AIA Group Ltd Takes Position in Jabil, Inc. $JBL

AIA Group Ltd acquired a new stake in Jabil, Inc. (NYSE:JBL) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 2,252 shares of the technology company’s stock, valued at approximately $489,000.

Several other large investors have also recently added to or reduced their stakes in the company. Integrated Wealth Concepts LLC increased its position in Jabil by 34.4% during the first quarter. Integrated Wealth Concepts LLC now owns 2,811 shares of the technology company’s stock worth $382,000 after acquiring an additional 720 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Jabil by 70.9% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 18,320 shares of the technology company’s stock valued at $2,493,000 after purchasing an additional 7,602 shares during the period. Focus Partners Wealth grew its position in shares of Jabil by 20.0% during the 1st quarter. Focus Partners Wealth now owns 4,967 shares of the technology company’s stock worth $676,000 after purchasing an additional 829 shares in the last quarter. Geneos Wealth Management Inc. grew its position in shares of Jabil by 50.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 582 shares of the technology company’s stock worth $79,000 after purchasing an additional 194 shares in the last quarter. Finally, Kingsview Wealth Management LLC bought a new position in shares of Jabil during the second quarter worth approximately $202,000. Institutional investors own 93.39% of the company’s stock.

More Jabil News

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported a stronger‑than‑expected Q2 (≈$8.3B revenue, $2.69 adj. EPS) and raised full‑year guidance (revenue ~$34B, EPS ~$12.25), a primary catalyst supporting the stock. Jabil Inc (JBL) Q2 2026 Earnings Call Highlights
• Positive Sentiment: Major brokerages lifted price targets and ratings after the quarter (examples: Barclays to $304, BofA, Stifel, Baird increases), signaling continued analyst conviction and upside potential. Barclays Boosts Jabil Price Target to $304
• Positive Sentiment: Analysts collectively increased forecasts and bullish views following the beat‑and‑raise, reinforcing expectations for AI/infrastructure demand and further upgrades. Benzinga — Analysts Increase Forecasts After Q2
• Neutral Sentiment: MarketBeat and other coverage highlight multi‑year upside from AI exposure, buybacks and margin improvement — a positive long‑term thesis even if it doesn’t remove near‑term volatility. MarketBeat — Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Analyst consensus remains constructive (consensus rating ~“Moderate Buy”), which supports further upside but leaves room for divergence between brokers. Analysts Give Jabil a Moderate Buy Consensus
• Negative Sentiment: Despite the positive fundamentals, some coverage notes Jabil has underperformed peers on specific trading days and may be vulnerable to sector rotation or profit‑taking after recent gains. MarketWatch — Jabil Underperforms Competitors
• Negative Sentiment: Some commentators highlight that the market didn’t immediately reward the quarter, suggesting investor caution — factors include elevated valuation, high leverage metrics, and share‑reduction dynamics that can complicate near‑term equity metrics. Seeking Alpha — Mr. Market Refused To Reward Jabil

Insiders Place Their Bets

In related news, SVP Adam E. Berry sold 1,596 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $253.20, for a total transaction of $404,107.20. Following the completion of the transaction, the senior vice president directly owned 18,920 shares in the company, valued at $4,790,544. This represents a 7.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Anousheh Ansari sold 500 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the director owned 33,900 shares in the company, valued at $8,542,800. This represents a 1.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 88,018 shares of company stock valued at $21,347,051 over the last ninety days. 1.35% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Barclays boosted their price target on Jabil from $283.00 to $304.00 and gave the company an “overweight” rating in a research note on Wednesday. Wall Street Zen upgraded Jabil from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Zacks Research cut Jabil from a “strong-buy” rating to a “hold” rating in a report on Monday, February 16th. Raymond James Financial reiterated a “strong-buy” rating on shares of Jabil in a research report on Thursday, December 18th. Finally, Bank of America increased their target price on Jabil from $280.00 to $295.00 and gave the stock a “buy” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $283.25.

Jabil Stock Performance

NYSE JBL opened at $253.54 on Friday. The company has a current ratio of 1.01, a quick ratio of 0.67 and a debt-to-equity ratio of 2.50. The firm has a market capitalization of $26.77 billion, a price-to-earnings ratio of 34.03, a P/E/G ratio of 1.61 and a beta of 1.22. The firm’s 50 day simple moving average is $253.01 and its 200 day simple moving average is $228.38. Jabil, Inc. has a 1 year low of $108.66 and a 1 year high of $281.37.

Jabil (NYSE:JBL) last released its earnings results on Wednesday, March 18th. The technology company reported $2.69 earnings per share for the quarter, topping the consensus estimate of $2.51 by $0.18. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The firm had revenue of $8.28 billion during the quarter, compared to analysts’ expectations of $7.75 billion. During the same period in the prior year, the company earned $1.94 earnings per share. The company’s quarterly revenue was up 23.1% on a year-over-year basis. As a group, research analysts expect that Jabil, Inc. will post 8.05 earnings per share for the current fiscal year.

Jabil Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were given a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Tuesday, February 17th. Jabil’s dividend payout ratio is currently 4.30%.

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.