Blue Trust Inc. Increases Position in Jabil, Inc. $JBL

Blue Trust Inc. boosted its holdings in shares of Jabil, Inc. (NYSE:JBL) by 5.6% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,607 shares of the technology company’s stock after acquiring an additional 85 shares during the quarter. Blue Trust Inc.’s holdings in Jabil were worth $350,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Wellington Management Group LLP boosted its stake in shares of Jabil by 12.9% during the first quarter. Wellington Management Group LLP now owns 6,556,153 shares of the technology company’s stock valued at $892,096,000 after purchasing an additional 747,423 shares during the period. JPMorgan Chase & Co. boosted its stake in shares of Jabil by 15.7% during the first quarter. JPMorgan Chase & Co. now owns 2,173,095 shares of the technology company’s stock valued at $295,693,000 after purchasing an additional 295,496 shares during the period. Northern Trust Corp boosted its position in Jabil by 8.3% in the 1st quarter. Northern Trust Corp now owns 1,384,364 shares of the technology company’s stock valued at $188,370,000 after buying an additional 105,632 shares during the period. Jacobs Levy Equity Management Inc. boosted 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 buying an additional 662,938 shares during the period. Finally, Bank of New York Mellon Corp boosted its position in Jabil by 3.4% in the 1st quarter. Bank of New York Mellon Corp now owns 1,118,282 shares of the technology company’s stock valued at $152,165,000 after buying an additional 37,201 shares during the period. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Insider Activity at Jabil

In other news, EVP Andrew Priestley sold 3,702 shares of the company’s stock in a transaction on Wednesday, July 23rd. The shares were sold at an average price of $225.00, for a total transaction of $832,950.00. Following the completion of the sale, the executive vice president owned 44,833 shares of the company’s stock, valued at $10,087,425. This represents a 7.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Frederic E. Mccoy sold 4,500 shares of the company’s stock in a transaction dated Wednesday, July 23rd. The shares were sold at an average price of $223.55, for a total transaction of $1,005,975.00. Following the sale, the executive vice president directly owned 124,203 shares of the company’s stock, valued at approximately $27,765,580.65. This represents a 3.50% decrease in their position. The disclosure for this sale can be found here. Insiders sold 85,416 shares of company stock worth $18,367,889 over the last three months. Company insiders own 1.73% of the company’s stock.

Jabil Trading Up 3.0%

NYSE JBL opened at $199.83 on Tuesday. The stock has a market cap of $21.45 billion, a P/E ratio of 33.53, a P/E/G ratio of 1.38 and a beta of 1.26. 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 company has a fifty day simple moving average of $212.89 and a two-hundred day simple moving average of $189.89. Jabil, Inc. has a 12-month low of $108.66 and a 12-month high of $237.14.

Jabil (NYSE:JBL) last posted its quarterly earnings results on Thursday, September 25th. The technology company reported $1.99 earnings per share (EPS) 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 analysts’ expectations of $7.63 billion. Jabil had a return on equity of 68.63% and a net margin of 2.20%.The business’s quarterly revenue was up 18.5% compared to the same quarter last year. During the same period in the prior year, the business 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. On average, analysts forecast that Jabil, Inc. will post 8.05 earnings per share for the current year.

Jabil Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, September 3rd. Investors of record on Friday, August 15th were issued a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend was Friday, August 15th. Jabil’s payout ratio is presently 5.37%.

Analyst Ratings Changes

Several research firms have issued reports on JBL. Raymond James Financial set a $260.00 price objective on shares of Jabil in a research report on Thursday, September 25th. UBS Group set a $241.00 price target on Jabil in a report on Sunday, September 28th. Bank of America upped their target price on Jabil from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Friday, September 26th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Jabil in a report on Saturday, September 27th. Finally, The Goldman Sachs Group upped their target price on Jabil from $188.00 to $215.00 and gave the stock a “buy” rating in a report on Wednesday, June 18th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $248.43.

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).