Healthcare of Ontario Pension Plan Trust Fund Grows Holdings in Jabil, Inc. $JBL

Healthcare of Ontario Pension Plan Trust Fund boosted its position in Jabil, Inc. (NYSE:JBL) by 57.1% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 6,635 shares of the technology company’s stock after purchasing an additional 2,412 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Jabil were worth $1,762,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in JBL. Todd Asset Management LLC grew its stake in Jabil by 1.9% in the 4th quarter. Todd Asset Management LLC now owns 336,356 shares of the technology company’s stock valued at $76,696,000 after purchasing an additional 6,179 shares during the period. Jackson Creek Investment Advisors LLC increased its position in shares of Jabil by 386.2% during the 4th quarter. Jackson Creek Investment Advisors LLC now owns 11,290 shares of the technology company’s stock valued at $2,574,000 after purchasing an additional 8,968 shares during the last quarter. Jefferies Financial Group Inc. bought a new stake in shares of Jabil during the 4th quarter worth $7,061,000. Allstate Corp raised its stake in shares of Jabil by 98.0% during the 4th quarter. Allstate Corp now owns 7,959 shares of the technology company’s stock worth $1,815,000 after purchasing an additional 3,939 shares during the period. Finally, National Pension Service boosted its holdings in shares of Jabil by 582.6% in the 4th quarter. National Pension Service now owns 224,903 shares of the technology company’s stock worth $51,282,000 after buying an additional 191,956 shares during the last quarter. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the stock. JPMorgan Chase & Co. increased their price target on shares of Jabil from $395.00 to $450.00 and gave the company an “overweight” rating in a research report on Thursday, June 18th. Stifel Nicolaus set a $460.00 target price on shares of Jabil and gave the company a “buy” rating in a research note on Thursday, June 18th. Raymond James Financial boosted their target price on shares of Jabil from $425.00 to $450.00 and gave the company a “strong-buy” rating in a research note on Thursday, June 18th. Barclays increased their target price on shares of Jabil from $304.00 to $426.00 and gave the company an “overweight” rating in a research report on Thursday, June 18th. Finally, Wall Street Zen cut shares of Jabil from a “strong-buy” rating to a “buy” rating in a report on Saturday, April 11th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Jabil presently has a consensus rating of “Buy” and a consensus target price of $453.67.

Insider Activity at Jabil

In related news, EVP Matthew Crowley sold 94 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $345.00, for a total transaction of $32,430.00. Following the sale, the executive vice president directly owned 57,536 shares in the company, valued at approximately $19,849,920. This represents a 0.16% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 1.35% of the company’s stock.

Jabil Stock Up 1.9%

JBL stock opened at $314.49 on Friday. The stock has a fifty day moving average of $347.90 and a 200-day moving average of $305.09. Jabil, Inc. has a fifty-two week low of $189.60 and a fifty-two week high of $428.93. The company has a market capitalization of $32.96 billion, a price-to-earnings ratio of 39.26, a PEG ratio of 0.92 and a beta of 1.28. The company has a debt-to-equity ratio of 2.17, a quick ratio of 0.66 and a current ratio of 0.98.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Wednesday, June 17th. The technology company reported $3.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.10 by $0.06. The business had revenue of $8.75 billion for the quarter, compared to analysts’ expectations of $8.61 billion. Jabil had a return on equity of 83.93% and a net margin of 2.57%.The firm’s quarterly revenue was up 11.8% compared to the same quarter last year. During the same period in the previous year, the business posted $2.55 EPS. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. As a group, equities research analysts predict that Jabil, Inc. will post 11.71 earnings per share for the current year.

Jabil Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 2nd. Stockholders of record on Friday, August 14th will be given a $0.08 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. Jabil’s payout ratio is 4.00%.

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.