Market Cap
$30.1B
JBL
JABIL INC
$304.41 ▲ +1.54%
Prev close $299.79Market cap$30.1B
ConsensusStrong Buy
12-mo target$425.00 (+39.6%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Software & IT
Snapshot
The big-picture read on JBL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (82%)
Inst. Holders
50 funds
Inst. Value
$29.6B
Inst. Activity
33 buys / 17 sells
Insider Activity
$149.8K buy / $14.5M sell
Insider Net $
-$14.3M
Social Sentiment
67° Warm
SEC Reports
11
Price chart 30d -0.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Aug 6, 2026 SEC Short Volume: JBL — 58.4% short (0.5M / 0.9M)
Short: 537,056 | Exempt: 24,294 | TRF Vol: 920,134 | Short Ratio: 58.4% | Off-exchange volume (dark
Two Jabil insiders traded in opposite directions over a week. Director N.V. Tyagarajan made a $150K open-market purchase
CLUSTER — Impact 2/10
Jul 18, 2026 Insider
Renno Rafael surrendered for taxes 272 shares
SVP, Global Business Units @ $301.01 ($81.9K)
Jul 17, 2026 Insider
Tyagarajan N. V. bought 500 shares
Director @ $299.63 ($149.8K)
Jul 15, 2026 Insider
Schick Gary K. sold 2 shares
SVP, CHRO @ $330.00 ($660.00)
Jun 30, 2026 Inst.
UBS Group AG — ADD
3,026,741 shares ($1.2B)
Jun 30, 2026 Inst.
Jun 17, 2026 SEC JPMORGAN CHASE & CO — ADD
2,719,982 shares ($1.0B)
Jabil delivered a strong FQ3 2026 beat on both revenue ($8.75B vs $8.66B est) and core EPS ($3.16 vs $3.12 est). The com
8-K — Impact 7/10
Analyst ratings buy % +1.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
82% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Oct 1, 2026 | Argus Research | REITERATE | Buy | 54% |
| Oct 1, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 8, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 11, 2026 | UBS | UPGRADE | Buy | 55% |
| Jun 18, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jun 18, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jun 18, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 18, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jun 18, 2026 | Stifel | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 7 | 3 | 0 | 0 | 82% | |
| Aug 1, 2026 | 7 | 6 | 4 | 0 | 0 | 76% | |
| Jul 1, 2026 | 7 | 6 | 4 | 0 | 0 | 76% | |
| Jun 1, 2026 | 7 | 6 | 4 | 0 | 0 | 76% | |
| May 1, 2026 | 7 | 6 | 4 | 0 | 0 | 76% | |
| Apr 1, 2026 | 7 | 6 | 4 | 0 | 0 | 76% | |
| Mar 1, 2026 | 6 | 7 | 3 | 0 | 0 | 81% | |
| Feb 1, 2026 | 6 | 7 | 3 | 0 | 0 | 81% |
Price targets
Where 9 covering analysts think JBL trades over the next 12 months.
$425.00 +39.6% upside Strong Buy
Current$304.41 Low$365.00 Median$430.00 High$475.00 9 analysts
$365.00$475.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
$AKAM Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand
▲ 1 · 💬 4· ⚡ 0.5
JBL ?? Anyone else diamond handing JBL ? Seems under discussed…
▲ 1 · 💬 0· ⚡ 0.5
JBL - one of the more interesting picks and shovels plays on the AI infrastructure buildout
▲ 1 · 💬 0· ⚡ 0.5
$Sivef Full Port Photonics Stock
▲ 1 · 💬 1· ⚡ 0.5
Results for our calls on:$LULU,$DOCU,$OKLO,$JBL & $WSM.
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 1 bullish, 3 bearish, 1 mixed, 6 neutral · avg impact 4.4/10.
NEUTRALCLUSTER2/10
Two Jabil insiders traded in opposite directions over a week. Director N.V. Tyagarajan made a $150K
Aug 6, 2026
BULLISH8-K7/10
Jabil delivered a strong FQ3 2026 beat on both revenue ($8.75B vs $8.66B est) and core EPS ($3.16 vs
Jun 17, 2026
NEUTRALCLUSTER2/10
Three Jabil insiders (two EVPs and one SVP) sold a total of $3.17M in shares over a week, representi
Apr 29, 2026
BEARISHCLUSTER7/10
Four Jabil executives sold shares in a concentrated 7-day window, generating over $3.48 million in p
Apr 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: JBL — 58.4% short (0.5M / 0.9M)
Short: 537,056 | Exempt: 24,294 | TRF Vol: 920,134 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
earnings_calendar
JBL Q4 2026 Earnings Before Market Open — 2026-09-30
Sep 30, 2026
short_volume
Short Volume: JBL — 62.3% short (1.3M / 2.1M)
Short: 1,305,715 | Exempt: 38,326 | TRF Vol: 2,094,445 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: JBL — 57.7% short (0.3M / 0.6M)
Short: 334,195 | Exempt: 110 | TRF Vol: 578,788 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: JBL — 66.4% short (0.4M / 0.6M)
Short: 370,178 | Exempt: 39 | TRF Vol: 557,799 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.05 | $4.00–$4.15 | 42.2% | +11.9% | 1↑ 0↓ | $11.0B | 8 |
| Next Q | $3.85 | $3.49–$4.23 | 43.0% | +2.0% | 1↑ 0↓ | $10.6B | 8 |
| Current FY | $17.69 | $17.49–$18.03 | 35.1% | +5.1% | 1↑ 0↓ | $44.8B | 9 |
| Next FY | $22.17 | $20.57–$23.63 | 25.3% | +9.5% | 1↑ 0↓ | $52.1B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.054 | — |
| 7d ago | $3.644 | +0.410 |
| 30d ago | $3.623 | +0.431 |
| 60d ago | $3.600 | +0.454 |
| 90d ago | $3.600 | +0.454 |
Institutional ownership
Which big funds own JBL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $29.6B total value (76,900,081 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 10,132,052 | $3.9B | 13.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,893,995 | $2.7B | 9.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,434,019 | $2.1B | 7.1% | — |
| STATE STREET CORP | 4,928,048 | $1.9B | 6.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 4,299,788 | $1.7B | 5.6% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 3,167,120 | $1.2B | 4.1% | — |
| UBS Group AG | 3,026,741 | $1.2B | 3.9% | ADD +79.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,986,826 | $1.1B | 3.9% | — |
| JPMORGAN CHASE & CO | 2,719,982 | $1.0B | 3.4% | ADD +52.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | ADD | 1,686,783 | 3,026,741 | +79.4% | $1.2B |
| JPMORGAN CHASE & CO | ADD | 1,789,867 | 2,719,982 | +52.0% | $1.0B |
| NORGES BANK | NEW | — | 1,500,190 | — | $578.3M |
| Bank of New York Mellon Corp | ADD | 771,350 | 1,066,408 | +38.3% | $411.1M |
| Qube Research & Technologies Ltd | ADD | 461,587 | 902,432 | +95.5% | $347.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 530,795 | 857,505 | +61.6% | $330.5M |
| Amundi | ADD | 396,981 | 672,552 | +69.4% | $259.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 366,752 | 524,400 | +43.0% | $202.1M |
| Boston Partners | TRIM | 1,066,608 | 521,342 | -51.1% | $200.8M |
| Vinva Investment Management Ltd | ADD | 257,130 | 413,452 | +60.8% | $155.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 41 transactions. Net -$14.3M — $149.8K bought, $14.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 18, 2026 | Renno Rafael | SVP, Global Business Units | TAX W/H | 272 | $301.01 | $81.9K |
| Jul 17, 2026 | Tyagarajan N. V. | Director | BUY | 500 | $299.63 | $149.8K |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | SELL | 2 | $330.00 | $660.00 |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | SELL | 66 | $322.06 | $21.3K |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | SELL | 76 | $327.51 | $24.9K |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | SELL | 76 | $325.81 | $24.8K |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | SELL | 89 | $316.45 | $28.2K |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | SELL | 115 | $315.05 | $36.2K |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | SELL | 135 | $319.11 | $43.1K |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | SELL | 209 | $317.88 | $66.4K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for JBL.
Shares short
2,856,453
Settlement Sep 15, 2026
Change vs prior
-4.7%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈2.7%
Estimate — not % of float
All JBL filing & press-release reports (11)
- CLUSTER reportAug 6, 2026
- 8-K reportJun 17, 2026
- CLUSTER reportApr 29, 2026
- CLUSTER reportApr 21, 2026
- CLUSTER reportApr 20, 2026
- 144 reportApr 17, 2026
- CLUSTER reportApr 14, 2026
- CLUSTER reportApr 10, 2026
- COURT-RULING reportMar 30, 2026
- CLUSTER reportMar 25, 2026
- INST-CLUSTER reportFeb 28, 2026