Jabil director Anousheh Ansari reduced her holdings through three transactions between December and mid-January. She sold 1,500 shares on December 19 at an average of $225 per share for $337,500, followed by 500 shares on January 13 at $240 per share totaling $120,000, and another 500 shares on January 15 at $252 per share totaling $126,000. After these sales, Ansari’s direct stake stands at 33,900 shares, valued at approximately $8.54 million, representing a 1.45% reduction in her position. All trades were disclosed in SEC filings.

In its December quarter report, Jabil delivered adjusted earnings of $2.85 per share, surpassing consensus by $0.15, on revenue of $8.31 billion versus estimates of $8.07 billion. Year-over-year revenue growth was 18.7%, and return on equity reached 75.96% with a net margin of 2.26%. Management issued full-year 2026 guidance of $11.55 per share and second-quarter EPS between $2.27 and $2.67, underpinning expectations for continued operational momentum and free cash flow generation.

Several brokerages raised targets or ratings following the quarter: JPMorgan increased its price objective from $260 to $270 and maintained an overweight stance; UBS lifted its target from $239 to $244 with a neutral rating; Goldman Sachs reaffirmed a buy rating with a $282 objective. The consensus among eight analysts is a buy, with an average target of $263.71. On the institutional front, Norges Bank initiated a $323 million position and Arrowstreet Capital boosted its stake to $316 million. Overall, hedge funds and institutions hold 93.4% of outstanding shares, highlighting broad professional confidence in Jabil’s prospects.