Jabil director Anousheh Ansari completed three separate stock sales in the past two months, disposing of a total of 2,500 shares for proceeds of approximately $583,500. In the January 13 transaction, she sold 500 shares for $120,000, reducing her direct holdings to 34,400 shares. Two days later, on January 15, another 500 shares were sold for $126,000, bringing her stake down to 33,900 shares. These sales represent a cumulative 2.88% decline in her ownership position, signaling a notable shift in insider sentiment.

In its December quarter report, Jabil delivered earnings per share of $2.85 and revenue of $8.31 billion, surpassing consensus estimates by $0.15 and $240 million, respectively. The company’s return on equity stood at 75.96%, while its net margin reached 2.26%. Year-over-year revenue increased 18.7%, compared with a 42.5% jump in earnings per share from $2.00.

Jabil issued full-year guidance for fiscal 2026 at earnings per share of 11.55, with second-quarter EPS forecast between 2.27 and 2.67. This marks a 1.8% increase over the mid-point of prior guidance ranges and reflects confidence in continued strength across key end markets including automotive electronics and advanced manufacturing services. Management highlighted expanding AI-related design wins and new contracts in electric vehicle component production as primary growth drivers.

Following the strong quarter, multiple brokerages raised their price targets and adopted more bullish stances. One major firm increased its target by 10 points and assigned an overweight rating, while another upgraded Jabil to strong-buy. Institutional investors also adjusted their positions: a leading global asset manager added 1.3 million shares in the third quarter, and a prominent university endowment initiated a new stake of 150,000 shares in the past month. Hedge funds and institutions now collectively own over 93% of shares outstanding.