Jones Kertz & Associates Inc. Invests $8.96 Million in Jabil, Inc. $JBL

Jones Kertz & Associates Inc. purchased a new position in shares of Jabil, Inc. (NYSE:JBL) during the fourth quarter, Holdings Channel.com reports. The fund purchased 39,299 shares of the technology company’s stock, valued at approximately $8,961,000. Jabil comprises about 4.6% of Jones Kertz & Associates Inc.’s portfolio, making the stock its 4th largest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. True Wealth Design LLC lifted its stake in shares of Jabil by 250.0% during the third quarter. True Wealth Design LLC now owns 140 shares of the technology company’s stock worth $30,000 after buying an additional 100 shares during the period. First Horizon Corp acquired a new stake in shares of Jabil during the third quarter worth $30,000. Banque Cantonale Vaudoise acquired a new stake in shares of Jabil during the third quarter worth $43,000. Rothschild Investment LLC lifted its stake in shares of Jabil by 51.1% during the third quarter. Rothschild Investment LLC now owns 213 shares of the technology company’s stock worth $46,000 after buying an additional 72 shares during the period. Finally, Caitlin John LLC acquired a new stake in shares of Jabil during the third quarter worth $47,000. 93.39% of the stock is currently owned by institutional investors and hedge funds.

Jabil Stock Up 2.7%

NYSE:JBL opened at $330.53 on Tuesday. The firm has a market capitalization of $34.87 billion, a P/E ratio of 44.37, a PEG ratio of 1.67 and a beta of 1.16. Jabil, Inc. has a 1-year low of $127.72 and a 1-year high of $331.82. The company’s fifty day moving average price is $269.36 and its 200-day moving average price is $238.57. The company has a debt-to-equity ratio of 2.50, a current ratio of 1.01 and a quick ratio of 0.68.

Jabil (NYSE:JBL) last issued its earnings results on Wednesday, March 18th. The technology company reported $2.69 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 firm had revenue of $8.28 billion for the quarter, compared to the consensus estimate of $7.75 billion. During the same quarter in the prior year, the business earned $1.94 earnings per share. The company’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 11.3 EPS for the current year.

Jabil Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th were paid a $0.08 dividend. The ex-dividend date was Tuesday, February 17th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. Jabil’s dividend payout ratio is presently 4.30%.

Insider Transactions at Jabil

In other news, EVP Steven D. Borges sold 5,126 shares of the company’s stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $317.51, for a total value of $1,627,556.26. Following the sale, the executive vice president owned 71,398 shares in the company, valued at $22,669,578.98. This represents a 6.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP May Yee Yap sold 1,634 shares of the business’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $306.74, for a total transaction of $501,213.16. Following the completion of the transaction, the senior vice president owned 23,787 shares of the company’s stock, valued at approximately $7,296,424.38. This represents a 6.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 49,234 shares of company stock valued at $13,781,491. 1.35% of the stock is owned by insiders.

Jabil News Summary

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Bank of America raised its price target to $354 and kept a Buy rating, signaling stronger sell‑side conviction and added upside versus the current quote. Benzinga: Bank of America raises Jabil price target
• Positive Sentiment: Jabil announced a collaboration tied to AI data‑center work with Sivers, increasing exposure to AI infrastructure demand and supporting a higher growth/valuation narrative. Yahoo Finance: Jabil valuation check after AI data center collaboration
• Positive Sentiment: Recent quarterly results beat EPS estimates and showed ~23% revenue growth, which underpinned multiple analyst upgrades and contributes to stronger consensus earnings expectations. MarketBeat: Jabil earnings & overview
• Neutral Sentiment: Jabil pays a very small quarterly dividend (annualized ≈ $0.32; ≈0.1% yield). It’s supportive for income investors but not a major driver of the rally. MarketBeat: Dividend details
• Neutral Sentiment: Long‑term performance stories (e.g., 10‑year return writeups) highlight past gains and investor interest, but they are background context rather than immediate drivers. MSN: 10‑year investment performance
• Negative Sentiment: Insider selling: EVP Steven D. Borges sold 5,126 shares at about $317.51 (~$1.63M), trimming his stake ~6.7% — a potential near‑term supply signal that can temper momentum if selling continues. SEC filing: Borges sale
• Negative Sentiment: Insider selling: SVP May Yee Yap sold 1,634 shares at about $306.74 (≈$501k), a ~6.4% reduction in her position — another piece of insider selling investors will watch for patterns. InsiderTrades: May Yee Yap sale

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Bank of America lifted their price objective on shares of Jabil from $295.00 to $354.00 and gave the stock a “buy” rating in a research note on Monday. Stifel Nicolaus raised their price objective on Jabil from $255.00 to $290.00 and gave the stock a “buy” rating in a research note 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 note on Thursday, March 19th. JPMorgan Chase & Co. raised their price objective on Jabil from $270.00 to $300.00 and gave the stock an “overweight” rating in a research note on Thursday, March 12th. Finally, Barclays raised their price objective on Jabil from $283.00 to $304.00 and gave the stock an “overweight” rating in a research note on Wednesday, March 18th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, Jabil presently has a consensus rating of “Buy” and an average price target of $290.63.

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.