Between December 19 and January 15, Jabil director Anousheh Ansari sold a total of 2,500 shares in three separate transactions, generating $583,500 in proceeds. The first sale of 1,500 shares at an average of $225 per share occurred on December 19, followed by two subsequent 500-share sales at $240 and $252 per share on January 13 and January 15, respectively. These divestitures reduced her ownership by 2.75%, leaving her with 33,900 shares valued at approximately $8.5 million as of the latest filing with the SEC.

In the December quarter, Jabil reported adjusted earnings of $2.85 per share on revenue of $8.31 billion, outpacing consensus by $0.15 and $240 million respectively. Year-over-year revenue climbed 18.7% and net margin held at 2.26%. The company set full-year EPS guidance at $11.55 and quarterly guidance for Q2 at a range of $2.27 to $2.67, indicating management’s expectation of mid-teens revenue growth driven by higher-margin services and advanced automotive electronics.

Recent SEC filings show Norges Bank initiated a new position worth $323 million, while Arrowstreet Capital added 1.34 million shares—lifting its stake by 1,157% to $316 million. Boston Partners and Robeco Institutional Asset Management also boosted their holdings by over 200% and 107% respectively, each now holding positions valued above $280 million. These four funds collectively represent approximately 6% of Jabil’s outstanding shares, underscoring growing confidence from large institutional allocators.

Since early December, eight research firms have published updates on Jabil: JPMorgan increased its target by 3.8% to $270 with an overweight view; Goldman Sachs reaffirmed a buy rating with a $282 objective; Raymond James and Bank of America raised their targets to $267 and $262 respectively. Overall, two analysts rate the stock as Strong Buy, six as Buy and two as Hold, yielding a consensus target of $263.71, implying a 4% premium to current levels based on average forecasts.