Fjarde AP Fonden Fourth Swedish National Pension Fund Increases Position in Jabil, Inc. $JBL

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in shares of Jabil, Inc. (NYSE:JBL) by 27.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,360 shares of the technology company’s stock after buying an additional 5,300 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Jabil were worth $5,313,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in JBL. Facet Wealth Inc. purchased a new stake in Jabil during the 2nd quarter valued at about $509,000. Convergence Investment Partners LLC grew its stake in shares of Jabil by 373.5% in the 2nd quarter. Convergence Investment Partners LLC now owns 14,640 shares of the technology company’s stock valued at $3,193,000 after buying an additional 11,548 shares during the period. Ashton Thomas Private Wealth LLC boosted its position in shares of Jabil by 1.2% during the 2nd quarter. Ashton Thomas Private Wealth LLC now owns 4,120 shares of the technology company’s stock worth $899,000 after purchasing an additional 48 shares during the period. Envestnet Asset Management Inc. boosted its position in shares of Jabil by 17.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 285,951 shares of the technology company’s stock worth $62,366,000 after purchasing an additional 42,974 shares during the period. Finally, Nisa Investment Advisors LLC boosted its position in shares of Jabil by 5.7% during the 2nd quarter. Nisa Investment Advisors LLC now owns 45,654 shares of the technology company’s stock worth $9,957,000 after purchasing an additional 2,450 shares during the period. 93.39% of the stock is currently owned by institutional investors and hedge funds.

Jabil Price Performance

Jabil stock opened at $221.69 on Friday. Jabil, Inc. has a 52-week low of $108.66 and a 52-week high of $237.14. The company’s 50 day moving average is $210.87 and its two-hundred day moving average is $196.67. The firm has a market cap of $23.69 billion, a PE ratio of 37.20, a price-to-earnings-growth ratio of 1.58 and a beta of 1.26. The company has a quick ratio of 0.66, a current ratio of 1.00 and a debt-to-equity ratio of 1.57.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Thursday, September 25th. The technology company reported $1.99 earnings per share for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.93). Jabil had a net margin of 2.20% and a return on equity of 68.63%. The firm had revenue of $8.30 billion during the quarter, compared to analyst estimates of $7.63 billion. During the same quarter in the previous year, the business posted $2.30 earnings per share. Jabil’s revenue for the quarter was up 18.5% compared to the same quarter last year. Jabil has set its Q1 2026 guidance at 2.470-2.870 EPS. FY 2026 guidance at 11.000-11.000 EPS. On average, research analysts expect 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 will be paid on Tuesday, December 2nd. Stockholders of record on Monday, November 17th will be issued a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Monday, November 17th. Jabil’s dividend payout ratio (DPR) is presently 5.37%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on JBL shares. JPMorgan Chase & Co. increased their price objective on shares of Jabil from $214.00 to $256.00 and gave the stock an “overweight” rating in a research report on Thursday, July 17th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jabil in a research report on Tuesday, October 14th. Barclays increased their price objective on shares of Jabil from $223.00 to $267.00 and gave the stock an “overweight” rating in a research report on Friday, September 26th. Raymond James Financial set a $260.00 price objective on shares of Jabil in a research report on Thursday, September 25th. Finally, Bank of America increased their price objective on shares of Jabil from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Friday, September 26th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $248.43.

Insider Activity

In other news, CFO Gregory B. Hebard sold 6,086 shares of the firm’s stock in a transaction on Tuesday, October 28th. The shares were sold at an average price of $213.54, for a total value of $1,299,604.44. Following the sale, the chief financial officer directly owned 58,526 shares in the company, valued at approximately $12,497,642.04. This trade represents a 9.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kristine Melachrino sold 6,579 shares of the firm’s stock in a transaction on Friday, October 24th. The shares were sold at an average price of $213.40, for a total transaction of $1,403,958.60. Following the completion of the sale, the executive vice president owned 33,718 shares in the company, valued at $7,195,421.20. The trade was a 16.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 99,925 shares of company stock valued at $20,809,421 over the last quarter. Company insiders own 1.73% of the company’s stock.

Jabil Profile

Jabil Inc provides manufacturing services and solutions worldwide. It operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. The company offers electronics design, production, and product management services; electronic circuit design services, such as application-specific integrated circuit design, firmware development, and rapid prototyping services; and designs plastic and metal enclosures that include the electro-mechanics, such as the printed circuit board assemblies (PCBA).