61,332 Shares in Jabil, Inc. $JBL Bought by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. bought a new stake in Jabil, Inc. (NYSE:JBL) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 61,332 shares of the technology company’s stock, valued at approximately $13,319,000. Rakuten Investment Management Inc. owned about 0.06% of Jabil as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new stake in Jabil in the 2nd quarter valued at about $323,338,000. Boston Partners lifted its holdings in shares of Jabil by 224.4% in the second quarter. Boston Partners now owns 1,898,681 shares of the technology company’s stock valued at $414,119,000 after purchasing an additional 1,313,338 shares in the last quarter. Robeco Institutional Asset Management B.V. grew its position in shares of Jabil by 107.2% in the third quarter. Robeco Institutional Asset Management B.V. now owns 1,319,675 shares of the technology company’s stock valued at $286,594,000 after purchasing an additional 682,899 shares during the last quarter. Allianz Asset Management GmbH grew its position in shares of Jabil by 1,363.3% in the second quarter. Allianz Asset Management GmbH now owns 270,731 shares of the technology company’s stock valued at $59,046,000 after purchasing an additional 252,229 shares during the last quarter. Finally, Amundi increased its stake in shares of Jabil by 103.2% during the 2nd quarter. Amundi now owns 453,620 shares of the technology company’s stock worth $100,654,000 after purchasing an additional 230,422 shares in the last quarter. Institutional investors and hedge funds own 93.39% of the company’s stock.

Jabil Trading Up 2.7%

Shares of JBL stock opened at $253.45 on Thursday. The firm’s 50-day simple moving average is $222.93 and its 200-day simple moving average is $217.67. The company has a debt-to-equity ratio of 1.77, a current ratio of 0.99 and a quick ratio of 0.67. Jabil, Inc. has a 1-year low of $108.66 and a 1-year high of $256.17. The firm has a market cap of $26.76 billion, a P/E ratio of 39.42, a PEG ratio of 1.58 and a beta of 1.25.

Jabil (NYSE:JBL) last issued its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, topping 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 during the quarter, compared to analyst estimates of $8.07 billion. During the same quarter in the prior year, the business posted $2.00 earnings per share. Jabil’s revenue for the quarter 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. As a group, equities analysts forecast that Jabil, Inc. will post 8.05 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages have commented on JBL. JPMorgan Chase & Co. increased their target price on Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. UBS Group boosted their target price on shares of Jabil from $239.00 to $244.00 and gave the company a “neutral” rating in a research note on Thursday, December 18th. Wall Street Zen upgraded shares of Jabil from a “buy” rating to a “strong-buy” rating in a report on Friday, October 3rd. Weiss Ratings reissued a “hold (c)” rating on shares of Jabil in a research report on Friday, January 9th. Finally, Barclays raised their target price on shares of Jabil from $267.00 to $283.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Two analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Jabil currently has an average rating of “Buy” and an average price target of $263.71.

Jabil News Summary

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Major analyst upgrade to Buy citing improved revenue visibility, structural shifts to rack-level data center solutions, deeper Nvidia partnership, and management lifting FY2026 AI revenue guidance to $12.1B (Hanley Energy deal eases capacity constraints). Jabil: Rating Upgrade On Better Revenue Visibility And Competitive Position
• Positive Sentiment: Strategic minority investment and manufacturing collaboration with Eagle Harbor Technologies (EHT Semi) to accelerate RF and pulsed‑power tech for next‑gen semiconductor manufacturing — expands Jabil’s semiconductor process exposure and capability set. Jabil Invests in EHT Semi
• Positive Sentiment: Analyst commentary (Zacks) highlights accelerating traction in AI infrastructure and reiterates the company’s $12.1B AI revenue target — reinforcing the growth narrative behind the rally. JBL Gains Traction in AI Infrastructure Space
• Neutral Sentiment: Coverage noting “soft” near‑term earnings commentary that argues recent results understate the longer‑term AI and infrastructure opportunity — useful context but not an immediate catalyst. Jabil’s Soft Earnings Don’t Show The Whole Picture
• Negative Sentiment: Insider selling: SVP Adam Berry disclosed a sale of 1,596 shares (~$404K), which can weigh on sentiment even though holdings remain material. Jabil (NYSE:JBL) SVP Adam Berry Sells 1,596 Shares
• Negative Sentiment: Chairman Mark Mondello sold 17,200 shares (~$4.3M) — a larger disclosure that may amplify short‑term investor caution despite insider holdings remaining high. SEC Filing — Chairman Sale
• Negative Sentiment: MarketWatch notes Jabil is underperforming peers on the day despite gains, signaling some relative‑strength concerns for active sector investors. Jabil Inc. stock underperforms Wednesday

Insider Buying and Selling

In related news, EVP Kristine Melachrino sold 6,579 shares of the firm’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $213.40, for a total value of $1,403,958.60. Following the transaction, the executive vice president owned 33,718 shares in the company, valued at approximately $7,195,421.20. This trade represents a 16.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP May Yee Yap sold 8,858 shares of Jabil stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $225.03, for a total transaction of $1,993,315.74. Following the transaction, the senior vice president directly owned 25,421 shares in the company, valued at approximately $5,720,487.63. This trade represents a 25.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 211,336 shares of company stock worth $48,273,260. Corporate insiders own 1.35% of the company’s stock.

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.