Oak Thistle LLC Sells 3,867 Shares of Jabil, Inc. $JBL

Key Points

• Oak Thistle LLC cut its Jabil stake by 51.5% in Q4, selling 3,867 shares and retaining 3,647 shares valued at about $832,000, per its SEC filing.
• Jabil has momentum after beating quarterly expectations (EPS $2.69 vs $2.51; revenue $8.28B vs $7.75B) and raising Q3 FY2026 guidance to EPS $2.83–$3.23 and revenue $8.1B–$8.9B, contributing to analyst upgrades and a "Moderate Buy" consensus.
• Offsetting the positive outlook, insiders have sold significant stock (77,485 shares worth ~$19.8M over 90 days, including CEO sales) even as institutional ownership remains high at ~93.39%.

Oak Thistle LLC lowered its stake in shares of Jabil, Inc. (NYSE:JBL - Free Report) by 51.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,647 shares of the technology company's stock after selling 3,867 shares during the quarter. Oak Thistle LLC's holdings in Jabil were worth $832,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. State Street Corp lifted its holdings in Jabil by 0.7% in the third quarter. State Street Corp now owns 5,199,646 shares of the technology company's stock worth $1,129,207,000 after buying an additional 36,646 shares during the period. Arrowstreet Capital Limited Partnership grew its holdings in shares of Jabil by 1,157.8% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,454,915 shares of the technology company's stock worth $315,964,000 after acquiring an additional 1,339,247 shares during the period. Robeco Institutional Asset Management B.V. raised its position in shares of Jabil by 107.2% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 1,319,675 shares of the technology company's stock worth $286,594,000 after acquiring an additional 682,899 shares in the last quarter. Allianz Asset Management GmbH lifted its stake in shares of Jabil by 180.1% in the 3rd quarter. Allianz Asset Management GmbH now owns 758,326 shares of the technology company's stock valued at $164,686,000 after purchasing an additional 487,595 shares during the period. Finally, Amundi lifted its stake in shares of Jabil by 55.3% in the 3rd quarter. Amundi now owns 704,246 shares of the technology company's stock valued at $142,399,000 after purchasing an additional 250,626 shares during the period. 93.39% of the stock is owned by institutional investors.

Jabil Trading Up 2.2%

Shares of NYSE JBL opened at $299.42 on Friday. The firm's 50 day moving average price is $261.61 and its 200-day moving average price is $234.35. 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 company has a market cap of $31.59 billion, a PE ratio of 40.19, a P/E/G ratio of 1.52 and a beta of 1.16.

Jabil (NYSE:JBL - Get Free Report) last announced its quarterly earnings results on Wednesday, March 18th. The technology company reported $2.69 earnings per share for the quarter, beating the consensus estimate of $2.51 by $0.18. Jabil had a net margin of 2.48% and a return on equity of 80.96%. The company had revenue of $8.28 billion during the quarter, compared to the consensus estimate of $7.75 billion. During the same quarter last year, the firm earned $1.94 earnings per share. The firm's quarterly revenue was up 23.1% compared to the same quarter last year. On average, equities research analysts expect that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th were issued a $0.08 dividend. The ex-dividend date of this dividend 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 (DPR) is presently 4.30%.

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

Insider Transactions at Jabil

In related news, SVP Adam E. Berry sold 1,596 shares of Jabil stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $253.20, for a total value of $404,107.20. Following the completion of the sale, the senior vice president directly owned 18,920 shares in the company, valued at approximately $4,790,544. This trade represents a 7.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Chairman Mark T. Mondello sold 17,200 shares of the company's stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $250.00, for a total transaction of $4,300,000.00. Following the transaction, the chairman owned 1,111,459 shares in the company, valued at $277,864,750. This represents a 1.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 77,485 shares of company stock valued at $19,836,802. Insiders own 1.35% of the company's stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $282.00 price target on shares of Jabil in a research note on Thursday, January 15th. Wall Street Zen lowered Jabil from a "strong-buy" rating to a "buy" rating in a research report on Saturday. Barclays boosted their target price on shares of Jabil from $283.00 to $304.00 and gave the company an "overweight" rating in a report on Wednesday, March 18th. UBS Group increased their price target on shares of Jabil from $244.00 to $254.00 and gave the stock a "neutral" rating in a research note on Tuesday, March 10th. Finally, Bank of America lifted their price target on shares of Jabil from $280.00 to $295.00 and gave the company a "buy" rating in a research report on Thursday, March 19th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently 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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