National Pension Service Raises Holdings in Jabil, Inc. $JBL

National Pension Service raised its stake in Jabil, Inc. (NYSE:JBL) by 41.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,947 shares of the technology company’s stock after purchasing an additional 9,628 shares during the period. National Pension Service’s holdings in Jabil were worth $7,155,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the company. GFG Capital LLC purchased a new stake in shares of Jabil in the 2nd quarter valued at approximately $26,000. True Wealth Design LLC lifted its holdings in Jabil by 250.0% during the 3rd quarter. True Wealth Design LLC now owns 140 shares of the technology company’s stock worth $30,000 after buying an additional 100 shares during the last quarter. First Horizon Corp acquired a new stake in shares of Jabil during the 3rd quarter worth about $30,000. Traub Capital Management LLC purchased a new position in Jabil in the second quarter valued at approximately $33,000. Finally, Assetmark Inc. increased its stake in Jabil by 45.8% in the second quarter. Assetmark Inc. now owns 156 shares of the technology company’s stock valued at $34,000 after purchasing an additional 49 shares during the last quarter. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Insider Buying and Selling

In related news, SVP Gary K. Schick sold 422 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $243.77, for a total transaction of $102,870.94. Following the sale, the senior vice president owned 41,843 shares of the company’s stock, valued at approximately $10,200,068.11. The trade was a 1.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Anousheh Ansari sold 500 shares of the company’s stock in a transaction dated Thursday, January 15th. The stock was 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 $8,542,800. The trade was a 1.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 181,529 shares of company stock valued at $42,145,485 in the last quarter. Corporate insiders own 1.35% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. Bank of America boosted their price objective on shares of Jabil from $255.00 to $262.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Raymond James Financial reissued a “strong-buy” rating on shares of Jabil in a report on Thursday, December 18th. Weiss Ratings reissued a “hold (c)” rating on shares of Jabil in a research report on Friday, January 9th. Barclays lifted their target price on shares of Jabil from $267.00 to $283.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Finally, Zacks Research upgraded shares of Jabil from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 2nd. Two research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $263.71.

Jabil Stock Performance

Shares of JBL opened at $245.84 on Wednesday. The stock has a market capitalization of $25.96 billion, a P/E ratio of 38.23, a P/E/G ratio of 1.55 and a beta of 1.24. The company’s fifty day moving average is $230.80 and its two-hundred day moving average is $219.00. The company has a debt-to-equity ratio of 1.77, a quick ratio of 0.67 and a current ratio of 0.99. Jabil, Inc. has a 1 year low of $108.66 and a 1 year high of $258.05.

Jabil (NYSE:JBL) last posted its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $8.07 billion. During the same period in the prior year, the company posted $2.00 earnings per share. The firm’s revenue for the quarter 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 predict that Jabil, Inc. will post 8.05 earnings per share for the current year.

Jabil Announces Dividend

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

Jabil Company 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.