Cwm LLC Cuts Stock Holdings in Jabil, Inc. $JBL

Cwm LLC decreased its position in shares of Jabil, Inc. (NYSE:JBL) by 1.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 12,593 shares of the technology company’s stock after selling 212 shares during the quarter. Cwm LLC’s holdings in Jabil were worth $2,747,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. GFG Capital LLC purchased a new stake in shares of Jabil during the second quarter valued at approximately $26,000. Creative Financial Designs Inc. ADV bought a new position in Jabil during the first quarter valued at approximately $27,000. Groupe la Francaise lifted its position in Jabil by 35.2% during the first quarter. Groupe la Francaise now owns 246 shares of the technology company’s stock valued at $34,000 after purchasing an additional 64 shares during the period. Financial Management Professionals Inc. lifted its position in Jabil by 58.1% during the second quarter. Financial Management Professionals Inc. now owns 264 shares of the technology company’s stock valued at $58,000 after purchasing an additional 97 shares during the period. Finally, Golden State Wealth Management LLC lifted its position in Jabil by 2,400.0% during the first quarter. Golden State Wealth Management LLC now owns 275 shares of the technology company’s stock valued at $37,000 after purchasing an additional 264 shares during the period. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Wall Street Analysts Forecast Growth

JBL has been the topic of a number of research analyst reports. Bank of America increased their price objective on shares of Jabil from $245.00 to $255.00 and gave the company a “buy” rating in a research report on Friday, September 26th. JPMorgan Chase & Co. increased their price objective on shares of Jabil from $214.00 to $256.00 and gave the company an “overweight” rating in a research report on Thursday, July 17th. UBS Group set a $241.00 price objective on shares of Jabil in a research report on Sunday, September 28th. Stifel Nicolaus began coverage on shares of Jabil in a research report on Wednesday, July 2nd. They issued a “buy” rating and a $245.00 price target on the stock. Finally, Barclays increased their price target on shares of Jabil from $223.00 to $267.00 and gave the stock an “overweight” rating in a research report on Friday, September 26th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Jabil has an average rating of “Moderate Buy” and a consensus target price of $248.43.

Insider Activity

In other news, Chairman Mark T. Mondello sold 20,000 shares of the firm’s stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $214.84, for a total transaction of $4,296,800.00. Following the sale, the chairman directly owned 1,380,190 shares in the company, valued at $296,520,019.60. This trade represents a 1.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Frederic E. Mccoy sold 4,500 shares of the firm’s stock in a transaction on Wednesday, July 23rd. The shares were sold at an average price of $223.55, for a total transaction of $1,005,975.00. Following the sale, the executive vice president owned 124,203 shares in the company, valued at $27,765,580.65. The trade was a 3.50% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 85,416 shares of company stock valued at $18,367,889 over the last 90 days. Company insiders own 1.73% of the company’s stock.

Jabil Stock Down 0.4%

Shares of JBL stock opened at $208.96 on Friday. The company has a market capitalization of $22.43 billion, a price-to-earnings ratio of 35.06, a PEG ratio of 1.49 and a beta of 1.26. Jabil, Inc. has a one year low of $108.66 and a one year high of $237.14. The company’s fifty day moving average price is $211.71 and its 200-day moving average price is $191.45. The company has a debt-to-equity ratio of 1.57, a current ratio of 1.00 and a quick ratio of 0.66.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Thursday, September 25th. The technology company reported $1.99 EPS for the quarter, missing the consensus estimate of $2.92 by ($0.93). The firm had revenue of $8.30 billion for the quarter, compared to the consensus estimate of $7.63 billion. Jabil had a net margin of 2.20% and a return on equity of 68.63%. The firm’s revenue for the quarter was up 18.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.30 earnings per share. Jabil has set its Q1 2026 guidance at 2.470-2.870 EPS. FY 2026 guidance at 11.000-11.000 EPS. Sell-side analysts expect that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 2nd. Stockholders of record on Monday, November 17th will be given a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Monday, November 17th. Jabil’s dividend payout ratio (DPR) is presently 5.37%.

Jabil Profile

Jabil Inc provides manufacturing services and solutions worldwide. It operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. The company offers electronics design, production, and product management services; electronic circuit design services, such as application-specific integrated circuit design, firmware development, and rapid prototyping services; and designs plastic and metal enclosures that include the electro-mechanics, such as the printed circuit board assemblies (PCBA).