Jabil (NYSE:JBL – Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 12.700-12.700 for the period, compared to the consensus earnings per share estimate of 12.180. The company issued revenue guidance of $35.0 billion-$35.0 billion, compared to the consensus revenue estimate of $34.2 billion. Jabil also updated its Q4 2026 guidance to 3.800-4.200 EPS.
Analyst Upgrades and Downgrades
A number of brokerages recently issued reports on JBL. Zacks Research downgraded Jabil from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 18th. Stifel Nicolaus upped their price objective on Jabil from $290.00 to $430.00 and gave the stock a “buy” rating in a report on Monday. Wall Street Zen cut Jabil from a “strong-buy” rating to a “buy” rating in a report on Saturday, April 11th. The Goldman Sachs Group upped their price objective on Jabil from $336.00 to $384.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Finally, UBS Group increased their price target on Jabil from $273.00 to $380.00 and gave the company a “neutral” rating in a report on Tuesday, June 9th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Jabil presently has an average rating of “Moderate Buy” and a consensus target price of $357.25.
Read Our Latest Research Report on Jabil
Jabil Stock Performance
Jabil (NYSE:JBL – Get Free Report) last released its quarterly earnings results on Wednesday, June 17th. The technology company reported $3.16 earnings per share for the quarter, beating the consensus estimate of $3.12 by $0.04. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The company had revenue of $8.75 billion for the quarter, compared to analyst estimates of $8.61 billion. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. On average, sell-side analysts anticipate that Jabil will post 11.37 earnings per share for the current year.
Jabil Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, June 2nd. Investors of record on Friday, May 15th were 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 was Friday, May 15th. Jabil’s dividend payout ratio is presently 4.30%.
Insider Activity at Jabil
In other Jabil news, Director Anousheh Ansari sold 2,000 shares of the company’s stock in a transaction on Friday, April 10th. The stock was sold at an average price of $300.00, for a total value of $600,000.00. Following the transaction, the director owned 31,800 shares of the company’s stock, valued at $9,540,000. This represents a 5.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Steven D. Borges sold 5,126 shares of the company’s stock in a transaction on Friday, April 17th. The shares were sold at an average price of $317.51, for a total value of $1,627,556.26. Following the completion of the transaction, the executive vice president directly owned 71,398 shares in the company, valued at $22,669,578.98. This trade represents a 6.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,981 shares of company stock worth $11,360,740 in the last ninety days. Corporate insiders own 1.35% of the company’s stock.
Jabil News Roundup
Here are the key news stories impacting Jabil this week:
- Positive Sentiment: Jabil announced a strategic alliance with Adani Enterprises to build an integrated AI and data center infrastructure manufacturing platform in India, giving investors a potential new growth driver tied to rising AI spending. Apple supplier Jabil, Adani partner to build AI data center infra platform in India
- Positive Sentiment: Several articles highlighted Jabil’s strong momentum profile and recent 52-week high, suggesting traders see continued upside ahead of earnings if current business trends hold. Jabil, Inc. (JBL) Hit a 52 Week High, Can the Run Continue?
- Positive Sentiment: Analyst-style previews said Jabil has a strong earnings surprise track record and may be positioned to beat estimates again in the next report, which is supporting sentiment before results. Will Jabil (JBL) Beat Estimates Again in Its Next Earnings Report?
- Neutral Sentiment: Multiple “buy ahead of earnings” and “how should you play the stock” articles reflect heightened investor attention, but they mostly reiterate expectations rather than reveal a new catalyst. Is Jabil (JBL) a ‘Buy’ Ahead of Its Upcoming Earnings Announcement?
- Neutral Sentiment: Coverage ahead of Q2/Q3 earnings says Jabil enters the report with AI infrastructure, photonics partnerships, and healthcare strength, but also notes some signals could temper expectations. Jabil’s Q3 Earnings Coming Up: How Should You Play the Stock?
Hedge Funds Weigh In On Jabil
Several hedge funds have recently bought and sold shares of JBL. Greenline Wealth Management LLC bought a new position in Jabil in the 4th quarter valued at $28,000. Virtus Advisers LLC bought a new position in Jabil in the 4th quarter valued at $32,000. Wilkerson Advisory Group LLC bought a new position in Jabil in the 4th quarter valued at $34,000. DV Equities LLC bought a new position in Jabil in the 4th quarter valued at $34,000. Finally, Banque Cantonale Vaudoise bought a new position in Jabil in the 3rd quarter valued at $43,000. Institutional investors own 93.39% of the company’s stock.
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.
See Also
- Five stocks we like better than Jabil
- Could a Tesla-SpaceX Merger Be Closer Than Investors Think?
- Gravity Check: Houston, SpaceX Has a Valuation Problem
- Strategy’s Bitcoin Rally Has a Hidden Engine
- Okta’s AI Moment May Be Bigger Than Investors Realize
Receive News & Ratings for Jabil Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Jabil and related companies with MarketBeat.com's FREE daily email newsletter.
