VIRGINIA RETIREMENT SYSTEMS ET Al Boosts Holdings in Jbs N.V. $JBS

VIRGINIA RETIREMENT SYSTEMS ET Al grew its position in shares of Jbs N.V. (NYSE:JBS) by 284.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 53,000 shares of the company’s stock after purchasing an additional 39,200 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in JBS were worth $764,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in JBS. Davis Selected Advisers purchased a new stake in shares of JBS during the fourth quarter valued at approximately $170,945,000. Banco BTG Pactual S.A. purchased a new stake in shares of JBS during the third quarter valued at approximately $143,175,000. Ameriprise Financial Inc. raised its stake in shares of JBS by 23,891.7% during the third quarter. Ameriprise Financial Inc. now owns 6,583,073 shares of the company’s stock valued at $98,285,000 after purchasing an additional 6,555,634 shares during the period. State Street Corp purchased a new stake in shares of JBS during the second quarter valued at approximately $84,109,000. Finally, Arrowstreet Capital Limited Partnership increased its stake in shares of JBS by 952.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 3,954,267 shares of the company’s stock worth $59,037,000 after buying an additional 3,578,483 shares during the last quarter.

Analysts Set New Price Targets

A number of analysts recently issued reports on JBS shares. Zacks Research upgraded shares of JBS from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 13th. Barclays dropped their price target on shares of JBS from $23.00 to $21.00 and set an “overweight” rating for the company in a research note on Thursday. Mizuho raised shares of JBS to a “strong-buy” rating in a report on Friday, April 10th. UBS Group raised shares of JBS to a “strong-buy” rating in a report on Friday, February 6th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of JBS in a report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and an average price target of $19.42.

JBS Trading Up 0.2%

NYSE JBS opened at $13.51 on Monday. Jbs N.V. has a one year low of $12.37 and a one year high of $18.65. The company has a 50-day simple moving average of $16.39 and a 200-day simple moving average of $15.32. The company has a debt-to-equity ratio of 2.42, a quick ratio of 0.77 and a current ratio of 1.50. The firm has a market capitalization of $10.48 billion and a PE ratio of 8.50.

JBS (NYSE:JBS) last announced its quarterly earnings results on Tuesday, May 12th. The company reported $0.20 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.28 by ($0.08). JBS had a net margin of 1.98% and a return on equity of 19.28%. The firm had revenue of $21.61 billion for the quarter. JBS’s quarterly revenue was up 10.7% on a year-over-year basis. On average, equities analysts forecast that Jbs N.V. will post 1.78 earnings per share for the current year.

JBS Dividend Announcement

The company also recently declared a dividend, which will be paid on Wednesday, June 17th. Stockholders of record on Monday, May 18th will be issued a dividend of $1.00 per share. The ex-dividend date of this dividend is Monday, May 18th.

Key Headlines Impacting JBS

Here are the key news stories impacting JBS this week:

• Positive Sentiment: Zacks Research upgraded JBS from strong sell to hold, suggesting the sell-off may have gone too far and that downside sentiment could be easing.
• Positive Sentiment: Barclays kept an overweight rating on JBS and assigned a new $21.00 price target, indicating meaningful upside from current levels despite trimming its prior target.
• Neutral Sentiment: JBS reported its Q1 2026 earnings call and related coverage highlighted valuation questions after recent share weakness, keeping investor focus on whether the stock is undervalued after the pullback. JBS N.V. (JBS) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Coverage from industry and market outlets pointed to tight cattle supply and broader North American headwinds weighing on results, reinforcing concerns about near-term earnings pressure. Tight cattle supply weighs on JBS earnings
• Neutral Sentiment: Valuation-focused commentary noted the recent share-price weakness, with investors reassessing whether JBS’s lower multiple reflects temporary turbulence or a deeper slowdown. Assessing JBS (NYSE:JBS) Valuation After Recent Share Price Weakness
• Negative Sentiment: JPMorgan Chase & Co. downgraded JBS to neutral from overweight, signaling less confidence in near-term upside.
• Negative Sentiment: Barclays also cut its price target from $23.00 to $21.00, showing analysts are still positive but more cautious about the earnings outlook.
• Negative Sentiment: JBS posted a 56% drop in Q1 net profit amid challenges in North American operations, a key reason investors have been selling the shares. JBS posts 56% drop in Q1 net profit amid challenges in North American operations
• Negative Sentiment: Further reporting said North American headwinds whacked profits, reinforcing concerns that operating conditions may remain difficult in the near term. JBS slips after headwinds in North America whack profits

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.