Allstate Corp Invests $873,000 in Jabil, Inc. $JBL

Allstate Corp purchased a new position in shares of Jabil, Inc. (NYSE:JBL) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 4,020 shares of the technology company’s stock, valued at approximately $873,000.

A number of other institutional investors also recently bought and sold shares of JBL. Integrated Wealth Concepts LLC increased its position in shares of Jabil by 34.4% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,811 shares of the technology company’s stock valued at $382,000 after acquiring an additional 720 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Jabil by 70.9% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 18,320 shares of the technology company’s stock worth $2,493,000 after acquiring an additional 7,602 shares during the period. Focus Partners Wealth boosted its position in Jabil by 20.0% during the first 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. increased its position in shares of Jabil by 50.0% in the first quarter. Geneos Wealth Management Inc. now owns 582 shares of the technology company’s stock valued at $79,000 after buying an additional 194 shares in the last quarter. Finally, Farther Finance Advisors LLC grew its stake in Jabil by 78.5% in the 2nd quarter. Farther Finance Advisors LLC now owns 4,429 shares of the technology company’s stock valued at $966,000 after acquiring an additional 1,948 shares during the period. 93.39% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Steven D. Borges sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $235.00, for a total value of $2,350,000.00. Following the completion of the sale, the executive vice president owned 90,524 shares in the company, valued at $21,273,140. This trade represents a 9.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Frederic E. Mccoy sold 22,011 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $224.93, for a total value of $4,950,934.23. Following the sale, the executive vice president directly owned 100,376 shares in the company, valued at $22,577,573.68. This trade represents a 17.98% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 211,336 shares of company stock worth $48,273,260. Insiders own 1.35% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on JBL shares. UBS Group raised their price target on shares of Jabil from $239.00 to $244.00 and gave the company a “neutral” rating in a research note on Thursday, December 18th. Barclays boosted their price objective on shares of Jabil from $267.00 to $283.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Bank of America lifted their price objective on Jabil from $255.00 to $262.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Zacks Research upgraded shares of Jabil from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 2nd. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jabil in a report on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $263.71.

Jabil News Roundup

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Major analyst upgrade to Buy citing improved revenue visibility, structural shifts to rack-level data center solutions, deeper Nvidia partnership, and management lifting FY2026 AI revenue guidance to $12.1B (Hanley Energy deal eases capacity constraints). Jabil: Rating Upgrade On Better Revenue Visibility And Competitive Position
• Positive Sentiment: Strategic minority investment and manufacturing collaboration with Eagle Harbor Technologies (EHT Semi) to accelerate RF and pulsed‑power tech for next‑gen semiconductor manufacturing — expands Jabil’s semiconductor process exposure and capability set. Jabil Invests in EHT Semi
• Positive Sentiment: Analyst commentary (Zacks) highlights accelerating traction in AI infrastructure and reiterates the company’s $12.1B AI revenue target — reinforcing the growth narrative behind the rally. JBL Gains Traction in AI Infrastructure Space
• Neutral Sentiment: Coverage noting “soft” near‑term earnings commentary that argues recent results understate the longer‑term AI and infrastructure opportunity — useful context but not an immediate catalyst. Jabil’s Soft Earnings Don’t Show The Whole Picture
• Negative Sentiment: Insider selling: SVP Adam Berry disclosed a sale of 1,596 shares (~$404K), which can weigh on sentiment even though holdings remain material. Jabil (NYSE:JBL) SVP Adam Berry Sells 1,596 Shares
• Negative Sentiment: Chairman Mark Mondello sold 17,200 shares (~$4.3M) — a larger disclosure that may amplify short‑term investor caution despite insider holdings remaining high. SEC Filing — Chairman Sale
• Negative Sentiment: MarketWatch notes Jabil is underperforming peers on the day despite gains, signaling some relative‑strength concerns for active sector investors. Jabil Inc. stock underperforms Wednesday

Jabil Stock Up 2.7%

JBL opened at $253.45 on Thursday. The company has a market cap of $26.76 billion, a PE ratio of 39.42, a P/E/G ratio of 1.58 and a beta of 1.25. The company has a quick ratio of 0.67, a current ratio of 0.99 and a debt-to-equity ratio of 1.77. Jabil, Inc. has a 52 week low of $108.66 and a 52 week high of $256.17. The business has a 50 day moving average price of $222.93 and a two-hundred day moving average price of $217.67.

Jabil (NYSE:JBL) last released its earnings results on Wednesday, December 17th. The technology company reported $2.85 EPS for the quarter, topping the consensus estimate of $2.70 by $0.15. Jabil had a net margin of 2.26% and a return on equity of 75.96%. The company had revenue of $8.31 billion during the quarter, compared to analysts’ expectations of $8.07 billion. During the same quarter last year, the business earned $2.00 EPS. The business’s revenue 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, research analysts anticipate that Jabil, Inc. will post 8.05 EPS for the current year.

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.