Friedenthal Financial Makes New Investment in Jabil, Inc. $JBL

Friedenthal Financial acquired a new stake in Jabil, Inc. (NYSE:JBL) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,881 shares of the technology company’s stock, valued at approximately $1,060,000.

Several other large investors have also made changes to their positions in JBL. Primecap Management Co. CA grew its stake in Jabil by 0.7% in the 2nd quarter. Primecap Management Co. CA now owns 3,410,410 shares of the technology company’s stock valued at $743,810,000 after acquiring an additional 24,650 shares during the period. Geode Capital Management LLC lifted its holdings in Jabil by 2.3% during the second quarter. Geode Capital Management LLC now owns 2,893,485 shares of the technology company’s stock valued at $628,519,000 after purchasing an additional 65,949 shares in the last quarter. JPMorgan Chase & Co. grew its position in shares of Jabil by 5.9% in the second quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock valued at $502,133,000 after purchasing an additional 129,212 shares during the period. Boston Partners increased its stake in shares of Jabil by 224.4% during the second quarter. Boston Partners now owns 1,898,681 shares of the technology company’s stock worth $414,119,000 after purchasing an additional 1,313,338 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Jabil during the 2nd quarter worth about $323,338,000. 93.39% of the stock is owned by institutional investors and hedge funds.

Jabil Stock Up 2.3%

Shares of NYSE:JBL opened at $235.15 on Wednesday. The company has a quick ratio of 0.67, a current ratio of 0.99 and a debt-to-equity ratio of 1.77. The business has a fifty day moving average of $213.05 and a two-hundred day moving average of $212.86. The stock has a market cap of $25.12 billion, a P/E ratio of 36.57, a PEG ratio of 1.47 and a beta of 1.26. Jabil, Inc. has a 52-week low of $108.66 and a 52-week high of $237.14.

Jabil (NYSE:JBL) last posted its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, topping the consensus estimate of $2.70 by $0.15. Jabil had a return on equity of 75.96% and a net margin of 2.26%.The business had revenue of $8.31 billion for the quarter, compared to analyst estimates of $8.07 billion. During the same quarter in the previous year, the firm earned $2.00 EPS. The company’s quarterly revenue was up 18.7% compared to the same quarter last year. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. On average, research analysts expect that Jabil, Inc. will post 8.05 earnings per share for the current year.

Jabil Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 2nd. Stockholders of record on Monday, November 17th were issued a dividend of $0.08 per share. The ex-dividend date was Monday, November 17th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. Jabil’s dividend payout ratio (DPR) is currently 4.98%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on JBL shares. Bank of America lifted their price objective on Jabil from $255.00 to $262.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Zacks Research lowered Jabil from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 26th. Raymond James Financial reissued a “strong-buy” rating on shares of Jabil in a research note on Thursday, December 18th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $255.00 target price on shares of Jabil in a research note on Thursday, December 18th. Finally, JPMorgan Chase & Co. upped their target price on shares of Jabil from $260.00 to $270.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $261.29.

Jabil News Summary

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported stronger‑than‑expected fiscal Q1 results and raised its full‑year outlook, driving earnings momentum and buy‑side flows. How To Earn $500 A Month From Jabil Stock Following Q1 Earnings
• Positive Sentiment: Momentum and valuation writeups (Zacks) are highlighting JBL as a strong momentum name and “attractively priced despite fast‑paced momentum,” which can attract short‑term traders and momentum funds. Here’s Why Jabil (JBL) is a Strong Momentum Stock
• Positive Sentiment: Broker and media support: recent analyst actions (including JPMorgan raising its target and other firms reiterating/upping buys) and Jim Cramer’s on‑air endorsement can boost retail and institutional interest. Jabil Stock Hits Highs on AI Tailwinds and Strong Buybacks
• Neutral Sentiment: General market coverage and price pages provide trading context but no new catalyst; institutional ownership remains high with some recent small inflows reported. Jabil (JBL) share price
• Negative Sentiment: Significant insider selling disclosed this week: Chairman Mark T. Mondello sold 50,000 shares (~$11.3M), which market participants may view as a partial signal of reduced insider alignment. SEC filing – Mark T. Mondello sale
• Negative Sentiment: Additional insider disposals: EVP Frederic E. McCoy sold 22,011 shares (~$4.95M; ~18% reduction of his stake), which may concern investors focused on insider buying/selling trends. SEC filing – Frederic E. McCoy sale
• Negative Sentiment: Smaller director sale: Anousheh Ansari sold 1,500 shares; while modest, it adds to a pattern of insider selling this week. SEC filing – Anousheh Ansari sale

Insider Activity

In related news, SVP May Yee Yap sold 8,858 shares of the company’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $225.03, for a total value of $1,993,315.74. Following the transaction, the senior vice president directly owned 25,421 shares in the company, valued at approximately $5,720,487.63. This represents a 25.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Chairman Mark T. Mondello sold 50,000 shares of the firm’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $225.32, for a total value of $11,266,000.00. Following the sale, the chairman directly owned 1,171,459 shares of the company’s stock, valued at approximately $263,953,141.88. This trade represents a 4.09% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 205,273 shares of company stock worth $44,684,355. 1.35% of the stock is owned by company insiders.

Jabil Profile

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.