Callan Family Office LLC Makes New Investment in Jabil, Inc. $JBL

Callan Family Office LLC bought a new position in Jabil, Inc. (NYSE:JBL) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 2,807 shares of the technology company’s stock, valued at approximately $612,000.

Several other institutional investors have also recently modified their holdings of JBL. Wellington Management Group LLP increased its position in shares of Jabil by 12.9% during the 1st quarter. Wellington Management Group LLP now owns 6,556,153 shares of the technology company’s stock valued at $892,096,000 after purchasing an additional 747,423 shares during the last quarter. Jacobs Levy Equity Management Inc. increased its position in shares of Jabil by 119.9% during the 1st quarter. Jacobs Levy Equity Management Inc. now owns 1,215,678 shares of the technology company’s stock valued at $165,417,000 after purchasing an additional 662,938 shares during the last quarter. Robeco Institutional Asset Management B.V. increased its position in shares of Jabil by 4,593.2% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 636,776 shares of the technology company’s stock valued at $138,881,000 after purchasing an additional 623,208 shares during the last quarter. Lord Abbett & CO. LLC bought a new position in shares of Jabil during the 1st quarter valued at about $81,378,000. Finally, Jones Financial Companies Lllp increased its position in shares of Jabil by 28,071.4% during the 1st quarter. Jones Financial Companies Lllp now owns 343,409 shares of the technology company’s stock valued at $46,728,000 after purchasing an additional 342,190 shares during the last quarter. 93.39% of the stock is currently owned by institutional investors.

Insider Transactions at Jabil

In related news, Chairman Mark T. Mondello sold 20,000 shares of the firm’s stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $214.84, for a total transaction of $4,296,800.00. Following the completion of the transaction, the chairman owned 1,380,190 shares of the company’s stock, valued at $296,520,019.60. This trade represents a 1.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Andrew Priestley sold 3,782 shares of the firm’s stock in a transaction that occurred on Monday, July 21st. The shares were sold at an average price of $225.00, for a total value of $850,950.00. Following the transaction, the executive vice president directly owned 48,535 shares of the company’s stock, valued at approximately $10,920,375. This trade represents a 7.23% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 85,416 shares of company stock worth $18,367,889 over the last 90 days. 1.73% of the stock is currently owned by insiders.

Jabil Stock Up 3.0%

Shares of NYSE:JBL opened at $199.83 on Tuesday. Jabil, Inc. has a 52-week low of $108.66 and a 52-week high of $237.14. The firm has a market capitalization of $21.45 billion, a P/E ratio of 33.53, a P/E/G ratio of 1.38 and a beta of 1.26. The stock has a 50 day moving average price of $212.89 and a 200-day moving average price of $189.89. The company has a debt-to-equity ratio of 1.57, a quick ratio of 0.66 and a current ratio of 1.00.

Jabil (NYSE:JBL) last announced its earnings results on Thursday, September 25th. The technology company reported $1.99 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.92 by ($0.93). Jabil had a return on equity of 68.63% and a net margin of 2.20%.The firm had revenue of $8.30 billion during the quarter, compared to the consensus estimate of $7.63 billion. During the same period in the prior year, the company posted $2.30 EPS. The firm’s revenue was up 18.5% on a year-over-year basis. Jabil has set its Q1 2026 guidance at 2.470-2.870 EPS. FY 2026 guidance at 11.000-11.000 EPS. As a group, equities research analysts anticipate that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 3rd. Stockholders of record on Friday, August 15th were given a $0.08 dividend. The ex-dividend date of this dividend was Friday, August 15th. This represents a $0.32 annualized dividend and a dividend yield of 0.2%. Jabil’s dividend payout ratio is currently 5.37%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on JBL shares. Zacks Research cut Jabil from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 26th. Bank of America increased their target price on Jabil from $245.00 to $255.00 and gave the company a “buy” rating in a report on Friday, September 26th. The Goldman Sachs Group increased their target price on Jabil from $188.00 to $215.00 and gave the company a “buy” rating in a report on Wednesday, June 18th. UBS Group set a $241.00 price objective on Jabil in a report on Sunday, September 28th. Finally, Raymond James Financial set a $260.00 price objective on Jabil in a report on Thursday, September 25th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Jabil has an average rating of “Moderate Buy” and a consensus target price of $248.43.

Jabil Company 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).