Market Cap
$5.7B
JBTM
JBT MAREL Corp
$107.90 ▲ +0.98%
Prev close $106.86Market cap$5.7B
ConsensusStrong Buy
12-mo target$167.06 (+54.8%)
▲ Bullish
Analyst conviction 9/10
28 New Institutional Positions19 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on JBTM right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$5.6B
Inst. Activity
28 buys / 19 sells
Insider Activity
$0.00 buy / $2.8M sell
Insider Net $
-$2.8M
SEC Reports
2
Price chart 30d -7.0%
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.
Sep 3, 2026 ftd
FTD: JBTM — 6,916 shares ($0.8M) failed to deliver
Settlement: 20260903, Price: $116.03, FTD Value: $802,463.48, JBT MAREL CORPORATION COMMON S
Jul 15, 2026 Insider
Moller Andrew James was granted 743 shares
VP & Chief Accounting Officer
Jun 30, 2026 Insider
Pelletier James C surrendered for taxes 409 shares
EVP & General Counsel @ $145.00 ($59.3K)
Jun 30, 2026 Inst.
FMR LLC — ADD
1,059,060 shares ($153.6M)
Jun 30, 2026 Inst.
AMERIPRISE FINANCIAL INC — ADD
864,031 shares ($125.3M)
Jun 1, 2026 Insider
May 4, 2026 SEC BRASIER BARBARA L was granted 1,232 shares
Director
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
This DEFA14A filing is definitive additional proxy materials for JBT MAREL Corp's 2026 Annual Meeting. It contains votin
DEFA14A — Impact 2/10
Analyst ratings buy % +3.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 8, 2026 | Barclays | INITIATE | Overweight | 54% |
| Aug 25, 2026 | Keybanc | INITIATE | Overweight | 52% |
| May 21, 2026 | Oppenheimer | INITIATE | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 6 | 1 | 1 | 0 | 86% | |
| Aug 1, 2026 | 6 | 5 | 1 | 1 | 0 | 85% | |
| Jul 1, 2026 | 6 | 5 | 1 | 1 | 0 | 85% | |
| Jun 1, 2026 | 6 | 5 | 1 | 1 | 0 | 85% | |
| May 1, 2026 | 5 | 5 | 1 | 1 | 0 | 83% | |
| Apr 1, 2026 | 5 | 5 | 1 | 1 | 0 | 83% | |
| Mar 1, 2026 | 5 | 5 | 1 | 1 | 0 | 83% | |
| Feb 1, 2026 | 5 | 5 | 1 | 1 | 0 | 83% |
Price targets
Where 8 covering analysts think JBTM trades over the next 12 months.
$167.06 +54.8% upside Strong Buy
Current$107.91 Low$118.00 Median$168.00 High$210.00 8 analysts
$118.00$210.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 4.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 3, 2026
ftd
FTD: JBTM — 6,916 shares ($0.8M) failed to deliver
Settlement: 20260903, Price: $116.03, FTD Value: $802,463.48, JBT MAREL CORPORATION COMMON S
Aug 17, 2026
ftd
FTD: JBTM — 10,937 shares ($1.3M) failed to deliver
Settlement: 20260817, Price: $120.18, FTD Value: $1,314,408.66, JBT MAREL CORPORATION COMMON S
Aug 14, 2026
ftd
FTD: JBTM — 14,966 shares ($1.8M) failed to deliver
Settlement: 20260814, Price: $117.53, FTD Value: $1,758,953.98, JBT MAREL CORPORATION COMMON S
Aug 3, 2026
earnings_calendar
JBTM Q2 2026 Earnings Scheduled — 2026-08-03
Jul 7, 2026
ftd
FTD: JBTM — 13,269 shares ($2.0M) failed to deliver
Settlement: 20260707, Price: $148.05, FTD Value: $1,964,475.45, JBT MAREL CORPORATION COMMON S
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 | $2.10 | $2.04–$2.15 | 8.1% | -0.6% | 0↑ 6↓ | $1.0B | 8 |
| Next Q | $2.40 | $2.32–$2.47 | 21.0% | -0.5% | 3↑ 3↓ | $1.1B | 8 |
| Current FY | $8.03 | $7.92–$8.15 | 25.3% | -0.3% | 1↑ 5↓ | $4.0B | 8 |
| Next FY | $9.23 | $8.29–$9.60 | 14.9% | -0.4% | 0↑ 5↓ | $4.2B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.096 | — |
| 7d ago | $2.109 | -0.013 |
| 30d ago | $2.109 | -0.012 |
| 60d ago | $2.313 | -0.217 |
| 90d ago | $2.313 | -0.217 |
Institutional ownership
Which big funds own JBTM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.6B total value (38,809,608 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 28 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,932,558 | $1.2B | 20.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,880,946 | $417.7M | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,346,859 | $340.3M | 6.1% | — |
| STATE STREET CORP | 2,115,238 | $306.7M | 5.5% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,818,441 | $263.7M | 4.7% | — |
| Invesco Ltd. | 1,453,124 | $210.7M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,376,380 | $199.6M | 3.6% | — |
| FMR LLC | 1,059,060 | $153.6M | 2.7% | ADD +92.3% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 985,898 | $143.0M | 2.5% | — |
| ALLIANCEBERNSTEIN L.P. | 1,016,789 | $130.0M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 550,870 | 1,059,060 | +92.3% | $153.6M |
| AMERIPRISE FINANCIAL INC | ADD | 686,844 | 864,031 | +25.8% | $125.3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADD | 553,424 | 742,219 | +34.1% | $107.6M |
| NORGES BANK | NEW | — | 658,261 | — | $95.4M |
| UBS Group AG | DOUBLED | 305,363 | 633,054 | +107.3% | $91.8M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | DOUBLED | 168,115 | 465,376 | +176.8% | $67.5M |
| Legal & General Group Plc | ADD | 221,588 | 315,611 | +42.4% | $45.8M |
| ROYAL BANK OF CANADA | TRIM | 415,199 | 292,201 | -29.6% | $42.4M |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 151,797 | 226,744 | +49.4% | $32.9M |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 76,991 | 209,193 | +171.7% | $30.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net -$2.8M — $0.00 bought, $2.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 15, 2026 | Moller Andrew James | VP & Chief Accounting Officer | AWARD | 743 | — | — |
| Jun 30, 2026 | Pelletier James C | EVP & General Counsel | TAX W/H | 409 | $145.00 | $59.3K |
| Jun 1, 2026 | BRASIER BARBARA L | Director | AWARD | 1,232 | — | — |
| Jun 1, 2026 | FELDMAN ALAN D | Director | AWARD | 1,232 | — | — |
| Jun 1, 2026 | Gronfeldt Svafa | Director | AWARD | 1,232 | — | — |
| Jun 1, 2026 | Gudmundsson Olafur S | Director | AWARD | 1,232 | — | — |
| Jun 1, 2026 | Harrington Charles L. | Director | AWARD | 1,964 | — | — |
| Jun 1, 2026 | JACKSON LAWRENCE V | Director | AWARD | 1,232 | — | — |
| Jun 1, 2026 | KAWALEK POLLY B | Director | AWARD | 1,964 | — | — |
| Jun 1, 2026 | Masson Arnar Thor | Director | AWARD | 1,232 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for JBTM.
Shares short
4,010,572
Settlement Sep 15, 2026
Change vs prior
+17.7%
Semi-monthly cycle
Days to cover
7.1
At avg daily volume
Of shares outstanding
≈7.7%
Estimate — not % of float
All JBTM filing & press-release reports (2)
- 8-K reportMay 4, 2026
- DEFA14A reportApr 1, 2026