Jabil, Inc. $JBL Holdings Trimmed by Wedge Capital Management L L P NC

Wedge Capital Management L L P NC reduced its position in shares of Jabil, Inc. (NYSE:JBL) by 5.1% during the 3rd quarter, Holdings Channel.com reports. The firm owned 300,327 shares of the technology company’s stock after selling 16,159 shares during the period. Jabil accounts for 1.1% of Wedge Capital Management L L P NC’s investment portfolio, making the stock its 19th biggest position. Wedge Capital Management L L P NC’s holdings in Jabil were worth $65,222,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of JBL. Fifth Third Wealth Advisors LLC acquired a new position in shares of Jabil in the 2nd quarter valued at about $275,000. JPMorgan Chase & Co. grew its position in Jabil by 5.9% during the second quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock valued at $502,133,000 after purchasing an additional 129,212 shares in the last quarter. Legal & General Group Plc grew its position in Jabil by 0.9% during the second quarter. Legal & General Group Plc now owns 413,902 shares of the technology company’s stock valued at $90,272,000 after purchasing an additional 3,752 shares in the last quarter. Boston Partners increased its stake in 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 buying an additional 1,313,338 shares during the period. Finally, Universal Beteiligungs und Servicegesellschaft mbH lifted its position in Jabil by 41.9% in the 2nd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 89,912 shares of the technology company’s stock worth $19,610,000 after buying an additional 26,554 shares in the last quarter. Institutional investors and hedge funds own 93.39% of the company’s stock.

Analyst Ratings Changes

JBL has been the topic of several research analyst reports. Wall Street Zen upgraded shares of Jabil from a “buy” rating to a “strong-buy” rating in a report on Friday, October 3rd. Raymond James Financial restated a “strong-buy” rating on shares of Jabil in a research note on Thursday. Barclays upped their target price on Jabil from $267.00 to $283.00 and gave the stock an “overweight” rating in a research report on Thursday. JPMorgan Chase & Co. lifted their price target on Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a report on Thursday. Finally, UBS Group boosted their price target on Jabil from $239.00 to $244.00 and gave the company a “neutral” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $261.29.

More Jabil News

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.

Jabil Price Performance

NYSE JBL opened at $226.56 on Friday. Jabil, Inc. has a fifty-two week low of $108.66 and a fifty-two week high of $237.14. The stock’s 50-day moving average is $211.77 and its two-hundred day moving average is $211.77. The firm has a market cap of $24.20 billion, a P/E ratio of 35.23, a price-to-earnings-growth ratio of 1.60 and a beta of 1.26. The company has a debt-to-equity ratio of 1.77, a current ratio of 0.99 and a quick ratio of 0.66.

Jabil (NYSE:JBL) last released its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.70 by $0.15. Jabil had a return on equity of 75.96% and a net margin of 2.26%.The company had revenue of $8.31 billion during the quarter, compared to the consensus estimate of $8.07 billion. During the same quarter in the prior year, the company posted $2.00 EPS. The firm’s revenue 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, analysts anticipate that Jabil, Inc. will post 8.05 earnings per share for the current fiscal year.

Jabil Dividend Announcement

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

Insider Buying and Selling at Jabil

In other Jabil news, SVP Gary K. Schick sold 453 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $220.69, for a total transaction of $99,972.57. Following the completion of the sale, the senior vice president directly owned 42,208 shares in the company, valued at $9,314,883.52. This represents a 1.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Francis Mckay sold 2,526 shares of the firm’s stock in a transaction dated Wednesday, October 29th. The shares were sold at an average price of $224.47, for a total value of $567,011.22. Following the completion of the sale, the senior vice president directly owned 40,963 shares in the company, valued at approximately $9,194,964.61. This represents a 5.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 131,762 shares of company stock worth $28,129,921 in the last quarter. 1.73% of the stock is owned by corporate insiders.

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.