Live Oak Private Wealth LLC Has $2.44 Million Stock Holdings in Jabil, Inc. $JBL

Key Points

• Live Oak Private Wealth LLC trimmed its stake in Jabil by 65.3% in Q4, selling 20,129 shares and retaining 10,704 shares valued at $2.44 million.
• Jabil beat the quarter with $2.69 EPS vs. $2.51 expected and $8.28B revenue vs. $7.75B expected, raised Q3 FY2026 guidance (EPS $2.83–$3.23; revenue $8.1B–$8.9B) and carries a consensus "Moderate Buy" rating with a $283.25 target.
• Significant insider selling has occurred recently—insiders sold 77,485 shares (~$19.8M), including CEO Michael Dastoor’s 9,467-share sale—which may temper sentiment despite ~93% institutional ownership.

Live Oak Private Wealth LLC trimmed its position in Jabil, Inc. (NYSE:JBL - Free Report) by 65.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,704 shares of the technology company's stock after selling 20,129 shares during the quarter. Live Oak Private Wealth LLC's holdings in Jabil were worth $2,441,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in JBL. True Wealth Design LLC grew its holdings in Jabil by 250.0% in the 3rd quarter. True Wealth Design LLC now owns 140 shares of the technology company's stock valued at $30,000 after buying an additional 100 shares in the last quarter. First Horizon Corp acquired a new position in Jabil in the 3rd quarter valued at $30,000. Banque Cantonale Vaudoise acquired a new position in Jabil in the 3rd quarter valued at $43,000. Rothschild Investment LLC grew 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 buying an additional 72 shares in the last quarter. Finally, Caitlin John LLC acquired a new position in Jabil in the 3rd quarter valued at $47,000. 93.39% of the stock is owned by institutional investors and hedge funds.

Jabil Stock Performance

JBL opened at $299.42 on Monday. The firm has a market cap of $31.59 billion, a P/E ratio of 40.19, a price-to-earnings-growth ratio of 1.55 and a beta of 1.16. Jabil, Inc. has a 52-week low of $127.72 and a 52-week high of $303.74. The company has a debt-to-equity ratio of 2.50, a quick ratio of 0.68 and a current ratio of 1.01. The business's fifty day moving average is $261.61 and its 200-day moving average is $234.42.

Jabil (NYSE:JBL - Get Free Report) last released 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. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The company had revenue of $8.28 billion for the quarter, compared to analyst estimates of $7.75 billion. During the same period in the prior year, the firm posted $1.94 EPS. Jabil's quarterly revenue was up 23.1% on a year-over-year basis. Sell-side analysts expect that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were given a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Tuesday, February 17th. Jabil's dividend payout ratio is currently 4.30%.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the company. Zacks Research lowered Jabil from a "strong-buy" rating to a "hold" rating in a report on Monday, February 16th. Bank of America upped their price objective on Jabil from $280.00 to $295.00 and gave the company a "buy" rating in a report on Thursday, March 19th. The Goldman Sachs Group reissued a "buy" rating and set a $282.00 target price on shares of Jabil in a report on Thursday, January 15th. Barclays increased their target price on Jabil from $283.00 to $304.00 and gave the stock an "overweight" rating in a report on Wednesday, March 18th. Finally, Raymond James Financial reissued a "strong-buy" rating on shares of Jabil in a report on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $283.25.

Insider Buying and Selling at Jabil

In related news, Director Anousheh Ansari sold 1,000 shares of the company's stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $270.00, for a total transaction of $270,000.00. Following the completion of the sale, the director directly 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 filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Michael Dastoor sold 9,467 shares of the company's stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $286.64, for a total value of $2,713,620.88. Following the sale, the chief executive officer owned 253,099 shares of the company's stock, valued at approximately $72,548,297.36. This represents a 3.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 77,485 shares of company stock worth $19,836,802 over the last quarter. 1.35% of the stock is currently owned by company insiders.

Key Headlines Impacting Jabil

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 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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