Jabil (NYSE:JBL) Shares Gap Down – Should You Sell?

Jabil, Inc. (NYSE:JBL)’s stock price gapped down prior to trading on Wednesday . The stock had previously closed at $262.35, but opened at $247.70. Jabil shares last traded at $253.2850, with a volume of 646,391 shares trading hands.

Trending Headlines about Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Q2 beat on both EPS and revenue — adjusted EPS $2.69 topped estimates and rose from $1.94 year-over-year; revenue grew ~23% to ~$8.3B, outperforming forecasts. Jabil (JBL) Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Raised full-year revenue and profit guidance, driven by strong demand for infrastructure services from AI data centers — a clear revenue-growth catalyst. Electronics firm Jabil raises annual forecasts on data center demand
• Positive Sentiment: Company release and investor materials confirm results and highlight an uplift in the intelligent infrastructure segment (core non‑GAAP EPS $2.69; core operating income $436M). Jabil Posts Second Quarter Results
• Positive Sentiment: Analyst and market sentiment has been warming — Zacks upgraded JBL to a Buy and several outlets cite Jabil as a momentum/AI‑infrastructure play, supporting near‑term interest. Jabil (JBL) Upgraded to Buy
• Neutral Sentiment: Multiple feature pieces highlight Jabil’s momentum and longer-term thesis (AI tailwinds, recent acquisitions), which can attract strategic investors but are less immediate than quarterly results. Why Jabil (JBL) is a Top Momentum Stock for the Long-Term
• Negative Sentiment: Valuation and liquidity/leveraging risks — JBL trades at a relatively elevated P/E (~38) and has a D/E of ~1.77 with current/quick ratios below 1, which raises sensitivity to any slowdown or margin pressure.

Analysts Set New Price Targets

Several analysts recently weighed in on JBL shares. Robert W. Baird initiated coverage on Jabil in a report on Thursday, March 12th. They set an “outperform” rating and a $275.00 price target on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jabil in a research note on Friday, January 9th. JPMorgan Chase & Co. boosted their price objective on shares of Jabil from $270.00 to $300.00 and gave the company an “overweight” rating in a research report on Thursday, March 12th. Wall Street Zen downgraded shares of Jabil from a “strong-buy” rating to a “buy” rating in a research note on Monday, February 23rd. Finally, Zacks Research lowered shares of Jabil from a “strong-buy” rating to a “hold” rating in a report on Monday, February 16th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $270.50.

Jabil Trading Down 1.9%

The stock’s 50-day moving average price is $250.92 and its 200 day moving average price is $227.39. The company has a debt-to-equity ratio of 1.77, a current ratio of 0.99 and a quick ratio of 0.67. The firm has a market capitalization of $27.18 billion, a PE ratio of 40.05, a price-to-earnings-growth ratio of 1.64 and a beta of 1.22.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Wednesday, March 18th. The technology company reported $2.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.51 by $0.18. The company had revenue of $8.28 billion for the quarter, compared to analysts’ expectations of $7.75 billion. Jabil had a return on equity of 75.96% and a net margin of 2.26%.Jabil’s revenue was up 23.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.94 earnings per share. On average, sell-side analysts expect that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th were issued a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Tuesday, February 17th. Jabil’s dividend payout ratio is currently 4.98%.

Insider Buying and Selling at Jabil

In other news, SVP Adam E. Berry sold 1,596 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $253.20, for a total transaction of $404,107.20. Following the transaction, the senior vice president owned 18,920 shares in the company, valued at approximately $4,790,544. This trade represents a 7.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Chairman Mark T. Mondello sold 50,000 shares of Jabil stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $225.32, for a total value of $11,266,000.00. Following the completion of the sale, the chairman owned 1,171,459 shares of the company’s stock, valued at $263,953,141.88. The trade was a 4.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 161,529 shares of company stock worth $37,901,485. Insiders own 1.35% of the company’s stock.

Hedge Funds Weigh In On Jabil

A number of hedge funds and other institutional investors have recently modified their holdings of JBL. State Street Corp increased its holdings in Jabil by 0.7% during the third quarter. State Street Corp now owns 5,199,646 shares of the technology company’s stock valued at $1,129,207,000 after buying an additional 36,646 shares during the period. Primecap Management Co. CA raised its stake in Jabil by 0.7% in the second quarter. Primecap Management Co. CA now owns 3,410,410 shares of the technology company’s stock worth $743,810,000 after buying an additional 24,650 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Jabil by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 2,913,157 shares of the technology company’s stock worth $661,783,000 after buying an additional 42,422 shares during the period. JPMorgan Chase & Co. boosted its position in Jabil by 5.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock valued at $502,133,000 after acquiring an additional 129,212 shares in the last quarter. Finally, Boston Partners boosted its position in Jabil by 224.4% during the 2nd 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 in the last quarter. 93.39% of the stock is currently owned by institutional investors.

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.