JBS
JBS N.V.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Apr 15 JBS N.V. filed its 2025 annual report, highlighting record revenue o…
- A Jul 28 JP Morgan upgrades
- R Aug 7 JBS announced a joint venture with Indonesia's sovereign wealth fund…
- E Aug 10 Trading halt: Trading Halt: JBS — T1 (News Pending)
- R Aug 10 JBS reported Q2 2026 revenue of $23.9B, up 14% YoY, but a net loss o…
- R Aug 11 JBS reported Q2 2026 net sales of $23.9B (+14% YoY), a record, but p…
- R Aug 18 JBS N.V. announced a non-binding proposal to acquire the remaining ~…
- S Aug 24 1 insider sell $2.5M at $13.85
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $2.5M.
- InstitutionsBULLISH
Q2 2026: 49 added (2 new), 20 trimmed or exited. Largest new: Assenagon Asset Management S.A $21.9M, Strs Ohio $16.3M.
- AnalystsBULLISH
14 of 16 rate it Buy or better.
- TrendRANGE
2% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| DAVIS SELECTED ADVISERS | ADD | $592.7M |
| D. E. Shaw & Co., Inc. | ADD | $133.6M |
| STATE STREET CORP | ADD | $95.3M |
| BRANDES INVESTMENT PARTNERS, LP | DOUBLED | $91.2M |
| BANK OF AMERICA CORP /DE/ | ADD | $46.9M |
| VAN ECK ASSOCIATES CORP | ADD | $44.3M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | $44.2M |
| UBS Group AG | DOUBLED | $35.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
16 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 22, 2026 | JP Morgan MAINTAIN | Overweight |
| Oct 9, 2026 | JP Morgan MAINTAIN | Overweight |
| Aug 24, 2026 | UBS MAINTAIN | Buy |
| Aug 17, 2026 | Stephens & Co. MAINTAIN | Overweight |
| Aug 12, 2026 | JP Morgan MAINTAIN | Overweight |
| Jul 28, 2026 | JP Morgan UPGRADE | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 24, 2026 | Cavalcanti Guilherme Perboyre Global CFO and IRO | SELL | $2.5M |
| Jun 9, 2026 | Cavalcanti Guilherme Perboyre Global CFO and IRO | AWARD | 112,098 sh |
| May 21, 2026 | Cavalcanti Guilherme Perboyre Global CFO and IRO | AWARD | 185,828 sh |
| May 21, 2026 | O'Callaghan Jeremiah Alphonsus Director | AWARD | 49,554 sh |
| May 21, 2026 | O'Callaghan Jeremiah Alphonsus Director | AWARD | 27,228 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026| Aug 10, 2026 | Resumption Scheduled | Resumed |
SecBot reports
15 filings · 4 bullish · 2 bearish · 9 neutral- NEUTRAL EFFECTOct 23, 2026
The SEC declared effective JBS N.V.'s registration statement on Form F-4 (File No. 333-299501)…
The effectiveness clears a procedural milestone for the internal reorganization/merger of JBS's U.S. entities. Monitor for the closing of the transaction and any subsequent filings (e.g., 8-K) that…
- NEUTRAL 8-KSep 15, 2026
JBS N.V. filed an 8-K with Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits)…
Monitor for the exhibit content or subsequent filings to determine the nature of the Item 8.01 event. Until the document text is available, no directional read-through is warranted; watch for any…
- BULLISH 425, 8-KAug 18, 2026
JBS N.V. announced a non-binding proposal to acquire the remaining ~18% of Pilgrim's Pride…
Monitor PPC's response and the formation of a special committee. The key catalysts are the special committee's recommendation and the minority shareholder vote. A successful deal would simplify…
- BEARISH 8-KAug 10, 2026
JBS reported Q2 2026 revenue of $23.9B, up 14% YoY, but a net loss of -$102M (-$0.10 GAAP EPS) vs…
Watch the August 11 conference call for guidance on cattle costs, pork demand, and the timeline for deleveraging. The CEO transition to a controlling-family member introduces governance overhang —…
All JBS filing & press-release reports (15)
- EFFECT reportOct 23, 2026
- 8-K reportSep 15, 2026
- 425, 8-K reportAug 18, 2026
- 8-K reportAug 10, 2026
- PRESS-RELEASE reportAug 10, 2026
- 6-K reportAug 7, 2026
- 6-K reportAug 5, 2026
- 6-K reportJul 31, 2026
- COURT-RULING reportMar 19, 2026
- 6-K reportJun 15, 2026
- 6-K reportMay 14, 2026
- 6-K reportApr 15, 2026
- 3/A reportApr 14, 2026
- 6-K reportApr 13, 2026
- 6-K reportMar 27, 2026