Campbell & CO Investment Adviser LLC Reduces Position in Jabil, Inc. $JBL

Campbell & CO Investment Adviser LLC cut its stake in shares of Jabil, Inc. (NYSE:JBL) by 69.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,886 shares of the technology company’s stock after selling 4,310 shares during the quarter. Campbell & CO Investment Adviser LLC’s holdings in Jabil were worth $411,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Stephens Inc. AR increased its stake in Jabil by 6.0% in the 1st quarter. Stephens Inc. AR now owns 2,095 shares of the technology company’s stock worth $285,000 after acquiring an additional 118 shares during the last quarter. CWM LLC lifted its stake in shares of Jabil by 21.5% during the 1st quarter. CWM LLC now owns 12,805 shares of the technology company’s stock worth $1,742,000 after acquiring an additional 2,269 shares during the last quarter. Sigma Planning Corp boosted its stake in shares of Jabil by 12.6% during the first quarter. Sigma Planning Corp now owns 1,765 shares of the technology company’s stock valued at $240,000 after purchasing an additional 197 shares during the period. Apollon Wealth Management LLC grew its stake in Jabil by 5.9% in the 1st quarter. Apollon Wealth Management LLC now owns 2,004 shares of the technology company’s stock worth $273,000 after acquiring an additional 112 shares in the last quarter. Finally, Wealthfront Advisers LLC grew its stake in Jabil by 9.8% in the first quarter. Wealthfront Advisers LLC now owns 2,066 shares of the technology company’s stock worth $281,000 after purchasing an additional 184 shares in the last quarter. 93.39% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

JBL has been the subject of a number of recent research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Jabil in a research note on Tuesday, October 14th. Zacks Research cut shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 26th. Wall Street Zen raised Jabil from a “buy” rating to a “strong-buy” rating in a report on Friday, October 3rd. Raymond James Financial set a $260.00 price objective on shares of Jabil in a research note on Thursday, September 25th. Finally, Bank of America raised their target price on Jabil from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Friday, September 26th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $248.43.

Insider Buying and Selling at Jabil

In other Jabil news, CFO Gregory B. Hebard sold 6,086 shares of the company’s stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $213.54, for a total transaction of $1,299,604.44. Following the transaction, the chief financial officer directly owned 58,526 shares in the company, valued at approximately $12,497,642.04. This represents a 9.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Gary K. Schick sold 453 shares of Jabil stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $220.69, for a total value of $99,972.57. Following the transaction, the senior vice president directly owned 42,208 shares of the company’s stock, valued at approximately $9,314,883.52. This represents a 1.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 131,762 shares of company stock valued at $27,886,321. Corporate insiders own 1.73% of the company’s stock.

Jabil Price Performance

NYSE:JBL opened at $201.45 on Monday. The company has a market capitalization of $21.52 billion, a P/E ratio of 33.80, a P/E/G ratio of 1.58 and a beta of 1.26. Jabil, Inc. has a 52 week low of $108.66 and a 52 week high of $237.14. The stock’s fifty day moving average is $212.23 and its two-hundred day moving average is $203.23. The company has a quick ratio of 0.66, a current ratio of 1.00 and a debt-to-equity ratio of 1.57.

Jabil (NYSE:JBL) last released its earnings results on Thursday, September 25th. The technology company reported $3.29 earnings per share for the quarter, beating the consensus estimate of $2.92 by $0.37. Jabil had a return on equity of 68.63% and a net margin of 2.20%.The company had revenue of $8.25 billion during the quarter, compared to the consensus estimate of $7.63 billion. During the same period in the previous year, the company posted $2.30 EPS. Jabil’s revenue was up 18.5% compared to the same quarter last year. Jabil has set its Q1 2026 guidance at 2.470-2.870 EPS. FY 2026 guidance at 11.000-11.000 EPS. Equities analysts expect that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 2nd. Investors of record on Monday, November 17th will be given a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.2%. The ex-dividend date is Monday, November 17th. Jabil’s payout ratio is 5.37%.

About Jabil

Jabil Inc provides manufacturing services and solutions worldwide. It operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. The company offers electronics design, production, and product management services; electronic circuit design services, such as application-specific integrated circuit design, firmware development, and rapid prototyping services; and designs plastic and metal enclosures that include the electro-mechanics, such as the printed circuit board assemblies (PCBA).