Perpetual Ltd Cuts Stock Position in Jabil, Inc. $JBL

Perpetual Ltd trimmed its position in Jabil, Inc. (NYSE:JBL) by 29.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 176,950 shares of the technology company’s stock after selling 73,819 shares during the period. Perpetual Ltd’s holdings in Jabil were worth $38,428,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of JBL. Fifth Third Wealth Advisors LLC purchased a new stake in Jabil in the 2nd quarter valued at approximately $275,000. JPMorgan Chase & Co. raised its stake in shares of Jabil by 5.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock worth $502,133,000 after buying an additional 129,212 shares in the last quarter. Legal & General Group Plc lifted its holdings in shares of Jabil by 0.9% in the 2nd quarter. Legal & General Group Plc now owns 413,902 shares of the technology company’s stock valued at $90,272,000 after buying an additional 3,752 shares during the period. Boston Partners lifted its holdings in shares of Jabil by 224.4% in the 2nd quarter. Boston Partners now owns 1,898,681 shares of the technology company’s stock valued at $414,119,000 after buying an additional 1,313,338 shares during the period. Finally, Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in shares of Jabil by 41.9% in the second quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 89,912 shares of the technology company’s stock valued at $19,610,000 after buying an additional 26,554 shares in the last quarter. 93.39% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Jabil

In other news, EVP Kristine Melachrino sold 6,579 shares of Jabil stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $213.40, for a total transaction of $1,403,958.60. Following the sale, the executive vice president directly owned 33,718 shares of the company’s stock, valued at approximately $7,195,421.20. The trade was a 16.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Chairman Mark T. Mondello sold 40,000 shares of Jabil stock in a transaction on Friday, October 17th. The stock was sold at an average price of $207.77, for a total transaction of $8,310,800.00. Following the completion of the sale, the chairman owned 1,258,942 shares of the company’s stock, valued at approximately $261,570,379.34. This trade represents a 3.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 131,762 shares of company stock valued at $28,129,921. 1.73% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have issued reports on JBL shares. Bank of America increased their price objective on Jabil from $255.00 to $262.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jabil in a research note on Tuesday, October 14th. Zacks Research downgraded shares of Jabil from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 26th. The Goldman Sachs Group reiterated a “buy” rating and issued a $255.00 price objective on shares of Jabil in a research note on Thursday. Finally, Wall Street Zen raised shares of Jabil from a “buy” rating to a “strong-buy” rating in a report on Friday, October 3rd. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $261.29.

Key Headlines Impacting Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported a convincing fiscal Q1 (FY2026) beat with EPS and revenue above estimates and raised its fiscal outlook — the direct catalyst cited by multiple market writeups for the gap up in the shares. Jabil Delivers Q1 EPS and Revenue Beat
• Positive Sentiment: Company commentary and analyst deep dives highlight broad-based growth driven by data?center and AI infrastructure demand — a structural tailwind that supports higher revenue visibility for Jabil’s contract manufacturing business. JBL Q4 Deep Dive
• Positive Sentiment: JPMorgan raised its price target (to $270) and kept an “overweight” stance, giving established institutional support for further upside. Benzinga
• Positive Sentiment: Several bullish commentaries argue Jabil is “under the radar” and positioned for substantial upside (one piece suggests a potential ~50% rerating) as AI/data?center spend climbs. Jabil Is Flying Under the Radar
• Positive Sentiment: Market coverage noted shares “gapped up” after the earnings release, reflecting immediate buying interest following the print. Shares Gap Up Following Strong Earnings
• Neutral Sentiment: Full earnings call transcripts and highlights are available for investors who want the management detail — useful for confirming sustainability of AI/data?center orders and margin outlook. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Video/commentary pieces point to a wide intraday trading range around the announcement — indicates elevated volatility even as the directional bias is upward. Overlooked Stock Video
• Negative Sentiment: There was an unusually large block of put buying (?19,419 puts) on Thursday — this could signal hedging or increased short/bear interest and adds a note of caution on near?term volatility.

Jabil Stock Performance

NYSE:JBL opened at $226.56 on Friday. The company has a current ratio of 0.99, a quick ratio of 0.66 and a debt-to-equity ratio of 1.77. Jabil, Inc. has a twelve month low of $108.66 and a twelve month high of $237.14. The company has a market capitalization of $24.20 billion, a P/E ratio of 35.23, a price-to-earnings-growth ratio of 1.53 and a beta of 1.26. The firm has a 50-day moving average price of $211.77 and a two-hundred day moving average price of $211.50.

Jabil (NYSE:JBL) last issued its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, topping analysts’ consensus estimates of $2.70 by $0.15. Jabil had a net margin of 2.26% and a return on equity of 75.96%. The business had revenue of $8.31 billion during the quarter, compared to the consensus estimate of $8.07 billion. During the same period in the previous year, the firm posted $2.00 earnings per share. The company’s quarterly revenue was up 18.7% compared to the same quarter last year. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. As a group, research analysts expect that Jabil, Inc. will post 8.05 earnings per share for the current fiscal year.

Jabil Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 2nd. Investors of record on Monday, November 17th were given a dividend of $0.08 per share. The ex-dividend date of this dividend was Monday, November 17th. This represents a $0.32 annualized dividend and a yield of 0.1%. Jabil’s payout ratio is 4.98%.

Jabil Profile

Jabil Inc (NYSE: JBL) is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products across a wide range of industries. The company partners with original equipment manufacturers to deliver design engineering, supply chain management, precision manufacturing, and aftermarket services. Jabil’s expertise spans sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, and packaging, enabling it to support both high-volume production and complex, mission-critical applications.

Founded in 1966 by William E.