Swiss Life Asset Management Ltd Grows Position in Jabil, Inc. $JBL

Swiss Life Asset Management Ltd increased its position in Jabil, Inc. (NYSE:JBL) by 23.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,204 shares of the technology company’s stock after buying an additional 4,659 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Jabil were worth $5,256,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in JBL. Norges Bank purchased a new stake in Jabil during the 2nd quarter valued at $323,338,000. Arrowstreet Capital Limited Partnership increased its position in shares of Jabil by 1,157.8% in the third quarter. Arrowstreet Capital Limited Partnership now owns 1,454,915 shares of the technology company’s stock valued at $315,964,000 after acquiring an additional 1,339,247 shares during the period. Boston Partners raised its stake in shares of Jabil by 224.4% during the second quarter. Boston Partners now owns 1,898,681 shares of the technology company’s stock valued at $414,119,000 after acquiring an additional 1,313,338 shares during the last quarter. Robeco Institutional Asset Management B.V. raised its stake in shares of Jabil by 107.2% during the third quarter. Robeco Institutional Asset Management B.V. now owns 1,319,675 shares of the technology company’s stock valued at $286,594,000 after acquiring an additional 682,899 shares during the last quarter. Finally, Allianz Asset Management GmbH boosted its holdings in shares of Jabil by 180.1% during the third quarter. Allianz Asset Management GmbH now owns 758,326 shares of the technology company’s stock worth $164,686,000 after purchasing an additional 487,595 shares during the period. 93.39% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, Director Anousheh Ansari sold 500 shares of the business’s stock in a transaction 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 sale, the director owned 33,900 shares in the company, valued at approximately $8,542,800. The trade was a 1.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Adam E. Berry sold 1,596 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $253.20, for a total transaction of $404,107.20. Following the completion of the sale, the senior vice president directly owned 18,920 shares in the company, valued at $4,790,544. This represents a 7.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 88,018 shares of company stock valued at $21,347,051 over the last 90 days. 1.35% of the stock is currently owned by company insiders.

Jabil Price Performance

JBL stock opened at $253.54 on Friday. The company has a debt-to-equity ratio of 2.50, a current ratio of 1.01 and a quick ratio of 0.67. Jabil, Inc. has a 1 year low of $108.66 and a 1 year high of $281.37. The firm has a 50-day moving average of $253.01 and a 200 day moving average of $228.38. The company has a market cap of $26.77 billion, a P/E ratio of 34.03, a PEG ratio of 1.61 and a beta of 1.22.

Jabil (NYSE:JBL) last posted its earnings results on Wednesday, March 18th. The technology company reported $2.69 earnings per share for the quarter, topping analysts’ consensus estimates of $2.51 by $0.18. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The firm had revenue of $8.28 billion for the quarter, compared to the consensus estimate of $7.75 billion. During the same quarter in the prior year, the business earned $1.94 EPS. The business’s revenue for the quarter was up 23.1% on a year-over-year basis. On average, sell-side analysts forecast 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 paid a $0.08 dividend. 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 presently 4.30%.

More Jabil News

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 research firms recently issued reports on JBL. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 target price on shares of Jabil in a research note on Thursday, January 15th. Stifel Nicolaus increased their price objective on Jabil from $255.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of Jabil in a research report on Friday, January 9th. Robert W. Baird boosted their target price on Jabil from $275.00 to $281.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, UBS Group upped their target price on Jabil from $244.00 to $254.00 and gave the company a “neutral” rating in a report on Tuesday, March 10th. 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’s stock. According to data from MarketBeat, Jabil presently has an average rating of “Moderate Buy” and an average price target of $283.25.

Jabil 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.