AustralianSuper Pty Ltd Lowers Stock Holdings in Jabil, Inc. $JBL

AustralianSuper Pty Ltd reduced its position in Jabil, Inc. (NYSE:JBL) by 37.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 47,295 shares of the technology company’s stock after selling 27,948 shares during the quarter. AustralianSuper Pty Ltd’s holdings in Jabil were worth $10,271,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of JBL. GFG Capital LLC purchased a new stake in Jabil in the second quarter worth approximately $26,000. True Wealth Design LLC lifted its holdings in shares of Jabil by 250.0% in the 3rd quarter. True Wealth Design LLC now owns 140 shares of the technology company’s stock worth $30,000 after acquiring an additional 100 shares during the last quarter. First Horizon Corp purchased a new stake in shares of Jabil in the 3rd quarter valued at $30,000. Traub Capital Management LLC purchased a new stake in shares of Jabil in the 2nd quarter valued at $33,000. Finally, Assetmark Inc. grew its holdings in shares of Jabil by 45.8% during the 2nd quarter. Assetmark Inc. now owns 156 shares of the technology company’s stock valued at $34,000 after purchasing an additional 49 shares during the last quarter. 93.39% of the stock is currently owned by institutional investors.

Jabil Stock Performance

Shares of JBL stock opened at $243.58 on Friday. The firm has a market capitalization of $25.72 billion, a price-to-earnings ratio of 37.88, a PEG ratio of 1.56 and a beta of 1.25. The stock has a fifty day moving average of $228.23 and a 200 day moving average of $218.58. Jabil, Inc. has a 52 week low of $108.66 and a 52 week high of $258.05. The company has a quick ratio of 0.67, a current ratio of 0.99 and a debt-to-equity ratio of 1.77.

Jabil (NYSE:JBL) last issued its quarterly earnings data on Wednesday, December 17th. The technology company reported $2.85 earnings per share (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 for the quarter, compared to the consensus estimate of $8.07 billion. During the same period in the previous year, the firm earned $2.00 EPS. The company’s quarterly 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. As a group, research analysts expect that Jabil, Inc. will post 8.05 earnings per share for the current year.

Jabil Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th will be issued a $0.08 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $0.32 annualized dividend and a yield of 0.1%. Jabil’s dividend payout ratio (DPR) is 4.98%.

Analyst Ratings Changes

Several research firms have weighed in on JBL. Bank of America boosted their price target on shares of Jabil from $255.00 to $262.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. JPMorgan Chase & Co. increased their target price on Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Barclays increased their price objective on Jabil from $267.00 to $283.00 and gave the company an “overweight” rating in a research note on Thursday, December 18th. Raymond James Financial restated a “strong-buy” rating on shares of Jabil in a report on Thursday, December 18th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $282.00 price target on shares of Jabil in a report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $263.71.

Insider Buying and Selling at Jabil

In related news, Chairman Mark T. Mondello sold 17,200 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $250.00, for a total value of $4,300,000.00. Following the sale, the chairman directly owned 1,111,459 shares of the company’s stock, valued at $277,864,750. This represents a 1.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Adam E. Berry sold 1,596 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $253.20, for a total value of $404,107.20. Following the completion of the transaction, the senior vice president owned 18,920 shares of the company’s stock, valued at approximately $4,790,544. This trade represents a 7.78% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 201,560 shares of company stock worth $46,559,187. Insiders own 1.35% 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.