Jabil Director Sells 2,500 Shares Across Three Trades Worth $583,500

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Jabil Director Anousheh Ansari sold 500 shares on January 13 at $240 each, totaling $120,000, reducing her holdings by 1.43% to 34,400 shares valued at $8.26 million. She also sold 500 shares at $252 on January 15 for $126,000 and 1,500 shares at $225 on December 19 for $337,500.

1. Director Divests Shares

Jabil director Anousheh Ansari executed three separate sales totaling 2,500 shares between December 19 and January 15, reducing her stake by approximately 3.51%. The transactions generated cumulative proceeds of $583,500, with average sale prices of $225.00, $240.00 and $252.00 per share. Following the last sale, Ansari’s direct holdings stand at 33,900 shares, valued at roughly $8.54 million based on the most recent sale price. These disclosures were made via SEC filings dated December 20, January 14 and January 16.

2. Quarterly Earnings Beat and Guidance

In its December quarter report, Jabil delivered adjusted earnings per share of $2.85 on revenue of $8.31 billion, surpassing consensus estimates by $0.15 and $240 million, respectively. Revenue grew 18.7% year-over-year, driven by strength in automotive components and advanced services. Net margin reached 2.26% and return on equity topped 75.9%. The company maintained full-year guidance of 11.55 EPS and set second-quarter EPS guidance between 2.27 and 2.67, with analysts projecting full-year EPS of 8.05.

3. Analyst Upgrades and Institutional Activity

Since early October, eight brokerages have issued fresh ratings or price target adjustments, including two “strong-buy” and six “buy” recommendations. Price targets have risen to a consensus of $263.71. On the institutional front, Norges Bank initiated a stake valued at $323 million, while Arrowstreet Capital added 1.34 million shares (worth $316 million) during the third quarter. Boston Partners increased its position by 224%, acquiring 1.9 million shares for $414 million. Overall, institutions now hold 93.4% of outstanding shares.

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