JBS (NYSE:JBS) Stock Price Expected to Rise, Barclays Analyst Says

JBS (NYSE:JBS) had its price target increased by equities researchers at Barclays from $22.00 to $23.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Barclays‘s price objective would indicate a potential upside of 34.94% from the stock’s current price.

Several other equities research analysts have also recently weighed in on JBS. UBS Group raised JBS to a “strong-buy” rating in a research note on Friday, February 6th. Zacks Research cut shares of JBS from a “strong-buy” rating to a “hold” rating in a report on Tuesday, February 10th. Weiss Ratings raised shares of JBS from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 4th. Finally, Santander upgraded shares of JBS from a “neutral” rating to an “outperform” rating in a research note on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, JBS currently has a consensus rating of “Buy” and a consensus target price of $20.00.

JBS Price Performance

JBS opened at $17.05 on Friday. The company has a debt-to-equity ratio of 2.28, a quick ratio of 0.76 and a current ratio of 1.60. The stock has a market capitalization of $13.19 billion and a PE ratio of 16.23. The stock’s 50 day moving average price is $15.78 and its 200-day moving average price is $14.67. JBS has a 52-week low of $12.37 and a 52-week high of $17.80.

JBS (NYSE:JBS) last announced its quarterly earnings results on Wednesday, March 25th. The company reported $0.39 EPS for the quarter, missing analysts’ consensus estimates of $2.25 by ($1.86). The company had revenue of $23.06 billion during the quarter. The firm’s revenue was up 15.5% compared to the same quarter last year.

Institutional Investors Weigh In On JBS

Large investors have recently added to or reduced their stakes in the stock. PNC Financial Services Group Inc. bought a new position in JBS in the second quarter valued at about $227,000. Geode Capital Management LLC bought a new stake in shares of JBS during the 2nd quarter valued at about $31,092,000. Creative Planning purchased a new stake in shares of JBS during the 2nd quarter valued at about $1,078,000. Universal Beteiligungs und Servicegesellschaft mbH bought a new position in shares of JBS in the 2nd quarter worth approximately $528,000. Finally, MAI Capital Management bought a new position in shares of JBS in the 2nd quarter worth approximately $44,000.

JBS News Roundup

Here are the key news stories impacting JBS this week:

• Positive Sentiment: Barclays raised its price target to $23 and moved JBS to an “overweight” rating, signaling analyst conviction of ~35% upside from current levels. Benzinga
• Positive Sentiment: Board declared a $1.00 per-share dividend (record May 18, pay June 17), which can support investor demand and signal cash-return policy. (Company filing)
• Positive Sentiment: JBS reported record Q4 revenue and market commentary notes the stock climbed to a multi‑month high on the results — revenue growth is a near-term positive even as margins are strained. MSN: 7-month high
• Neutral Sentiment: JBS USA launched a partnership with 4‑H to support rural ag education — positive PR and community relations but unlikely to move the stock materially. Yahoo
• Negative Sentiment: A strike at the large Greeley, Colo. meatpacking plant has extended into its third week, disrupting production and raising near-term supply, cost and labor uncertainty for JBS USA. Prolonged work stoppages can hit volumes and margins. Denver Post
• Negative Sentiment: Bloomberg reports rising costs in Brazil plus continuing US cattle supply issues — a combination that pressures global margins and could compress profitability even as revenue rises. Bloomberg
• Negative Sentiment: JBS’s EPS missed consensus (reported $0.39 vs. est. $2.25) and commentary highlights flat profit as US cattle costs pressure margins; broader industry reports note losses piling up for slaughterhouse owners — factors that could weigh on sentiment if margins don’t recover. MSN: margins

About JBS

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.