Jabil, Inc. (NYSE:JBL) Receives Consensus Rating of “Moderate Buy” from Analysts

Jabil, Inc. (NYSE:JBL) has received a consensus recommendation of “Moderate Buy” from the eleven brokerages that are currently covering the stock, Marketbeat Ratings reports. Three research analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the company. The average twelve-month target price among brokers that have issued ratings on the stock in the last year is $273.1250.

Several equities analysts recently commented on the stock. Wall Street Zen downgraded shares of Jabil from a “strong-buy” rating to a “buy” rating in a report on Monday, February 23rd. Raymond James Financial restated a “strong-buy” rating on shares of Jabil in a research note on Thursday, December 18th. Barclays boosted their price objective on shares of Jabil from $283.00 to $304.00 and gave the stock an “overweight” rating in a research note on Wednesday. Zacks Research downgraded shares of Jabil from a “strong-buy” rating to a “hold” rating in a report on Monday, February 16th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $282.00 price objective on shares of Jabil in a report on Thursday, January 15th.

Insider Activity at Jabil

In other news, SVP Adam E. Berry sold 1,596 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $253.20, for a total value of $404,107.20. Following the transaction, the senior vice president directly owned 18,920 shares of the company’s stock, valued at approximately $4,790,544. This represents a 7.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Chairman Mark T. Mondello sold 17,200 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $250.00, for a total transaction of $4,300,000.00. Following the completion of the transaction, the chairman owned 1,111,459 shares in the company, valued at approximately $277,864,750. This trade represents a 1.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 161,529 shares of company stock worth $37,901,485 in the last quarter. 1.35% of the stock is owned by insiders.

Institutional Investors Weigh In On Jabil

A number of hedge funds and other institutional investors have recently made changes to their positions in JBL. Integrated Wealth Concepts LLC grew its holdings in Jabil by 34.4% in the first 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. grew its holdings in shares of Jabil by 70.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 18,320 shares of the technology company’s stock worth $2,493,000 after buying an additional 7,602 shares in the last quarter. Focus Partners Wealth raised its holdings in Jabil by 20.0% in the 1st quarter. Focus Partners Wealth now owns 4,967 shares of the technology company’s stock valued at $676,000 after acquiring an additional 829 shares during the last quarter. Geneos Wealth Management Inc. increased its holdings in shares of Jabil by 50.0% in the first quarter. Geneos Wealth Management Inc. now owns 582 shares of the technology company’s stock valued at $79,000 after purchasing an additional 194 shares during the last quarter. Finally, Kingsview Wealth Management LLC acquired a new stake in shares of Jabil in the 2nd quarter worth $202,000. Institutional investors and hedge funds 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 a strong fiscal Q2 with revenue up ~23% to ~$8.28B and adjusted EPS of $2.69, topping estimates; management raised full‑year revenue and EPS guidance (FY revenue to $34B, EPS to $12.25), supporting a growth thesis tied to AI/data‑center demand. Reuters: Electronics firm Jabil raises annual forecasts
• Positive Sentiment: Jabil’s Intelligent Infrastructure segment surged (~52% YoY), driven by AI/data‑center and networking demand — a structural revenue driver that boosts margin leverage and future cash flow potential. Seeking Alpha: Mr. Market Refused To Reward Jabil
• Positive Sentiment: Street support: Barclays raised its price target to $304 and moved to “overweight,” pointing to further upside; other outlets and analysts have been increasing coverage/targets after the quarter. Benzinga: Barclays raises price target
• Neutral Sentiment: Multiple outlets (Zacks, Yahoo, Barron’s) reaffirm the beat-and-raise story and published earnings/transcript coverage — useful for confirming management commentary and the drivers behind the guide. Zacks: Q2 Earnings Beat
• Negative Sentiment: Market reaction: some headlines note Jabil “slumped” after the release — suggesting profit‑taking and that investors expected an even bigger beat/guide or were disappointed by other details on the call. MSN: Jabil slumps despite Q2 beat
• Negative Sentiment: Capital allocation concerns: MarketBeat and others call attention to aggressive buybacks (large share reductions), which can be supportive of EPS but raise questions about cash use and long‑term equity impacts; plus Jabil’s liquidity/leverage metrics (current ratio ~0.99, quick ratio ~0.67, debt/equity ~1.77) suggest tighter balance‑sheet flexibility. MarketBeat: Company overview & metrics

Jabil Stock Performance

Shares of NYSE:JBL opened at $258.18 on Thursday. The firm has a fifty day simple moving average of $251.59 and a two-hundred day simple moving average of $227.60. 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 has a 52 week low of $108.66 and a 52 week high of $281.37. The stock has a market capitalization of $27.26 billion, a P/E ratio of 40.15, a PEG ratio of 1.67 and a beta of 1.22.

Jabil (NYSE:JBL) last posted its quarterly earnings data on Wednesday, March 18th. The technology company reported $2.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.51 by $0.18. The business had revenue of $8.28 billion during the quarter, compared to analyst estimates of $7.75 billion. Jabil had a return on equity of 75.96% and a net margin of 2.26%.The company’s revenue for the quarter was up 23.1% on a year-over-year basis. During the same period last year, the company earned $1.94 EPS. On average, analysts expect that Jabil will post 8.05 earnings per share for the current fiscal year.

Jabil Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th were paid a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Tuesday, February 17th. Jabil’s payout ratio is presently 4.98%.

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.