D Orazio & Associates Inc. Makes New Investment in Jabil, Inc. $JBL

D Orazio & Associates Inc. bought a new stake in Jabil, Inc. (NYSE:JBL) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,543 shares of the technology company’s stock, valued at approximately $337,000.

Other institutional investors have also recently made changes to their positions in the company. Boston Partners raised its stake in Jabil by 223.9% in the 2nd quarter. Boston Partners now owns 1,896,010 shares of the technology company’s stock valued at $413,537,000 after acquiring an additional 1,310,667 shares during the period. Wellington Management Group LLP increased its stake in shares of Jabil by 12.9% in 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. Jacobs Levy Equity Management Inc. increased its stake in shares of Jabil by 119.9% in the first quarter. Jacobs Levy Equity Management Inc. now owns 1,215,678 shares of the technology company’s stock worth $165,417,000 after purchasing an additional 662,938 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its position in shares of Jabil by 4,593.2% in the second quarter. Robeco Institutional Asset Management B.V. now owns 636,776 shares of the technology company’s stock valued at $138,881,000 after purchasing an additional 623,208 shares during the period. Finally, Lord Abbett & CO. LLC purchased a new stake in shares of Jabil during the 1st quarter valued at approximately $81,378,000. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Insiders Place Their Bets

In other news, SVP May Yee Yap sold 8,858 shares of the stock in a transaction on Friday, October 31st. The shares were sold at an average price of $225.03, for a total value of $1,993,315.74. Following the transaction, the senior vice president owned 25,421 shares of the company’s stock, valued at $5,720,487.63. This represents a 25.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Chairman Mark T. Mondello sold 40,000 shares of the firm’s stock in a transaction on Friday, October 17th. The shares were 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 approximately $261,570,379.34. This trade represents a 3.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 131,762 shares of company stock worth $27,886,321. 1.73% of the stock is owned by corporate insiders.

Jabil Trading Up 1.3%

Shares of JBL stock opened at $213.88 on Thursday. The company has a market capitalization of $22.85 billion, a PE ratio of 35.89, a price-to-earnings-growth ratio of 1.58 and a beta of 1.26. Jabil, Inc. has a 52-week low of $108.66 and a 52-week high of $237.14. The business’s fifty day moving average is $212.52 and its 200 day moving average is $202.07. The company has a debt-to-equity ratio of 1.57, a quick ratio of 0.66 and a current ratio of 1.00.

Jabil (NYSE:JBL) last announced its earnings results on Thursday, September 25th. The technology company reported $1.99 earnings per share for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.93). Jabil had a return on equity of 68.63% and a net margin of 2.20%.The business had revenue of $8.30 billion during the quarter, compared to the consensus estimate of $7.63 billion. During the same quarter in the prior year, the company 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. On average, equities research analysts anticipate that Jabil, Inc. will post 8.05 EPS for the current fiscal year.

Jabil Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 2nd. Shareholders of record on Monday, November 17th will be given a dividend of $0.08 per share. The ex-dividend date is Monday, November 17th. This represents a $0.32 annualized dividend and a yield of 0.1%. Jabil’s payout ratio is presently 5.37%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on JBL. Raymond James Financial set a $260.00 price objective on shares of Jabil in a research note on Thursday, September 25th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jabil in a report on Tuesday, October 14th. Zacks Research lowered Jabil from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 26th. Wall Street Zen raised Jabil from a “buy” rating to a “strong-buy” rating in a report on Friday, October 3rd. Finally, Barclays lifted their target price on Jabil from $223.00 to $267.00 and gave the company an “overweight” rating in a report on Friday, September 26th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Jabil presently has an average rating of “Moderate Buy” and an average target price of $248.43.

Jabil Company Profile

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).