Jabil, Inc. $JBL Holdings Cut by Numerai GP LLC

Numerai GP LLC lowered its stake in shares of Jabil, Inc. (NYSE:JBL) by 34.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,136 shares of the technology company’s stock after selling 4,723 shares during the period. Numerai GP LLC’s holdings in Jabil were worth $1,984,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of JBL. Measured Wealth Private Client Group LLC boosted its position in Jabil by 2.1% during the third quarter. Measured Wealth Private Client Group LLC now owns 2,823 shares of the technology company’s stock valued at $613,000 after purchasing an additional 59 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in Jabil by 26.8% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 11,681 shares of the technology company’s stock worth $2,537,000 after purchasing an additional 2,468 shares during the last quarter. Laird Norton Wetherby Wealth Management LLC raised its stake in shares of Jabil by 12.1% during the 3rd quarter. Laird Norton Wetherby Wealth Management LLC now owns 1,925 shares of the technology company’s stock worth $418,000 after purchasing an additional 208 shares in the last quarter. Larson Financial Group LLC raised its stake in shares of Jabil by 80.5% during the 3rd quarter. Larson Financial Group LLC now owns 5,317 shares of the technology company’s stock worth $1,155,000 after purchasing an additional 2,372 shares in the last quarter. Finally, Lido Advisors LLC acquired a new stake in shares of Jabil during the 3rd quarter valued at about $516,000. 93.39% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, SVP Adam E. Berry sold 1,596 shares of Jabil stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $253.20, for a total value of $404,107.20. Following the transaction, the senior vice president directly owned 18,920 shares in the company, valued at approximately $4,790,544. The trade was a 7.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Chairman Mark T. Mondello sold 17,200 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $250.00, for a total value of $4,300,000.00. Following the transaction, the chairman directly owned 1,111,459 shares of the company’s stock, valued at $277,864,750. This represents a 1.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 161,529 shares of company stock valued at $37,901,485 in the last quarter. Insiders own 1.35% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on JBL. Wall Street Zen downgraded Jabil from a “strong-buy” rating to a “buy” rating in a report on Monday, February 23rd. JPMorgan Chase & Co. lifted their target price on shares of Jabil from $270.00 to $300.00 and gave the company an “overweight” rating in a research note on Thursday, March 12th. Zacks Research downgraded shares of Jabil from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 16th. Robert W. Baird started coverage on shares of Jabil in a research note on Thursday, March 12th. They set an “outperform” rating and a $275.00 price target on the stock. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jabil in a research note on Friday, January 9th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $270.50.

Jabil Stock Up 3.1%

JBL opened at $258.30 on Tuesday. The firm has a market cap of $27.28 billion, a P/E ratio of 40.17, a price-to-earnings-growth ratio of 1.59 and a beta of 1.22. The company has a debt-to-equity ratio of 1.77, a quick ratio of 0.67 and a current ratio of 0.99. The business has a 50 day moving average price of $250.15 and a 200 day moving average price of $226.98. Jabil, Inc. has a twelve month low of $108.66 and a twelve month high of $281.37.

Jabil (NYSE:JBL) last announced its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, beating the consensus estimate 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 return on equity of 75.96% and a net margin of 2.26%.The company’s revenue for the quarter was up 18.7% compared to the same quarter last year. During the same quarter last year, the company posted $2.00 earnings per share. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. Research analysts forecast that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 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 was Tuesday, February 17th. Jabil’s dividend payout ratio is 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.