Private Advisory Group LLC Increases Stock Holdings in Jbs N.V. $JBS

Private Advisory Group LLC increased its position in shares of Jbs N.V. (NYSE:JBS) by 9.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 711,525 shares of the company’s stock after purchasing an additional 60,937 shares during the period. Private Advisory Group LLC’s holdings in JBS were worth $10,260,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of JBS. EverSource Wealth Advisors LLC purchased a new stake in shares of JBS in the 2nd quarter valued at approximately $29,000. Quarry LP acquired a new position in JBS in the third quarter valued at approximately $34,000. Jones Financial Companies Lllp grew its position in JBS by 489.1% in the third quarter. Jones Financial Companies Lllp now owns 2,657 shares of the company’s stock worth $39,000 after acquiring an additional 2,206 shares during the period. MAI Capital Management acquired a new stake in JBS during the second quarter worth $44,000. Finally, Farther Finance Advisors LLC purchased a new stake in JBS in the third quarter valued at $44,000.

JBS Stock Performance

Shares of JBS stock opened at $17.05 on Monday. The stock has a market capitalization of $13.19 billion and a price-to-earnings ratio of 16.23. The company has a debt-to-equity ratio of 2.28, a current ratio of 1.60 and a quick ratio of 0.91. The business has a 50-day moving average of $15.78 and a 200 day moving average of $14.67. Jbs N.V. has a 12 month low of $12.37 and a 12 month high of $17.80.

JBS (NYSE:JBS) last issued its quarterly earnings results on Wednesday, March 25th. The company reported $0.39 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.25 by ($1.86). The business had revenue of $23.06 billion for the quarter. The business’s revenue was up 15.5% on a year-over-year basis.

JBS Dividend Announcement

The firm also recently declared a dividend, which will be paid on Wednesday, June 17th. Shareholders of record on Monday, May 18th will be paid a $1.00 dividend. The ex-dividend date is Monday, May 18th.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Santander upgraded JBS from a “neutral” rating to an “outperform” rating in a report on Thursday, December 11th. UBS Group raised shares of JBS to a “strong-buy” rating in a research note on Friday, February 6th. Zacks Research lowered shares of JBS from a “strong-buy” rating to a “hold” rating in a report on Tuesday, February 10th. Weiss Ratings raised shares of JBS from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 4th. Finally, Barclays lifted their target price on shares of JBS from $22.00 to $23.00 and gave the company an “overweight” rating in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, JBS currently has a consensus rating of “Buy” and an average target price of $20.00.

JBS News Summary

Here are the key news stories impacting JBS this week:

• Positive Sentiment: Barclays raised its price target to $23 and moved JBS to an “overweight” rating, signaling analyst conviction of ~35% upside from current levels. Benzinga
• Positive Sentiment: Board declared a $1.00 per-share dividend (record May 18, pay June 17), which can support investor demand and signal cash-return policy. (Company filing)
• Positive Sentiment: JBS reported record Q4 revenue and market commentary notes the stock climbed to a multi‑month high on the results — revenue growth is a near-term positive even as margins are strained. MSN: 7-month high
• Neutral Sentiment: JBS USA launched a partnership with 4‑H to support rural ag education — positive PR and community relations but unlikely to move the stock materially. Yahoo
• Negative Sentiment: A strike at the large Greeley, Colo. meatpacking plant has extended into its third week, disrupting production and raising near-term supply, cost and labor uncertainty for JBS USA. Prolonged work stoppages can hit volumes and margins. Denver Post
• Negative Sentiment: Bloomberg reports rising costs in Brazil plus continuing US cattle supply issues — a combination that pressures global margins and could compress profitability even as revenue rises. Bloomberg
• Negative Sentiment: JBS’s EPS missed consensus (reported $0.39 vs. est. $2.25) and commentary highlights flat profit as US cattle costs pressure margins; broader industry reports note losses piling up for slaughterhouse owners — factors that could weigh on sentiment if margins don’t recover. MSN: margins

About JBS

JBS SA is a global leader in the production and processing of meat products, with a focus on beef, pork and poultry. Headquartered in São Paulo, Brazil, the company operates through an extensive network of owned facilities and partnerships that span the Americas, Europe and the Asia-Pacific region. JBS supplies fresh, frozen and value-added protein solutions for retail, foodservice and industrial customers, and is active across the entire supply chain—from livestock procurement and feed production to slaughtering, processing, packaging and distribution.

Founded in 1953 by José Batista Sobrinho in Anápolis, Goiás, JBS began as a small slaughterhouse and expanded rapidly through strategic acquisitions and organic growth.