Tudor Investment Corp ET AL Makes New $1.18 Million Investment in Jbs N.V. $JBS

Key Points

• Tudor Investment Corp. purchased a new stake of 79,256 JBS shares valued at approximately $1.18 million in the third quarter, joining other institutions that recently adjusted holdings.
• JBS reported record Q4 revenue of $23.06 billion (up 15.5% YoY) but missed on EPS—$0.39 vs. $2.25 consensus—as rising Brazil costs, U.S. cattle supply issues and a prolonged Greeley plant strike are pressuring margins.
• Analyst sentiment has turned more positive—Barclays raised its price target to $23 and upgraded to "overweight"—and the board declared a $1.00 per-share dividend payable June 17.

Tudor Investment Corp ET AL purchased a new stake in shares of Jbs N.V. (NYSE:JBS - Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 79,256 shares of the company's stock, valued at approximately $1,183,000.

Several other institutional investors also recently modified their holdings of JBS. EverSource Wealth Advisors LLC purchased a new position in JBS in the 2nd quarter worth about $29,000. Quarry LP purchased a new stake in shares of JBS during the 3rd quarter valued at about $34,000. Jones Financial Companies Lllp boosted its holdings in shares of JBS by 489.1% during the 3rd quarter. Jones Financial Companies Lllp now owns 2,657 shares of the company's stock valued at $39,000 after acquiring an additional 2,206 shares during the last quarter. Farther Finance Advisors LLC bought a new stake in shares of JBS in the third quarter worth approximately $44,000. Finally, MAI Capital Management bought a new stake in shares of JBS in the second quarter worth approximately $44,000.

JBS News Roundup

Here are the key news stories impacting JBS this week:

• Positive Sentiment: Barclays raised its price target to $23 and moved JBS to an "overweight" rating, signaling analyst conviction of ~35% upside from current levels. Benzinga
• Positive Sentiment: Board declared a $1.00 per-share dividend (record May 18, pay June 17), which can support investor demand and signal cash-return policy. (Company filing)
• Positive Sentiment: JBS reported record Q4 revenue and market commentary notes the stock climbed to a multi‑month high on the results — revenue growth is a near-term positive even as margins are strained. MSN: 7-month high
• Neutral Sentiment: JBS USA launched a partnership with 4‑H to support rural ag education — positive PR and community relations but unlikely to move the stock materially. Yahoo
• Negative Sentiment: A strike at the large Greeley, Colo. meatpacking plant has extended into its third week, disrupting production and raising near-term supply, cost and labor uncertainty for JBS USA. Prolonged work stoppages can hit volumes and margins. Denver Post
• Negative Sentiment: Bloomberg reports rising costs in Brazil plus continuing US cattle supply issues — a combination that pressures global margins and could compress profitability even as revenue rises. Bloomberg
• Negative Sentiment: JBS’s EPS missed consensus (reported $0.39 vs. est. $2.25) and commentary highlights flat profit as US cattle costs pressure margins; broader industry reports note losses piling up for slaughterhouse owners — factors that could weigh on sentiment if margins don’t recover. MSN: margins

Analysts Set New Price Targets

A number of research analysts recently weighed in on JBS shares. Santander upgraded shares of JBS from a "neutral" rating to an "outperform" rating in a research report on Thursday, December 11th. Zacks Research downgraded shares of JBS from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, February 10th. Weiss Ratings upgraded shares of JBS from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, February 4th. UBS Group raised JBS to a "strong-buy" rating in a report on Friday, February 6th. Finally, Barclays raised their price target on JBS from $22.00 to $23.00 and gave the stock an "overweight" rating in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Buy" and an average price target of $20.00.

JBS Stock Performance

JBS opened at $17.05 on Monday. The company's 50 day moving average is $15.78 and its 200 day moving average is $14.67. The company has a current ratio of 1.60, a quick ratio of 0.91 and a debt-to-equity ratio of 2.28. The company has a market cap of $13.19 billion and a price-to-earnings ratio of 16.23. Jbs N.V. has a 12-month low of $12.37 and a 12-month high of $17.80.

JBS (NYSE:JBS - Get Free Report) last announced its earnings results on Wednesday, March 25th. The company reported $0.39 EPS for the quarter, missing analysts' consensus estimates of $2.25 by ($1.86). The business had revenue of $23.06 billion for the quarter. The company's revenue was up 15.5% compared to the same quarter last year.

JBS Announces Dividend

The firm also recently disclosed a dividend, which will be paid on Wednesday, June 17th. Stockholders of record on Monday, May 18th will be given a dividend of $1.00 per share. The ex-dividend date of this dividend is Monday, May 18th.

JBS Profile

JBS SA is a global leader in the production and processing of meat products, with a focus on beef, pork and poultry. Headquartered in São Paulo, Brazil, the company operates through an extensive network of owned facilities and partnerships that span the Americas, Europe and the Asia-Pacific region. JBS supplies fresh, frozen and value-added protein solutions for retail, foodservice and industrial customers, and is active across the entire supply chain—from livestock procurement and feed production to slaughtering, processing, packaging and distribution.

Founded in 1953 by José Batista Sobrinho in Anápolis, Goiás, JBS began as a small slaughterhouse and expanded rapidly through strategic acquisitions and organic growth.

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