Spectrum Strategic Capital Management LLC bought a new stake in shares of Jbs N.V. (NYSE:JBS – Free Report) in the fourth quarter, Holdings Channel reports. The firm bought 83,526 shares of the company’s stock, valued at approximately $1,204,000.
A number of other institutional investors also recently modified their holdings of JBS. EverSource Wealth Advisors LLC acquired a new stake in shares of JBS during the 2nd quarter valued at $29,000. Quarry LP acquired a new stake in shares of JBS during the 3rd quarter valued at $34,000. Jones Financial Companies Lllp boosted its stake in shares of JBS by 489.1% during the 3rd quarter. Jones Financial Companies Lllp now owns 2,657 shares of the company’s stock valued at $39,000 after buying an additional 2,206 shares during the period. Farther Finance Advisors LLC boosted its stake in shares of JBS by 41.9% during the 4th quarter. Farther Finance Advisors LLC now owns 4,142 shares of the company’s stock valued at $60,000 after buying an additional 1,223 shares during the period. Finally, Parallel Advisors LLC acquired a new stake in shares of JBS during the 3rd quarter valued at $61,000.
JBS News Roundup
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
JBS Stock Up 0.2%
JBS (NYSE:JBS – Get Free Report) last released its earnings results on Tuesday, May 12th. The company reported $0.20 earnings per share for the quarter, missing analysts’ consensus estimates of $0.28 by ($0.08). The firm had revenue of $21.61 billion for the quarter. JBS had a return on equity of 19.28% and a net margin of 1.98%.JBS’s revenue for the quarter was up 10.7% on a year-over-year basis. Sell-side analysts anticipate that Jbs N.V. will post 1.78 EPS for the current fiscal year.
JBS Announces Dividend
The company also recently announced a dividend, which will be paid on Wednesday, June 17th. Shareholders of record on Monday, May 18th will be given a dividend of $1.00 per share. The ex-dividend date of this dividend is Monday, May 18th.
Analyst Ratings Changes
Several research firms recently issued reports on JBS. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of JBS in a research note on Monday, May 4th. UBS Group raised shares of JBS to a “strong-buy” rating in a research note on Friday, February 6th. JPMorgan Chase & Co. lowered shares of JBS from an “overweight” rating to a “neutral” rating and reduced their price objective for the company from $20.50 to $18.50 in a research note on Thursday. Zacks Research raised shares of JBS from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 13th. Finally, Mizuho raised shares of JBS to a “strong-buy” rating in a research note on Friday, April 10th. Two research 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.com, JBS presently has a consensus rating of “Buy” and a consensus target price of $19.42.
JBS Profile
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.
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