Barclays PLC Boosts Stock Holdings in Jabil, Inc. $JBL

Barclays PLC increased its position in Jabil, Inc. (NYSE:JBL) by 125.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 588,155 shares of the technology company’s stock after acquiring an additional 327,238 shares during the period. Barclays PLC owned about 0.55% of Jabil worth $127,730,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in JBL. Primecap Management Co. CA boosted its stake in Jabil by 0.7% during 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 purchasing an additional 24,650 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Jabil by 2.3% in the second quarter. Geode Capital Management LLC now owns 2,893,485 shares of the technology company’s stock worth $628,519,000 after purchasing an additional 65,949 shares during the last quarter. JPMorgan Chase & Co. raised its stake 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 worth $502,133,000 after purchasing an additional 129,212 shares during the last quarter. Boston Partners lifted its holdings 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 valued at $414,119,000 after purchasing an additional 1,313,338 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of Jabil during the second quarter valued at $323,338,000. 93.39% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. Raymond James Financial reiterated a “strong-buy” rating on shares of Jabil in a report on Thursday, December 18th. Wall Street Zen cut shares of Jabil from a “strong-buy” rating to a “buy” rating in a research note on Monday, February 23rd. JPMorgan Chase & Co. raised their price target on shares of Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Weiss Ratings reissued a “hold (c)” rating on shares of Jabil in a report on Friday, January 9th. Finally, Barclays increased their price objective on shares of Jabil from $267.00 to $283.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $264.14.

Jabil Stock Down 4.4%

JBL stock opened at $241.10 on Friday. Jabil, Inc. has a fifty-two week low of $108.66 and a fifty-two week high of $281.37. The business’s 50-day moving average is $247.58 and its two-hundred day moving average is $224.97. The company has a debt-to-equity ratio of 1.77, a quick ratio of 0.67 and a current ratio of 0.99. The company has a market cap of $25.46 billion, a price-to-earnings ratio of 37.50, a P/E/G ratio of 1.54 and a beta of 1.22.

Jabil (NYSE:JBL) last announced its 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 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 analysts’ expectations of $8.07 billion. During the same period last year, the firm posted $2.00 earnings per share. The business’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. As a group, analysts forecast 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 was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were issued a $0.08 dividend. The ex-dividend date of this dividend was Tuesday, February 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 presently 4.98%.

Insider Activity at Jabil

In other Jabil news, Chairman Mark T. Mondello sold 17,200 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $250.00, for a total transaction of $4,300,000.00. Following the completion of the sale, the chairman directly owned 1,111,459 shares of the company’s stock, valued at approximately $277,864,750. This represents a 1.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Anousheh Ansari sold 500 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $252.00, for a total transaction of $126,000.00. Following the completion of 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. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 161,529 shares of company stock valued at $37,901,485 in the last three months. Corporate insiders own 1.35% of the company’s stock.

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.