Live Oak Private Wealth LLC Sells 20,129 Shares of Jabil, Inc. $JBL

Live Oak Private Wealth LLC cut its position in Jabil, Inc. (NYSE:JBL) by 65.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 10,704 shares of the technology company’s stock after selling 20,129 shares during the period. Live Oak Private Wealth LLC’s holdings in Jabil were worth $2,441,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. First Horizon Corp bought a new position in Jabil in the third quarter valued at about $30,000. True Wealth Design LLC raised its position in Jabil by 250.0% in the third quarter. True Wealth Design LLC now owns 140 shares of the technology company’s stock valued at $30,000 after purchasing an additional 100 shares during the last quarter. Banque Cantonale Vaudoise bought a new position in Jabil in the third quarter valued at about $43,000. Rothschild Investment LLC raised its position in Jabil by 51.1% in the third quarter. Rothschild Investment LLC now owns 213 shares of the technology company’s stock valued at $46,000 after purchasing an additional 72 shares during the last quarter. Finally, Caitlin John LLC bought a new position in Jabil in the third quarter valued at about $47,000. 93.39% of the stock is currently owned by institutional investors.

Key Headlines Impacting Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Company updated Q3 FY2026 guidance to EPS $2.83–$3.23 (midpoint roughly at consensus) and revenue $8.1B–$8.9B, signaling stronger demand across end markets and underpinning near-term revenue/earnings momentum.
• Positive Sentiment: Strong recent results: Jabil beat on the last quarter (3/18) with $2.69 EPS vs. $2.51 expected and $8.28B revenue vs. $7.75B expected — supporting the thesis that execution is improving and validating the raised guidance. Does Jabil (JBL) Have the Earnings Momentum to Redefine Its Electronics Manufacturing Narrative?
• Positive Sentiment: Analysts and research pieces note rising earnings-estimate revisions and momentum in Jabil’s AI optical‑module business, which supports higher medium-term EPS expectations and investor interest in AI supply-chain exposure. Should You Bet on JBL Stock Amid Rising Earnings Estimate Revisions?
• Positive Sentiment: Jabil is pushing deeper into next‑generation telecom (5G, IoT) and advanced manufacturing for network infrastructure — a multi‑year demand tailwind that can support multiple expansion vs. peers. Can Jabil’s Next-Generation Telecom Solutions Drive Future Growth?
• Neutral Sentiment: Coverage/feature pieces (Zacks/Globe & Mail) are highlighting Jabil’s mix of end-market diversification and AI/telecom exposure — positive for narrative-building but not new catalyst on its own. Zacks Investment Ideas feature highlights: Jabil
• Negative Sentiment: CEO insider selling: Michael Dastoor sold 9,467 shares at an average $286.64 (~$2.71M). Insider sales can be perceived as reduced insider conviction and may temper sentiment for short‑term traders. SEC filing: SEC Filing – Michael Dastoor Sale
• Negative Sentiment: EVP Steven Borges sold 7,000 shares at $290 (~$2.03M), reducing his stake ~7.7%; another insider sale that could give some investors pause in the near term. SEC filing: SEC Filing – Steven D. Borges Sale

Insider Buying and Selling at Jabil

In related news, EVP Steven D. Borges sold 7,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 8th. The stock was sold at an average price of $290.00, for a total transaction of $2,030,000.00. Following the completion of the sale, the executive vice president owned 83,524 shares of the company’s stock, valued at $24,221,960. This trade represents a 7.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Adam E. Berry sold 1,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $272.80, for a total value of $272,800.00. Following the sale, the senior vice president directly owned 17,920 shares of the company’s stock, valued at $4,888,576. This represents a 5.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 77,485 shares of company stock valued at $19,836,802 over the last ninety days. Insiders own 1.35% of the company’s stock.

Analysts Set New Price Targets

JBL has been the subject of several research reports. UBS Group increased their target price on Jabil from $244.00 to $254.00 and gave the company a “neutral” rating in a research report on Tuesday, March 10th. Stifel Nicolaus raised their price objective on Jabil from $255.00 to $290.00 and gave the stock a “buy” rating in a research report on Thursday, March 19th. Robert W. Baird raised their price objective on Jabil from $275.00 to $281.00 and gave the stock an “outperform” rating in a research report on Thursday, March 19th. Wall Street Zen downgraded Jabil from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Finally, Weiss Ratings upgraded Jabil from a “hold (c+)” rating to a “buy (b)” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $283.25.

Jabil Price Performance

Shares of JBL opened at $299.42 on Monday. Jabil, Inc. has a 1 year low of $127.72 and a 1 year high of $303.74. The company has a debt-to-equity ratio of 2.50, a current ratio of 1.01 and a quick ratio of 0.68. The company has a market capitalization of $31.59 billion, a price-to-earnings ratio of 40.19, a price-to-earnings-growth ratio of 1.55 and a beta of 1.16. The business has a 50-day moving average of $261.61 and a 200-day moving average of $234.42.

Jabil (NYSE:JBL) last issued its quarterly earnings data on Wednesday, March 18th. The technology company reported $2.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.51 by $0.18. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The company had revenue of $8.28 billion during the quarter, compared to the consensus estimate of $7.75 billion. During the same period last year, the company earned $1.94 earnings per share. The firm’s revenue was up 23.1% compared to the same quarter last year. As a group, equities research analysts anticipate that Jabil, Inc. will post 8.05 earnings per share for the current year.

Jabil Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th were paid a dividend of $0.08 per share. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $0.32 annualized dividend and a yield of 0.1%. Jabil’s dividend payout ratio (DPR) is currently 4.30%.

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.