CWA Asset Management Group LLC Lowers Stock Holdings in Jabil, Inc. $JBL

CWA Asset Management Group LLC cut its position in Jabil, Inc. (NYSE:JBL) by 4.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,593 shares of the technology company’s stock after selling 2,348 shares during the quarter. CWA Asset Management Group LLC’s holdings in Jabil were worth $10,396,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the company. JPMorgan Chase & Co. raised its holdings in Jabil by 5.9% in the second quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock valued at $502,133,000 after acquiring an additional 129,212 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in Jabil by 33.2% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 26,441 shares of the technology company’s stock worth $5,742,000 after acquiring an additional 6,594 shares in the last quarter. Envestnet Asset Management Inc. increased its position in shares of Jabil by 9.1% in the 3rd quarter. Envestnet Asset Management Inc. now owns 311,883 shares of the technology company’s stock valued at $67,732,000 after purchasing an additional 25,932 shares during the last quarter. Winnow Wealth LLC purchased a new stake in shares of Jabil in the 3rd quarter valued at approximately $1,077,000. Finally, Westfield Capital Management Co. LP acquired a new stake in shares of Jabil in the 3rd quarter valued at $57,799,000. Institutional investors and hedge funds own 93.39% of the company’s stock.

Key Stories Impacting Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported a stronger‑than‑expected Q2 (≈$8.3B revenue, $2.69 adj. EPS) and raised full‑year guidance (revenue ~$34B, EPS ~$12.25), a primary catalyst supporting the stock. Jabil Inc (JBL) Q2 2026 Earnings Call Highlights
• Positive Sentiment: Major brokerages lifted price targets and ratings after the quarter (examples: Barclays to $304, BofA, Stifel, Baird increases), signaling continued analyst conviction and upside potential. Barclays Boosts Jabil Price Target to $304
• Positive Sentiment: Analysts collectively increased forecasts and bullish views following the beat‑and‑raise, reinforcing expectations for AI/infrastructure demand and further upgrades. Benzinga — Analysts Increase Forecasts After Q2
• Neutral Sentiment: MarketBeat and other coverage highlight multi‑year upside from AI exposure, buybacks and margin improvement — a positive long‑term thesis even if it doesn’t remove near‑term volatility. MarketBeat — Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Analyst consensus remains constructive (consensus rating ~“Moderate Buy”), which supports further upside but leaves room for divergence between brokers. Analysts Give Jabil a Moderate Buy Consensus
• Negative Sentiment: Despite the positive fundamentals, some coverage notes Jabil has underperformed peers on specific trading days and may be vulnerable to sector rotation or profit‑taking after recent gains. MarketWatch — Jabil Underperforms Competitors
• Negative Sentiment: Some commentators highlight that the market didn’t immediately reward the quarter, suggesting investor caution — factors include elevated valuation, high leverage metrics, and share‑reduction dynamics that can complicate near‑term equity metrics. Seeking Alpha — Mr. Market Refused To Reward Jabil

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on JBL shares. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Jabil in a research report on Thursday, December 18th. Bank of America raised their price target on Jabil from $280.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jabil in a report on Friday, January 9th. JPMorgan Chase & Co. upped their price objective on Jabil from $270.00 to $300.00 and gave the stock an “overweight” rating in a research report on Thursday, March 12th. Finally, UBS Group increased their price objective on Jabil from $244.00 to $254.00 and gave the company a “neutral” rating in a report on Tuesday, March 10th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $283.25.

Jabil Price Performance

Shares of NYSE JBL opened at $253.54 on Friday. The stock has a fifty day moving average price of $253.01 and a 200 day moving average price of $228.20. Jabil, Inc. has a 1-year low of $108.66 and a 1-year high of $281.37. The company has a debt-to-equity ratio of 2.50, a current ratio of 1.01 and a quick ratio of 0.67. The company has a market cap of $26.77 billion, a PE ratio of 34.03, a P/E/G ratio of 1.68 and a beta of 1.22.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Wednesday, March 18th. The technology company reported $2.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.51 by $0.18. Jabil had a net margin of 2.48% and a return on equity of 80.96%. The company had revenue of $8.28 billion for the quarter, compared to analysts’ expectations of $7.75 billion. During the same period in the previous year, the company posted $1.94 EPS. Jabil’s revenue was up 23.1% compared to the same quarter last year. Sell-side analysts forecast that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Dividend Announcement

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 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, February 17th. Jabil’s dividend payout ratio is currently 4.30%.

Insider Transactions at Jabil

In related news, Director Anousheh Ansari sold 500 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $252.00, for a total value of $126,000.00. Following the completion of the sale, the director owned 33,900 shares in the company, valued at $8,542,800. This trade represents a 1.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Michael Dastoor sold 15,000 shares of the business’s stock in a transaction that occurred on Thursday, January 22nd. The stock was sold at an average price of $246.91, for a total value of $3,703,650.00. Following the transaction, the chief executive officer owned 262,566 shares in the company, valued at $64,830,171.06. The trade was a 5.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 88,018 shares of company stock valued at $21,347,051 over the last 90 days. Insiders own 1.35% of the company’s stock.

About Jabil

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.