Jabil, Inc. $JBL Shares Sold by Lmcg Investments LLC

Lmcg Investments LLC lowered its position in shares of Jabil, Inc. (NYSE:JBL) by 2.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 93,907 shares of the technology company’s stock after selling 2,817 shares during the period. Jabil makes up approximately 1.2% of Lmcg Investments LLC’s portfolio, making the stock its 19th largest position. Lmcg Investments LLC owned about 0.09% of Jabil worth $20,394,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in JBL. GFG Capital LLC purchased a new stake in Jabil in the second quarter valued at $26,000. True Wealth Design LLC grew its holdings in shares of Jabil by 250.0% during the 3rd quarter. True Wealth Design LLC now owns 140 shares of the technology company’s stock worth $30,000 after purchasing an additional 100 shares during the period. First Horizon Corp purchased a new stake in Jabil in the 3rd quarter valued at about $30,000. Traub Capital Management LLC acquired a new position in Jabil in the second quarter valued at about $33,000. Finally, Assetmark Inc. increased its position in shares of Jabil by 45.8% during the second quarter. Assetmark Inc. now owns 156 shares of the technology company’s stock valued at $34,000 after acquiring an additional 49 shares during the last quarter. 93.39% of the stock is currently owned by institutional investors and hedge funds.

Jabil News Roundup

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Recent earnings momentum and guidance — Jabil reported a December quarter beat (EPS and revenue ahead of estimates) and set FY2026 guidance, which helped spark post‑earnings upside and momentum. Read More.
• Positive Sentiment: Growth drivers highlighted by analysts — Coverage points to AI tailwinds, advanced automotive solutions (ADAS, EV components) and expanding higher‑margin services as durable growth engines that could sustain multiple expansion. Read More.
• Positive Sentiment: Analyst upgrades and higher targets — Several firms (JPMorgan, Goldman Sachs, Raymond James among others) raised targets or reiterated buy/overweight ratings, supporting demand from institutional and quant/value investors. Read More.
• Neutral Sentiment: Capital structure move under review — Coverage notes a ~$1B refinancing that could improve liability management and refinancing costs; investors will watch execution and use of proceeds. Read More.
• Neutral Sentiment: Valuation and context pieces — Several writeups assess whether the rally and GARP interest justify current multiples and show long‑term return history; useful for timing or re‑rating decisions but not immediate catalysts. Read More. Read More.
• Negative Sentiment: Clustered insider selling — Chairman Mark Mondello sold multiple blocks (Jan 13–15) and director Anousheh Ansari sold shares in recent filings; while insiders retain large holdings, the cadence and size of sales can signal caution to some investors. SEC filings: Read More. Read More.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. The Goldman Sachs Group restated a “buy” rating and issued a $282.00 price objective on shares of Jabil in a report on Thursday. UBS Group raised their target price on Jabil from $239.00 to $244.00 and gave the company a “neutral” rating in a report on Thursday, December 18th. Weiss Ratings reiterated a “hold (c)” rating on shares of Jabil in a research note on Friday, January 9th. Bank of America raised their price objective on shares of Jabil from $255.00 to $262.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Two analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Jabil currently has an average rating of “Buy” and an average price target of $263.71.

Insiders Place Their Bets

In other Jabil news, EVP Kristine Melachrino sold 6,579 shares of the stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $213.40, for a total value of $1,403,958.60. Following the transaction, the executive vice president directly owned 33,718 shares in the company, valued at $7,195,421.20. This represents a 16.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman Mark T. Mondello sold 50,000 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $225.32, for a total transaction of $11,266,000.00. Following the sale, the chairman owned 1,171,459 shares of the company’s stock, valued at $263,953,141.88. This represents a 4.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 199,073 shares of company stock worth $44,913,177. 1.35% of the stock is currently owned by company insiders.

Jabil Stock Down 0.6%

Shares of Jabil stock opened at $251.56 on Friday. The company has a quick ratio of 0.67, a current ratio of 0.99 and a debt-to-equity ratio of 1.77. Jabil, Inc. has a 52-week low of $108.66 and a 52-week high of $256.17. The company has a market capitalization of $26.56 billion, a P/E ratio of 39.12, a P/E/G ratio of 1.61 and a beta of 1.25. The company has a 50 day moving average of $220.78 and a 200 day moving average of $217.10.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Wednesday, December 17th. The technology company reported $2.85 earnings per share for the quarter, beating analysts’ consensus estimates of $2.70 by $0.15. The business had revenue of $8.31 billion for the quarter, compared to analyst estimates of $8.07 billion. Jabil had a net margin of 2.26% and a return on equity of 75.96%. The company’s revenue was up 18.7% on a year-over-year basis. During the same period last year, the business earned $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 forecast that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

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.