Orion Porfolio Solutions LLC Has $2.25 Million Stake in Jabil, Inc. $JBL

Orion Porfolio Solutions LLC increased its stake in Jabil, Inc. (NYSE:JBL) by 230.5% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 10,327 shares of the technology company’s stock after purchasing an additional 7,202 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Jabil were worth $2,252,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in JBL. Fifth Third Wealth Advisors LLC acquired a new position in Jabil during the 2nd quarter worth $275,000. JPMorgan Chase & Co. increased its stake in shares of Jabil by 5.9% in the second quarter. JPMorgan Chase & Co. now owns 2,302,307 shares of the technology company’s stock worth $502,133,000 after purchasing an additional 129,212 shares during the period. Legal & General Group Plc increased its stake in shares of Jabil by 0.9% in the second quarter. Legal & General Group Plc now owns 413,902 shares of the technology company’s stock worth $90,272,000 after purchasing an additional 3,752 shares during the period. Boston Partners lifted its position in shares of Jabil by 224.4% during the 2nd quarter. Boston Partners now owns 1,898,681 shares of the technology company’s stock worth $414,119,000 after purchasing an additional 1,313,338 shares during the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in Jabil by 41.9% during the 2nd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 89,912 shares of the technology company’s stock valued at $19,610,000 after purchasing an additional 26,554 shares during the period. Institutional investors and hedge funds own 93.39% of the company’s stock.

Insiders Place Their Bets

In other Jabil news, SVP May Yee Yap sold 8,858 shares of the company’s stock in a transaction on Friday, October 31st. The stock was sold at an average price of $225.03, for a total value of $1,993,315.74. Following the sale, the senior vice president directly owned 25,421 shares in the company, valued at $5,720,487.63. This represents a 25.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Gregory B. Hebard sold 6,086 shares of the stock in a transaction on Tuesday, October 28th. The stock was sold at an average price of $213.54, for a total value of $1,299,604.44. Following the transaction, the chief financial officer owned 58,526 shares of the company’s stock, valued at $12,497,642.04. This represents a 9.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 131,762 shares of company stock worth $28,129,921 over the last quarter. Corporate insiders own 1.73% of the company’s stock.

Jabil News Roundup

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported a convincing fiscal Q1 (FY2026) beat with EPS and revenue above estimates and raised its fiscal outlook — the direct catalyst cited by multiple market writeups for the gap up in the shares. Jabil Delivers Q1 EPS and Revenue Beat
• Positive Sentiment: Company commentary and analyst deep dives highlight broad-based growth driven by data‑center and AI infrastructure demand — a structural tailwind that supports higher revenue visibility for Jabil’s contract manufacturing business. JBL Q4 Deep Dive
• Positive Sentiment: JPMorgan raised its price target (to $270) and kept an “overweight” stance, giving established institutional support for further upside. Benzinga
• Positive Sentiment: Several bullish commentaries argue Jabil is “under the radar” and positioned for substantial upside (one piece suggests a potential ~50% rerating) as AI/data‑center spend climbs. Jabil Is Flying Under the Radar
• Positive Sentiment: Market coverage noted shares “gapped up” after the earnings release, reflecting immediate buying interest following the print. Shares Gap Up Following Strong Earnings
• Neutral Sentiment: Full earnings call transcripts and highlights are available for investors who want the management detail — useful for confirming sustainability of AI/data‑center orders and margin outlook. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Video/commentary pieces point to a wide intraday trading range around the announcement — indicates elevated volatility even as the directional bias is upward. Overlooked Stock Video
• Negative Sentiment: There was an unusually large block of put buying (≈19,419 puts) on Thursday — this could signal hedging or increased short/bear interest and adds a note of caution on near‑term volatility.

Jabil Trading Up 4.4%

Shares of JBL stock opened at $226.56 on Friday. The firm has a fifty day moving average of $211.77 and a 200-day moving average of $211.50. The stock has a market cap of $24.20 billion, a price-to-earnings ratio of 35.23, a P/E/G ratio of 1.53 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 company has a debt-to-equity ratio of 1.77, a quick ratio of 0.66 and a current ratio of 0.99.

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

Jabil Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 2nd. Investors of record on Monday, November 17th were given a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, November 17th. Jabil’s dividend payout ratio (DPR) is 4.98%.

Analyst Ratings Changes

Several research analysts have commented on the company. UBS Group lifted their price target on Jabil from $239.00 to $244.00 and gave the stock a “neutral” rating in a research report on Thursday. Zacks Research lowered shares of Jabil from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 26th. Raymond James Financial reiterated a “strong-buy” rating on shares of Jabil in a research note on Thursday. Wall Street Zen upgraded shares of Jabil from a “buy” rating to a “strong-buy” rating in a research report on Friday, October 3rd. Finally, JPMorgan Chase & Co. upped their price objective on shares of Jabil from $260.00 to $270.00 and gave the company an “overweight” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $261.29.

Jabil 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.