Fox Run Management L.L.C. Buys New Shares in Jabil, Inc. $JBL

Fox Run Management L.L.C. purchased a new position in shares of Jabil, Inc. (NYSE:JBL) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 1,901 shares of the technology company’s stock, valued at approximately $413,000.

Other large investors also recently modified their holdings of the company. JPMorgan Chase & Co. lifted its stake in shares of Jabil by 5.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock worth $502,133,000 after buying an additional 129,212 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its stake in Jabil by 33.2% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 26,441 shares of the technology company’s stock valued at $5,742,000 after buying an additional 6,594 shares during the last quarter. Winnow Wealth LLC bought a new position in Jabil in the 3rd quarter valued at about $1,077,000. Envestnet Asset Management Inc. lifted its position in Jabil by 9.1% during the third quarter. Envestnet Asset Management Inc. now owns 311,883 shares of the technology company’s stock worth $67,732,000 after acquiring an additional 25,932 shares during the last quarter. Finally, Legal & General Group Plc boosted its holdings in shares of Jabil by 0.9% during the second quarter. Legal & General Group Plc now owns 413,902 shares of the technology company’s stock worth $90,272,000 after acquiring an additional 3,752 shares during the period. 93.39% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on JBL. The Goldman Sachs Group reissued a “buy” rating and set a $282.00 price target on shares of Jabil in a report on Thursday, January 15th. UBS Group increased their price objective on Jabil from $239.00 to $244.00 and gave the stock a “neutral” rating in a research report on Thursday, December 18th. JPMorgan Chase & Co. boosted their target price on shares of Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jabil in a research report on Friday, January 9th. Finally, Wall Street Zen cut shares of Jabil from a “strong-buy” rating to a “buy” rating in a research note on Monday, February 23rd. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $264.14.

Jabil Stock Down 2.7%

JBL stock opened at $264.65 on Monday. Jabil, Inc. has a 52 week low of $108.66 and a 52 week high of $281.37. The business has a 50-day simple moving average of $245.67 and a 200 day simple moving average of $223.66. The company has a quick ratio of 0.67, a current ratio of 0.99 and a debt-to-equity ratio of 1.77. The company has a market cap of $27.95 billion, a PE ratio of 41.16, a price-to-earnings-growth ratio of 1.69 and a beta of 1.22.

Jabil (NYSE:JBL) last released its earnings results on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, beating the consensus estimate of $2.70 by $0.15. Jabil had a net margin of 2.26% and a return on equity of 75.96%. The firm had revenue of $8.31 billion for the quarter, compared to analyst estimates of $8.07 billion. During the same period last year, the firm earned $2.00 EPS. The business’s quarterly revenue was up 18.7% compared to the same quarter last year. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. Sell-side analysts anticipate that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th will be issued a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend is Tuesday, February 17th. Jabil’s dividend payout ratio (DPR) is currently 4.98%.

Insider Buying and Selling

In other Jabil news, EVP Steven D. Borges sold 10,000 shares of the business’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $235.00, for a total transaction of $2,350,000.00. Following the completion of the transaction, the executive vice president owned 90,524 shares of the company’s stock, valued at approximately $21,273,140. The trade was a 9.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Chairman Mark T. Mondello sold 50,000 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $225.32, for a total transaction of $11,266,000.00. Following the completion of the sale, the chairman owned 1,171,459 shares in the company, valued at approximately $263,953,141.88. The trade was a 4.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 161,529 shares of company stock worth $37,901,485. 1.35% of the stock is owned by company 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.