JBTM

JBT MAREL Corp

NYSE · Special Industry Machinery (No Metalworking Machinery) · Inc. DE · CIK 0001433660
$130.86 +2.56% $6.8B
15 New Institutional Positions24 Institutional Exits
Vol
Market Cap$6.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$3.9B
Inst. Activity15 buys / 24 sells
Insider Activity0B / 2S
Insider Net $-$2.8M
SEC Reports2
Exchange NYSE·Sector Special Industry Machinery (No Metalworking Machinery)·Inc. DE·CIK 0001433660·Prev Close $127.59

Recent Activity

Jun 1, 2026 Insider
Savage Ann was granted 1,232 shares
Director
Jun 1, 2026 Insider
Masson Arnar Thor was granted 1,232 shares
Director
Jun 1, 2026 Insider
KAWALEK POLLY B was granted 1,964 shares
Director
May 4, 2026 SEC
JBT Marel reported Q1 2026 adjusted EPS of $1.58, beating the $1.49 consensus by 6%, on revenue of $936M (+10% YoY). The
8-K — Impact 6/10
Apr 1, 2026 SEC
This DEFA14A filing is definitive additional proxy materials for JBT MAREL Corp's 2026 Annual Meeting. It contains votin
DEFA14A — Impact 2/10
Inst.
VAUGHAN NELSON INVESTMENT MANAGEMENT, — ADD
664,550 shares ($85.0M)
Inst.
FMR LLC — TRIM
550,870 shares ($70.4M)
May 4, 2026 earnings_calendar
JBTM Q1 2026 Earnings Scheduled — 2026-05-04

Price Targets

$178.75 +36.6% upside Strong Buy
Current $130.86 Low $118.00 Median $188.50 High $210.00 6 analysts
$118.00 $210.00

Analyst Ratings

Strong Buy85% buy · 13 analysts
6Strong Buy
5Buy
1Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 Oppenheimer INITIATE Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.02 ▼ -4.5% $1.95 — $2.10 35% YoY 6
Next Q $2.31 ▼ -2.3% $2.22 — $2.42 19% YoY 6
Current FY $8.28 ▲ +1.0% $8.02 — $8.50 29% YoY 6
Next FY $9.36 ▲ +0.8% $8.35 — $10.00 13% YoY 6

Latest Reports

BULLISH 8-K 6/10
JBT Marel reported Q1 2026 adjusted EPS of $1.58, beating the $1.49 consensus by 6%, on revenue of $936M (+10% YoY). The
May 4, 2026
NEUTRAL DEFA14A 2/10
This DEFA14A filing is definitive additional proxy materials for JBT MAREL Corp's 2026 Annual Meeting. It contains votin
Apr 1, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$980.7M—
VANGUARD PORTFOLIO MANAGEMENT LLC$359.9M—
VANGUARD CAPITAL MANAGEMENT LLC$297.9M—
STATE STREET CORP$255.4M—
KAYNE ANDERSON RUDNICK INVESTMENT$137.1M—

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Savage AnnA$0.00
Jun 1, 2026Masson ArnarA$0.00
Jun 1, 2026KAWALEK POLLYA$0.00
Jun 1, 2026JACKSON LAWRENCEA$0.00
Jun 1, 2026Harrington CharlesA$0.00
50 institutional holders with $3.9B total value (30,671,643 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 24 institutions trimmed/exited vs 15 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.7,669,640$980.7M24.9%—
2VANGUARD PORTFOLIO MANAGEMENT LLC2,814,287$359.9M9.1%—
3VANGUARD CAPITAL MANAGEMENT LLC2,329,850$297.9M7.6%—
4STATE STREET CORP1,997,155$255.4M6.5%—
5KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,072,457$137.1M3.5%—
6ALLIANCEBERNSTEIN L.P.907,210$136.7M3.5%NEW
7ROYCE & ASSOCIATES LP790,054$101.0M2.6%—
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC727,628$93.0M2.4%—
9AMERIPRISE FINANCIAL INC686,844$87.8M2.2%—
10VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.664,550$85.0M2.2%ADD +34.3%
11BAMCO INC /NY/660,040$84.4M2.1%—
12CONGRESS ASSET MANAGEMENT CO557,378$71.3M1.8%—
13ADAGE CAPITAL PARTNERS GP, L.L.C.553,424$70.8M1.8%—
14FMR LLC550,870$70.4M1.8%TRIM -71.6%
15MORGAN STANLEY469,502$60.0M1.5%—
16BANK OF AMERICA CORP /DE/466,741$59.7M1.5%—
17MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.448,167$57.2M1.5%TRIM -32.2%
18VICTORY CAPITAL MANAGEMENT INC434,737$55.6M1.4%—
19ROYAL BANK OF CANADA415,199$53.1M1.3%—
20Nuveen, LLC349,808$44.7M1.1%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.ADD494,895664,550+34.3%$85.0M2026-Q1
FMR LLCTRIM1,941,415550,870-71.6%$70.4M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.TRIM661,002448,167-32.2%$57.2M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.TRIM464,358338,959-27.0%$43.3M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM449,862304,540-32.3%$38.9M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCTRIM287,304195,795-31.9%$25.0M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM269,712168,115-37.7%$21.5M2026-Q1
MARSHALL WACE, LLPDOUBLED16,158163,255+910.4%$20.9M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM284,084156,056-45.1%$20.0M2026-Q1
Invesco Ltd.TRIM440,849152,760-65.3%$19.5M2026-Q1
SEI INVESTMENTS COADD103,322130,461+26.3%$16.7M2026-Q1
FIRST TRUST ADVISORS LPADD75,48096,090+27.3%$12.3M2026-Q1
NOMURA HOLDINGS INCTRIM137,75283,420-39.4%$10.7M2026-Q1
FIFTH THIRD BANCORPDOUBLED38361,464+15948.0%$7.9M2026-Q1
HSBC HOLDINGS PLCTRIM89,31252,296-41.4%$6.6M2026-Q1
Hudson Bay Capital Management LPDOUBLED10,25645,596+344.6%$5.8M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM116,70041,500-64.4%$5.3M2026-Q1
TD ASSET MANAGEMENT INCDOUBLED14,24435,282+147.7%$4.5M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM39,46729,429-25.4%$3.8M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED6,62214,786+123.3%$1.9M2026-Q1
PineStone Asset Management Inc.NEAR_EXIT83,42912,929-84.5%$1.7M2026-Q1
Mirae Asset Global Investments Co., Ltd.TRIM9,9557,025-29.4%$898.3K2026-Q1
Lido Advisors, LLCADD3,0225,563+84.1%$711.4K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM19,5615,061-74.1%$647.1K2026-Q1
Verition Fund Management LLCNEAR_EXIT25,2904,945-80.4%$632.3K2026-Q1
18 unique insiders with 40 transactions. Net insider value: -$2.8M ($0.00 bought, $2.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Savage AnnDirectorAWARD1,232——
Jun 1, 2026Masson Arnar ThorDirectorAWARD1,232——
Jun 1, 2026KAWALEK POLLY BDirectorAWARD1,964——
Jun 1, 2026JACKSON LAWRENCE VDirectorAWARD1,232——
Jun 1, 2026Harrington Charles L.DirectorAWARD1,964——
Jun 1, 2026Gudmundsson Olafur SDirectorAWARD1,232——
Jun 1, 2026Gronfeldt SvafaDirectorAWARD1,232——
Jun 1, 2026FELDMAN ALAN DDirectorAWARD1,232——
Jun 1, 2026BRASIER BARBARA LDirectorAWARD1,232——
Mar 3, 2026Deck Brian ACEOSELL8,634$150.51$1.3M
Mar 2, 2026Deck Brian ACEOSELL10,000$151.39$1.5M
Feb 27, 2026Bridarolli Shelley RaeEVP & Chief HR OfficerTAX W/H247$154.00$38.0K
Feb 27, 2026Siddons Mary BethEVP, President DF&HTAX W/H79$154.00$12.2K
Feb 27, 2026Rizzolo Luiz AugustoEVP & Pres., Regions & Int.TAX W/H343$154.00$52.8K
Feb 27, 2026Deck Brian ACEOTAX W/H2,508$154.00$386.2K
Feb 27, 2026Petrie Robert JamesEVP & Pres. Meat/Prepared FoodTAX W/H407$154.00$62.7K
Feb 27, 2026Meister Matthew JExecutive VP & CFOTAX W/H476$154.00$73.3K
Feb 26, 2026Sigurdsson ArniPresidentTAX W/H437$157.62$68.9K
Feb 26, 2026Claessens RogerEVP, President PoultryTAX W/H304$157.62$47.9K
Feb 26, 2026Meister Matthew JExecutive VP & CFOTAX W/H492$157.62$77.5K
Feb 26, 2026Rizzolo Luiz AugustoEVP & Pres., Regions & Int.TAX W/H261$157.62$41.1K
Feb 26, 2026Bridarolli Shelley RaeEVP & Chief HR OfficerTAX W/H241$157.62$38.0K
Feb 26, 2026Siddons Mary BethEVP, President DF&HTAX W/H145$157.62$22.9K
Feb 26, 2026Petrie Robert JamesEVP & Pres. Meat/Prepared FoodTAX W/H373$157.62$58.8K
Feb 26, 2026Deck Brian ACEOTAX W/H2,425$157.62$382.2K
Feb 25, 2026Sigurdsson ArniPresidentAWARD3,253——
Feb 25, 2026Pelletier James CEVP & General CounselAWARD1,722——
Feb 25, 2026Deck Brian ACEOAWARD30,495——
Feb 25, 2026Bridarolli Shelley RaeEVP & Chief HR OfficerAWARD3,601——
Feb 25, 2026Petrie Robert JamesEVP & Pres. Meat/Prepared FoodAWARD4,659——
Feb 25, 2026Siddons Mary BethEVP, President DF&HAWARD494——
Feb 25, 2026Rizzolo Luiz AugustoEVP & Pres., Regions & Int.AWARD4,235——
Feb 25, 2026Meister Matthew JExecutive VP & CFOAWARD6,564——
Feb 25, 2026Claessens RogerEVP, President PoultryAWARD1,786——
Feb 23, 2026Bridarolli Shelley RaeEVP & Chief HR OfficerTAX W/H256$163.40$41.8K
Feb 23, 2026Deck Brian ACEOTAX W/H2,069$163.40$338.1K
Feb 23, 2026Meister Matthew JExecutive VP & CFOTAX W/H441$163.40$72.1K
Feb 23, 2026Siddons Mary BethEVP, President DF&HTAX W/H69$163.40$11.3K
Feb 23, 2026Petrie Robert JamesEVP & Pres. Meat/Prepared FoodTAX W/H361$163.40$59.0K
Feb 23, 2026Rizzolo Luiz AugustoEVP & Pres., Regions & Int.TAX W/H298$163.40$48.7K
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
BULLISH 8-K 6/10
JBT Marel reported Q1 2026 adjusted EPS of $1.58, beating the $1.49 consensus by 6%, on revenue of $
May 4, 2026
NEUTRAL DEFA14A 2/10
This DEFA14A filing is definitive additional proxy materials for JBT MAREL Corp's 2026 Annual Meetin
Apr 1, 2026
∅

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

Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 6 strong buy, 5 buy, 1 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$178.75 mean target +36.6% upside Strong Buy (1.67)
$118.00 Low $210.00 High
MetricValue
Current Price$130.86
Target Low$118.00
Target Mean$178.75
Target Median$188.50
Target High$210.00
# Analysts6
RecommendationStrong Buy (1.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $2.02 $1.95 $2.10 35.5% -4.5% 0↑ 4↓ $1.0B 5.7% 6
Next Q
2026-09-30
 $2.31 $2.22 $2.42 19.2% -2.3% 1↑ 4↓ $1.0B 4.8% 6
Current FY
2026-12-31
 $8.28 $8.02 $8.50 29.2% +1.0% 4↑ 0↓ $4.0B 6.1% 6
Next FY
2027-12-31
 $9.36 $8.35 $10.00 13.0% +0.8% 2↑ 1↓ $4.2B 4.9% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.018
7d ago$2.018
30d ago$2.112-0.094
60d ago$2.112-0.094
90d ago$2.103-0.084
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 Oppenheimer INITIATE — Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266511085%
May 1, 20265511083%
Apr 1, 20265511083%
Mar 1, 20265511083%
Feb 1, 20265511083%
Jan 1, 20265511083%
Strong BuyBuyHoldSellStrong Sell
∅

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

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 4, 2026
earnings_calendar
JBTM Q1 2026 Earnings Scheduled — 2026-05-04
Apr 20, 2026
short_interest
FTD: JBTM — 171,079 shares ($22.6M) failed to deliver
Settlement: 20260420, Price: $132.23, FTD Value: $22,621,776.17, JBT MAREL CORPORATION COMMON S
Mar 12, 2026
short_interest
FTD: JBTM — 4,114 shares ($0.6M) failed to deliver
Settlement: 20260312, Price: $142.03, FTD Value: $584,311.42, JBT MAREL CORPORATION COMMON S
Mar 11, 2026
short_interest
FTD: JBTM — 3,922 shares ($0.6M) failed to deliver
Settlement: 20260311, Price: $141.01, FTD Value: $553,041.22, JBT MAREL CORPORATION COMMON S
Mar 6, 2026
short_interest
FTD: JBTM — 27,459 shares ($4.2M) failed to deliver
Settlement: 20260306, Price: $152.75, FTD Value: $4,194,362.25, JBT MAREL CORPORATION COMMON S
Mar 3, 2026
short_interest
FTD: JBTM — 6,462 shares ($1.0M) failed to deliver
Settlement: 20260303, Price: $154.39, FTD Value: $997,668.18, JBT MAREL CORPORATION COMMON S
Feb 24, 2026
short_interest
FTD: JBTM — 9,464 shares ($1.5M) failed to deliver
Settlement: 20260224, Price: $163.40, FTD Value: $1,546,417.6, JBT MAREL CORPORATION COMMON S
Feb 23, 2026
earnings_calendar
JBTM Q4 2025 Earnings After Market Close — 2026-02-23
Feb 20, 2026
short_interest
FTD: JBTM — 3,641 shares ($0.6M) failed to deliver
Settlement: 20260220, Price: $162.58, FTD Value: $591,953.78, JBT MAREL CORPORATION COMMON S
Feb 5, 2026
short_interest
FTD: JBTM — 6,836 shares ($1.1M) failed to deliver
Settlement: 20260205, Price: $165.43, FTD Value: $1,130,879.48, JBT MAREL CORPORATION COMMON S