Talos Eurisko Asset Management LP Makes New $23.51 Million Investment in Jabil, Inc. $JBL

Talos Eurisko Asset Management LP acquired a new stake in Jabil, Inc. (NYSE:JBL) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 107,800 shares of the technology company’s stock, valued at approximately $23,511,000. Jabil makes up about 5.6% of Talos Eurisko Asset Management LP’s portfolio, making the stock its 9th largest holding. Talos Eurisko Asset Management LP owned approximately 0.10% of Jabil at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. TD Waterhouse Canada Inc. increased its holdings in Jabil by 0.9% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 25,799 shares of the technology company’s stock valued at $5,569,000 after buying an additional 236 shares during the period. Primecap Management Co. CA boosted 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 worth $743,810,000 after acquiring an additional 24,650 shares in the last quarter. Traub Capital Management LLC bought a new position in Jabil in the second quarter valued at approximately $33,000. Wealthspire Advisors LLC bought a new stake in Jabil during the second quarter worth $297,000. Finally, Empowered Funds LLC boosted its holdings in shares of Jabil by 18.5% in the 2nd quarter. Empowered Funds LLC now owns 90,444 shares of the technology company’s stock valued at $19,726,000 after purchasing an additional 14,121 shares in the last quarter. 93.39% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

JBL has been the subject of a number of research analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Jabil in a report on Tuesday, October 14th. Zacks Research cut Jabil from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 26th. Bank of America raised their target price on shares of Jabil from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Friday, September 26th. Barclays upped their price target on shares of Jabil from $223.00 to $267.00 and gave the stock an “overweight” rating in a report on Friday, September 26th. Finally, UBS Group set a $241.00 price objective on Jabil in a report on Sunday, September 28th. 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 stock presently has a consensus rating of “Moderate Buy” and an average target price of $248.43.

Jabil Trading Down 0.8%

Shares of NYSE JBL opened at $198.93 on Wednesday. The firm has a 50 day moving average price of $211.86 and a two-hundred day moving average price of $203.94. The stock has a market cap of $21.25 billion, a P/E ratio of 33.38, a price-to-earnings-growth ratio of 1.58 and a beta of 1.26. Jabil, Inc. has a 52-week low of $108.66 and a 52-week high of $237.14. The company has a debt-to-equity ratio of 1.57, a quick ratio of 0.66 and a current ratio of 1.00.

Jabil (NYSE:JBL) last issued its quarterly earnings data on Thursday, September 25th. The technology company reported $3.29 earnings per share for the quarter, topping the consensus estimate of $2.92 by $0.37. The company had revenue of $8.25 billion for the quarter, compared to analysts’ expectations of $7.63 billion. Jabil had a net margin of 2.20% and a return on equity of 68.63%. Jabil’s revenue for the quarter was up 18.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.30 earnings per share. Jabil has set its Q1 2026 guidance at 2.470-2.870 EPS. FY 2026 guidance at 11.000-11.000 EPS. As a group, equities analysts forecast that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Dividend Announcement

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

Insider Activity at Jabil

In related news, Chairman Mark T. Mondello sold 40,000 shares of the company’s stock in a transaction that occurred on Friday, October 17th. The stock was sold at an average price of $207.77, for a total value of $8,310,800.00. Following the sale, the chairman directly owned 1,258,942 shares in the company, valued at $261,570,379.34. This represents a 3.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Matthew Crowley sold 3,877 shares of the stock in a transaction that occurred on Tuesday, October 21st. The shares were sold at an average price of $202.59, for a total transaction of $785,441.43. Following the sale, the executive vice president directly owned 58,736 shares of the company’s stock, valued at $11,899,326.24. This represents a 6.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 131,762 shares of company stock valued at $27,886,321 over the last ninety days. Insiders own 1.73% of the company’s stock.

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).