Gotham Asset Management LLC Grows Stock Position in Jabil, Inc. $JBL

Gotham Asset Management LLC raised its position in Jabil, Inc. (NYSE:JBL) by 25.6% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 209,485 shares of the technology company’s stock after acquiring an additional 42,703 shares during the period. Gotham Asset Management LLC owned approximately 0.20% of Jabil worth $45,494,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Primecap Management Co. CA lifted its holdings in Jabil by 0.7% in the second 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 period. JPMorgan Chase & Co. grew its stake in shares of Jabil by 5.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock worth $502,133,000 after purchasing an additional 129,212 shares during the period. Boston Partners increased its holdings in shares of Jabil by 224.4% in the 2nd quarter. Boston Partners now owns 1,898,681 shares of the technology company’s stock valued at $414,119,000 after purchasing an additional 1,313,338 shares in the last quarter. Norges Bank acquired a new stake in shares of Jabil in the second quarter valued at about $323,338,000. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Jabil by 1,157.8% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,454,915 shares of the technology company’s stock worth $315,964,000 after acquiring an additional 1,339,247 shares in the last quarter. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on JBL shares. Robert W. Baird assumed coverage on Jabil in a research report on Thursday. They set an “outperform” rating and a $275.00 target price on the stock. UBS Group raised their price target on Jabil from $244.00 to $254.00 and gave the company a “neutral” rating in a research report on Tuesday, March 10th. Bank of America set a $265.00 price target on Jabil in a research note on Thursday, December 18th. Weiss Ratings reiterated a “hold (c)” rating on shares of Jabil in a research report on Friday, January 9th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price objective on shares of Jabil in a research note on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $270.50.

Insider Buying and Selling at Jabil

In other news, Director Anousheh Ansari sold 500 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $252.00, for a total transaction of $126,000.00. Following the completion of the sale, the director owned 33,900 shares of the company’s stock, valued at approximately $8,542,800. This trade represents a 1.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Adam E. Berry sold 1,596 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $253.20, for a total transaction of $404,107.20. Following the transaction, the senior vice president directly owned 18,920 shares of the company’s stock, valued at approximately $4,790,544. This represents a 7.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 161,529 shares of company stock worth $37,901,485. 1.35% of the stock is currently owned by insiders.

Jabil Price Performance

JBL stock opened at $250.81 on Monday. The company has a market cap of $26.49 billion, a PE ratio of 39.01, a price-to-earnings-growth ratio of 1.59 and a beta of 1.22. The company has a current ratio of 0.99, a quick ratio of 0.67 and a debt-to-equity ratio of 1.77. The stock has a 50-day moving average price of $249.46 and a two-hundred day moving average price of $226.64. Jabil, Inc. has a 12-month low of $108.66 and a 12-month high of $281.37.

Jabil (NYSE:JBL) last released its quarterly earnings data on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, topping analysts’ consensus estimates of $2.70 by $0.15. The company had revenue of $8.31 billion for the quarter, compared to the consensus estimate of $8.07 billion. Jabil had a return on equity of 75.96% and a net margin of 2.26%.The company’s quarterly revenue was up 18.7% compared to the same quarter last year. During the same period last year, the business posted $2.00 EPS. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. As a group, research analysts predict that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were issued a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, February 17th. Jabil’s dividend payout ratio (DPR) is presently 4.98%.

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.