Jabil, Inc. $JBL is Blue Door Asset Management LLC’s 6th Largest Position

Blue Door Asset Management LLC boosted its stake in Jabil, Inc. (NYSE:JBL) by 21.8% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 53,700 shares of the technology company’s stock after buying an additional 9,600 shares during the quarter. Jabil makes up about 6.1% of Blue Door Asset Management LLC’s holdings, making the stock its 6th biggest position. Blue Door Asset Management LLC owned about 0.05% of Jabil worth $11,712,000 as of its most recent filing with the SEC.

Other hedge funds also recently bought and sold shares of the company. Stonehaven Wealth & Tax Solutions LLC acquired a new position in shares of Jabil in the second quarter worth $293,000. iSAM Funds UK Ltd increased its position in Jabil by 155.2% during the 2nd quarter. iSAM Funds UK Ltd now owns 3,984 shares of the technology company’s stock worth $869,000 after purchasing an additional 2,423 shares in the last quarter. AXA S.A. acquired a new position in Jabil in the 2nd quarter valued at about $3,445,000. Lombard Odier Asset Management Switzerland SA lifted its holdings in Jabil by 2.7% in the 2nd quarter. Lombard Odier Asset Management Switzerland SA now owns 28,923 shares of the technology company’s stock valued at $6,308,000 after purchasing an additional 769 shares in the last quarter. Finally, Daiwa Securities Group Inc. boosted its stake in shares of Jabil by 2.0% during the 2nd quarter. Daiwa Securities Group Inc. now owns 16,150 shares of the technology company’s stock worth $3,522,000 after purchasing an additional 316 shares during the last quarter. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Analyst Upgrades and Downgrades

JBL has been the subject of a number of recent research reports. UBS Group set a $241.00 price target on shares of Jabil in a report on Sunday, September 28th. Raymond James Financial set a $260.00 target price on shares of Jabil in a research report on Thursday, September 25th. Zacks Research cut shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 26th. Bank of America increased their price target on Jabil from $255.00 to $262.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Jabil in a report on Tuesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Jabil presently has an average rating of “Moderate Buy” and an average target price of $249.43.

Insiders Place Their Bets

In other news, Chairman Mark T. Mondello sold 40,000 shares of the firm’s stock in a transaction on Friday, October 17th. The shares were sold at an average price of $207.77, for a total value of $8,310,800.00. Following the transaction, the chairman owned 1,258,942 shares of the company’s stock, valued at approximately $261,570,379.34. This trade represents a 3.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Matthew Crowley sold 3,877 shares of the company’s stock in a transaction on Tuesday, October 21st. The stock was sold at an average price of $202.59, for a total transaction of $785,441.43. Following the sale, the executive vice president directly owned 58,736 shares of the company’s stock, valued at approximately $11,899,326.24. This trade represents a 6.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 131,762 shares of company stock worth $28,129,921. 1.73% of the stock is owned by insiders.

Jabil Stock Performance

Shares of JBL stock opened at $229.99 on Thursday. The company has a debt-to-equity ratio of 1.57, a quick ratio of 0.66 and a current ratio of 1.00. The firm has a market capitalization of $24.57 billion, a price-to-earnings ratio of 38.59, a price-to-earnings-growth ratio of 1.62 and a beta of 1.26. Jabil, Inc. has a one year low of $108.66 and a one year high of $237.14. The company has a 50 day moving average price of $209.33 and a 200 day moving average price of $209.18.

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

Jabil Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 2nd. Stockholders of record on Monday, November 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 Monday, November 17th. Jabil’s dividend payout ratio (DPR) is 5.37%.

Jabil Profile

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).