Procyon Advisors LLC Grows Stake in Jabil, Inc. $JBL

Procyon Advisors LLC increased its position in shares of Jabil, Inc. (NYSE:JBL) by 77.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 24,950 shares of the technology company’s stock after purchasing an additional 10,859 shares during the quarter. Procyon Advisors LLC’s holdings in Jabil were worth $5,689,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of JBL. State Street Corp increased its position in shares of Jabil by 0.7% in 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 in the last quarter. JPMorgan Chase & Co. boosted its position in shares of Jabil by 5.9% in 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 in the last quarter. Boston Partners grew 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 acquiring an additional 1,313,338 shares during the last quarter. Norges Bank acquired a new stake in Jabil in the 2nd quarter valued at about $323,338,000. Finally, Arrowstreet Capital Limited Partnership increased its holdings in Jabil by 1,157.8% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,454,915 shares of the technology company’s stock valued at $315,964,000 after acquiring an additional 1,339,247 shares in the last quarter. 93.39% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Jabil

In other Jabil news, Director Anousheh Ansari sold 500 shares of Jabil stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $252.00, for a total value of $126,000.00. Following the completion of the sale, the director owned 33,900 shares in the company, valued at $8,542,800. The trade was a 1.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Chairman Mark T. Mondello sold 17,200 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $250.00, for a total transaction of $4,300,000.00. Following the transaction, the chairman directly owned 1,111,459 shares of the company’s stock, valued at approximately $277,864,750. This represents a 1.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 88,018 shares of company stock worth $21,347,051 in the last quarter. 1.35% of the stock is currently owned by corporate insiders.

Jabil News Roundup

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported a stronger‑than‑expected Q2 (≈$8.3B revenue, $2.69 adj. EPS) and raised full‑year guidance (revenue ~$34B, EPS ~$12.25), a primary catalyst supporting the stock. Jabil Inc (JBL) Q2 2026 Earnings Call Highlights
• Positive Sentiment: Major brokerages lifted price targets and ratings after the quarter (examples: Barclays to $304, BofA, Stifel, Baird increases), signaling continued analyst conviction and upside potential. Barclays Boosts Jabil Price Target to $304
• Positive Sentiment: Analysts collectively increased forecasts and bullish views following the beat‑and‑raise, reinforcing expectations for AI/infrastructure demand and further upgrades. Benzinga — Analysts Increase Forecasts After Q2
• Neutral Sentiment: MarketBeat and other coverage highlight multi‑year upside from AI exposure, buybacks and margin improvement — a positive long‑term thesis even if it doesn’t remove near‑term volatility. MarketBeat — Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Analyst consensus remains constructive (consensus rating ~“Moderate Buy”), which supports further upside but leaves room for divergence between brokers. Analysts Give Jabil a Moderate Buy Consensus
• Negative Sentiment: Despite the positive fundamentals, some coverage notes Jabil has underperformed peers on specific trading days and may be vulnerable to sector rotation or profit‑taking after recent gains. MarketWatch — Jabil Underperforms Competitors
• Negative Sentiment: Some commentators highlight that the market didn’t immediately reward the quarter, suggesting investor caution — factors include elevated valuation, high leverage metrics, and share‑reduction dynamics that can complicate near‑term equity metrics. Seeking Alpha — Mr. Market Refused To Reward Jabil

Analyst Ratings Changes

Several analysts have issued reports on JBL shares. UBS Group upped their price target on shares of Jabil from $244.00 to $254.00 and gave the company a “neutral” rating in a report on Tuesday, March 10th. Bank of America lifted their price objective on Jabil from $280.00 to $295.00 and gave the stock a “buy” rating in a research report on Thursday. Barclays upped their target price on Jabil from $283.00 to $304.00 and gave the company an “overweight” rating in a research note on Wednesday. Zacks Research cut Jabil from a “strong-buy” rating to a “hold” rating in a report on Monday, February 16th. Finally, JPMorgan Chase & Co. raised their price target on Jabil from $270.00 to $300.00 and gave the stock an “overweight” rating in a research report on Thursday, March 12th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $283.25.

Jabil Stock Performance

NYSE:JBL opened at $253.54 on Friday. The company has a debt-to-equity ratio of 2.50, a current ratio of 1.01 and a quick ratio of 0.67. The firm has a market cap of $26.77 billion, a PE ratio of 34.03, a P/E/G ratio of 1.61 and a beta of 1.22. The firm has a 50 day simple moving average of $253.01 and a 200-day simple moving average of $228.38. Jabil, Inc. has a 1-year low of $108.66 and a 1-year high of $281.37.

Jabil (NYSE:JBL) last announced its earnings results on Wednesday, March 18th. The technology company reported $2.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.51 by $0.18. Jabil had a net margin of 2.48% and a return on equity of 80.96%. The firm had revenue of $8.28 billion for the quarter, compared to analyst estimates of $7.75 billion. During the same quarter last year, the business earned $1.94 earnings per share. Jabil’s revenue was up 23.1% compared to the same quarter last year. On average, equities analysts expect that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were given a dividend of $0.08 per share. The ex-dividend date was Tuesday, February 17th. This represents a $0.32 annualized dividend and a yield of 0.1%. Jabil’s dividend payout ratio is 4.30%.

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.