Ceredex Value Advisors LLC Has $45.87 Million Stake in Jabil, Inc. $JBL

Ceredex Value Advisors LLC lifted its stake in Jabil, Inc. (NYSE:JBL) by 82.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 211,212 shares of the technology company’s stock after acquiring an additional 95,462 shares during the period. Jabil accounts for about 1.1% of Ceredex Value Advisors LLC’s investment portfolio, making the stock its 27th largest position. Ceredex Value Advisors LLC owned approximately 0.20% of Jabil worth $45,869,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in JBL. Integrated Wealth Concepts LLC lifted its stake in shares of Jabil by 34.4% in the first quarter. Integrated Wealth Concepts LLC now owns 2,811 shares of the technology company’s stock worth $382,000 after buying an additional 720 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Jabil by 70.9% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 18,320 shares of the technology company’s stock valued at $2,493,000 after buying an additional 7,602 shares during the last quarter. Focus Partners Wealth raised its holdings in Jabil by 20.0% in the 1st quarter. Focus Partners Wealth now owns 4,967 shares of the technology company’s stock worth $676,000 after acquiring an additional 829 shares during the period. Geneos Wealth Management Inc. raised its holdings in Jabil by 50.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 582 shares of the technology company’s stock worth $79,000 after acquiring an additional 194 shares during the period. Finally, Assetmark Inc. lifted its position in Jabil by 45.8% during the 2nd quarter. Assetmark Inc. now owns 156 shares of the technology company’s stock worth $34,000 after acquiring an additional 49 shares during the last quarter. Institutional investors own 93.39% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on JBL shares. Zacks Research downgraded Jabil from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 16th. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Jabil in a report on Thursday, December 18th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Jabil in a research report on Friday, January 9th. Wall Street Zen lowered Jabil from a “strong-buy” rating to a “buy” rating in a report on Monday, February 23rd. Finally, JPMorgan Chase & Co. raised their price objective on shares of Jabil from $260.00 to $270.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. One 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 stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $264.14.

Insiders Place Their Bets

In related news, Chairman Mark T. Mondello sold 50,000 shares of the business’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $225.32, for a total value of $11,266,000.00. Following the sale, the chairman owned 1,171,459 shares of the company’s stock, valued at $263,953,141.88. The trade was a 4.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Frederic E. Mccoy sold 22,011 shares of the stock in a transaction on Friday, December 19th. The stock was sold at an average price of $224.93, for a total value of $4,950,934.23. Following the transaction, the executive vice president owned 100,376 shares of the company’s stock, valued at $22,577,573.68. This represents a 17.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 161,529 shares of company stock worth $37,901,485 in the last 90 days. 1.35% of the stock is owned by corporate insiders.

Jabil Stock Performance

JBL opened at $247.16 on Tuesday. The stock has a market cap of $26.10 billion, a PE ratio of 38.44, a P/E/G ratio of 1.54 and a beta of 1.22. Jabil, Inc. has a 1 year low of $108.66 and a 1 year high of $281.37. The stock’s 50 day simple moving average is $247.82 and its 200-day simple moving average is $225.41. The company has a current ratio of 0.99, a quick ratio of 0.67 and a debt-to-equity ratio of 1.77.

Jabil (NYSE:JBL) last announced its quarterly earnings results on Wednesday, December 17th. The technology company reported $2.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.70 by $0.15. The firm had revenue of $8.31 billion for the quarter, compared to analyst estimates of $8.07 billion. Jabil had a net margin of 2.26% and a return on equity of 75.96%. The business’s revenue for the quarter was up 18.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.00 EPS. Jabil has set its FY 2026 guidance at 11.550-11.550 EPS and its Q2 2026 guidance at 2.270-2.670 EPS. Sell-side analysts forecast that Jabil, Inc. will post 8.05 EPS for the current year.

Jabil Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th were paid a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Tuesday, February 17th. Jabil’s dividend payout ratio is currently 4.98%.

Jabil Company Profile

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.