Jabil Inc. (JBL) is down 3.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely explanation is profit-taking after Jabil’s strong post-earnings run rather than a new negative company-specific shock. Jabil recently delivered better-than-expected quarterly results, raised its full-year outlook, and benefited from optimism around AI infrastructure demand, so today’s drop could reflect investors trimming positions after that rally.
Details:
Jabil’s June 17 earnings release showed third-quarter revenue of about $8.8 billion and core diluted EPS of $3.16, both ahead of prior expectations.The company also raised its fiscal 2026 outlook, including revenue guidance to $35 billion and core EPS guidance to $12.70, while management highlighted very strong AI infrastructure demand.In the days following earnings, multiple Wall Street firms lifted their price targets, suggesting sentiment had already improved materially before today’s decline.No major new negative filing or corporate announcement was easy to identify today, which makes a routine pullback after a sharp advance the most plausible explanation.Sources:
Jabil, SEC, MarketScreener
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$JBL Insider Trading Activity
$JBL insiders have traded $JBL stock on the open market 45 times in the past 6 months. Of those trades, 0 have been purchases and 45 have been sales.
Here’s a breakdown of recent trading of $JBL stock by insiders over the last 6 months:
- MARK T MONDELLO (Executive Chairman) has made 0 purchases and 12 sales selling 60,000 shares for an estimated $14,540,361.
- MICHAEL DASTOOR (CEO) has made 0 purchases and 9 sales selling 24,467 shares for an estimated $6,417,214.
- STEVEN D BORGES (EVP, Global Business Units) has made 0 purchases and 3 sales selling 19,126 shares for an estimated $5,722,550.
- ANDREW PRIESTLEY (EVP, Chief Operations Officer) has made 0 purchases and 2 sales selling 7,169 shares for an estimated $2,249,770.
- ADAM E. BERRY (SVP, IR and Corporate Affairs) has made 0 purchases and 3 sales selling 4,181 shares for an estimated $1,154,359.
- ANOUSHEH ANSARI has made 0 purchases and 4 sales selling 4,000 shares for an estimated $1,116,000.
- GARY K. SCHICK (SVP, CHRO) has made 0 purchases and 9 sales selling 2,422 shares for an estimated $721,204.
- RAFAEL RENNO (SVP, Global Business Units) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $593,000.
- MAY YEE YAP (SVP, Chief Information Officer) sold 1,634 shares for an estimated $501,220
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Quiver Alerts
Receive JBL Data Alerts
Get market-moving data, filings, and signals for JBL in real time.
Sign Up
$JBL Hedge Fund Activity
We have seen 468 institutional investors add shares of $JBL stock to their portfolio, and 532 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 1,195,048 shares (+95.7%) to their portfolio in Q1 2026, for an estimated $317,440,600
- LSV ASSET MANAGEMENT removed 746,154 shares (-58.2%) from their portfolio in Q1 2026, for an estimated $198,200,887
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 728,145 shares (-46.2%) from their portfolio in Q1 2026, for an estimated $193,417,156
- NUVEEN, LLC added 671,083 shares (+207.4%) to their portfolio in Q1 2026, for an estimated $178,259,777
- JPMORGAN CHASE & CO added 591,364 shares (+45.7%) to their portfolio in Q4 2025, for an estimated $134,842,819
- D. E. SHAW & CO., INC. added 557,692 shares (+261.2%) to their portfolio in Q4 2025, for an estimated $127,164,929
- PRICE T ROWE ASSOCIATES INC /MD/ added 538,533 shares (+167.4%) to their portfolio in Q1 2026, for an estimated $143,050,520
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$JBL Analyst Ratings
Wall Street analysts have issued reports on $JBL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 03/18/2026
To track analyst ratings and price targets for $JBL, check out Quiver Quantitative's $JBL forecast page.
$JBL Price Targets
Multiple analysts have issued price targets for $JBL recently. We have seen 8 analysts offer price targets for $JBL in the last 6 months, with a median target of $445.0.
Here are some recent targets:
- Melissa Fairbanks from Raymond James set a target price of $450.0 on 06/18/2026
- Luke Junk from Baird set a target price of $440.0 on 06/18/2026
- Tim Long from Barclays set a target price of $426.0 on 06/18/2026
- David Vogt from UBS set a target price of $430.0 on 06/18/2026
- Ruben Roy from Stifel set a target price of $460.0 on 06/18/2026
- Mark Delaney from Goldman Sachs set a target price of $482.0 on 06/18/2026
- Samik Chatterjee from JP Morgan set a target price of $450.0 on 06/18/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »
View the Zacks #1 Rank List
Jabil Slides as Investors Appear to Lock In Gains After Recent Earnings-Fueled Rally
Jabil Inc. (JBL) is down 3.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely explanation is profit-taking after Jabil’s strong post-earnings run rather than a new negative company-specific shock. Jabil recently delivered better-than-expected quarterly results, raised its full-year outlook, and benefited from optimism around AI infrastructure demand, so today’s drop could reflect investors trimming positions after that rally.
Details:
Sources:
Jabil, SEC, MarketScreener
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$JBL Insider Trading Activity
$JBL insiders have traded $JBL stock on the open market 45 times in the past 6 months. Of those trades, 0 have been purchases and 45 have been sales.
Here’s a breakdown of recent trading of $JBL stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$JBL Hedge Fund Activity
We have seen 468 institutional investors add shares of $JBL stock to their portfolio, and 532 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$JBL Analyst Ratings
Wall Street analysts have issued reports on $JBL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $JBL, check out Quiver Quantitative's $JBL forecast page.
$JBL Price Targets
Multiple analysts have issued price targets for $JBL recently. We have seen 8 analysts offer price targets for $JBL in the last 6 months, with a median target of $445.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »