USA Financial Formulas acquired a new stake in Jabil, Inc. (NYSE:JBL – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm acquired 3,527 shares of the technology company’s stock, valued at approximately $766,000.
A number of other institutional investors have also recently bought and sold shares of JBL. Primecap Management Co. CA raised its position in shares of Jabil by 0.7% during the 2nd quarter. Primecap Management Co. CA now owns 3,410,410 shares of the technology company’s stock valued at $743,810,000 after acquiring an additional 24,650 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Jabil by 2.3% during the second quarter. Geode Capital Management LLC now owns 2,893,485 shares of the technology company’s stock worth $628,519,000 after purchasing an additional 65,949 shares during the period. JPMorgan Chase & Co. increased its holdings in Jabil by 5.9% in the second quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock valued at $502,133,000 after purchasing an additional 129,212 shares during the last quarter. Boston Partners lifted its stake in Jabil by 224.4% in the second 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, Norges Bank acquired a new position in Jabil in the second quarter valued at about $323,338,000. Institutional investors and hedge funds own 93.39% of the company’s stock.
Wall Street Analysts Forecast Growth
Several equities analysts have recently issued reports on JBL shares. JPMorgan Chase & Co. boosted their target price on Jabil from $260.00 to $270.00 and gave the stock an “overweight” rating in a research report on Thursday. Wall Street Zen upgraded shares of Jabil from a “buy” rating to a “strong-buy” rating in a report on Friday, October 3rd. Zacks Research downgraded shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 26th. UBS Group increased their target price on shares of Jabil from $239.00 to $244.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Raymond James Financial reissued a “strong-buy” rating on shares of Jabil in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $261.29.
Insider Activity
In other Jabil 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 value of $1,403,958.60. Following the sale, the executive vice president owned 33,718 shares of the company’s stock, valued at $7,195,421.20. This trade represents a 16.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP May Yee Yap sold 8,858 shares of the business’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $225.03, for a total value of $1,993,315.74. Following the completion of the sale, the senior vice president owned 25,421 shares in the company, valued at approximately $5,720,487.63. This trade represents a 25.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 131,762 shares of company stock worth $28,129,921. 1.73% of the stock is currently owned by insiders.
Trending Headlines about 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 Price Performance
NYSE JBL opened at $226.56 on Friday. The company has a debt-to-equity ratio of 1.77, a quick ratio of 0.66 and a current ratio of 0.99. The stock has a market cap of $24.20 billion, a price-to-earnings ratio of 35.23, a PEG ratio of 1.60 and a beta of 1.26. The business has a 50 day simple moving average of $211.77 and a 200 day simple moving average of $211.77. Jabil, Inc. has a 52-week low of $108.66 and a 52-week high of $237.14.
Jabil (NYSE:JBL – Get Free Report) last announced its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 earnings per share for the quarter, beating 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 firm had revenue of $8.31 billion for the quarter, compared to analyst estimates of $8.07 billion. During the same quarter in the previous year, the firm posted $2.00 earnings per share. The business’s revenue was up 18.7% on a year-over-year basis. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. Analysts anticipate that Jabil, Inc. will post 8.05 earnings per share for the current fiscal year.
Jabil Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, December 2nd. Investors of record on Monday, November 17th were paid a $0.08 dividend. The ex-dividend date of this dividend was Monday, November 17th. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. Jabil’s dividend payout ratio is presently 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.
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