Key Points
- Chairman sale: Mark Mondello sold 20,000 Jabil shares on Dec. 1 at an average of $212.20 for $4.244M, trimming his stake by 1.61% to 1,221,459 shares (worth ≈$259.2M).
- Strong quarter and guidance: Jabil beat Q3 estimates with $3.29 EPS (vs. $2.92) and $8.25B revenue (+18.5% YoY) and set Q1 2026 guidance of 2.470–2.870 EPS and FY2026 at 11.00 EPS.
- Positive analyst sentiment: Market consensus is a "Moderate Buy" with a $248.43 average price target, and several firms (Bank of America, Barclays) recently raised targets or upgraded ratings.
Jabil, Inc. (NYSE:JBL - Get Free Report) Chairman Mark Mondello sold 20,000 shares of the firm's stock in a transaction on Monday, December 1st. The stock was sold at an average price of $212.20, for a total value of $4,244,000.00. Following the completion of the transaction, the chairman directly owned 1,221,459 shares of the company's stock, valued at approximately $259,193,599.80. This trade represents a 1.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.
Jabil Trading Up 1.1%
Shares of Jabil stock opened at $214.43 on Thursday. Jabil, Inc. has a 52-week low of $108.66 and a 52-week high of $237.14. The firm has a market capitalization of $22.91 billion, a PE ratio of 35.98, a price-to-earnings-growth ratio of 1.49 and a beta of 1.26. The company has a debt-to-equity ratio of 1.57, a current ratio of 1.00 and a quick ratio of 0.66. The company's fifty day moving average price is $208.37 and its two-hundred day moving average price is $207.14.
Jabil (NYSE:JBL - Get Free Report) last released its quarterly earnings data on Thursday, September 25th. The technology company reported $3.29 EPS for the quarter, topping analysts' consensus estimates of $2.92 by $0.37. The company had revenue of $8.25 billion during the quarter, compared to the consensus estimate of $7.63 billion. Jabil had a net margin of 2.20% and a return on equity of 68.63%. The firm's revenue for the quarter was up 18.5% compared to the same quarter last year. During the same period last year, the firm earned $2.30 EPS. Jabil has set its Q1 2026 guidance at 2.470-2.870 EPS and its FY 2026 guidance at 11.000-11.000 EPS. On average, analysts expect that Jabil, Inc. will post 8.05 EPS for the current year.
Jabil Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 2nd. Stockholders of record on Monday, November 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 was Monday, November 17th. Jabil's dividend payout ratio is currently 5.37%.
Institutional Trading of Jabil
A number of hedge funds and other institutional investors have recently made changes to their positions in JBL. Swiss Life Asset Management Ltd raised its holdings in shares of Jabil by 23.8% in the third quarter. Swiss Life Asset Management Ltd now owns 24,204 shares of the technology company's stock valued at $5,256,000 after buying an additional 4,659 shares during the last quarter. Groupama Asset Managment acquired a new stake in Jabil in the 3rd quarter valued at about $594,000. Polar Asset Management Partners Inc. bought a new position in shares of Jabil in the third quarter worth about $314,000. CIBC Bancorp USA Inc. acquired a new position in shares of Jabil during the third quarter worth approximately $3,216,000. Finally, WBI Investments LLC acquired a new position in shares of Jabil during the third quarter worth approximately $1,603,000. 93.39% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several equities analysts recently commented on JBL shares. Raymond James Financial set a $260.00 target price on Jabil in a research report on Thursday, September 25th. Bank of America lifted their price objective on Jabil from $245.00 to $255.00 and gave the company a "buy" rating in a report on Friday, September 26th. Wall Street Zen upgraded shares of Jabil from a "buy" rating to a "strong-buy" rating in a research note on Friday, October 3rd. Barclays upped their target price on shares of Jabil from $223.00 to $267.00 and gave the stock an "overweight" rating in a report on Friday, September 26th. Finally, Zacks Research downgraded shares of Jabil from a "strong-buy" rating to a "hold" rating in a report on Tuesday, August 26th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $248.43.
Read Our Latest Analysis on JBL
Jabil Company Profile
(
Get Free Report)
Jabil Inc provides manufacturing services and solutions worldwide. It operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. The company offers electronics design, production, and product management services; electronic circuit design services, such as application-specific integrated circuit design, firmware development, and rapid prototyping services; and designs plastic and metal enclosures that include the electro-mechanics, such as the printed circuit board assemblies (PCBA).
Further Reading
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