Lmcg Investments LLC Trims Stake in Jabil, Inc. $JBL

Lmcg Investments LLC cut its position in Jabil, Inc. (NYSE:JBL) by 11.3% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 76,300 shares of the technology company’s stock after selling 9,729 shares during the quarter. Jabil makes up 1.2% of Lmcg Investments LLC’s investment portfolio, making the stock its 22nd biggest holding. Lmcg Investments LLC’s holdings in Jabil were worth $20,268,000 at the end of the most recent quarter.

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

Jabil Trading Down 5.4%

Shares of Jabil stock opened at $319.90 on Wednesday. The company has a 50-day moving average of $359.76 and a two-hundred day moving average of $294.77. Jabil, Inc. has a 12-month low of $189.60 and a 12-month high of $428.93. The company has a current ratio of 0.98, a quick ratio of 0.66 and a debt-to-equity ratio of 2.17. The stock has a market cap of $33.52 billion, a PE ratio of 39.94, a price-to-earnings-growth ratio of 1.01 and a beta of 1.28.

Jabil (NYSE:JBL) last released its quarterly earnings results on Wednesday, June 17th. The technology company reported $3.16 earnings per share for the quarter, topping 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 company’s revenue was up 11.8% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. On average, research analysts anticipate that Jabil, Inc. will post 11.71 EPS for the current fiscal year.

Jabil Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 2nd. Stockholders of record on Friday, May 15th were given a $0.08 dividend. The ex-dividend date was Friday, May 15th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. Jabil’s dividend payout ratio (DPR) is currently 4.00%.

Insider Buying and Selling at Jabil

In other Jabil news, EVP Andrew Priestley sold 4,000 shares of the firm’s stock in a transaction dated Friday, April 10th. The shares were sold at an average price of $301.00, for a total transaction of $1,204,000.00. Following the completion of the transaction, the executive vice president directly owned 60,267 shares in the company, valued at approximately $18,140,367. This trade represents a 6.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Adam E. Berry sold 1,585 shares of Jabil stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $301.23, for a total transaction of $477,449.55. Following the transaction, the senior vice president owned 16,335 shares of the company’s stock, valued at approximately $4,920,592.05. The trade was a 8.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 18,514 shares of company stock worth $5,795,989. Insiders own 1.35% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on JBL. Weiss Ratings upgraded Jabil from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, July 1st. Argus set a $475.00 price target on Jabil in a report on Thursday, June 18th. Robert W. Baird lifted their price objective on shares of Jabil from $355.00 to $440.00 and gave the company an “outperform” rating in a research report on Thursday, June 18th. UBS Group boosted their price objective on shares of Jabil from $380.00 to $430.00 and gave the company a “neutral” rating in a research note on Thursday, June 18th. Finally, The Goldman Sachs Group upped their price objective on shares of Jabil from $384.00 to $482.00 and gave the stock a “buy” rating in a research report on Thursday, June 18th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $453.67.

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.