JBL

JABIL INC

NYSE · Printed Circuit Boards · Inc. DE · CIK 0000898293
$363.95 +3.03% $38.2B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$38.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (76%)
Inst. Holders9 funds
Inst. Value$4.6B
Inst. Activity3 buys / 2 sells
Insider Activity0B / 16S
Insider Net $-$11.4M
Reddit Sentiment60° Warm
SEC Reports9
Exchange NYSE·Sector Printed Circuit Boards·Inc. DE·CIK 0000898293·Prev Close $353.24

Recent Activity

Jun 17, 2026 earnings_calendar
JBL Q3 2026 Earnings Before Market Open — 2026-06-17
Apr 30, 2026 Insider
Schick Gary K. sold 1,000 shares
SVP, CHRO @ $340.00 ($340.0K)
Apr 29, 2026 SEC
Three Jabil insiders (two EVPs and one SVP) sold a total of $3.17M in shares over a week, representing just 0.009% of ma
CLUSTER — Impact 2/10
Apr 23, 2026 Insider
Tyagarajan N. V. sold 600 shares
Director @ $0.00 ($0.00)
Apr 23, 2026 Insider
PLANT JOHN C sold 600 shares
Director @ $0.00 ($0.00)
Apr 21, 2026 SEC
Four Jabil executives sold shares in a concentrated 7-day window, generating over $3.48 million in proceeds. All transac
CLUSTER — Impact 7/10
Apr 20, 2026 SEC
Five Jabil insiders, including two executive vice presidents and a director, sold shares totaling $4.21 million over a s
CLUSTER — Impact 6/10
Inst.
NORGES BANK — NEW
1,786,241 shares ($407.3M)

Price Targets

$328.22 -9.4% upside Sell
Current $362.38 Low $287.00 Median $304.00 High $384.00 9 analysts
$287.00 $384.00

Analyst Ratings

Buy76% buy · 17 analysts
7Strong Buy
6Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 UBS MAINTAIN Neutral → Neutral
May 21, 2026 Goldman Sachs MAINTAIN Buy → Buy
Apr 20, 2026 B of A Securities MAINTAIN Buy → Buy
Mar 19, 2026 Baird MAINTAIN Outperform → Outperform
Mar 19, 2026 B of A Securities MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.10 $3.03 — $3.25 21% YoY 9
Next Q $3.71 $3.65 — $3.81 13% YoY 8
Current FY $12.36 $12.25 — $12.71 27% YoY 10
Next FY $14.59 $13.84 — $15.96 18% YoY 10

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$3.0B
NORGES BANK$407.3MNEW
MORGAN STANLEY$396.1M
FMR LLC$284.8MTRIM
BANK OF AMERICA CORP$199.2MTRIM

Recent Insider Trades

DateInsiderTypeValue
Apr 30, 2026Schick GarySELL$340.0K
Apr 23, 2026Tyagarajan N.A$0.00
Apr 23, 2026PLANT JOHNA$0.00
Apr 20, 2026Priestley AndrewSELL$1.0M
Apr 17, 2026BORGES STEVENSELL$1.6M

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
6 mentions 2 bullish 0 bearish
9 institutional holders with $4.6B total value (20,286,133 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC13,091,599$3.0B64.5%
2NORGES BANK1,786,241$407.3M8.8%NEW
3MORGAN STANLEY1,737,085$396.1M8.6%
4FMR LLC1,249,212$284.8M6.2%TRIM -44.9%
5BANK OF AMERICA CORP /DE/873,803$199.2M4.3%TRIM -31.7%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC727,307$165.8M3.6%TRIM -29.2%
7TWO SIGMA INVESTMENTS, LP470,727$107.3M2.3%DOUBLED +200.9%
8RENAISSANCE TECHNOLOGIES LLC187,800$42.8M0.9%ADD +68.4%
9WELLS FARGO & COMPANY/MN162,359$37.0M0.8%ADD +92.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW1,786,241$407.3M2025-Q4
FMR LLCTRIM2,268,0461,249,212-44.9%$284.8M2025-Q4
BANK OF AMERICA CORP /DE/TRIM1,279,204873,803-31.7%$199.2M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED156,418470,727+200.9%$107.3M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD111,500187,800+68.4%$42.8M2025-Q4
FMR LLCTRIM3,330,9582,268,046-31.9%$492.6M2025-Q3
BANK OF AMERICA CORP /DE/ADD980,3251,279,204+30.5%$277.8M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM1,029,682729,257-29.2%$158.4M2025-Q3
TWO SIGMA INVESTMENTS, LPADD102,816156,418+52.1%$34.0M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW111,500$24.2M2025-Q3
NORGES BANKEXIT1,482,5220-100.0%$0.002025-Q3
NORGES BANKNEW1,482,522$323.3M2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT117,0000-100.0%$0.002025-Q2
FMR LLCTRIM5,533,1493,790,170-31.5%$515.7M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM277,588108,952-60.8%$14.8M2025-Q1
NORGES BANKEXIT1,517,9320-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM1,317,796880,687-33.2%$126.7M2024-Q4
WELLS FARGO & COMPANY/MNADD67,629130,424+92.9%$18.8M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,034,672$124.0M2024-Q3
12 unique insiders with 16 transactions. Net insider value: -$11.4M ($0.00 bought, $11.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 30, 2026Schick Gary K.SVP, CHROSELL1,000$340.00$340.0K
Apr 23, 2026Tyagarajan N. V.DirectorA600$0.00$0.00
Apr 23, 2026PLANT JOHN CDirectorA600$0.00$0.00
Apr 20, 2026Priestley AndrewEVP, Chief Operations OfficerSELL3,169$330.00$1.0M
Apr 17, 2026BORGES STEVEN DEVP, Global Business UnitsSELL5,126$317.51$1.6M
Apr 16, 2026Yap May YeeSVP, Chief Information OfficerSELL1,634$306.74$501.2K
Apr 13, 2026Renno RafaelSVP, Global Business UnitsSELL1,000$305.00$305.0K
Apr 10, 2026ANSARI ANOUSHEHDirectorSELL2,000$300.00$600.0K
Apr 10, 2026RAYMUND STEVEN ADirectorG5,120$0.00$0.00
Apr 10, 2026Berry Adam E.SVP, IR and Corporate AffairsSELL1,585$301.23$477.5K
Apr 10, 2026Priestley AndrewEVP, Chief Operations OfficerSELL4,000$301.00$1.2M
Apr 9, 2026BORGES STEVEN DEVP, Global Business UnitsSELL7,000$295.00$2.1M
Apr 8, 2026Dastoor MichaelCEOSELL470$289.49$136.1K
Apr 8, 2026BORGES STEVEN DEVP, Global Business UnitsSELL7,000$290.00$2.0M
Apr 8, 2026Renno RafaelSVP, Global Business UnitsSELL1,000$288.00$288.0K
Apr 7, 2026HOLLAND CHRISTOPHER SDirectorG960$0.00$0.00
Apr 1, 2026Berry Adam E.SVP, IR and Corporate AffairsSELL1,000$272.80$272.8K
Mar 24, 2026ANSARI ANOUSHEHDirectorSELL1,000$270.00$270.0K
Mar 24, 2026Schick Gary K.SVP, CHROSELL1,000$278.33$278.3K
Feb 2, 2026Schick Gary K.SVP, CHROSELL1$236.17$236.17
Jan 22, 2026Renno RafaelSVP, Global Business UnitsA1,540$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (76% buy). Based on 17 analysts: 7 strong buy, 6 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$328.22 mean target -9.4% upside Sell (1.60)
$287.00 Low $384.00 High
MetricValue
Current Price$362.38
Target Low$287.00
Target Mean$328.22
Target Median$304.00
Target High$384.00
# Analysts9
RecommendationSell (1.60)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$3.10 $3.03 $3.25 21.4% +0.0% 7↑ 0↓ $8.6B 9.9% 9
Next Q
2026-08-31
$3.71 $3.65 $3.81 12.8% +0.1% 1↑ 0↓ $9.0B 9.3% 8
Current FY
2026-08-31
$12.36 $12.25 $12.71 26.8% +0.0% 1↑ 0↓ $34.2B 14.8% 10
Next FY
2027-08-31
$14.59 $13.84 $15.96 18.1% +0.2% 1↑ 0↓ $37.4B 9.4% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.097
7d ago$3.097
30d ago$3.097
60d ago$3.097
90d ago$2.906+0.190
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 UBS MAINTAIN Neutral Neutral
May 21, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 20, 2026 B of A Securities MAINTAIN Buy Buy
Mar 19, 2026 Baird MAINTAIN Outperform Outperform
Mar 19, 2026 B of A Securities MAINTAIN Buy Buy
Mar 19, 2026 Stifel MAINTAIN Buy Buy
Mar 18, 2026 Barclays MAINTAIN Overweight Overweight
Mar 12, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 12, 2026 Baird INITIATE Outperform
Mar 10, 2026 UBS MAINTAIN Neutral Neutral
Dec 18, 2025 JP Morgan MAINTAIN Overweight Overweight
Dec 18, 2025 Barclays MAINTAIN Overweight Overweight
Dec 18, 2025 UBS MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20267640076%
May 1, 20267640076%
Apr 1, 20267640076%
Mar 1, 20266730081%
Feb 1, 20266730081%
Jan 1, 20266730081%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°
Warm
Bearish Neutral Bullish
6 mentions 2 bullish 0 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026144° Neutral001
Jun 9, 2026144° Neutral001
Apr 13, 2026160° Warm101
Apr 13, 2026160° Warm101
Mar 18, 2026150° Neutral001
Mar 18, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Bullish 1mo ago
$Sivef Full Port Photonics Stock
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 2mo ago
Results for our calls on:$LULU,$DOCU,$OKLO,$JBL & $WSM.
▲ 1 💬 1 ⚡ 0.5
Jun 17, 2026
earnings_calendar
JBL Q3 2026 Earnings Before Market Open — 2026-06-17
May 18, 2026
dark_pool
Dark Pool: JBL — 1.6M shares, 63,793 trades
Week starting 2026-05-18. Total ATS volume: 1,628,587 shares across 63,793 trades.
May 11, 2026
dark_pool
Dark Pool: JBL — 1.5M shares, 58,474 trades
Week starting 2026-05-11. Total ATS volume: 1,454,701 shares across 58,474 trades.
May 4, 2026
dark_pool
Dark Pool: JBL — 2.2M shares, 72,727 trades
Week starting 2026-05-04. Total ATS volume: 2,232,280 shares across 72,727 trades.
Apr 27, 2026
dark_pool
Dark Pool: JBL — 1.4M shares, 45,092 trades
Week starting 2026-04-27. Total ATS volume: 1,359,907 shares across 45,092 trades.
Apr 20, 2026
dark_pool
Dark Pool: JBL — 1.1M shares, 35,960 trades
Week starting 2026-04-20. Total ATS volume: 1,092,671 shares across 35,960 trades.
Apr 20, 2026
short_interest
FTD: JBL — 2,057 shares ($0.7M) failed to deliver
Settlement: 20260420, Price: $321.69, FTD Value: $661,716.33, JABIL INC
Apr 13, 2026
dark_pool
Dark Pool: JBL — 1.2M shares, 40,318 trades
Week starting 2026-04-13. Total ATS volume: 1,159,108 shares across 40,318 trades.
Apr 6, 2026
dark_pool
Dark Pool: JBL — 1.2M shares, 37,890 trades
Week starting 2026-04-06. Total ATS volume: 1,224,607 shares across 37,890 trades.
Mar 30, 2026
dark_pool
Dark Pool: JBL — 0.8M shares, 32,318 trades
Week starting 2026-03-30. Total ATS volume: 823,439 shares across 32,318 trades.
Mar 30, 2026
Enforcement
1:25-cv-09524 Jabil Inc. v. Vispero, S.A R.L.
Court ruling from United States District Court for the Southern District of New York. Docket: N/A
Mar 23, 2026
dark_pool
Dark Pool: JBL — 1.4M shares, 45,534 trades
Week starting 2026-03-23. Total ATS volume: 1,377,621 shares across 45,534 trades.
Mar 18, 2026
earnings_calendar
JBL Q2 2026 Earnings Before Market Open — 2026-03-18
Mar 16, 2026
dark_pool
Dark Pool: JBL — 2.9M shares, 67,111 trades
Week starting 2026-03-16. Total ATS volume: 2,924,196 shares across 67,111 trades.
Mar 16, 2026
short_interest
FTD: JBL — 37,939 shares ($9.5M) failed to deliver
Settlement: 20260316, Price: $250.65, FTD Value: $9,509,410.35, JABIL INC
Mar 9, 2026
dark_pool
Dark Pool: JBL — 1.8M shares, 48,248 trades
Week starting 2026-03-09. Total ATS volume: 1,808,731 shares across 48,248 trades.