Rakuten Investment Management Inc. Purchases New Position in Jabil, Inc. $JBL

Rakuten Investment Management Inc. acquired a new position in shares of Jabil, Inc. (NYSE:JBL) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 61,332 shares of the technology company’s stock, valued at approximately $13,319,000.

A number of other large investors have also modified their holdings of JBL. Ashton Thomas Private Wealth LLC lifted its position in Jabil by 1.2% during the 2nd quarter. Ashton Thomas Private Wealth LLC now owns 4,120 shares of the technology company’s stock worth $899,000 after acquiring an additional 48 shares in the last quarter. Assetmark Inc. raised its stake in shares of Jabil by 45.8% during the second quarter. Assetmark Inc. now owns 156 shares of the technology company’s stock valued at $34,000 after purchasing an additional 49 shares during the period. AlphaCore Capital LLC raised its stake in shares of Jabil by 1.8% during the second quarter. AlphaCore Capital LLC now owns 3,263 shares of the technology company’s stock valued at $712,000 after purchasing an additional 57 shares during the period. Hantz Financial Services Inc. lifted its position in shares of Jabil by 45.4% during the second quarter. Hantz Financial Services Inc. now owns 189 shares of the technology company’s stock worth $41,000 after purchasing an additional 59 shares in the last quarter. Finally, TD Private Client Wealth LLC boosted its stake in shares of Jabil by 11.2% in the third quarter. TD Private Client Wealth LLC now owns 584 shares of the technology company’s stock valued at $127,000 after purchasing an additional 59 shares during the period. Institutional investors and hedge funds own 93.39% of the company’s stock.

Jabil Trading Up 2.7%

Shares of NYSE JBL opened at $253.45 on Thursday. The company has a quick ratio of 0.67, a current ratio of 0.99 and a debt-to-equity ratio of 1.77. The stock’s 50 day moving average price is $222.93 and its two-hundred day moving average price is $217.67. Jabil, Inc. has a 52-week low of $108.66 and a 52-week high of $256.17. The stock has a market capitalization of $26.76 billion, a P/E ratio of 39.42, a PEG ratio of 1.58 and a beta of 1.25.

Jabil (NYSE:JBL) last issued its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 earnings per share for the quarter, beating analysts’ consensus estimates of $2.70 by $0.15. The business had revenue of $8.31 billion during the quarter, compared to the consensus estimate of $8.07 billion. Jabil had a return on equity of 75.96% and a net margin of 2.26%.The business’s quarterly revenue was up 18.7% on a year-over-year basis. During the same period in the previous year, the business earned $2.00 EPS. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. On average, analysts anticipate that Jabil, Inc. will post 8.05 earnings per share for the current fiscal year.

Key Jabil News

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Major analyst upgrade to Buy citing improved revenue visibility, structural shifts to rack-level data center solutions, deeper Nvidia partnership, and management lifting FY2026 AI revenue guidance to $12.1B (Hanley Energy deal eases capacity constraints). Jabil: Rating Upgrade On Better Revenue Visibility And Competitive Position
• Positive Sentiment: Strategic minority investment and manufacturing collaboration with Eagle Harbor Technologies (EHT Semi) to accelerate RF and pulsed‑power tech for next‑gen semiconductor manufacturing — expands Jabil’s semiconductor process exposure and capability set. Jabil Invests in EHT Semi
• Positive Sentiment: Analyst commentary (Zacks) highlights accelerating traction in AI infrastructure and reiterates the company’s $12.1B AI revenue target — reinforcing the growth narrative behind the rally. JBL Gains Traction in AI Infrastructure Space
• Neutral Sentiment: Coverage noting “soft” near‑term earnings commentary that argues recent results understate the longer‑term AI and infrastructure opportunity — useful context but not an immediate catalyst. Jabil’s Soft Earnings Don’t Show The Whole Picture
• Negative Sentiment: Insider selling: SVP Adam Berry disclosed a sale of 1,596 shares (~$404K), which can weigh on sentiment even though holdings remain material. Jabil (NYSE:JBL) SVP Adam Berry Sells 1,596 Shares
• Negative Sentiment: Chairman Mark Mondello sold 17,200 shares (~$4.3M) — a larger disclosure that may amplify short‑term investor caution despite insider holdings remaining high. SEC Filing — Chairman Sale
• Negative Sentiment: MarketWatch notes Jabil is underperforming peers on the day despite gains, signaling some relative‑strength concerns for active sector investors. Jabil Inc. stock underperforms Wednesday

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on JBL shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Jabil in a report on Friday, January 9th. Bank of America boosted their price target on Jabil from $255.00 to $262.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price target on shares of Jabil in a report on Thursday, January 15th. Zacks Research upgraded Jabil from a “hold” rating to a “strong-buy” rating in a report on Friday, January 2nd. Finally, JPMorgan Chase & Co. increased their target price on Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a research note on Thursday, December 18th. Two investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $263.71.

Insider Buying and Selling at Jabil

In other news, Chairman Mark T. Mondello sold 17,200 shares of Jabil stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $250.00, for a total value of $4,300,000.00. Following the completion of the transaction, the chairman directly owned 1,111,459 shares of the company’s stock, valued at approximately $277,864,750. The trade was a 1.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Adam E. Berry sold 1,596 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $253.20, for a total transaction of $404,107.20. Following the sale, the senior vice president owned 18,920 shares in the company, valued at approximately $4,790,544. This trade represents a 7.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 211,336 shares of company stock worth $48,273,260 in the last ninety days. 1.35% of the stock is currently owned by company insiders.

About Jabil

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.