Candriam S.C.A. Makes New $9.89 Million Investment in Jabil, Inc. $JBL

Candriam S.C.A. acquired a new stake in shares of Jabil, Inc. (NYSE:JBL) in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 45,362 shares of the technology company’s stock, valued at approximately $9,894,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Police & Firemen s Retirement System of New Jersey lifted its position in Jabil by 3.8% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 40,156 shares of the technology company’s stock valued at $8,758,000 after purchasing an additional 1,469 shares during the period. Geode Capital Management LLC raised its stake in shares of Jabil by 2.3% during the 2nd quarter. Geode Capital Management LLC now owns 2,893,485 shares of the technology company’s stock valued at $628,519,000 after buying an additional 65,949 shares during the last quarter. PNC Financial Services Group Inc. lifted its holdings in shares of Jabil by 2.5% in the 2nd quarter. PNC Financial Services Group Inc. now owns 41,020 shares of the technology company’s stock valued at $8,946,000 after buying an additional 1,006 shares during the period. denkapparat Operations GmbH boosted its stake in shares of Jabil by 4.0% in the second quarter. denkapparat Operations GmbH now owns 3,678 shares of the technology company’s stock worth $802,000 after buying an additional 140 shares during the last quarter. Finally, Forsta AP Fonden boosted its stake in shares of Jabil by 12.4% in the second quarter. Forsta AP Fonden now owns 69,881 shares of the technology company’s stock worth $15,241,000 after buying an additional 7,700 shares during the last quarter. Institutional investors and hedge funds own 93.39% of the company’s stock.

Insider Transactions at Jabil

In other Jabil news, Chairman Mark T. Mondello sold 40,000 shares of the stock in a transaction that occurred on Friday, October 17th. The stock was sold at an average price of $207.77, for a total transaction of $8,310,800.00. Following the completion of the transaction, the chairman owned 1,258,942 shares of the company’s stock, valued at $261,570,379.34. This represents a 3.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Matthew Crowley sold 3,877 shares of Jabil stock in a transaction that occurred on Tuesday, October 21st. The stock was sold at an average price of $202.59, for a total value of $785,441.43. Following the completion of the sale, the executive vice president directly owned 58,736 shares in the company, valued at $11,899,326.24. This represents a 6.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 131,762 shares of company stock worth $27,886,321 in the last three months. 1.73% of the stock is owned by corporate insiders.

Jabil Trading Down 0.2%

Shares of NYSE:JBL opened at $201.45 on Friday. The business’s 50 day moving average price is $212.23 and its 200-day moving average price is $202.45. Jabil, Inc. has a 1 year low of $108.66 and a 1 year high of $237.14. The firm has a market capitalization of $21.52 billion, a price-to-earnings ratio of 33.80, a price-to-earnings-growth ratio of 1.58 and a beta of 1.26. The company has a debt-to-equity ratio of 1.57, a current ratio of 1.00 and a quick ratio of 0.66.

Jabil (NYSE:JBL) last issued its quarterly earnings results on Thursday, September 25th. The technology company reported $3.29 EPS for the quarter, topping the consensus estimate of $2.92 by $0.37. The company had revenue of $8.25 billion during the quarter, compared to analyst estimates of $7.63 billion. Jabil had a net margin of 2.20% and a return on equity of 68.63%. The firm’s revenue was up 18.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.30 EPS. Jabil has set its Q1 2026 guidance at 2.470-2.870 EPS. FY 2026 guidance at 11.000-11.000 EPS. On average, equities research analysts forecast that Jabil, Inc. will post 8.05 earnings per share for the current fiscal year.

Jabil Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 2nd. Investors of record on Monday, November 17th will be given a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Monday, November 17th. Jabil’s dividend payout ratio is 5.37%.

Analyst Ratings Changes

Several brokerages recently weighed in on JBL. Weiss Ratings reiterated a “hold (c)” rating on shares of Jabil in a research report on Tuesday, October 14th. UBS Group set a $241.00 price objective on shares of Jabil in a research note on Sunday, September 28th. Raymond James Financial set a $260.00 target price on shares of Jabil in a report on Thursday, September 25th. Barclays increased their price target on shares of Jabil from $223.00 to $267.00 and gave the stock an “overweight” rating in a report on Friday, September 26th. Finally, Wall Street Zen upgraded shares of Jabil from a “buy” rating to a “strong-buy” rating in a research report on Friday, October 3rd. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average 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).