Jabil (NYSE:JBL) Shares Down 6.3% Following Insider Selling

Shares of Jabil, Inc. (NYSE:JBL) dropped 6.3% on Monday following insider selling activity. The company traded as low as $226.85 and last traded at $225.3040. Approximately 810,941 shares changed hands during mid-day trading, a decline of 3% from the average daily volume of 832,280 shares. The stock had previously closed at $240.39.

Specifically, Chairman Mark T. Mondello sold 20,000 shares of Jabil stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $236.25, for a total value of $4,725,000.00. Following the completion of the sale, the chairman directly owned 1,151,459 shares in the company, valued at approximately $272,032,188.75. The trade was a 1.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Zacks Research raised shares of Jabil from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 2nd. Wall Street Zen upgraded shares of Jabil from a “buy” rating to a “strong-buy” rating in a report on Friday, October 3rd. Bank of America upped 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. The Goldman Sachs Group reissued a “buy” rating and set a $255.00 price objective on shares of Jabil in a research report on Thursday, December 18th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jabil in a research report on Tuesday, October 14th. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $261.29.

Jabil News Roundup

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Acquisition expands Jabil’s addressable market in AI data‑center power management and strengthens its critical‑power capabilities — a strategic fit with secular AI demand. Jabil Acquires Hanley Energy Group to Support AI Data Center Power Management
• Positive Sentiment: Analysts note the Hanley deal boosts Jabil’s role in the AI hardware supply chain by adding energy management tech that data centers need as power intensity rises. This supports longer‑term revenue and margin upside if integration succeeds. Will the Hanley Energy Buyout Fuel JBL’s Prospects in AI Data Center?
• Positive Sentiment: Jabil’s recent operational momentum (earnings beat, bullish FY‑2026 guidance and a ~58% one‑year share gain) underpins investor confidence that management can execute on acquisitions and AI tailwinds. Jabil Rises 58% in a Year on Secular Growth Drivers
• Neutral Sentiment: Market commentary shows Jabil underperformed peers on the most recent trading day — a relative‑performance datapoint investors may watch but it doesn’t change the deal rationale. Jabil Inc. stock underperforms Monday when compared to competitors
• Negative Sentiment: Shares sold off after the deal was announced as investors digested the ~$725M cash outlay plus up to $58M of contingent payments and potential near‑term leverage or dilution risks. Short‑term market reaction reflects concern about the size/timing of the purchase. Jabil stock falls after $725 million acquisition of Hanley Energy Group
• Negative Sentiment: Insider selling: Chairman Mark Mondello sold 20,000 shares (disclosed filing), which some investors interpret as a near‑term negative signal even though his remaining stake remains large. Insider Selling: Jabil (NYSE:JBL) Chairman Sells 20,000 Shares of Stock

Jabil Stock Performance

The firm has a market cap of $23.97 billion, a P/E ratio of 34.89, a PEG ratio of 1.43 and a beta of 1.25. The company has a current ratio of 0.99, a quick ratio of 0.67 and a debt-to-equity ratio of 1.77. The company’s 50-day moving average is $217.86 and its two-hundred day moving average is $215.92.

Jabil (NYSE:JBL) last issued its quarterly earnings data on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, topping the consensus estimate of $2.70 by $0.15. The firm had revenue of $8.31 billion during the quarter, compared to the consensus estimate of $8.07 billion. Jabil had a return on equity of 75.96% and a net margin of 2.26%.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 business posted $2.00 earnings per share. 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 predict that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 2nd. Shareholders of record on Monday, November 17th were given a $0.08 dividend. 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 dividend payout ratio is presently 4.98%.

Hedge Funds Weigh In On Jabil

Several hedge funds have recently modified their holdings of JBL. Advisors Asset Management Inc. grew its holdings in shares of Jabil by 15.7% in the first quarter. Advisors Asset Management Inc. now owns 6,846 shares of the technology company’s stock valued at $932,000 after acquiring an additional 930 shares in the last quarter. Alliancebernstein L.P. grew its stake in Jabil by 7.1% in the 1st quarter. Alliancebernstein L.P. now owns 233,864 shares of the technology company’s stock valued at $31,822,000 after purchasing an additional 15,403 shares during the period. Integrated Wealth Concepts LLC grew its stake in Jabil by 34.4% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,811 shares of the technology company’s stock valued at $382,000 after purchasing an additional 720 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Jabil by 70.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 18,320 shares of the technology company’s stock valued at $2,493,000 after purchasing an additional 7,602 shares during the last quarter. Finally, UniSuper Management Pty Ltd raised its stake in shares of Jabil by 0.3% during the 1st quarter. UniSuper Management Pty Ltd now owns 30,797 shares of the technology company’s stock worth $4,191,000 after purchasing an additional 81 shares during the period. Institutional investors own 93.39% 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.