Key Points
- EVP Steven Borges sold 7,000 shares on April 8 at an average price of $290, totaling about $2.03 million and reducing his stake ~7.73% to 83,524 shares; CEO Michael Dastoor also recently sold 9,467 shares (~$2.71M).
- Operational momentum and upgraded guidance: Jabil beat quarterly estimates with $2.69 EPS and $8.28B revenue (rev. +23.1% YoY) and later raised Q3 FY2026 guidance to EPS $2.83–$3.23 and revenue $8.1–$8.9B, with analysts and investors citing strength in AI and telecom end markets.
Jabil, Inc. (NYSE:JBL - Get Free Report) EVP Steven Borges sold 7,000 shares of the stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $290.00, for a total value of $2,030,000.00. Following the completion of the transaction, the executive vice president directly owned 83,524 shares in the company, valued at $24,221,960. The trade was a 7.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link.
Jabil Price Performance
Jabil stock opened at $293.24 on Friday. The company has a current ratio of 1.01, a quick ratio of 0.68 and a debt-to-equity ratio of 2.50. The firm has a market capitalization of $30.97 billion, a P/E ratio of 39.36, a PEG ratio of 1.49 and a beta of 1.16. The business has a 50-day moving average of $260.37 and a 200-day moving average of $233.89. Jabil, Inc. has a 1 year low of $127.72 and a 1 year high of $295.22.
Jabil (NYSE:JBL - Get Free Report) last announced its quarterly earnings results on Wednesday, March 18th. The technology company reported $2.69 earnings per share for the quarter, beating analysts' consensus estimates of $2.51 by $0.18. The business had revenue of $8.28 billion for the quarter, compared to the consensus estimate of $7.75 billion. Jabil had a net margin of 2.48% and a return on equity of 80.96%. Jabil's revenue for the quarter was up 23.1% on a year-over-year basis. During the same period last year, the company posted $1.94 EPS. On average, equities analysts anticipate that Jabil, Inc. will post 8.05 EPS for the current year.
Jabil Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th were issued a $0.08 dividend. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. Jabil's payout ratio is 4.30%.
Analyst Ratings Changes
Several research analysts have weighed in on the company. UBS Group lifted their target price on Jabil from $244.00 to $254.00 and gave the stock a "neutral" rating in a report on Tuesday, March 10th. Barclays raised their price target on Jabil from $283.00 to $304.00 and gave the stock an "overweight" rating in a research report on Wednesday, March 18th. Zacks Research cut Jabil from a "strong-buy" rating to a "hold" rating in a report on Monday, February 16th. Weiss Ratings reiterated a "hold (c)" rating on shares of Jabil in a research report on Friday, January 9th. Finally, The Goldman Sachs Group restated a "buy" rating and set a $282.00 target price on shares of Jabil in a report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, Jabil has an average rating of "Moderate Buy" and an average target price of $283.25.
Check Out Our Latest Analysis on Jabil
Hedge Funds Weigh In On Jabil
A number of large investors have recently added to or reduced their stakes in the company. Greenline Wealth Management LLC bought a new position in shares of Jabil in the 4th quarter valued at about $28,000. True Wealth Design LLC raised its holdings in Jabil by 250.0% during the third quarter. True Wealth Design LLC now owns 140 shares of the technology company's stock worth $30,000 after acquiring an additional 100 shares in the last quarter. First Horizon Corp acquired a new position in Jabil during the third quarter valued at approximately $30,000. Veracity Capital LLC boosted its position in Jabil by 4,144.3% during the fourth quarter. Veracity Capital LLC now owns 3,735 shares of the technology company's stock valued at $31,000 after purchasing an additional 3,647 shares during the last quarter. Finally, Virtus Advisers LLC bought a new position in Jabil in the fourth quarter valued at approximately $32,000. Institutional investors own 93.39% of the company's stock.
Key Headlines Impacting Jabil
Here are the key news stories impacting Jabil this week:
- Positive Sentiment: Jabil raised its Q3 FY2026 guidance: EPS of $2.83–$3.23 (consensus ~$2.83) and revenue guidance of $8.1–$8.9B (consensus ~$8.0B). The revenue range and EPS midpoint at/above consensus suggest accelerating demand across end markets, a primary driver of the rally.
- Positive Sentiment: Analysts note rising earnings-estimate revisions and momentum in Jabil’s AI optical-module business, which supports higher medium-term EPS expectations and investor interest in AI supply-chain plays. Should You Bet on JBL Stock Amid Rising Earnings Estimate Revisions?
- Positive Sentiment: Jabil is sharpening its telecom focus (5G, IoT, advanced manufacturing) to win network infrastructure work—an area with multi-year capex tailwinds. That narrative supports premium multiple expansion versus peers. Can Jabil's Next-Generation Telecom Solutions Drive Future Growth?
- Positive Sentiment: Commentary highlighting Jabil as a key AI-infrastructure player that’s outpacing a softer tech backdrop supports investor appetite for the stock as a diversified play on AI hardware and services. Key AI Infrastructure Stock Bucks Market's Downtrend in 2026
- Negative Sentiment: Insider selling: CEO Michael Dastoor sold 9,467 shares at an average $286.64 (~$2.71M). Insider sales can be perceived negatively by some investors as reduced insider conviction. SEC filing: SEC Filing - Michael Dastoor Sale and trade notice: InsiderTrades - Michael Dastoor
- Negative Sentiment: Insider selling: EVP Steven D. Borges sold 7,000 shares at $290 (~$2.03M), reducing his stake ~7.7%. Another executive sale that may temper sentiment for short-term traders. SEC filing: SEC Filing - Steven D. Borges Sale
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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