Russell Investments Group Ltd. Grows Position in Jabil, Inc. $JBL

Key Points

• Russell Investments boosted its stake in Jabil by 9.1% in Q3, adding 32,025 shares to hold 384,782 shares valued at about $83.55 million, and institutional investors collectively own 93.39% of the stock.
• Analyst sentiment is broadly positive with a consensus rating of "Moderate Buy" and an average price target of $264.14, supported by recent upgrades and higher targets from Goldman Sachs, JPMorgan, Barclays and Raymond James.
• Insiders have been net sellers — disposing of 161,529 shares (~$37.9 million) over the last three months — even as Jabil reported a quarterly EPS beat and set FY2026 guidance of 11.55 EPS.

Russell Investments Group Ltd. increased its position in shares of Jabil, Inc. (NYSE:JBL - Free Report) by 9.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 384,782 shares of the technology company's stock after buying an additional 32,025 shares during the period. Russell Investments Group Ltd. owned 0.36% of Jabil worth $83,551,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in JBL. First Horizon Corp purchased a new stake in shares of Jabil during the 3rd quarter worth about $30,000. True Wealth Design LLC grew its position in shares of Jabil by 250.0% during the 3rd quarter. True Wealth Design LLC now owns 140 shares of the technology company's stock valued at $30,000 after acquiring an additional 100 shares during the period. Traub Capital Management LLC purchased a new position in shares of Jabil in the 2nd quarter valued at about $33,000. Assetmark Inc. raised its holdings in Jabil by 45.8% in the 2nd quarter. Assetmark Inc. now owns 156 shares of the technology company's stock worth $34,000 after purchasing an additional 49 shares during the period. Finally, Rothschild Investment LLC raised its holdings 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. Institutional investors and hedge funds own 93.39% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the company. The Goldman Sachs Group reissued a "buy" rating and issued a $282.00 price objective on shares of Jabil in a report on Thursday, January 15th. JPMorgan Chase & Co. upped their target price on Jabil from $260.00 to $270.00 and gave the stock an "overweight" rating in a research note on Thursday, December 18th. Barclays increased their target price on Jabil from $267.00 to $283.00 and gave the company an "overweight" rating in a research report on Thursday, December 18th. Raymond James Financial reissued a "strong-buy" rating on shares of Jabil in a report on Thursday, December 18th. Finally, Wall Street Zen cut shares of Jabil from a "strong-buy" rating to a "buy" rating in a research report on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $264.14.

Insider Buying and Selling at Jabil

In related news, SVP Gary K. Schick sold 422 shares of the business's stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $243.77, for a total transaction of $102,870.94. Following the transaction, the senior vice president directly owned 41,843 shares in the company, valued at approximately $10,200,068.11. The trade was a 1.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 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 transaction of $404,107.20. Following the sale, the senior vice president directly owned 18,920 shares of the company's stock, valued at approximately $4,790,544. This represents a 7.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 161,529 shares of company stock valued at $37,901,485. 1.35% of the stock is owned by company insiders.

Jabil Price Performance

Shares of Jabil stock opened at $247.16 on Tuesday. The business has a 50 day simple moving average of $247.82 and a two-hundred day simple moving average of $225.41. Jabil, Inc. has a 12 month low of $108.66 and a 12 month high of $281.37. The stock has a market capitalization of $26.10 billion, a P/E ratio of 38.44, a PEG ratio of 1.54 and a beta of 1.22. The company has a debt-to-equity ratio of 1.77, a current ratio of 0.99 and a quick ratio of 0.67.

Jabil (NYSE:JBL - Get Free Report) last issued its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.70 by $0.15. Jabil had a return on equity of 75.96% and a net margin of 2.26%.The firm had revenue of $8.31 billion for the quarter, compared to analyst estimates of $8.07 billion. During the same period in the previous year, the company posted $2.00 earnings per share. The business's revenue was up 18.7% on a year-over-year basis. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. As a group, analysts predict 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 paid a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, February 17th. Jabil's payout ratio is 4.98%.

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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