Lightrock Netherlands B.V. Decreases Stock Holdings in Jabil, Inc. $JBL

Lightrock Netherlands B.V. reduced its position in shares of Jabil, Inc. (NYSE:JBL) by 8.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 43,498 shares of the technology company’s stock after selling 4,010 shares during the quarter. Jabil comprises approximately 2.1% of Lightrock Netherlands B.V.’s holdings, making the stock its 21st largest holding. Lightrock Netherlands B.V.’s holdings in Jabil were worth $9,446,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Fifth Third Wealth Advisors LLC purchased a new position in Jabil in the second quarter worth about $275,000. JPMorgan Chase & Co. raised its position in Jabil by 5.9% during the second quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock valued at $502,133,000 after purchasing an additional 129,212 shares during the period. Legal & General Group Plc lifted its stake in shares of Jabil by 0.9% in the 2nd quarter. Legal & General Group Plc now owns 413,902 shares of the technology company’s stock valued at $90,272,000 after purchasing an additional 3,752 shares during the last quarter. Boston Partners boosted its holdings in shares of Jabil by 224.4% in the 2nd quarter. Boston Partners now owns 1,898,681 shares of the technology company’s stock worth $414,119,000 after purchasing an additional 1,313,338 shares during the period. Finally, Universal Beteiligungs und Servicegesellschaft mbH increased its position in shares of Jabil by 41.9% during the 2nd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 89,912 shares of the technology company’s stock valued at $19,610,000 after purchasing an additional 26,554 shares during the last quarter. 93.39% of the stock is owned by hedge funds and other institutional investors.

Jabil Stock Performance

Shares of NYSE:JBL opened at $243.51 on Friday. The firm’s 50 day simple moving average is $224.63 and its 200-day simple moving average is $217.95. The company has a debt-to-equity ratio of 1.77, a quick ratio of 0.67 and a current ratio of 0.99. Jabil, Inc. has a one year low of $108.66 and a one year high of $258.05. The firm has a market cap of $25.71 billion, a PE ratio of 37.87, a price-to-earnings-growth ratio of 1.56 and a beta of 1.25.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Wednesday, December 17th. The technology company reported $2.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.70 by $0.15. The company had revenue of $8.31 billion for the quarter, compared to analysts’ expectations of $8.07 billion. Jabil had a return on equity of 75.96% and a net margin of 2.26%.Jabil’s revenue was up 18.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.00 earnings per share. 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, equities analysts predict that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th will be issued a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Tuesday, February 17th. Jabil’s payout ratio is presently 4.98%.

Insider Buying and Selling at Jabil

In other news, Director Anousheh Ansari sold 500 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $252.00, for a total transaction of $126,000.00. Following the transaction, the director directly owned 33,900 shares in the company, valued at approximately $8,542,800. This trade represents a 1.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Chairman Mark T. Mondello sold 17,200 shares of Jabil stock in a transaction that occurred on 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 directly owned 1,111,459 shares in the company, valued at approximately $277,864,750. The trade was a 1.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 204,757 shares of company stock valued at $46,869,301 in the last ninety days. 1.35% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of brokerages recently issued reports on JBL. Wall Street Zen upgraded Jabil from a “buy” rating to a “strong-buy” rating in a research report on Friday, October 3rd. JPMorgan Chase & Co. lifted their price target on shares of Jabil from $260.00 to $270.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. Bank of America upped their price target on shares of Jabil from $255.00 to $262.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price objective on shares of Jabil in a research report on Thursday, January 15th. Finally, Barclays boosted 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. Two research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $263.71.

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.