Jabil, Inc. (NYSE:JBL) Given Consensus Recommendation of "Moderate Buy" by Brokerages

Key Points

• Analyst consensus: Jabil holds a "Moderate Buy" consensus from 11 firms (8 buy, 1 strong buy, 2 hold) with an average 12‑month price target of $283.25 and recent target increases from Bank of America and Robert W. Baird.
• Earnings momentum and guidance: Jabil beat the quarter (EPS $2.69 vs. $2.51; revenue $8.28B vs. $7.75B), saw revenue rise 23.1% year‑over‑year, and updated Q3 FY2026 guidance to $2.83–$3.23 EPS and $8.1B–$8.9B revenue, citing strength across end markets and AI/telecom demand.
• Insider selling: Several insiders — including the CEO and EVP — sold shares recently, with insiders disposing of 77,485 shares (~$19.8M) over the last quarter, which could temper near‑term investor sentiment.

Shares of Jabil, Inc. (NYSE:JBL - Get Free Report) have received a consensus rating of "Moderate Buy" from the eleven research firms that are currently covering the company, Marketbeat Ratings reports. Two investment analysts have rated the stock with a hold rating, eight have given a buy rating and one has issued a strong buy rating on the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is $283.25.

A number of brokerages recently commented on JBL. Robert W. Baird boosted their target price on shares of Jabil from $275.00 to $281.00 and gave the stock an "outperform" rating in a research note on Thursday, March 19th. Zacks Research downgraded shares of Jabil from a "strong-buy" rating to a "hold" rating in a research note on Monday, February 16th. Bank of America boosted their target price on shares of Jabil from $280.00 to $295.00 and gave the stock a "buy" rating in a research note on Thursday, March 19th. The Goldman Sachs Group reiterated a "buy" rating and set a $282.00 target price on shares of Jabil in a research note on Thursday, January 15th. Finally, Weiss Ratings upgraded shares of Jabil from a "hold (c+)" rating to a "buy (b)" rating in a research note on Thursday.

Jabil Stock Performance

Shares of JBL stock opened at $299.42 on Monday. The company has a current ratio of 1.01, a quick ratio of 0.68 and a debt-to-equity ratio of 2.50. The firm has a fifty day moving average price of $261.61 and a 200 day moving average price of $234.42. The company has a market cap of $31.59 billion, a P/E ratio of 40.19, a PEG ratio of 1.55 and a beta of 1.16. Jabil has a 12 month low of $127.72 and a 12 month high of $303.74.

Jabil (NYSE:JBL - Get Free Report) last issued its earnings results on Wednesday, March 18th. The technology company reported $2.69 EPS for the quarter, topping analysts' consensus estimates of $2.51 by $0.18. The firm had revenue of $8.28 billion during 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 company's revenue was up 23.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.94 earnings per share. Sell-side analysts predict that Jabil will post 8.05 earnings per share for the current fiscal year.

Jabil Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were given 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 yield of 0.1%. Jabil's payout ratio is 4.30%.

Insider Transactions at Jabil

In other news, EVP Steven D. Borges sold 7,000 shares of the company's stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $290.00, for a total value of $2,030,000.00. Following the completion of the sale, the executive vice president directly owned 83,524 shares of the company's stock, valued at approximately $24,221,960. This represents a 7.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Gary K. Schick sold 1,000 shares of the company's stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $278.33, for a total transaction of $278,330.00. Following the completion of the sale, the senior vice president directly owned 40,843 shares of the company's stock, valued at $11,367,832.19. The trade was a 2.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 77,485 shares of company stock valued at $19,836,802 over the last quarter. 1.35% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Jabil

A number of institutional investors and hedge funds have recently made changes to their positions in JBL. Greenline Wealth Management LLC purchased a new stake in shares of Jabil in the fourth quarter valued at about $28,000. True Wealth Design LLC raised its holdings in Jabil by 250.0% during the third 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 position in Jabil during the third quarter worth about $30,000. Veracity Capital LLC raised its holdings in Jabil by 4,144.3% during the fourth 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. Finally, Virtus Advisers LLC purchased a new position in Jabil during the fourth quarter worth about $32,000. 93.39% of the stock is owned by hedge funds and other institutional investors.

Jabil News Summary

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.