Brevan Howard Capital Management LP Has $3.68 Million Stock Holdings in Jabil, Inc. $JBL

Brevan Howard Capital Management LP decreased its holdings in shares of Jabil, Inc. (NYSE:JBL) by 40.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,934 shares of the technology company’s stock after selling 11,593 shares during the period. Brevan Howard Capital Management LP’s holdings in Jabil were worth $3,678,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of JBL. True Wealth Design LLC boosted its stake in Jabil by 250.0% in the 3rd quarter. True Wealth Design LLC now owns 140 shares of the technology company’s stock valued at $30,000 after buying an additional 100 shares in the last quarter. First Horizon Corp bought a new position in shares of Jabil during the third quarter valued at $30,000. Traub Capital Management LLC acquired a new stake in shares of Jabil in the 2nd quarter valued at $33,000. Banque Cantonale Vaudoise bought a new stake in shares of Jabil in the 3rd quarter worth about $43,000. Finally, Rothschild Investment LLC increased its position in shares of Jabil by 51.1% during the 3rd quarter. Rothschild Investment LLC now owns 213 shares of the technology company’s stock worth $46,000 after purchasing an additional 72 shares in the last quarter. 93.39% of the stock is currently owned by institutional investors.

Jabil Price Performance

Shares of JBL stock opened at $258.30 on Tuesday. Jabil, Inc. has a 1 year low of $108.66 and a 1 year high of $281.37. The firm’s 50 day moving average is $250.15 and its 200-day moving average is $226.98. The firm has a market capitalization of $27.28 billion, a price-to-earnings ratio of 40.17, a PEG ratio of 1.59 and a beta of 1.22. The company has a current ratio of 0.99, a quick ratio of 0.67 and a debt-to-equity ratio of 1.77.

Jabil (NYSE:JBL) last issued its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 earnings per share for the quarter, beating analysts’ consensus estimates of $2.70 by $0.15. Jabil had a net margin of 2.26% and a return on equity of 75.96%. The business had revenue of $8.31 billion during the quarter, compared to analyst estimates of $8.07 billion. During the same quarter last year, the business posted $2.00 earnings per share. Jabil’s revenue for the quarter was up 18.7% compared to the same quarter last year. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. Sell-side analysts forecast that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th were paid a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, February 17th. Jabil’s dividend payout ratio (DPR) is 4.98%.

Analysts Set New Price Targets

JBL has been the subject of several analyst reports. JPMorgan Chase & Co. lifted their price target on shares of Jabil from $270.00 to $300.00 and gave the company an “overweight” rating in a report on Thursday, March 12th. Bank of America set a $265.00 target price on shares of Jabil in a research note on Thursday, December 18th. Barclays boosted their target price on Jabil from $267.00 to $283.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price target on shares of Jabil in a report on Thursday, January 15th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Jabil in a research report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $270.50.

Insider Activity at Jabil

In other news, SVP Gary K. Schick sold 422 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $243.77, for a total transaction of $102,870.94. Following the transaction, the senior vice president owned 41,843 shares of the company’s stock, valued at $10,200,068.11. This represents a 1.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Michael Dastoor sold 15,000 shares of the firm’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $246.91, for a total value of $3,703,650.00. Following the completion of the transaction, the chief executive officer owned 262,566 shares in the company, valued at approximately $64,830,171.06. This represents a 5.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 161,529 shares of company stock valued at $37,901,485 over the last quarter. 1.35% of the stock is currently owned by corporate insiders.

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.