Jabil, Inc. $JBL Shares Sold by Alyeska Investment Group L.P.

Key Points

• Alyeska Investment Group reduced its Jabil stake by 32.9% in the second quarter, selling 168,615 shares and retaining 344,138 shares worth approximately $132.7 million. Institutional investors collectively own 93.39% of Jabil.
• Jabil reported quarterly adjusted earnings of $3.16 per share, exceeding estimates of $3.10, while revenue rose 11.8% year over year to $8.75 billion. The company reaffirmed fiscal 2026 EPS guidance of $12.70.
• Jabil declared a quarterly dividend of $0.08 per share, equivalent to a $0.32 annualized payout and a 0.1% yield. Despite the stock opening at $301.69 after a 3.4% decline, analysts maintained an overall “Buy” rating with an average price target of $453.67.

Alyeska Investment Group L.P. trimmed its holdings in Jabil, Inc. (NYSE:JBL - Free Report) by 32.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 344,138 shares of the technology company's stock after selling 168,615 shares during the quarter. Alyeska Investment Group L.P. owned approximately 0.33% of Jabil worth $132,658,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of JBL. Integrated Wealth Concepts LLC lifted its stake in shares of Jabil by 34.4% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,811 shares of the technology company's stock worth $382,000 after acquiring an additional 720 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Jabil by 70.9% in the 1st 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 increased its position in Jabil by 20.0% during 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 period. Geneos Wealth Management Inc. increased its position 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 purchasing an additional 194 shares during the period. Finally, Jump Financial LLC purchased a new position in shares of Jabil during the 2nd quarter worth approximately $488,000. Hedge funds and other institutional investors own 93.39% of the company's stock.

Insider Activity

In other news, EVP Matthew Crowley sold 94 shares of Jabil stock in a transaction on Monday, July 6th. The stock was sold at an average price of $345.00, for a total value of $32,430.00. Following the completion of the sale, the executive vice president owned 57,536 shares of the company's stock, valued at $19,849,920. The trade was a 0.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.35% of the stock is owned by company insiders.

Jabil Trading Down 3.4%

Shares of Jabil stock opened at $301.69 on Friday. Jabil, Inc. has a 1 year low of $189.60 and a 1 year high of $428.93. The company has a debt-to-equity ratio of 2.17, a current ratio of 0.98 and a quick ratio of 0.66. The business has a 50 day moving average price of $333.51 and a 200 day moving average price of $317.61. The company has a market capitalization of $31.61 billion, a P/E ratio of 37.66, a P/E/G ratio of 0.90 and a beta of 1.30.

Jabil (NYSE:JBL - Get Free Report) last posted its quarterly earnings data on Wednesday, June 17th. The technology company reported $3.16 EPS for the quarter, beating analysts' consensus estimates of $3.10 by $0.06. The business had revenue of $8.75 billion for the quarter, compared to analyst estimates of $8.61 billion. Jabil had a return on equity of 83.93% and a net margin of 2.57%.The business's revenue for the quarter was up 11.8% compared to the same quarter last year. During the same quarter last year, the company earned $2.55 earnings per share. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. Sell-side analysts anticipate that Jabil, Inc. will post 11.71 EPS for the current fiscal year.

Jabil Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 2nd. Stockholders of record on Friday, August 14th will be issued a dividend of $0.08 per share. The ex-dividend date is Friday, August 14th. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. Jabil's dividend payout ratio (DPR) is 4.00%.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the company. Argus set a $475.00 price target on Jabil in a research note on Thursday, June 18th. Zacks Research cut Jabil from a "strong-buy" rating to a "hold" rating in a research report on Monday, August 17th. Weiss Ratings downgraded Jabil from a "buy (b)" rating to a "buy (b-)" rating in a report on Wednesday, August 12th. Barclays boosted their target price on shares of Jabil from $304.00 to $426.00 and gave the stock an "overweight" rating in a research report on Thursday, June 18th. Finally, The Goldman Sachs Group increased their price target on shares of Jabil from $384.00 to $482.00 and gave the company a "buy" rating in a report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Buy" and an average price target of $453.67.

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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