Severin Investments LLC Purchases New Holdings in Jabil, Inc. $JBL

Severin Investments LLC acquired a new position in shares of Jabil, Inc. (NYSE:JBL) in the first quarter, according to its most recent disclosure with the SEC. The firm acquired 2,325 shares of the technology company’s stock, valued at approximately $618,000.

Several other hedge funds and other institutional investors also recently modified their holdings of JBL. Jackson Creek Investment Advisors LLC boosted its holdings in shares of Jabil by 386.2% in the fourth quarter. Jackson Creek Investment Advisors LLC now owns 11,290 shares of the technology company’s stock valued at $2,574,000 after acquiring an additional 8,968 shares in the last quarter. Todd Asset Management LLC boosted its holdings in Jabil by 1.9% in the 4th quarter. Todd Asset Management LLC now owns 336,356 shares of the technology company’s stock valued at $76,696,000 after purchasing an additional 6,179 shares in the last quarter. Jefferies Financial Group Inc. acquired a new position in Jabil during the 4th quarter worth approximately $7,061,000. Allstate Corp raised its stake in shares of Jabil by 98.0% during the 4th quarter. Allstate Corp now owns 7,959 shares of the technology company’s stock worth $1,815,000 after buying an additional 3,939 shares in the last quarter. Finally, National Pension Service raised its stake in shares of Jabil by 582.6% during the 4th quarter. National Pension Service now owns 224,903 shares of the technology company’s stock worth $51,282,000 after buying an additional 191,956 shares in the last quarter. 93.39% of the stock is currently owned by hedge funds and other institutional investors.

Jabil Stock Performance

NYSE JBL opened at $385.97 on Wednesday. Jabil, Inc. has a 1-year low of $189.60 and a 1-year high of $428.93. The company has a market capitalization of $40.72 billion, a P/E ratio of 48.19, a PEG ratio of 1.12 and a beta of 1.28. The business has a 50 day moving average price of $359.02 and a 200 day moving average price of $290.46. The company has a debt-to-equity ratio of 2.17, a current ratio of 0.98 and a quick ratio of 0.66.

Jabil (NYSE:JBL) last issued its quarterly earnings data on Wednesday, June 17th. The technology company reported $3.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.10 by $0.06. The firm had revenue of $8.75 billion during the quarter, compared to analysts’ expectations of $8.61 billion. Jabil had a return on equity of 83.93% and a net margin of 2.57%.Jabil’s revenue was up 11.8% on a year-over-year basis. During the same period in the previous year, the firm posted $2.55 earnings per share. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. Sell-side analysts expect that Jabil, Inc. will post 11.71 EPS for the current fiscal year.

Jabil Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 2nd. Investors of record on Friday, May 15th were given a $0.08 dividend. The ex-dividend date was Friday, May 15th. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. Jabil’s payout ratio is currently 4.00%.

Insider Transactions at Jabil

In other Jabil news, SVP Gary K. Schick sold 1,000 shares of Jabil stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $340.00, for a total transaction of $340,000.00. Following the completion of the transaction, the senior vice president owned 39,843 shares in the company, valued at approximately $13,546,620. The trade was a 2.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Steven D. Borges sold 5,126 shares of the firm’s stock in a transaction that occurred on Friday, April 17th. The stock was sold at an average price of $317.51, for a total transaction of $1,627,556.26. Following the transaction, the executive vice president directly owned 71,398 shares of the company’s stock, valued at approximately $22,669,578.98. This trade represents a 6.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 34,981 shares of company stock worth $10,539,610 in the last 90 days. Insiders own 1.35% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on JBL shares. Stifel Nicolaus set a $460.00 price objective on Jabil and gave the stock a “buy” rating in a report on Thursday, June 18th. Argus set a $475.00 target price on Jabil in a report on Thursday, June 18th. The Goldman Sachs Group boosted their target price on shares of Jabil from $384.00 to $482.00 and gave the stock a “buy” rating in a research report on Thursday, June 18th. Zacks Research cut shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 18th. Finally, Barclays increased their price target on shares of Jabil from $304.00 to $426.00 and gave the company an “overweight” rating in a report on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $453.67.

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.