Anchyra Partners LLC Purchases New Shares in Jabil, Inc. $JBL

Key Points

• Anchyra Partners LLC opened a new stake in Jabil of 11,576 shares valued at about $2.64M (≈0.8% of the fund and its 18th-largest holding), and institutional investors now own roughly 93.39% of the stock.
• Jabil reported a quarterly beat—EPS $2.69 vs. $2.51 expected and revenue $8.28B vs. $7.75B—driving 23.1% YoY revenue growth; the shares trade near a 1‑year high (~$341.50) with a $36.0B market cap.
• Analysts are largely bullish (consensus Buy) with several target increases—JPMorgan $300, Barclays $304 and Zacks to Strong-Buy—but company insiders sold 37,403 shares (~$11.12M) in the last quarter.

Anchyra Partners LLC acquired a new position in Jabil, Inc. (NYSE:JBL - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 11,576 shares of the technology company's stock, valued at approximately $2,640,000. Jabil makes up about 0.8% of Anchyra Partners LLC's investment portfolio, making the stock its 18th biggest position.

Several other large investors also recently made changes to their positions in JBL. Integrated Wealth Concepts LLC increased its position in 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 in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings 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 valued at $2,493,000 after purchasing an additional 7,602 shares in the last quarter. Focus Partners Wealth raised its position in Jabil by 20.0% in the 1st quarter. Focus Partners Wealth now owns 4,967 shares of the technology company's stock worth $676,000 after purchasing an additional 829 shares during the last quarter. Geneos Wealth Management Inc. lifted its holdings in Jabil by 50.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 582 shares of the technology company's stock worth $79,000 after buying an additional 194 shares in the last quarter. Finally, Jump Financial LLC acquired a new position in Jabil during the 2nd quarter worth $488,000. Institutional investors own 93.39% of the company's stock.

Analyst Ratings Changes

JBL has been the subject of several research reports. The Goldman Sachs Group reissued a "buy" rating and issued a $282.00 target price on shares of Jabil in a research note on Thursday, January 15th. Robert W. Baird raised their price target on Jabil from $275.00 to $281.00 and gave the company an "outperform" rating in a report on Thursday, March 19th. JPMorgan Chase & Co. lifted their price objective on Jabil from $270.00 to $300.00 and gave the stock an "overweight" rating in a research report on Thursday, March 12th. Zacks Research upgraded shares of Jabil from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, April 15th. Finally, Barclays raised their target price on shares of Jabil from $283.00 to $304.00 and gave the company an "overweight" rating in a research note on Wednesday, March 18th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $290.63.

Insider Activity

In other Jabil news, Director Anousheh Ansari sold 2,000 shares of the firm's stock in a transaction that occurred on Friday, April 10th. The shares were sold at an average price of $300.00, for a total transaction of $600,000.00. Following the sale, the director directly owned 31,800 shares in the company, valued at approximately $9,540,000. This trade represents a 5.92% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Andrew Priestley sold 4,000 shares of Jabil stock in a transaction that occurred on Friday, April 10th. The shares were sold at an average price of $301.00, for a total transaction of $1,204,000.00. Following the completion of the transaction, the executive vice president directly owned 60,267 shares in the company, valued at approximately $18,140,367. The trade was a 6.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 37,403 shares of company stock valued at $11,123,611. Company insiders own 1.35% of the company's stock.

Jabil Trading Down 0.0%

NYSE:JBL opened at $341.50 on Monday. The company has a current ratio of 1.01, a quick ratio of 0.68 and a debt-to-equity ratio of 2.50. Jabil, Inc. has a 1-year low of $142.03 and a 1-year high of $346.22. The firm has a market capitalization of $36.03 billion, a price-to-earnings ratio of 45.84, a PEG ratio of 1.77 and a beta of 1.16. The business's 50-day moving average price is $275.82 and its two-hundred day moving average price is $242.34.

Jabil (NYSE:JBL - Get Free Report) last posted its earnings results on Wednesday, March 18th. The technology company reported $2.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.51 by $0.18. The company had revenue of $8.28 billion during the quarter, compared to analyst estimates of $7.75 billion. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The company's revenue for the quarter was up 23.1% compared to the same quarter last year. During the same period in the previous year, the company earned $1.94 EPS. On average, equities analysts expect that Jabil, Inc. will post 11.3 earnings per share for the current year.

Jabil Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Friday, May 15th will be paid a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Friday, May 15th. Jabil's dividend payout ratio (DPR) is presently 4.30%.

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.

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