Massachusetts Financial Services Co. MA Makes New Investment in Jabil, Inc. $JBL

Key Points

• Massachusetts Financial Services Co. MA purchased a new position of 533,767 Jabil shares in Q4, valued at about $121.7 million and representing roughly 0.51% of the company.
• Notable insider selling: executives have recently sold shares (EVP Andrew Priestley sold 4,000 at ~$301 and Chairman Mark Mondello sold 17,200 at $250), with insiders offloaded 68,793 shares worth $18.21 million over the past 90 days and now owning 1.35% of the stock.
• Jabil beat estimates in its latest quarter (EPS $2.69 vs. $2.51; revenue $8.28B vs. $7.75B, +23.1% YoY), hit a 52‑week high, and carries a consensus "Moderate Buy" analyst rating with an average target of $283.25.

Massachusetts Financial Services Co. MA purchased a new position in Jabil, Inc. (NYSE:JBL - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 533,767 shares of the technology company's stock, valued at approximately $121,710,000. Massachusetts Financial Services Co. MA owned 0.51% of Jabil at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. True Wealth Design LLC increased its stake in Jabil by 250.0% in the 3rd quarter. True Wealth Design LLC now owns 140 shares of the technology company's stock worth $30,000 after purchasing an additional 100 shares during the period. First Horizon Corp purchased a new position in Jabil in the 3rd quarter worth approximately $30,000. Banque Cantonale Vaudoise purchased a new position in Jabil in the 3rd quarter worth approximately $43,000. Rothschild Investment LLC increased its stake in Jabil by 51.1% in the 3rd quarter. Rothschild Investment LLC now owns 213 shares of the technology company's stock worth $46,000 after purchasing an additional 72 shares during the period. Finally, Caitlin John LLC purchased a new position in Jabil in the 3rd quarter worth approximately $47,000. 93.39% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Jabil

In other news, EVP Andrew Priestley sold 4,000 shares of the business's stock in a transaction on Friday, April 10th. The stock was sold at an average price of $301.00, for a total value of $1,204,000.00. Following the completion of the transaction, the executive vice president owned 60,267 shares in the company, valued at $18,140,367. The trade was a 6.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Chairman Mark T. Mondello sold 17,200 shares of the business's stock in a transaction on Friday, January 16th. The stock was sold at an average price of $250.00, for a total value of $4,300,000.00. Following the completion of the transaction, the chairman owned 1,111,459 shares of the company's stock, valued at $277,864,750. This represents a 1.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 68,793 shares of company stock valued at $18,210,825. Insiders own 1.35% of the company's stock.

Jabil News Roundup

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reached a 52‑week high, reinforcing momentum and attracting momentum/technical buyers. Jabil, Inc. (JBL) hit a 52-week high, can the run continue?
• Positive Sentiment: Analyst coverage is supportive: Jabil has an average recommendation of “Moderate Buy,” which can bolster investor confidence and limit downside on pullbacks. Jabil, Inc. NYSE: JBL Receives Average Recommendation of "Moderate Buy" from Analysts
• Positive Sentiment: Macro/industry tailwinds: analysts and coverage pieces highlight rising AI infrastructure demand as a secular growth driver for contract manufacturers like Jabil, improving growth outlook vs. peers. JBL vs. GLW: Which Tech Hardware Stock is the Better Buy?
• Neutral Sentiment: Underlying fundamentals remain mixed: Jabil’s recent quarter beat revenue and EPS estimates (strong YoY revenue growth), supporting valuation, but margins and leverage metrics warrant monitoring for longer‑term investors.
• Negative Sentiment: Insider selling — several recent SEC disclosures show director and senior executives selling shares (Anousheh Ansari, Adam E. Berry, Andrew Priestley) and prior reports note additional insider sales (CEO, EVP). Large, clustered insider sales can create short‑term pressure or raise governance questions for some investors. SEC filings: Ansari sale Ansari SEC Filing, Berry filing Berry SEC Filing, Priestley filing Priestley SEC Filing; related coverage on insider sales CEO Sells Stock and EVP Sells Stock.

Jabil Stock Up 1.9%

Shares of Jabil stock opened at $305.17 on Tuesday. 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 stock has a market capitalization of $32.20 billion, a PE ratio of 40.96, 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 $305.95. The company has a 50-day simple moving average of $262.85 and a two-hundred day simple moving average of $235.08.

Jabil (NYSE:JBL - Get Free Report) last issued 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 business had revenue of $8.28 billion during the quarter, compared to analysts' expectations of $7.75 billion. Jabil had a net margin of 2.48% and a return on equity of 80.96%. The business'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 earnings per share. On average, analysts anticipate that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Announces Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages have commented on JBL. Weiss Ratings raised Jabil from a "hold (c+)" rating to a "buy (b)" rating in a research note on Thursday. Raymond James Financial reiterated a "strong-buy" rating on shares of Jabil in a research report on Thursday, December 18th. 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 lowered Jabil from a "strong-buy" rating to a "hold" rating in a research report on Monday, February 16th. Finally, Bank of America lifted their price objective on Jabil from $280.00 to $295.00 and gave the stock a "buy" rating in a research report on Thursday, March 19th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Jabil has a consensus rating of "Moderate Buy" and a consensus target price of $283.25.

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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