Orion Porfolio Solutions LLC Has $2.25 Million Position in Jabil, Inc. $JBL

Orion Porfolio Solutions LLC grew its holdings in Jabil, Inc. (NYSE:JBL) by 230.5% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 10,327 shares of the technology company’s stock after buying an additional 7,202 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Jabil were worth $2,252,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. GFG Capital LLC acquired a new stake in Jabil in the 2nd quarter valued at about $26,000. Traub Capital Management LLC bought a new stake in shares of Jabil during the second quarter valued at approximately $33,000. Groupe la Francaise increased its holdings in shares of Jabil by 35.2% in the first quarter. Groupe la Francaise now owns 246 shares of the technology company’s stock valued at $34,000 after purchasing an additional 64 shares in the last quarter. Assetmark Inc. raised its position in Jabil by 45.8% in the 2nd quarter. Assetmark Inc. now owns 156 shares of the technology company’s stock worth $34,000 after purchasing an additional 49 shares during the last quarter. Finally, Westside Investment Management Inc. lifted its holdings in Jabil by 757.1% during the 2nd quarter. Westside Investment Management Inc. now owns 180 shares of the technology company’s stock worth $39,000 after buying an additional 159 shares in the last quarter. Institutional investors and hedge funds own 93.39% of the company’s stock.

Jabil Price Performance

Shares of JBL opened at $226.56 on Friday. The stock has a market cap 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. Jabil, Inc. has a 1 year low of $108.66 and a 1 year high of $237.14. The stock’s 50-day moving average price is $211.77 and its two-hundred day moving average price is $211.50. 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 (NYSE:JBL) 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 business had revenue of $8.31 billion for the quarter, compared to the consensus estimate of $8.07 billion. During the same period last year, the company posted $2.00 EPS. Jabil’s revenue for the quarter 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. On average, equities analysts predict that Jabil, Inc. will post 8.05 earnings per share for the current year.

Jabil Announces Dividend

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

Insiders Place Their Bets

In related news, CFO Gregory B. Hebard sold 6,086 shares of the firm’s stock in a transaction on Tuesday, October 28th. The stock was sold at an average price of $213.54, for a total transaction of $1,299,604.44. Following the sale, the chief financial officer owned 58,526 shares of the company’s stock, valued at approximately $12,497,642.04. This trade represents a 9.42% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Gary K. Schick sold 453 shares of Jabil stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $220.69, for a total value of $99,972.57. Following the transaction, the senior vice president owned 42,208 shares in the company, valued at approximately $9,314,883.52. This represents a 1.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 131,762 shares of company stock worth $28,129,921 over the last 90 days. 1.73% of the stock is currently owned by corporate 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.

Analysts Set New Price Targets

Several equities research analysts have recently commented on JBL shares. Wall Street Zen raised Jabil from a “buy” rating to a “strong-buy” rating in a research note on Friday, October 3rd. Raymond James Financial reiterated a “strong-buy” rating on shares of Jabil in a research report on Thursday. JPMorgan Chase & Co. boosted their price objective on Jabil from $260.00 to $270.00 and gave the stock an “overweight” rating in a report on Thursday. Zacks Research lowered shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 26th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $255.00 price target on shares of Jabil in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $261.29.

Jabil Company 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.