Delphi Management Inc. MA Decreases Stock Holdings in Jabil, Inc. $JBL

Delphi Management Inc. MA lessened its stake in Jabil, Inc. (NYSE:JBL) by 29.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,884 shares of the technology company’s stock after selling 2,030 shares during the quarter. Jabil comprises 1.6% of Delphi Management Inc. MA’s investment portfolio, making the stock its 10th biggest position. Delphi Management Inc. MA’s holdings in Jabil were worth $1,297,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of JBL. Greenline Wealth Management LLC bought a new position in Jabil in the 4th quarter valued at about $28,000. Veracity Capital LLC raised its position in shares of Jabil by 4,144.3% in the 4th quarter. Veracity Capital LLC now owns 3,735 shares of the technology company’s stock valued at $31,000 after buying an additional 3,647 shares in the last quarter. Virtus Advisers LLC bought a new stake in shares of Jabil during the 4th quarter worth approximately $32,000. DV Equities LLC bought a new stake in shares of Jabil during the 4th quarter worth approximately $34,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in shares of Jabil during the 4th quarter worth approximately $34,000. Institutional investors own 93.39% of the company’s stock.

Insider Buying and Selling at Jabil

In other news, SVP May Yee Yap sold 1,634 shares of Jabil 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 sale, the senior vice president directly owned 23,787 shares of the company’s stock, valued at approximately $7,296,424.38. This trade represents a 6.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Anousheh Ansari sold 2,000 shares of the business’s stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $300.00, for a total value of $600,000.00. Following the sale, the director owned 31,800 shares in the company, valued at approximately $9,540,000. This trade represents a 5.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 35,981 shares of company stock worth $10,812,410 over the last three months. 1.35% of the stock is owned by corporate insiders.

Jabil Price Performance

Shares of NYSE:JBL opened at $371.44 on Thursday. The company has a market cap of $39.19 billion, a price-to-earnings ratio of 46.37, a PEG ratio of 1.12 and a beta of 1.28. The company has a debt-to-equity ratio of 2.17, a current ratio of 0.98 and a quick ratio of 0.66. The firm has a 50 day simple moving average of $354.06 and a 200 day simple moving average of $286.33. Jabil, Inc. has a one year low of $189.60 and a one year high of $428.93.

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 analysts’ consensus estimates of $3.10 by $0.06. The firm had revenue of $8.75 billion for the quarter, compared to analysts’ expectations of $8.61 billion. Jabil had a net margin of 2.57% and a return on equity of 83.93%. The company’s revenue was up 11.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.55 earnings per share. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. Research analysts predict that Jabil, Inc. will post 11.71 earnings per share for the current fiscal year.

Jabil Dividend Announcement

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

Wall Street Analyst Weigh In

JBL has been the topic of a number of recent analyst reports. Bank of America reissued a “buy” rating and issued a $470.00 price objective on shares of Jabil in a research note on Thursday, June 18th. Robert W. Baird raised their target price on Jabil from $355.00 to $440.00 and gave the company an “outperform” rating in a report on Thursday, June 18th. Stifel Nicolaus set a $460.00 price target on Jabil and gave the company a “buy” rating in a research note on Thursday, June 18th. Raymond James Financial boosted their price target on Jabil from $425.00 to $450.00 and gave the stock a “strong-buy” rating in a report on Thursday, June 18th. Finally, The Goldman Sachs Group upped their price objective on Jabil from $384.00 to $482.00 and gave the stock a “buy” rating in a research report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $453.67.

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.