Stanley Laman Group Ltd. Trims Stock Position in Jabil, Inc. $JBL

Stanley Laman Group Ltd. lessened its stake in Jabil, Inc. (NYSE:JBL) by 19.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,872 shares of the technology company’s stock after selling 5,642 shares during the period. Stanley Laman Group Ltd.’s holdings in Jabil were worth $4,988,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also made changes to their positions in the company. Wellington Management Group LLP grew its stake in Jabil by 12.9% during the 1st quarter. Wellington Management Group LLP now owns 6,556,153 shares of the technology company’s stock worth $892,096,000 after buying an additional 747,423 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of Jabil by 15.7% in the first quarter. JPMorgan Chase & Co. now owns 2,173,095 shares of the technology company’s stock valued at $295,693,000 after acquiring an additional 295,496 shares during the period. Northern Trust Corp grew its position in shares of Jabil by 8.3% during the first quarter. Northern Trust Corp now owns 1,384,364 shares of the technology company’s stock worth $188,370,000 after acquiring an additional 105,632 shares during the last quarter. Jacobs Levy Equity Management Inc. raised its position in Jabil by 119.9% in the 1st quarter. Jacobs Levy Equity Management Inc. now owns 1,215,678 shares of the technology company’s stock valued at $165,417,000 after purchasing an additional 662,938 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in Jabil by 3.4% during the 1st quarter. Bank of New York Mellon Corp now owns 1,118,282 shares of the technology company’s stock worth $152,165,000 after purchasing an additional 37,201 shares during the period. 93.39% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on JBL. Raymond James Financial set a $260.00 price objective on shares of Jabil in a research note on Thursday, September 25th. Stifel Nicolaus assumed coverage on Jabil in a research report on Wednesday, July 2nd. They issued a “buy” rating and a $245.00 price target on the stock. UBS Group set a $241.00 price objective on Jabil in a research report on Sunday, September 28th. Bank of America boosted their target price on Jabil from $245.00 to $255.00 and gave the company a “buy” rating in a report on Friday, September 26th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Jabil in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Jabil presently has a consensus rating of “Moderate Buy” and an average price target of $248.43.

Jabil Stock Performance

Shares of JBL stock opened at $208.96 on Friday. The company has a current ratio of 1.00, a quick ratio of 0.66 and a debt-to-equity ratio of 1.57. The stock has a 50 day simple moving average of $211.71 and a 200-day simple moving average of $191.09. The company has a market cap of $22.43 billion, a price-to-earnings ratio of 35.06, a price-to-earnings-growth ratio of 1.49 and a beta of 1.26. Jabil, Inc. has a 12-month low of $108.66 and a 12-month high of $237.14.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Thursday, September 25th. The technology company reported $1.99 earnings per share for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.93). The business had revenue of $8.30 billion for the quarter, compared to analyst estimates of $7.63 billion. Jabil had a return on equity of 68.63% and a net margin of 2.20%.The company’s revenue was up 18.5% on a year-over-year basis. During the same period in the prior year, the company earned $2.30 EPS. Jabil has set its Q1 2026 guidance at 2.470-2.870 EPS. FY 2026 guidance at 11.000-11.000 EPS. On average, equities analysts forecast that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 2nd. Shareholders of record on Monday, November 17th will be given a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a yield of 0.2%. The ex-dividend date is Monday, November 17th. Jabil’s dividend payout ratio is presently 5.37%.

Insider Activity at Jabil

In related news, Director Steven A. Raymund sold 13,432 shares of the firm’s stock in a transaction that occurred on Monday, July 21st. The stock was sold at an average price of $223.11, for a total value of $2,996,813.52. Following the completion of the transaction, the director directly owned 86,396 shares of the company’s stock, valued at $19,275,811.56. This trade represents a 13.46% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman Mark T. Mondello sold 20,000 shares of Jabil stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $214.84, for a total value of $4,296,800.00. Following the transaction, the chairman directly owned 1,380,190 shares of the company’s stock, valued at approximately $296,520,019.60. This represents a 1.43% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 85,416 shares of company stock valued at $18,367,889. 1.73% of the stock is currently owned by corporate insiders.

Jabil Profile

Jabil Inc provides manufacturing services and solutions worldwide. It operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. The company offers electronics design, production, and product management services; electronic circuit design services, such as application-specific integrated circuit design, firmware development, and rapid prototyping services; and designs plastic and metal enclosures that include the electro-mechanics, such as the printed circuit board assemblies (PCBA).