Achmea Investment Management B.V. Boosts Holdings in Jabil, Inc. $JBL

Achmea Investment Management B.V. increased its holdings in Jabil, Inc. (NYSE:JBL) by 760.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 118,150 shares of the technology company’s stock after purchasing an additional 104,419 shares during the period. Achmea Investment Management B.V. owned 0.11% of Jabil worth $25,768,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. Envestnet Asset Management Inc. lifted its holdings in shares of Jabil by 8.1% in the 1st quarter. Envestnet Asset Management Inc. now owns 242,977 shares of the technology company’s stock worth $33,062,000 after buying an additional 18,126 shares during the period. OneDigital Investment Advisors LLC acquired a new position in Jabil during the 1st quarter valued at about $214,000. Invst LLC acquired a new position in Jabil during the 1st quarter valued at about $630,000. Inspire Investing LLC increased its holdings in shares of Jabil by 52.0% in the first quarter. Inspire Investing LLC now owns 17,743 shares of the technology company’s stock valued at $2,414,000 after purchasing an additional 6,072 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Jabil by 25.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 928,031 shares of the technology company’s stock valued at $126,277,000 after purchasing an additional 190,754 shares during the period. 93.39% of the stock is owned by hedge funds and other institutional investors.

Jabil Stock Up 4.3%

Shares of NYSE JBL opened at $218.17 on Thursday. The company has a market capitalization of $23.31 billion, a price-to-earnings ratio of 36.61, a price-to-earnings-growth ratio of 1.58 and a beta of 1.26. The company has a debt-to-equity ratio of 1.57, a current ratio of 1.00 and a quick ratio of 0.66. The business has a 50-day moving average of $211.54 and a two-hundred day moving average of $199.41. Jabil, Inc. has a 1 year low of $108.66 and a 1 year high of $237.14.

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

Jabil Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 2nd. Investors of record on Monday, November 17th will be given a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.1%. The ex-dividend date is Monday, November 17th. Jabil’s payout ratio is 5.37%.

Insider Transactions at Jabil

In related news, CFO Gregory B. Hebard sold 6,086 shares of the business’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $213.54, for a total value of $1,299,604.44. Following the transaction, the chief financial officer owned 58,526 shares in the company, valued at $12,497,642.04. The trade was a 9.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Chairman Mark T. Mondello sold 40,000 shares of the stock in a transaction that occurred on Friday, October 17th. The stock was sold at an average price of $207.77, for a total value of $8,310,800.00. Following the transaction, the chairman directly owned 1,258,942 shares of the company’s stock, valued at approximately $261,570,379.34. This trade represents a 3.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 131,762 shares of company stock worth $27,886,321 over the last three months. 1.73% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several analysts recently commented on the company. Raymond James Financial set a $260.00 target price on Jabil in a report on Thursday, September 25th. UBS Group set a $241.00 target price on Jabil in a research report on Sunday, September 28th. Bank of America lifted their price objective on Jabil from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Friday, September 26th. Zacks Research downgraded Jabil from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 26th. Finally, JPMorgan Chase & Co. lifted their target price on Jabil from $214.00 to $256.00 and gave the company an “overweight” rating in a research report on Thursday, July 17th. One equities research 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, the company presently has an average rating of “Moderate Buy” and an average target price of $248.43.

Jabil Company 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).