CWA Asset Management Group LLC Sells 177,562 Shares of Jbs N.V. $JBS

CWA Asset Management Group LLC lessened its stake in shares of Jbs N.V. (NYSE:JBS) by 92.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 14,506 shares of the company’s stock after selling 177,562 shares during the period. CWA Asset Management Group LLC’s holdings in JBS were worth $209,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the stock. APG Asset Management N.V. bought a new stake in shares of JBS in the 3rd quarter worth about $2,013,000. Keybank National Association OH purchased a new position in shares of JBS during the 3rd quarter worth about $543,000. Jefferies Financial Group Inc. bought a new position in JBS during the 3rd quarter valued at about $970,000. Sumitomo Mitsui Trust Group Inc. grew its holdings in JBS by 199.5% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 803,813 shares of the company’s stock valued at $12,001,000 after purchasing an additional 535,463 shares during the last quarter. Finally, LBP AM SA purchased a new stake in JBS in the 3rd quarter worth about $1,326,000.

JBS Stock Performance

Shares of JBS opened at $15.71 on Thursday. 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 N.V. has a 1-year low of $12.37 and a 1-year high of $17.80. The company has a 50-day moving average of $15.70 and a 200 day moving average of $14.66.

Wall Street Analysts Forecast Growth

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

Key Headlines Impacting JBS

Here are the key news stories impacting JBS this week:

• Positive Sentiment: Record annual results and revenue growth — JBS reported record 2025 revenue of US$86.2 billion and US$2.0 billion in net income, with consolidated momentum across Pilgrim’s Pride, JBS Australia and Seara; quarterly revenue rose ~15.5% year‑over‑year to US$23.06 billion, supporting a more constructive top‑line outlook for investors. JBS reports record revenue of US$ 86.2 billion
• Positive Sentiment: Community and PR initiative — JBS USA announced a $750,000 partnership with the National 4‑H Council to support agricultural education, a modest positive for reputation and community relations. JBS USA and National 4 H Council Launch Partnership
• Neutral Sentiment: Mixed EPS metrics — company press release shows full-year EPS improvement (US$1.89, +15%), but quarterly headline figures are mixed; revenue strength may be offset by margin dynamics. View Press Release
• Negative Sentiment: Large quarterly EPS miss — JBS reported Q results showing $0.40 EPS vs. a $2.25 consensus, a sizable miss that raises near‑term earnings credibility and likely weighs on valuation. View Press Release
• Negative Sentiment: Margin pressure from cattle costs — U.S. cattle input costs are squeezing beef margins, cited as a driver of flat quarterly profit despite revenue gains. JBS posts flat quarterly profit
• Negative Sentiment: Ongoing labor disruptions — Strikes at JBS plants and broader worker unrest over health costs pose operational risk and potential production interruptions, which could pressure near‑term volumes and margins. JBS meat plant strike continues JBS Strike Adds Fuel to Growing Worker Strife
• Negative Sentiment: Industry pain — Reporting highlights losses piling up for beef slaughterhouse owners, a sectoral headwind that could translate into sustained margin pressure for JBS. Losses Pile Up for Beef Slaughterhouse Owners

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.