Jabil (NYSE:JBL) Shares Gap Up After Better-Than-Expected Earnings

Jabil, Inc. (NYSE:JBL) shares gapped up before the market opened on Wednesday after the company announced better than expected quarterly earnings. The stock had previously closed at $375.51, but opened at $412.36. Jabil shares last traded at $402.1710, with a volume of 588,492 shares changing hands.

The technology company reported $3.16 EPS 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 firm had revenue of $8.75 billion during the quarter, compared to analysts’ expectations of $8.61 billion. During the same quarter last year, the firm earned $2.55 earnings per share. The business’s revenue for the quarter was up 11.8% on a year-over-year basis. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS.

Jabil Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 2nd. Shareholders of record on Friday, May 15th were given a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Friday, May 15th. Jabil’s dividend payout ratio (DPR) is currently 4.30%.

Key Jabil News

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported third-quarter revenue of about $8.8 billion and adjusted EPS of $3.16, both ahead of expectations, with sales up 11.8% year over year. Jabil Posts Third Quarter Results
• Positive Sentiment: The company raised full-year FY2026 EPS guidance to $12.70 and lifted Q4 revenue and profit guidance above Wall Street estimates, signaling confidence in continued momentum. Reuters article
• Positive Sentiment: Jabil also pointed to strong AI-led data center demand, which is supporting the company’s growth outlook and helping investors look past broader margin concerns. Reuters article
• Positive Sentiment: Recent headlines about Jabil’s partnership with Adani to build an AI and data center manufacturing platform in India add to the market’s view that the company is well positioned to benefit from AI infrastructure spending. Reuters India partnership article

Analyst Upgrades and Downgrades

Several analysts have commented on the company. Weiss Ratings downgraded Jabil from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, April 24th. UBS Group increased their target price on Jabil from $273.00 to $380.00 and gave the company a “neutral” rating in a research note on Tuesday, June 9th. Stifel Nicolaus raised their price objective on shares of Jabil from $290.00 to $430.00 and gave the stock a “buy” rating in a report on Monday. Wall Street Zen lowered Jabil from a “strong-buy” rating to a “buy” rating in a research report on Saturday, April 11th. Finally, Robert W. Baird increased their target price on shares of Jabil from $275.00 to $281.00 and gave the stock an “outperform” rating in a report on Thursday, March 19th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $357.25.

Insiders Place Their Bets

In other news, EVP Andrew Priestley sold 3,169 shares of the firm’s stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $330.00, for a total value of $1,045,770.00. Following the transaction, the executive vice president owned 57,098 shares of the company’s stock, valued at approximately $18,842,340. This trade represents a 5.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Anousheh Ansari sold 2,000 shares of Jabil stock in a transaction dated 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 in the company, valued at approximately $9,540,000. This represents a 5.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,981 shares of company stock valued at $11,360,740 over the last quarter. Company insiders own 1.35% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Greenline Wealth Management LLC acquired a new stake in shares of Jabil during the fourth quarter valued at about $28,000. Veracity Capital LLC raised its position in shares of Jabil by 4,144.3% during the fourth quarter. Veracity Capital LLC now owns 3,735 shares of the technology company’s stock worth $31,000 after acquiring an additional 3,647 shares during the last quarter. Virtus Advisers LLC bought a new stake in Jabil in the fourth quarter valued at approximately $32,000. DV Equities LLC bought a new position in Jabil during the 4th quarter worth approximately $34,000. Finally, Wilkerson Advisory Group LLC bought a new stake in shares of Jabil in the 4th quarter valued at $34,000. 93.39% of the stock is currently owned by institutional investors and hedge funds.

Jabil Stock Performance

The company’s 50-day moving average price is $343.79 and its two-hundred day moving average price is $279.53. The company has a market capitalization of $42.03 billion, a price-to-earnings ratio of 53.93, a PEG ratio of 1.81 and a beta of 1.28. The company has a debt-to-equity ratio of 2.50, a current ratio of 1.01 and a quick ratio of 0.68.

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.