m | $159.6m | $513.9m | $923.3m |
| Dividends | $124.4m | $166.7m | $173.9m | $175.5m | $171.0m |
| Diluted shares | 107m | 105m | 104m | 103m | 98m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.