CWA Asset Management Group LLC Cuts Position in Jabil, Inc. $JBL

CWA Asset Management Group LLC decreased its stake in Jabil, Inc. (NYSE:JBL) by 4.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 45,593 shares of the technology company’s stock after selling 2,348 shares during the period. CWA Asset Management Group LLC’s holdings in Jabil were worth $10,396,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. True Wealth Design LLC lifted its position in shares of Jabil by 250.0% during the 3rd quarter. True Wealth Design LLC now owns 140 shares of the technology company’s stock valued at $30,000 after acquiring an additional 100 shares during the period. First Horizon Corp acquired a new stake in shares of Jabil in the 3rd quarter worth approximately $30,000. Traub Capital Management LLC purchased a new position in Jabil in the 2nd quarter valued at approximately $33,000. Banque Cantonale Vaudoise purchased a new position in Jabil in the 3rd quarter valued at approximately $43,000. Finally, Rothschild Investment LLC raised its holdings in Jabil by 51.1% during the third quarter. Rothschild Investment LLC now owns 213 shares of the technology company’s stock worth $46,000 after purchasing an additional 72 shares during the last quarter. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Jabil Stock Down 4.4%

Shares of JBL opened at $253.54 on Friday. Jabil, Inc. has a fifty-two week low of $108.66 and a fifty-two week high of $281.37. The company’s fifty day moving average is $253.01 and its two-hundred day moving average is $228.20. The firm has a market cap of $26.77 billion, a PE ratio of 34.03, a price-to-earnings-growth ratio of 1.68 and a beta of 1.22. The company has a quick ratio of 0.67, a current ratio of 1.01 and a debt-to-equity ratio of 2.50.

Jabil (NYSE:JBL) last released its quarterly earnings data on Wednesday, March 18th. The technology company reported $2.69 EPS for the quarter, topping analysts’ consensus estimates of $2.51 by $0.18. The business had revenue of $8.28 billion during the quarter, compared to the consensus estimate of $7.75 billion. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The business’s revenue for the quarter was up 23.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.94 EPS. Analysts forecast that Jabil, Inc. will post 8.05 earnings per share for the current year.

Jabil Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th were issued a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Tuesday, February 17th. Jabil’s dividend payout ratio (DPR) is 4.30%.

Analysts Set New Price Targets

JBL has been the topic of several research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Jabil in a report on Friday, January 9th. Wall Street Zen raised Jabil from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Bank of America increased their price objective on shares of Jabil from $280.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday. The Goldman Sachs Group restated a “buy” rating and set a $282.00 target price on shares of Jabil in a report on Thursday, January 15th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Jabil from $270.00 to $300.00 and gave the stock an “overweight” rating in a research report on Thursday, March 12th. One 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 company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $283.25.

Jabil News Summary

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported a stronger‑than‑expected Q2 (≈$8.3B revenue, $2.69 adj. EPS) and raised full‑year guidance (revenue ~$34B, EPS ~$12.25), a primary catalyst supporting the stock. Jabil Inc (JBL) Q2 2026 Earnings Call Highlights
• Positive Sentiment: Major brokerages lifted price targets and ratings after the quarter (examples: Barclays to $304, BofA, Stifel, Baird increases), signaling continued analyst conviction and upside potential. Barclays Boosts Jabil Price Target to $304
• Positive Sentiment: Analysts collectively increased forecasts and bullish views following the beat‑and‑raise, reinforcing expectations for AI/infrastructure demand and further upgrades. Benzinga — Analysts Increase Forecasts After Q2
• Neutral Sentiment: MarketBeat and other coverage highlight multi‑year upside from AI exposure, buybacks and margin improvement — a positive long‑term thesis even if it doesn’t remove near‑term volatility. MarketBeat — Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Analyst consensus remains constructive (consensus rating ~“Moderate Buy”), which supports further upside but leaves room for divergence between brokers. Analysts Give Jabil a Moderate Buy Consensus
• Negative Sentiment: Despite the positive fundamentals, some coverage notes Jabil has underperformed peers on specific trading days and may be vulnerable to sector rotation or profit‑taking after recent gains. MarketWatch — Jabil Underperforms Competitors
• Negative Sentiment: Some commentators highlight that the market didn’t immediately reward the quarter, suggesting investor caution — factors include elevated valuation, high leverage metrics, and share‑reduction dynamics that can complicate near‑term equity metrics. Seeking Alpha — Mr. Market Refused To Reward Jabil

Insiders Place Their Bets

In other news, Director Anousheh Ansari sold 500 shares of Jabil stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $252.00, for a total value of $126,000.00. Following the transaction, the director directly owned 33,900 shares of the company’s stock, valued at $8,542,800. The trade was a 1.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Chairman Mark T. Mondello sold 20,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $236.25, for a total transaction of $4,725,000.00. Following the sale, the chairman directly owned 1,151,459 shares of the company’s stock, valued at approximately $272,032,188.75. This trade represents a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 88,018 shares of company stock worth $21,347,051. 1.35% of the stock is owned by insiders.

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.