California State Teachers Retirement System Purchases 11,782 Shares of JBT Marel Corporation $JBTM

California State Teachers Retirement System raised its position in JBT Marel Corporation (NYSE:JBTM) by 24.0% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 60,794 shares of the company’s stock after purchasing an additional 11,782 shares during the period. California State Teachers Retirement System’s holdings in JBT Marel were worth $7,774,000 as of its most recent filing with the SEC.

Several other hedge funds also recently bought and sold shares of JBTM. Northwestern Mutual Wealth Management Co. acquired a new position in shares of JBT Marel in the 2nd quarter valued at $29,000. EverSource Wealth Advisors LLC acquired a new stake in JBT Marel during the 2nd quarter worth $28,000. First Trust Advisors LP bought a new position in JBT Marel during the second quarter worth about $4,285,000. Amundi bought a new position in JBT Marel during the second quarter worth about $974,000. Finally, Gamco Investors INC. ET AL acquired a new position in JBT Marel in the second quarter valued at about $1,173,000. 98.92% of the stock is currently owned by institutional investors and hedge funds.

JBT Marel News Summary

Here are the key news stories impacting JBT Marel this week:

• Positive Sentiment: Second-quarter revenue increased 5% year over year to $981 million, while orders reached $1.03 billion, backlog stood at $1.54 billion and book-to-bill was 1.05x. Protein Solutions revenue rose 11% to $467 million. JBT Marel Q2 revenue rises 5 percent to $981 million
• Positive Sentiment: JBT Marel outlined a plan to generate approximately $25 million to $30 million in annual savings by 2028 and target a 20% adjusted EBITDA margin, offering a potential longer-term profitability catalyst. JBT Marel targets 20 percent adjusted EBITDA margin in 2028
• Positive Sentiment: Adjusted EBITDA rose to $168 million, or a 17.1% margin. Year-to-date operating cash flow was $221 million and free cash flow was $179 million, while the company repurchased about 200,000 shares during the quarter.
• Neutral Sentiment: Management maintained its full-year 2026 revenue outlook, with revenue expected at approximately $4.0 billion to $4.1 billion, and reiterated its adjusted EBITDA margin guidance. JBT Marel Q2 2026 earnings call transcript
• Negative Sentiment: Second-quarter adjusted EPS was $1.95, below the $2.02 analyst consensus, even though it improved from $1.49 a year earlier. The earnings and revenue release therefore disappointed investors. JBT Marel Q2 earnings and revenues miss estimates
• Negative Sentiment: Full-year 2026 EPS guidance of $7.85 to $8.35 is close to, but slightly below, the roughly $8.28 analyst expectation at the midpoint. GAAP EPS guidance was reduced to $4.20-$4.70 to reflect a second-quarter impairment charge, adding pressure to the stock.

JBT Marel Price Performance

NYSE:JBTM opened at $132.76 on Wednesday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.61 and a current ratio of 1.01. The stock’s 50-day simple moving average is $134.95 and its 200 day simple moving average is $139.56. The company has a market cap of $6.91 billion, a P/E ratio of 41.49, a P/E/G ratio of 1.49 and a beta of 0.94. JBT Marel Corporation has a 52-week low of $113.67 and a 52-week high of $170.19.

JBT Marel (NYSE:JBTM) last posted its quarterly earnings results on Monday, August 3rd. The company reported $1.95 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.02 by ($0.07). The firm had revenue of $981.00 million for the quarter. JBT Marel had a return on equity of 8.76% and a net margin of 4.89%.JBT Marel has set its FY 2026 guidance at 7.850-8.350 EPS. As a group, sell-side analysts forecast that JBT Marel Corporation will post 8.26 EPS for the current fiscal year.

JBT Marel Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Tuesday, May 26th. JBT Marel’s payout ratio is 12.50%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on JBTM shares. Weiss Ratings lowered shares of JBT Marel from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, June 5th. Wall Street Zen lowered shares of JBT Marel from a “buy” rating to a “hold” rating in a report on Sunday, June 21st. Zacks Research lowered shares of JBT Marel from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Seaport Research Partners set a $165.00 target price on JBT Marel in a report on Thursday, May 21st. Finally, Oppenheimer started coverage on JBT Marel in a research note on Thursday, May 21st. They issued an “outperform” rating and a $175.00 price target on the stock. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, JBT Marel presently has an average rating of “Moderate Buy” and an average target price of $174.67.

About JBT Marel

JBT Marel Corporation provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It offers value-added processing that includes chilling, mixing/grinding, injecting, blending, marinating, tumbling, flattening, forming, portioning, coating, cooking, frying, freezing, extracting, pasteurizing, sterilizing, concentrating, high pressure processing, weighing, inspecting, filling, closing, sealing, end of line material handling, and packaging solutions to the food, beverage, and health market.