Jabil, Inc. $JBL Shares Sold by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans cut its position in Jabil, Inc. (NYSE:JBL) by 63.1% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,254 shares of the technology company’s stock after selling 31,173 shares during the period. Thrivent Financial for Lutherans’ holdings in Jabil were worth $3,982,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the company. Ashton Thomas Private Wealth LLC increased its holdings in Jabil by 1.2% in the second quarter. Ashton Thomas Private Wealth LLC now owns 4,120 shares of the technology company’s stock valued at $899,000 after buying an additional 48 shares during the last quarter. Assetmark Inc. increased its holdings in shares of Jabil by 45.8% in the 2nd quarter. Assetmark Inc. now owns 156 shares of the technology company’s stock valued at $34,000 after acquiring an additional 49 shares during the last quarter. AlphaCore Capital LLC increased its holdings in shares of Jabil by 1.8% in the 2nd quarter. AlphaCore Capital LLC now owns 3,263 shares of the technology company’s stock valued at $712,000 after acquiring an additional 57 shares during the last quarter. Hantz Financial Services Inc. raised its position in shares of Jabil by 45.4% during the 2nd quarter. Hantz Financial Services Inc. now owns 189 shares of the technology company’s stock worth $41,000 after acquiring an additional 59 shares in the last quarter. Finally, Mather Group LLC. lifted its stake in Jabil by 5.4% during the second quarter. Mather Group LLC. now owns 1,186 shares of the technology company’s stock worth $259,000 after purchasing an additional 61 shares during the last quarter. 93.39% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have commented on JBL shares. Raymond James Financial reiterated a “strong-buy” rating on shares of Jabil in a research note on Thursday. Zacks Research downgraded shares of Jabil from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 26th. Bank of America boosted their price target on shares of Jabil from $255.00 to $262.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. UBS Group upped their price objective on shares of Jabil from $239.00 to $244.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $255.00 target price on shares of Jabil in a research report on Thursday. One equities research 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. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $261.29.

Insiders Place Their Bets

In other Jabil news, CFO Gregory B. Hebard sold 6,086 shares of the business’s stock in a transaction on Tuesday, October 28th. The shares were sold at an average price of $213.54, for a total value of $1,299,604.44. Following the transaction, the chief financial officer directly owned 58,526 shares of the company’s stock, valued at approximately $12,497,642.04. The trade was a 9.42% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Matthew Crowley sold 3,877 shares of the company’s stock in a transaction on Tuesday, October 21st. The stock was sold at an average price of $202.59, for a total transaction of $785,441.43. Following the transaction, the executive vice president owned 58,736 shares of the company’s stock, valued at approximately $11,899,326.24. The trade was a 6.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 131,762 shares of company stock valued at $28,129,921. 1.73% of the stock is owned by company insiders.

Trending Headlines about Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported a convincing fiscal Q1 (FY2026) beat with EPS and revenue above estimates and raised its fiscal outlook — the direct catalyst cited by multiple market writeups for the gap up in the shares. Jabil Delivers Q1 EPS and Revenue Beat
• Positive Sentiment: Company commentary and analyst deep dives highlight broad-based growth driven by data‑center and AI infrastructure demand — a structural tailwind that supports higher revenue visibility for Jabil’s contract manufacturing business. JBL Q4 Deep Dive
• Positive Sentiment: JPMorgan raised its price target (to $270) and kept an “overweight” stance, giving established institutional support for further upside. Benzinga
• Positive Sentiment: Several bullish commentaries argue Jabil is “under the radar” and positioned for substantial upside (one piece suggests a potential ~50% rerating) as AI/data‑center spend climbs. Jabil Is Flying Under the Radar
• Positive Sentiment: Market coverage noted shares “gapped up” after the earnings release, reflecting immediate buying interest following the print. Shares Gap Up Following Strong Earnings
• Neutral Sentiment: Full earnings call transcripts and highlights are available for investors who want the management detail — useful for confirming sustainability of AI/data‑center orders and margin outlook. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Video/commentary pieces point to a wide intraday trading range around the announcement — indicates elevated volatility even as the directional bias is upward. Overlooked Stock Video
• Negative Sentiment: There was an unusually large block of put buying (≈19,419 puts) on Thursday — this could signal hedging or increased short/bear interest and adds a note of caution on near‑term volatility.

Jabil Stock Up 4.4%

Shares of NYSE:JBL opened at $226.56 on Friday. Jabil, Inc. has a 1-year low of $108.66 and a 1-year high of $237.14. The company has a debt-to-equity ratio of 1.77, a current ratio of 0.99 and a quick ratio of 0.66. The stock has a market cap of $24.20 billion, a P/E ratio of 35.23, a P/E/G ratio of 1.60 and a beta of 1.26. The firm has a fifty day moving average price of $211.77 and a 200 day moving average price of $211.77.

Jabil (NYSE:JBL) last announced its earnings results on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, beating analysts’ consensus estimates of $2.70 by $0.15. Jabil had a net margin of 2.26% and a return on equity of 75.96%. The business had revenue of $8.31 billion during the quarter, compared to analysts’ expectations of $8.07 billion. During the same period in the prior year, the company earned $2.00 earnings per share. The business’s revenue 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. Sell-side analysts predict that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 2nd. Shareholders 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 (DPR) is 4.98%.

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.