Jbs N.V. $JBS Holdings Cut by Alpine Global Management LLC

Alpine Global Management LLC cut its stake in shares of Jbs N.V. (NYSE:JBS) by 45.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 85,000 shares of the company’s stock after selling 70,000 shares during the quarter. Alpine Global Management LLC’s holdings in JBS were worth $1,269,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Carrhae Capital LLP acquired a new position in JBS during the 3rd quarter valued at approximately $6,042,000. NewEdge Advisors LLC grew its stake in JBS by 17.8% during the 3rd quarter. NewEdge Advisors LLC now owns 62,000 shares of the company’s stock worth $926,000 after buying an additional 9,352 shares during the last quarter. Woodline Partners LP increased its position in JBS by 457.5% in the third quarter. Woodline Partners LP now owns 2,255,339 shares of the company’s stock worth $33,672,000 after buying an additional 1,850,813 shares during the period. PharVision Advisers LLC bought a new stake in JBS in the third quarter valued at $203,000. Finally, VPR Management LLC bought a new stake in JBS in the third quarter valued at $647,000.

JBS Stock Performance

Shares of NYSE JBS opened at $15.38 on Wednesday. Jbs N.V. has a 12-month low of $12.37 and a 12-month high of $17.80. The firm’s 50-day simple moving average is $15.59 and its 200 day simple moving average is $14.69. The company has a current ratio of 1.54, a quick ratio of 0.76 and a debt-to-equity ratio of 2.15.

JBS News Roundup

Here are the key news stories impacting JBS this week:

• Positive Sentiment: JBS shifted production ahead of the walkout to soften the immediate operational impact, a move investors see as mitigating short‑term supply disruptions. JBS Beef-Plant Workers Begin Industry’s Largest Strike in Years
• Neutral Sentiment: Commodity-market reaction is mixed: cattle futures eased while soybean markets dropped on unrelated geopolitical concerns, creating offsetting effects on margins and feed costs. Why Cattle Faded the JBS Strike: Soybeans Tank on Fear Over Trump/Xi Meeting
• Negative Sentiment: About 3,800 workers walked off the job at the Greeley plant, a large-scale strike that could tighten beef supply and put upward pressure on wholesale prices if prolonged. JBS strike threatens beef supply as 3,800 workers walk out
• Negative Sentiment: Workers and local reporting allege unsafe working conditions and unfair labor practices, raising reputational and regulatory risk for JBS. Some workers striking at the JBS meatpacking facility say they were put in danger on the job
• Negative Sentiment: The walkout is being characterized as the first large U.S. meatpacking strike in decades, signaling potential for protracted labor negotiations and broader industry implications. JBS workers launch first US meatpacking strike in 40 years, union says

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. UBS Group upgraded shares of JBS to a “strong-buy” rating in a research report on Friday, February 6th. Zacks Research downgraded shares of JBS from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 10th. Santander raised shares of JBS from a “neutral” rating to an “outperform” rating in a research note on Thursday, December 11th. Weiss Ratings upgraded shares of JBS from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 4th. Finally, The Goldman Sachs Group set a $18.50 price target on shares of JBS in a research note on Wednesday, November 26th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $19.40.

JBS Company Profile

JBS SA is a global leader in the production and processing of meat products, with a focus on beef, pork and poultry. Headquartered in São Paulo, Brazil, the company operates through an extensive network of owned facilities and partnerships that span the Americas, Europe and the Asia-Pacific region. JBS supplies fresh, frozen and value-added protein solutions for retail, foodservice and industrial customers, and is active across the entire supply chain—from livestock procurement and feed production to slaughtering, processing, packaging and distribution.

Founded in 1953 by José Batista Sobrinho in Anápolis, Goiás, JBS began as a small slaughterhouse and expanded rapidly through strategic acquisitions and organic growth.