PFA Pension Forsikringsaktieselskab Makes New Investment in Jabil, Inc. $JBL

Key Points

• PFA Pension bought 170,642 shares of Jabil in Q4 (~$39.5 million), representing about 0.16% of the company, and institutional investors now own roughly 93.39% of Jabil’s stock.
• Jabil topped expectations for the quarter with $2.69 EPS vs. $2.51 expected and $8.28 billion in revenue vs. $7.75 billion expected, marking 23.1% year‑over‑year revenue growth and an 80.96% return on equity.
• Analysts are broadly bullish with a consensus rating of Buy and an average target of $290.63, even as insiders sold about 36,981 shares worth roughly $11.0 million over the past three months.

PFA Pension Forsikringsaktieselskab purchased a new position in Jabil, Inc. (NYSE:JBL - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 170,642 shares of the technology company's stock, valued at approximately $39,516,000. PFA Pension Forsikringsaktieselskab owned approximately 0.16% of Jabil as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. True Wealth Design LLC lifted 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 in the last quarter. First Horizon Corp purchased a new stake in Jabil in the 3rd quarter worth $30,000. Veracity Capital LLC lifted its stake in Jabil by 4,144.3% in the 4th quarter. Veracity Capital LLC now owns 3,735 shares of the technology company's stock worth $31,000 after purchasing an additional 3,647 shares in the last quarter. Banque Cantonale Vaudoise purchased a new stake in Jabil in the 3rd quarter worth $43,000. Finally, Rothschild Investment LLC lifted 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 in the last quarter. Hedge funds and other institutional investors own 93.39% of the company's stock.

Jabil Stock Up 0.0%

Shares of NYSE JBL opened at $342.50 on Monday. The stock has a market capitalization of $36.13 billion, a price-to-earnings ratio of 45.97, a P/E/G ratio of 1.78 and a beta of 1.29. Jabil, Inc. has a 12-month low of $146.88 and a 12-month high of $349.62. The firm's 50-day moving average price is $281.97 and its 200-day moving average price is $246.17. The company has a current ratio of 1.01, a quick ratio of 0.68 and a debt-to-equity ratio of 2.50.

Jabil (NYSE:JBL - Get Free Report) last issued its quarterly earnings results on Wednesday, March 18th. The technology company reported $2.69 EPS for the quarter, beating the consensus estimate of $2.51 by $0.18. The company had revenue of $8.28 billion for the quarter, compared to the consensus estimate of $7.75 billion. Jabil had a net margin of 2.48% and a return on equity of 80.96%. The firm's revenue was up 23.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.94 EPS. On average, equities research analysts anticipate that Jabil, Inc. will post 11.3 EPS for the current fiscal year.

Jabil Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Friday, May 15th will be issued a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a yield of 0.1%. The ex-dividend date is Friday, May 15th. Jabil's dividend payout ratio is presently 4.30%.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. Zacks Research upgraded shares of Jabil from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, April 15th. The Goldman Sachs Group restated a "buy" rating and set a $282.00 target price on shares of Jabil in a research report on Thursday, January 15th. Barclays upped their target price on shares of Jabil from $283.00 to $304.00 and gave the company an "overweight" rating in a research report on Wednesday, March 18th. Robert W. Baird upped their target price on shares of Jabil from $275.00 to $281.00 and gave the company an "outperform" rating in a research report on Thursday, March 19th. Finally, Stifel Nicolaus upped their target price on shares of Jabil from $255.00 to $290.00 and gave the company a "buy" rating in a research report on Thursday, March 19th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and an average target price of $290.63.

Insider Activity at Jabil

In related news, SVP May Yee Yap sold 1,634 shares of the company's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $306.74, for a total transaction of $501,213.16. Following the transaction, the senior vice president directly owned 23,787 shares in the company, valued at approximately $7,296,424.38. This represents a 6.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Michael Dastoor sold 9,467 shares of the company's stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $286.64, for a total transaction of $2,713,620.88. Following the transaction, the chief executive officer owned 253,099 shares in the company, valued at $72,548,297.36. The trade was a 3.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 36,981 shares of company stock worth $11,020,740 in the last three months. 1.35% of the stock is owned by insiders.

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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