Jabil, Inc. $JBL Stock Holdings Lowered by Wedge Capital Management L L P NC

Wedge Capital Management L L P NC cut its position in Jabil, Inc. (NYSE:JBL) by 5.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 300,327 shares of the technology company’s stock after selling 16,159 shares during the quarter. Jabil comprises 1.1% of Wedge Capital Management L L P NC’s holdings, making the stock its 19th biggest position. Wedge Capital Management L L P NC owned approximately 0.28% of Jabil worth $65,222,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. GFG Capital LLC acquired a new stake in shares of Jabil in the second quarter valued at approximately $26,000. Traub Capital Management LLC bought a new position in Jabil in the 2nd quarter worth approximately $33,000. Groupe la Francaise increased its position in Jabil by 35.2% in the 1st quarter. Groupe la Francaise now owns 246 shares of the technology company’s stock valued at $34,000 after acquiring an additional 64 shares during the period. Assetmark Inc. increased its position in Jabil by 45.8% in the 2nd quarter. Assetmark Inc. now owns 156 shares of the technology company’s stock valued at $34,000 after acquiring an additional 49 shares during the period. Finally, Westside Investment Management Inc. raised its stake in Jabil by 757.1% during the 2nd quarter. Westside Investment Management Inc. now owns 180 shares of the technology company’s stock valued at $39,000 after acquiring an additional 159 shares in the last quarter. 93.39% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Jabil

In other news, SVP Francis Mckay sold 2,526 shares of the firm’s stock in a transaction on Wednesday, October 29th. The stock was sold at an average price of $224.47, for a total transaction of $567,011.22. Following the completion of the sale, the senior vice president directly owned 40,963 shares of the company’s stock, valued at $9,194,964.61. This trade represents a 5.81% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Chairman Mark T. Mondello sold 20,000 shares of Jabil stock in a transaction on Monday, December 1st. The stock was sold at an average price of $212.20, for a total value of $4,244,000.00. Following the completion of the transaction, the chairman owned 1,221,459 shares in the company, valued at $259,193,599.80. The trade was a 1.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 131,762 shares of company stock worth $28,129,921. 1.73% of the stock is owned by corporate insiders.

Key Headlines 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.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on JBL shares. Bank of America increased their price target on Jabil from $255.00 to $262.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. JPMorgan Chase & Co. upped their price objective on shares of Jabil from $260.00 to $270.00 and gave the stock an “overweight” rating in a report on Thursday. Zacks Research cut shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 26th. Barclays boosted their price target on shares of Jabil from $267.00 to $283.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Jabil in a report on Tuesday, October 14th. One 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 stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $261.29.

Jabil Price Performance

Shares of NYSE JBL opened at $226.56 on Friday. Jabil, Inc. has a twelve month low of $108.66 and a twelve month high of $237.14. The company has a current ratio of 0.99, a quick ratio of 0.66 and a debt-to-equity ratio of 1.77. The company has a market capitalization of $24.20 billion, a price-to-earnings ratio of 35.23, a PEG ratio of 1.60 and a beta of 1.26. The firm has a 50-day moving average of $211.77 and a two-hundred day moving average of $211.77.

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

Jabil Announces Dividend

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

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.