Key Points
- EVP Frederic McCoy sold 22,011 Jabil shares at an average price of $224.93 for roughly $4.95M, reducing his holding about 17.98% to 100,376 shares, according to an SEC filing.
- Jabil reported a beat on the quarter with EPS $2.85 versus $2.70 expected and revenue of $8.31B (+18.7% YoY), and set FY2026 guidance at 11.55 EPS.
- The McCoy sale is part of a string of recent insider disposals (chairman sold 50,000 shares; a director sold 1,500), even as analysts have raised targets and the consensus rating sits at Moderate Buy with an average target near $261.29.
Jabil, Inc. (NYSE:JBL - Get Free Report) Director Anousheh Ansari sold 1,500 shares of the firm's stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $225.00, for a total value of $337,500.00. Following the completion of the sale, the director directly owned 34,900 shares in the company, valued at approximately $7,852,500. The trade was a 4.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.
Jabil Stock Up 1.3%
Shares of NYSE JBL opened at $229.47 on Tuesday. The company has a current ratio of 0.99, a quick ratio of 0.67 and a debt-to-equity ratio of 1.77. The business has a 50-day moving average of $212.36 and a 200-day moving average of $212.45. The firm has a market capitalization of $24.51 billion, a price-to-earnings ratio of 35.69, a PEG ratio of 1.51 and a beta of 1.26. Jabil, Inc. has a 12 month low of $108.66 and a 12 month high of $237.14.
Jabil (NYSE:JBL - Get Free Report) last announced its earnings results on Wednesday, December 17th. The technology company reported $2.85 earnings per share (EPS) for the quarter, beating 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 business had revenue of $8.31 billion during the quarter, compared to analyst estimates of $8.07 billion. During the same period in the previous year, the business posted $2.00 earnings per share. Jabil's revenue for the quarter 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. Sell-side analysts expect that Jabil, Inc. will post 8.05 earnings per share for the current fiscal year.
Jabil Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, December 2nd. Investors of record on Monday, November 17th were given a $0.08 dividend. The ex-dividend date was Monday, November 17th. This represents a $0.32 annualized dividend and a yield of 0.1%. Jabil's payout ratio is 4.98%.
More Jabil News
Here are the key news stories impacting Jabil this week:
- Positive Sentiment: Zacks highlights that JBL has shown one-week upside and frames the name as a momentum candidate, which can attract momentum flows and short-term buyers. Jabil (JBL) Is Up 1.91% in One Week: What You Should Know
- Positive Sentiment: Another Zacks piece flags JBL as “attractively priced despite fast-paced momentum,” reinforcing a narrative that the stock can appeal to investors looking for growth with reasonable valuation. Jabil (JBL) Is Attractively Priced Despite Fast-paced Momentum
- Positive Sentiment: TV/market commentary: Jim Cramer publicly endorsed Jabil, calling the quarter “practically getting this quarter for free,” which can spur retail interest and intraday buying. Jim Cramer on Jabil: “You’re Practically Getting This Quarter for Free”
- Neutral Sentiment: General market pages reporting JBL share price provide context for trading but add no new fundamental catalyst. Jabil (JBL) share price
- Negative Sentiment: Insider selling: Chairman Mark T. Mondello sold 50,000 shares at ~$225.32 (≈$11.27M). Large insider sales from a chairman can be read negatively by the market as signaling cashing out or diversification. SEC filing - Mark T. Mondello sale
- Negative Sentiment: Insider selling: EVP Frederic E. McCoy sold 22,011 shares at ~$224.93 (~$4.95M), a ~18% reduction in his position — another signal that may concern investors focused on insider alignment. SEC filing - Frederic E. McCoy sale
- Negative Sentiment: Insider selling: Director Anousheh Ansari sold 1,500 shares at $225.00 (~$337.5k). Smaller than the others but adds to the pattern of insider disposals. SEC filing - Anousheh Ansari sale
Analyst Ratings Changes
A number of equities analysts have recently issued reports on JBL shares. Wall Street Zen upgraded Jabil from a "buy" rating to a "strong-buy" rating in a report on Friday, October 3rd. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Jabil in a research note on Tuesday, October 14th. Raymond James Financial reissued a "strong-buy" rating on shares of Jabil in a research note on Thursday. Zacks Research lowered shares of Jabil from a "strong-buy" rating to a "hold" rating in a report on Tuesday, August 26th. Finally, JPMorgan Chase & Co. increased their target price on shares of Jabil from $260.00 to $270.00 and gave the company an "overweight" rating in a report on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat, Jabil presently has a consensus rating of "Moderate Buy" and a consensus price target of $261.29.
Read Our Latest Stock Report on JBL
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently made changes to their positions in the company. AIA Group Ltd purchased a new position in shares of Jabil in the third quarter worth $489,000. Swiss Life Asset Management Ltd boosted its position in Jabil by 23.8% during the 3rd 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 period. Groupama Asset Managment bought a new stake in Jabil in the 3rd quarter worth $594,000. Polar Asset Management Partners Inc. purchased a new position in shares of Jabil in the third quarter valued at about $314,000. Finally, CIBC Bancorp USA Inc. bought a new position in shares of Jabil during the third quarter valued at about $3,216,000. Institutional investors own 93.39% of the company's stock.
About Jabil
(
Get Free Report)
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.
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