Jabil, Inc. $JBL Shares Sold by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management B.V. reduced its Jabil stake by 5.4% in Q4, selling 71,702 shares and holding 1,247,973 shares (about 1.18%) valued at roughly $284.6 million.
• Jabil beat Q3 expectations (EPS $2.69 vs. $2.51; revenue $8.28B vs. $7.75B) and raised guidance to EPS $2.83–$3.23 and revenue $8.1B–$8.9B, spurring analyst price‑target increases and a consensus "Moderate Buy" with an average target of $283.25.
• Insider selling has been notable recently—77,485 shares (~$19.8M) sold in the past 90 days, including disclosures from a director and senior executives, which could temper short‑term investor sentiment.

Robeco Institutional Asset Management B.V. lowered its stake in Jabil, Inc. (NYSE:JBL - Free Report) by 5.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,247,973 shares of the technology company's stock after selling 71,702 shares during the quarter. Robeco Institutional Asset Management B.V. owned about 1.18% of Jabil worth $284,563,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the stock. True Wealth Design LLC raised its position in Jabil by 250.0% in 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 stake in Jabil in the 3rd quarter valued at about $30,000. Banque Cantonale Vaudoise acquired a new stake in Jabil in the 3rd quarter valued at about $43,000. Rothschild Investment LLC lifted its holdings in Jabil by 51.1% in the 3rd quarter. Rothschild Investment LLC now owns 213 shares of the technology company's stock valued at $46,000 after acquiring an additional 72 shares during the last quarter. Finally, Caitlin John LLC acquired a new stake in Jabil in the 3rd quarter valued at about $47,000. Institutional investors and hedge funds own 93.39% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the stock. Zacks Research downgraded shares of Jabil from a "strong-buy" rating to a "hold" rating in a report on Monday, February 16th. Robert W. Baird upped their price target on shares of Jabil from $275.00 to $281.00 and gave the company an "outperform" rating in a report on Thursday, March 19th. UBS Group upped their price target on shares of Jabil from $244.00 to $254.00 and gave the company a "neutral" rating in a report on Tuesday, March 10th. JPMorgan Chase & Co. upped their price target on shares of Jabil from $270.00 to $300.00 and gave the company an "overweight" rating in a report on Thursday, March 12th. Finally, Weiss Ratings raised shares of Jabil from a "hold (c+)" rating to a "buy (b)" rating in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $283.25.

Insider Buying and Selling

In other news, Director Anousheh Ansari sold 1,000 shares of the company's stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $270.00, for a total value of $270,000.00. Following the transaction, the director owned 33,800 shares in the company, valued at $9,126,000. This represents a 2.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Adam E. Berry sold 1,596 shares of the company's stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $253.20, for a total value of $404,107.20. Following the completion of the transaction, the senior vice president owned 18,920 shares in the company, valued at $4,790,544. This represents a 7.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 77,485 shares of company stock worth $19,836,802 over the last ninety days. 1.35% of the stock is currently owned by corporate insiders.

Jabil Price Performance

NYSE JBL opened at $299.42 on Friday. The stock's 50-day moving average price is $261.61 and its two-hundred day moving average price is $234.35. 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 company has a market cap of $31.59 billion, a PE ratio of 40.19, a PEG ratio of 1.55 and a beta of 1.16. Jabil, Inc. has a 1 year low of $127.72 and a 1 year high of $303.74.

Jabil (NYSE:JBL - Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $8.28 billion for the quarter, compared to the consensus estimate of $7.75 billion. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The business's revenue for the quarter was up 23.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.94 EPS. On average, analysts predict that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Dividend Announcement

The firm also recently announced 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 was Tuesday, February 17th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. Jabil's dividend payout ratio is currently 4.30%.

Jabil News Roundup

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Company updated Q3 FY2026 guidance to EPS $2.83–$3.23 (midpoint roughly at consensus) and revenue $8.1B–$8.9B, signaling stronger demand across end markets and underpinning near-term revenue/earnings momentum.
• Positive Sentiment: Strong recent results: Jabil beat on the last quarter (3/18) with $2.69 EPS vs. $2.51 expected and $8.28B revenue vs. $7.75B expected — supporting the thesis that execution is improving and validating the raised guidance. Does Jabil (JBL) Have the Earnings Momentum to Redefine Its Electronics Manufacturing Narrative?
• Positive Sentiment: Analysts and research pieces 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 exposure. Should You Bet on JBL Stock Amid Rising Earnings Estimate Revisions?
• Positive Sentiment: Jabil is pushing deeper into next‑generation telecom (5G, IoT) and advanced manufacturing for network infrastructure — a multi‑year demand tailwind that can support multiple expansion vs. peers. Can Jabil's Next-Generation Telecom Solutions Drive Future Growth?
• Neutral Sentiment: Coverage/feature pieces (Zacks/Globe & Mail) are highlighting Jabil’s mix of end-market diversification and AI/telecom exposure — positive for narrative-building but not new catalyst on its own. Zacks Investment Ideas feature highlights: Jabil
• Negative Sentiment: CEO insider selling: Michael Dastoor sold 9,467 shares at an average $286.64 (~$2.71M). Insider sales can be perceived as reduced insider conviction and may temper sentiment for short‑term traders. SEC filing: SEC Filing - Michael Dastoor Sale
• Negative Sentiment: EVP Steven Borges sold 7,000 shares at $290 (~$2.03M), reducing his stake ~7.7%; another insider sale that could give some investors pause in the near term. SEC filing: SEC Filing - Steven D. Borges Sale

Jabil Company Profile

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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