Rokos Capital Management LLP Purchases New Holdings in Jabil, Inc. $JBL

Rokos Capital Management LLP acquired a new position in shares of Jabil, Inc. (NYSE:JBL) during the 1st quarter, Holdings Channel.com reports. The fund acquired 117,637 shares of the technology company’s stock, valued at approximately $31,249,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of JBL. Norges Bank bought a new position in Jabil during the 4th quarter valued at approximately $407,299,000. JPMorgan Chase & Co. boosted its stake in Jabil by 45.7% in the 4th quarter. JPMorgan Chase & Co. now owns 1,884,545 shares of the technology company’s stock worth $429,714,000 after purchasing an additional 591,364 shares in the last quarter. Massachusetts Financial Services Co. MA bought a new position in Jabil in the 4th quarter worth about $121,710,000. M&T Bank Corp grew its position in Jabil by 2,833.4% during the 4th quarter. M&T Bank Corp now owns 348,987 shares of the technology company’s stock valued at $79,576,000 after purchasing an additional 337,090 shares during the last quarter. Finally, Amundi increased its stake in Jabil by 55.3% during the 3rd quarter. Amundi now owns 704,246 shares of the technology company’s stock valued at $142,399,000 after purchasing an additional 250,626 shares in the last quarter. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Analysts Set New Price Targets

JBL has been the subject of several recent analyst reports. Weiss Ratings raised shares of Jabil from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 1st. Argus set a $475.00 price target on shares of Jabil in a report on Thursday, June 18th. Bank of America reissued a “buy” rating and set a $470.00 price target on shares of Jabil 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 stock a “neutral” rating in a report on Thursday, June 18th. Finally, Wall Street Zen cut Jabil from a “strong-buy” rating to a “buy” rating in a research report on Saturday, April 11th. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $453.67.

Jabil Price Performance

Shares of NYSE:JBL opened at $311.22 on Tuesday. The company has a debt-to-equity ratio of 2.17, a quick ratio of 0.66 and a current ratio of 0.98. The firm has a market cap of $32.61 billion, a price-to-earnings ratio of 38.85, a price-to-earnings-growth ratio of 0.94 and a beta of 1.28. The business has a 50-day simple moving average of $351.60 and a two-hundred day simple moving average of $303.43. Jabil, Inc. has a fifty-two week low of $189.60 and a fifty-two week high of $428.93.

Jabil (NYSE:JBL) last announced its quarterly earnings results 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. Jabil had a net margin of 2.57% and a return on equity of 83.93%. The firm had revenue of $8.75 billion for the quarter, compared to the consensus estimate of $8.61 billion. During the same quarter last year, the firm posted $2.55 EPS. The business’s quarterly revenue was up 11.8% compared to the same quarter last year. 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, analysts expect that Jabil, Inc. will post 11.71 earnings per share for the current year.

Jabil Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 2nd. Investors of record on Friday, August 14th will be issued a $0.08 dividend. The ex-dividend date is Friday, August 14th. This represents a $0.32 annualized dividend and a yield of 0.1%. Jabil’s dividend payout ratio (DPR) is currently 4.00%.

Insider Buying and Selling

In other news, EVP Matthew Crowley sold 94 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $345.00, for a total value of $32,430.00. Following the transaction, the executive vice president directly owned 57,536 shares in the company, valued at $19,849,920. This trade represents a 0.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, SVP Gary K. Schick sold 1,000 shares of Jabil stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $340.00, for a total value of $340,000.00. Following the completion of the sale, the senior vice president directly owned 39,843 shares of the company’s stock, valued at $13,546,620. The trade was a 2.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.35% of the company’s stock.

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.