Ceredex Value Advisors LLC Buys New Stake in Jabil, Inc. $JBL

Ceredex Value Advisors LLC bought a new stake in shares of Jabil, Inc. (NYSE:JBL) during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 114,952 shares of the technology company’s stock, valued at approximately $44,312,000. Jabil comprises about 1.2% of Ceredex Value Advisors LLC’s holdings, making the stock its 10th biggest position.

A number of other institutional investors also recently made changes to their positions in JBL. Greenline Wealth Management LLC acquired a new stake in shares of Jabil during the fourth quarter valued at $28,000. Veracity Capital LLC increased its position in Jabil by 4,144.3% during the 4th quarter. Veracity Capital LLC now owns 3,735 shares of the technology company’s stock worth $31,000 after purchasing an additional 3,647 shares in the last quarter. Virtus Advisers LLC acquired a new position in Jabil in the 4th quarter valued at about $32,000. DV Equities LLC purchased a new position in Jabil in the 4th quarter valued at about $34,000. Finally, Wilkerson Advisory Group LLC purchased a new position in Jabil in the 4th quarter valued at about $34,000. 93.39% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on JBL shares. UBS Group upgraded shares of Jabil from a “neutral” rating to a “buy” rating and set a $430.00 price target for the company in a report on Tuesday, August 11th. Barclays raised their target price on shares of Jabil from $304.00 to $426.00 and gave the stock an “overweight” rating in a research report on Thursday, June 18th. Stifel Nicolaus set a $460.00 target price on shares of Jabil and gave the stock 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 company a “strong-buy” rating in a report on Thursday, June 18th. Finally, Zacks Research lowered Jabil from a “strong-buy” rating to a “hold” rating in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $453.67.

Jabil Trading Down 1.9%

Shares of JBL stock opened at $316.65 on Friday. The firm’s 50-day simple moving average is $341.71 and its 200-day simple moving average is $315.43. The company has a debt-to-equity ratio of 2.17, a current ratio of 0.98 and a quick ratio of 0.66. Jabil, Inc. has a 1-year low of $189.60 and a 1-year high of $428.93. The firm has a market cap of $33.18 billion, a P/E ratio of 39.53, a PEG ratio of 0.97 and a beta of 1.30.

Jabil (NYSE:JBL) last released its earnings results on Wednesday, June 17th. The technology company reported $3.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.10 by $0.06. Jabil had a net margin of 2.57% and a return on equity of 83.93%. The firm had revenue of $8.75 billion during the quarter, compared to the consensus estimate of $8.61 billion. During the same period in the previous year, the firm earned $2.55 earnings per share. Jabil’s revenue was up 11.8% compared to the same quarter last year. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. As a group, equities analysts forecast that Jabil, Inc. will post 11.71 EPS for the current year.

Jabil Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 2nd. Stockholders of record on Friday, August 14th will be paid a dividend of $0.08 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. Jabil’s payout ratio is currently 4.00%.

Insider Activity

In other news, EVP Matthew Crowley sold 94 shares of the company’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $345.00, for a total transaction of $32,430.00. Following the completion of the sale, the executive vice president directly owned 57,536 shares in the company, valued at $19,849,920. This represents a 0.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. 1.35% of the stock is owned by corporate insiders.

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.