Jabil, Inc. $JBL Shares Sold by Perpetual Ltd

Perpetual Ltd decreased its position in shares of Jabil, Inc. (NYSE:JBL) by 29.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 176,950 shares of the technology company’s stock after selling 73,819 shares during the quarter. Perpetual Ltd owned approximately 0.16% of Jabil worth $38,428,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of JBL. GFG Capital LLC acquired a new stake in shares of Jabil during the 2nd quarter worth approximately $26,000. Traub Capital Management LLC acquired a new stake in Jabil during the second quarter worth $33,000. Groupe la Francaise increased its stake in Jabil by 35.2% during the first quarter. Groupe la Francaise now owns 246 shares of the technology company’s stock worth $34,000 after acquiring an additional 64 shares during the last quarter. Assetmark Inc. raised its position in Jabil by 45.8% in the second 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 period. Finally, Westside Investment Management Inc. lifted its stake in shares of Jabil by 757.1% in the 2nd quarter. Westside Investment Management Inc. now owns 180 shares of the technology company’s stock valued at $39,000 after purchasing an additional 159 shares during the last quarter. 93.39% of the stock is owned by hedge funds and other institutional investors.

Key Stores Impacting Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported a convincing fiscal Q1 (FY2026) beat with EPS and revenue above estimates and raised its fiscal outlook — the direct catalyst cited by multiple market writeups for the gap up in the shares. Jabil Delivers Q1 EPS and Revenue Beat
• Positive Sentiment: Company commentary and analyst deep dives highlight broad-based growth driven by data‑center and AI infrastructure demand — a structural tailwind that supports higher revenue visibility for Jabil’s contract manufacturing business. JBL Q4 Deep Dive
• Positive Sentiment: JPMorgan raised its price target (to $270) and kept an “overweight” stance, giving established institutional support for further upside. Benzinga
• Positive Sentiment: Several bullish commentaries argue Jabil is “under the radar” and positioned for substantial upside (one piece suggests a potential ~50% rerating) as AI/data‑center spend climbs. Jabil Is Flying Under the Radar
• Positive Sentiment: Market coverage noted shares “gapped up” after the earnings release, reflecting immediate buying interest following the print. Shares Gap Up Following Strong Earnings
• Neutral Sentiment: Full earnings call transcripts and highlights are available for investors who want the management detail — useful for confirming sustainability of AI/data‑center orders and margin outlook. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Video/commentary pieces point to a wide intraday trading range around the announcement — indicates elevated volatility even as the directional bias is upward. Overlooked Stock Video
• Negative Sentiment: There was an unusually large block of put buying (≈19,419 puts) on Thursday — this could signal hedging or increased short/bear interest and adds a note of caution on near‑term volatility.

Jabil Stock Up 4.4%

Shares of Jabil stock opened at $226.56 on Friday. The company has a quick ratio of 0.66, a current ratio of 0.99 and a debt-to-equity ratio of 1.77. Jabil, Inc. has a 52-week low of $108.66 and a 52-week high of $237.14. The company has a market capitalization of $24.20 billion, a P/E ratio of 35.23, a P/E/G ratio of 1.53 and a beta of 1.26. The company has a 50 day moving average of $211.77 and a 200 day moving average of $211.50.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, beating analysts’ consensus estimates of $2.70 by $0.15. The company had revenue of $8.31 billion for the quarter, compared to the consensus estimate of $8.07 billion. Jabil had a net margin of 2.26% and a return on equity of 75.96%. The company’s quarterly revenue was up 18.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.00 EPS. 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 forecast that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 2nd. Shareholders of record on Monday, November 17th were issued a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, November 17th. Jabil’s payout ratio is 4.98%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on JBL shares. Wall Street Zen raised Jabil from a “buy” rating to a “strong-buy” rating in a research report on Friday, October 3rd. UBS Group lifted their price target on shares of Jabil from $239.00 to $244.00 and gave the company a “neutral” rating in a research report on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of Jabil in a research note on Tuesday, October 14th. Bank of America increased their price objective on shares of Jabil from $255.00 to $262.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Finally, Raymond James Financial reiterated a “strong-buy” rating on shares of Jabil in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $261.29.

Insider Buying and Selling at Jabil

In related news, EVP Kristine Melachrino sold 6,579 shares of the stock in a transaction on Friday, October 24th. The shares were sold at an average price of $213.40, for a total value of $1,403,958.60. Following the transaction, the executive vice president directly owned 33,718 shares of the company’s stock, valued at $7,195,421.20. This trade represents a 16.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Gregory B. Hebard sold 6,086 shares of the firm’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $213.54, for a total value of $1,299,604.44. Following the transaction, the chief financial officer directly owned 58,526 shares in the company, valued at approximately $12,497,642.04. The trade was a 9.42% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 131,762 shares of company stock worth $28,129,921. Corporate insiders own 1.73% of the company’s stock.

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.