Arjuna Capital Makes New Investment in Jabil, Inc. $JBL

Arjuna Capital purchased a new position in Jabil, Inc. (NYSE:JBL) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 8,658 shares of the technology company’s stock, valued at approximately $1,880,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Integrated Wealth Concepts LLC grew its position in Jabil by 34.4% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,811 shares of the technology company’s stock valued at $382,000 after purchasing an additional 720 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Jabil by 70.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 18,320 shares of the technology company’s stock worth $2,493,000 after purchasing an additional 7,602 shares during the last quarter. Focus Partners Wealth grew its holdings in shares of Jabil by 20.0% in the first quarter. Focus Partners Wealth now owns 4,967 shares of the technology company’s stock valued at $676,000 after acquiring an additional 829 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in Jabil by 50.0% in the first quarter. Geneos Wealth Management Inc. now owns 582 shares of the technology company’s stock worth $79,000 after purchasing an additional 194 shares during the last quarter. Finally, Truist Financial Corp grew its position in Jabil by 144.6% during the second quarter. Truist Financial Corp now owns 31,865 shares of the technology company’s stock valued at $6,950,000 after buying an additional 18,837 shares during the period. Institutional investors and hedge funds own 93.39% of the company’s stock.

Wall Street Analysts Forecast Growth

JBL has been the subject of several research reports. JPMorgan Chase & Co. increased their price objective on Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Barclays increased their price target on shares of Jabil from $267.00 to $283.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Raymond James Financial reissued a “strong-buy” rating on shares of Jabil in a research note on Thursday, December 18th. Bank of America boosted their price target on shares of Jabil from $255.00 to $262.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Jabil in a research report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Jabil has a consensus rating of “Buy” and a consensus price target of $263.71.

Insider Activity

In other news, EVP Steven D. Borges sold 10,000 shares of the business’s stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $235.00, for a total transaction of $2,350,000.00. Following the completion of the sale, the executive vice president owned 90,524 shares of the company’s stock, valued at $21,273,140. The trade was a 9.95% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Anousheh Ansari sold 500 shares of Jabil stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $252.00, for a total transaction of $126,000.00. Following the transaction, the director owned 33,900 shares in the company, valued at approximately $8,542,800. This trade represents a 1.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 181,107 shares of company stock worth $42,042,614. 1.35% of the stock is owned by corporate insiders.

Jabil Price Performance

Shares of NYSE JBL opened at $237.16 on Monday. The stock has a market capitalization of $25.04 billion, a P/E ratio of 36.88, a P/E/G ratio of 1.51 and a beta of 1.24. The company’s 50-day moving average is $229.03 and its 200 day moving average is $218.70. Jabil, Inc. has a 1 year low of $108.66 and a 1 year high of $258.05. The company has a debt-to-equity ratio of 1.77, a current ratio of 0.99 and a quick ratio of 0.67.

Jabil (NYSE:JBL) last announced its earnings results on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, beating analysts’ consensus estimates of $2.70 by $0.15. Jabil had a net margin of 2.26% and a return on equity of 75.96%. The firm had revenue of $8.31 billion for the quarter, compared to analysts’ expectations of $8.07 billion. During the same quarter in the previous year, the business posted $2.00 EPS. The company’s quarterly revenue was up 18.7% on a year-over-year basis. 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, sell-side analysts expect that Jabil, Inc. will post 8.05 earnings per share for the current year.

Jabil Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th will be paid a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a yield of 0.1%. The ex-dividend date is Tuesday, February 17th. Jabil’s dividend payout ratio (DPR) is currently 4.98%.

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.