Friedenthal Financial Takes Position in Jabil, Inc. $JBL

Friedenthal Financial acquired a new position in Jabil, Inc. (NYSE:JBL) during the 3rd quarter, HoldingsChannel.com reports. The firm acquired 4,881 shares of the technology company’s stock, valued at approximately $1,060,000.

A number of other hedge funds have also recently made changes to their positions in JBL. Norges Bank purchased a new stake in Jabil in the second quarter valued at approximately $323,338,000. Boston Partners grew its stake 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 buying an additional 1,313,338 shares in the last quarter. Jacobs Levy Equity Management Inc. grew its stake in shares of Jabil by 119.9% in the first quarter. Jacobs Levy Equity Management Inc. now owns 1,215,678 shares of the technology company’s stock valued at $165,417,000 after buying an additional 662,938 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its holdings in shares of Jabil by 4,593.2% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 636,776 shares of the technology company’s stock valued at $138,881,000 after buying an additional 623,208 shares during the period. Finally, Jones Financial Companies Lllp lifted its stake in Jabil by 28,071.4% during the 1st quarter. Jones Financial Companies Lllp now owns 343,409 shares of the technology company’s stock worth $46,728,000 after acquiring an additional 342,190 shares in the last quarter. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Jabil News Roundup

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported stronger‑than‑expected fiscal Q1 results and raised its full‑year outlook, driving earnings momentum and buy‑side flows. How To Earn $500 A Month From Jabil Stock Following Q1 Earnings
• Positive Sentiment: Momentum and valuation writeups (Zacks) are highlighting JBL as a strong momentum name and “attractively priced despite fast‑paced momentum,” which can attract short‑term traders and momentum funds. Here’s Why Jabil (JBL) is a Strong Momentum Stock
• Positive Sentiment: Broker and media support: recent analyst actions (including JPMorgan raising its target and other firms reiterating/upping buys) and Jim Cramer’s on‑air endorsement can boost retail and institutional interest. Jabil Stock Hits Highs on AI Tailwinds and Strong Buybacks
• Neutral Sentiment: General market coverage and price pages provide trading context but no new catalyst; institutional ownership remains high with some recent small inflows reported. Jabil (JBL) share price
• Negative Sentiment: Significant insider selling disclosed this week: Chairman Mark T. Mondello sold 50,000 shares (~$11.3M), which market participants may view as a partial signal of reduced insider alignment. SEC filing – Mark T. Mondello sale
• Negative Sentiment: Additional insider disposals: EVP Frederic E. McCoy sold 22,011 shares (~$4.95M; ~18% reduction of his stake), which may concern investors focused on insider buying/selling trends. SEC filing – Frederic E. McCoy sale
• Negative Sentiment: Smaller director sale: Anousheh Ansari sold 1,500 shares; while modest, it adds to a pattern of insider selling this week. SEC filing – Anousheh Ansari sale

Insider Buying and Selling at Jabil

In related news, SVP May Yee Yap sold 8,858 shares of the company’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $225.03, for a total value of $1,993,315.74. Following the completion of the transaction, the senior vice president directly owned 25,421 shares of the company’s stock, valued at $5,720,487.63. This represents a 25.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Kristine Melachrino sold 6,579 shares of the firm’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $213.40, for a total transaction of $1,403,958.60. Following the sale, the executive vice president directly owned 33,718 shares in the company, valued at approximately $7,195,421.20. The trade was a 16.33% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 205,273 shares of company stock worth $44,684,355. Corporate insiders own 1.35% of the company’s stock.

Jabil Stock Up 2.3%

Shares of NYSE:JBL opened at $235.15 on Wednesday. Jabil, Inc. has a fifty-two week low of $108.66 and a fifty-two week high of $237.14. The firm’s 50 day moving average price is $213.05 and its 200 day moving average price is $212.86. The company has a quick ratio of 0.67, a current ratio of 0.99 and a debt-to-equity ratio of 1.77. The stock has a market cap of $25.12 billion, a price-to-earnings ratio of 36.57, a price-to-earnings-growth ratio of 1.47 and a beta of 1.26.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, beating analysts’ consensus estimates of $2.70 by $0.15. The company had revenue of $8.31 billion for the quarter, compared to the consensus estimate of $8.07 billion. Jabil had a net margin of 2.26% and a return on equity of 75.96%. The company’s quarterly revenue was up 18.7% compared to the same quarter last year. During the same period in the prior year, the firm 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. As a group, equities research analysts predict that Jabil, Inc. will post 8.05 earnings per share for the current fiscal year.

Jabil Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research firms have weighed in on JBL. Barclays lifted their target price on Jabil from $267.00 to $283.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Bank of America lifted their price objective on shares of Jabil from $255.00 to $262.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Zacks Research downgraded shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 26th. JPMorgan Chase & Co. raised their price target on shares of Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Finally, UBS Group boosted their price target on shares of Jabil from $239.00 to $244.00 and gave the stock a “neutral” rating in a research note on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $261.29.

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.