Moloney Securities Asset Management LLC Lowers Holdings in Jabil, Inc. $JBL

Moloney Securities Asset Management LLC trimmed its holdings in Jabil, Inc. (NYSE:JBL) by 74.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,662 shares of the technology company’s stock after selling 4,955 shares during the quarter. Moloney Securities Asset Management LLC’s holdings in Jabil were worth $363,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. Wellington Management Group LLP increased its stake in shares of Jabil by 12.9% during the first quarter. Wellington Management Group LLP now owns 6,556,153 shares of the technology company’s stock worth $892,096,000 after purchasing an additional 747,423 shares in the last quarter. JPMorgan Chase & Co. grew its stake in Jabil by 15.7% during the 1st quarter. JPMorgan Chase & Co. now owns 2,173,095 shares of the technology company’s stock valued at $295,693,000 after acquiring an additional 295,496 shares in the last quarter. Northern Trust Corp grew its stake in Jabil by 8.3% during the 1st quarter. Northern Trust Corp now owns 1,384,364 shares of the technology company’s stock valued at $188,370,000 after acquiring an additional 105,632 shares in the last quarter. Jacobs Levy Equity Management Inc. grew its stake in shares of Jabil by 119.9% in the 1st quarter. Jacobs Levy Equity Management Inc. now owns 1,215,678 shares of the technology company’s stock valued at $165,417,000 after buying an additional 662,938 shares during the period. Finally, Bank of New York Mellon Corp grew its stake in shares of Jabil by 3.4% in the 1st quarter. Bank of New York Mellon Corp now owns 1,118,282 shares of the technology company’s stock valued at $152,165,000 after buying an additional 37,201 shares during the period. 93.39% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Jabil

In related news, EVP Matthew Crowley sold 3,877 shares of Jabil stock in a transaction on Tuesday, October 21st. The shares were sold at an average price of $202.59, for a total transaction of $785,441.43. Following the sale, the executive vice president directly owned 58,736 shares in the company, valued at $11,899,326.24. This trade represents a 6.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Chairman Mark T. Mondello sold 40,000 shares of Jabil stock in a transaction on Friday, October 17th. The stock was sold at an average price of $207.77, for a total transaction of $8,310,800.00. Following the sale, the chairman owned 1,258,942 shares in the company, valued at $261,570,379.34. This represents a 3.08% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 106,533 shares of company stock worth $22,336,025 over the last quarter. 1.73% of the stock is owned by company insiders.

Jabil Price Performance

Shares of NYSE:JBL opened at $212.69 on Friday. The company’s fifty day moving average price is $210.09 and its 200 day moving average price is $194.38. Jabil, Inc. has a 12 month low of $108.66 and a 12 month high of $237.14. 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 firm has a market capitalization of $22.72 billion, a P/E ratio of 35.69, a P/E/G ratio of 1.51 and a beta of 1.26.

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

Jabil Dividend Announcement

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 paid a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a yield of 0.2%. The ex-dividend date is Monday, November 17th. Jabil’s dividend payout ratio (DPR) is currently 5.37%.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Zacks Research lowered shares of Jabil from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 26th. JPMorgan Chase & Co. increased their target price on shares of Jabil from $214.00 to $256.00 and gave the stock an “overweight” rating in a report on Thursday, July 17th. Wall Street Zen upgraded shares of Jabil from a “buy” rating to a “strong-buy” rating in a report on Friday, October 3rd. Stifel Nicolaus started coverage on shares of Jabil in a report on Wednesday, July 2nd. They issued a “buy” rating and a $245.00 price objective on the stock. Finally, Barclays raised their price objective on shares of Jabil from $223.00 to $267.00 and gave the company an “overweight” rating in a report on Friday, September 26th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $248.43.

About Jabil

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).