Robeco Institutional Asset Management B.V. Has $286.59 Million Position in Jabil, Inc. $JBL

Robeco Institutional Asset Management B.V. raised its stake in Jabil, Inc. (NYSE:JBL) by 107.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,319,675 shares of the technology company’s stock after acquiring an additional 682,899 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Jabil were worth $286,594,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Fifth Third Wealth Advisors LLC bought a new stake in shares of Jabil during the second quarter valued at approximately $275,000. JPMorgan Chase & Co. lifted its stake in shares of Jabil by 5.9% in the second quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock valued at $502,133,000 after buying an additional 129,212 shares in the last quarter. Legal & General Group Plc grew 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 valued at $90,272,000 after buying an additional 3,752 shares during the last quarter. Boston Partners increased its position in shares of Jabil by 224.4% during the second quarter. Boston Partners now owns 1,898,681 shares of the technology company’s stock worth $414,119,000 after acquiring an additional 1,313,338 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH lifted its position in Jabil by 41.9% in the 2nd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 89,912 shares of the technology company’s stock valued at $19,610,000 after acquiring an additional 26,554 shares in the last quarter. Institutional investors and hedge funds own 93.39% of the company’s stock.

Jabil News Summary

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Analyst and industry bullishness around AI and secular growth — commentators note Jabil’s 58% one‑year gain, strong AI/data‑center demand, improving margins and upbeat 2026 guidance, which support longer‑term upside. Read More.
• Positive Sentiment: Recent analyst upgrades and higher targets (e.g., JPMorgan raised its target to $270; Goldman/others reiterate buy views) provide a valuation tailwind and signal confidence in execution and buybacks. Read More.
• Positive Sentiment: Market commentary highlighting relative price strength and “bull of the day” coverage underscores momentum and rising analyst estimates into 2026. Read More.
• Neutral Sentiment: Company profile and dividend details: Jabil pays a small quarterly dividend (annualized ~$0.32) and remains capital‑intensive with leverage metrics investors watch. This is informational but not the main driver of today’s move. Read More.
• Neutral Sentiment: Press/coverage noting a short‑term price reaction (“Jabil Jumps on Buying Harley”) suggests episodic volatility tied to news flow; verify specifics in the linked write‑up. Read More.
• Negative Sentiment: Acquisition of Hanley Energy Group (~$725M plus up to $58M contingent consideration) announced and closed Jan. 2 — the deal increases near‑term cash outflow, potentially adds leverage, and triggered investor concern about the price and integration risk. Market headlines link this deal to today’s sell‑off. Read More.
• Negative Sentiment: Insider sale: Chairman Mark Mondello sold 20,000 shares at about $236.25 on Jan. 2 (disclosed in an SEC filing). While the sale is a small percent of his stake, investors often view insider selling alongside a pricey acquisition as a near‑term negative signal. Read More.
• Negative Sentiment: Headline coverage tying the Hanley purchase to a ~7% one‑day drop highlights investor sensitivity to deal sizes and short‑term margin/debt concerns despite the strategic AI/datacenter rationale. Read More.

Analyst Ratings Changes

JBL has been the topic of a number of recent research reports. Raymond James Financial restated a “strong-buy” rating on shares of Jabil in a report on Thursday, December 18th. UBS Group raised their price target on shares of Jabil from $239.00 to $244.00 and gave the company a “neutral” rating in a research report on Thursday, December 18th. Wall Street Zen upgraded shares of Jabil from a “buy” rating to a “strong-buy” rating in a research note on Friday, October 3rd. JPMorgan Chase & Co. increased their price target on Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Finally, Barclays increased their price target on shares of Jabil from $267.00 to $283.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $261.29.

Jabil Trading Down 7.1%

NYSE:JBL opened at $223.34 on Tuesday. The company has a market cap of $23.86 billion, a PE ratio of 34.73, a price-to-earnings-growth ratio of 1.54 and a beta of 1.25. The company has a current ratio of 0.99, a quick ratio of 0.67 and a debt-to-equity ratio of 1.77. The company has a 50 day simple moving average of $217.66 and a two-hundred day simple moving average of $215.78. Jabil, Inc. has a 12 month low of $108.66 and a 12 month high of $249.00.

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

Jabil Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 2nd. Stockholders of record on Monday, November 17th were paid a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, November 17th. Jabil’s dividend payout ratio is 4.98%.

Insider Buying and Selling

In other news, EVP Steven D. Borges sold 10,000 shares of Jabil stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $235.00, for a total transaction of $2,350,000.00. Following the transaction, the executive vice president owned 90,524 shares in the company, valued at $21,273,140. This trade represents a 9.95% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Frederic E. Mccoy sold 22,011 shares of the firm’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $224.93, for a total value of $4,950,934.23. Following the completion of the transaction, the executive vice president directly owned 100,376 shares in the company, valued at approximately $22,577,573.68. This represents a 17.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 215,273 shares of company stock valued at $47,462,555 in the last 90 days. 1.35% of the stock is owned by insiders.

Jabil 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.