Jabil Director Cuts Stake by 2.88% Selling $246,000 of Shares

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Jabil director Anousheh Ansari sold 500 shares at an average price of $240 on January 13 and another 500 at $252 on January 15, totaling $246,000 across both transactions. These sales trimmed her stake by approximately 2.88% to 33,900 shares worth about $8.5 million.

1. Director’s Recent Stock Sales

On January 13, Jabil director Anousheh Ansari sold 500 shares in a transaction that generated $120,000. Following that sale, her direct ownership fell by 1.43% to 34,400 shares. Two days later, on January 15, Ansari executed another sale of 500 shares for $126,000, reducing her position to 33,900 shares, a 1.45% decline. Earlier, on December 19, she sold 1,500 shares, netting $337,500. These insider transactions were disclosed in SEC filings and represent a total of 2,500 shares sold within a month.

2. Q4 Earnings Beat and Guidance

In its December quarter, Jabil reported adjusted earnings per share of $2.85, surpassing analyst consensus by $0.15. Revenue reached $8.31 billion, an 18.7% year-over-year increase and $240 million above street estimates. Net margin stood at 2.26%, while return on equity climbed to 75.96%. The company set full-year guidance at 11.55 EPS and second-quarter guidance in a range that implies continued mid‐single-digit sequential growth. On average, analysts forecast 8.05 EPS for the current fiscal year.

3. Institutional Activity and Analyst Outlook

Major institutions have been adjusting their stakes: Norges Bank initiated a $323 million position in Q2, Arrowstreet added 1.34 million shares in Q3 valued at $316 million, and Boston Partners increased its holding by 224% in Q2 to nearly 1.9 million shares. Overall, 93.39% of shares are held by institutions. On the brokerage front, JPMorgan raised its target and maintained an overweight stance, Goldman Sachs reconfirmed a buy rating with an elevated target, and UBS issued a neutral outlook. Of ten recent analyst actions, eight carry buy or stronger ratings, underscoring positive sentiment toward the company’s growth drivers and financial profile.

Sources

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