Evolve Private Wealth LLC Lowers Stock Position in Jabil, Inc. $JBL

Evolve Private Wealth LLC cut its position in shares of Jabil, Inc. (NYSE:JBL) by 14.8% in the 1st quarter, HoldingsChannel.com reports. The fund owned 24,872 shares of the technology company’s stock after selling 4,336 shares during the period. Evolve Private Wealth LLC’s holdings in Jabil were worth $6,607,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. PenderFund Capital Management Ltd. raised its position in Jabil by 3.3% in the fourth quarter. PenderFund Capital Management Ltd. now owns 1,257 shares of the technology company’s stock valued at $287,000 after purchasing an additional 40 shares during the period. Brown Brothers Harriman & Co. boosted its stake in shares of Jabil by 1.9% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 2,900 shares of the technology company’s stock valued at $630,000 after buying an additional 54 shares during the last quarter. Measured Wealth Private Client Group LLC grew its holdings in Jabil by 2.1% during the 3rd quarter. Measured Wealth Private Client Group LLC now owns 2,823 shares of the technology company’s stock worth $613,000 after acquiring an additional 59 shares in the last quarter. Tower Research Capital LLC TRC increased its holdings in Jabil by 2.8% in the third quarter. Tower Research Capital LLC TRC now owns 2,225 shares of the technology company’s stock valued at $483,000 after buying an additional 60 shares during the last quarter. Finally, MassMutual Private Wealth & Trust FSB increased its holdings in shares of Jabil by 8.8% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 752 shares of the technology company’s stock valued at $171,000 after acquiring an additional 61 shares during the last quarter. 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 beat fiscal Q3 estimates on the back of strong AI infrastructure demand, with revenue up about 12%, margin improvement, and a raised fiscal 2026 outlook. JBL Q3 Earnings Beat Estimates on AI Infrastructure Strength
• Positive Sentiment: Jabil expanded manufacturing in India by opening a new Pune facility, increasing its India footprint and capacity to support longer-term growth in manufacturing, AI infrastructure, and key customer partnerships. Jabil Expands Manufacturing Capacity in India
• Positive Sentiment: JPMorgan and Raymond James both raised their price targets on Jabil to $450, with bullish ratings that signal confidence in the company’s growth outlook and AI-related momentum. Analyst price-target increase
• Positive Sentiment: Commentary highlighted Jabil as well positioned for an AI supercycle, with datacenter and server demand potentially supporting continued growth into fiscal 2027. Jabil Just Gave Investors a Stronger Reason to Buy the Dip
• Neutral Sentiment: Despite the strong results and guidance, some reports noted the shares slipped after earnings, suggesting investors may be taking profits or waiting for clearer evidence that AI demand can keep accelerating. Jabil Tops Forecasts on AI Demand and Strong Guidance, but Shares Slip

Insider Buying and Selling at Jabil

In other news, EVP Andrew Priestley sold 4,000 shares of the firm’s stock in a transaction dated Friday, April 10th. The shares were sold at an average price of $301.00, for a total transaction of $1,204,000.00. Following the completion of the transaction, the executive vice president directly owned 60,267 shares of the company’s stock, valued at approximately $18,140,367. This trade represents a 6.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP May Yee Yap sold 1,634 shares of the firm’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $306.74, for a total transaction of $501,213.16. Following the transaction, the senior vice president owned 23,787 shares of the company’s stock, valued at approximately $7,296,424.38. This represents a 6.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 37,981 shares of company stock valued at $11,360,740 in the last three months. Company insiders own 1.35% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on JBL. Barclays increased their price objective on shares of Jabil from $304.00 to $426.00 and gave the stock an “overweight” rating in a research note on Thursday. Wall Street Zen cut shares of Jabil from a “strong-buy” rating to a “buy” rating in a research note on Saturday, April 11th. JPMorgan Chase & Co. boosted their price objective on Jabil from $395.00 to $450.00 and gave the stock an “overweight” rating in a research note on Thursday. Argus set a $475.00 target price on shares of Jabil in a research note on Thursday. Finally, UBS Group increased their price target on Jabil from $380.00 to $430.00 and gave the company a “neutral” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $453.67.

Jabil Trading Down 0.2%

Shares of NYSE:JBL opened at $371.04 on Monday. The company has a current ratio of 0.98, a quick ratio of 0.66 and a debt-to-equity ratio of 2.17. The stock has a market capitalization of $39.14 billion, a PE ratio of 46.32, a P/E/G ratio of 1.12 and a beta of 1.28. Jabil, Inc. has a 1 year low of $189.60 and a 1 year high of $428.93. The firm has a fifty day moving average price of $349.59 and a 200 day moving average price of $282.97.

Jabil (NYSE:JBL) last posted its earnings results on Wednesday, June 17th. The technology company reported $3.16 earnings per share for the quarter, topping the consensus estimate of $3.10 by $0.06. The firm had revenue of $8.75 billion during the quarter, compared to analyst estimates of $8.61 billion. Jabil had a return on equity of 83.93% and a net margin of 2.57%.The company’s revenue for the quarter was up 11.8% on a year-over-year basis. During the same period in the previous year, the company earned $2.55 EPS. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. Analysts expect that Jabil, Inc. will post 11.65 EPS for the current fiscal year.

Jabil Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 2nd. Stockholders of record on Friday, May 15th were given a dividend of $0.08 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. Jabil’s dividend payout ratio is currently 4.00%.

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.