JABIL INC
In the published model solve dated 2026-Q2, anchored at $301.45, JABIL INC (JBL) is priced for today's economics sustained for ~5.1 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Jabil is a global manufacturing-services company that builds products for other brands across three segments, Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce, and it has become a major beneficiary of the AI data-center build-out. • At $371.80 only the forward-growth method reaches the price; the asset, earnings-power, and peer-multiple methods all say richly valued, so the price is a bet on durable compounding the static frames cannot capture. • Jabi
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938 institutional managers reported holding JBL in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 48%. 127 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 3.0M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
JBL has cut its share count 28.4% over the past five years, spending $5.45B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $0.32 a share annually. Cash returned over the past three years: $107.00M in dividends and $4.14B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at JBL over the trailing three years. Absence is a fact about the company, not a signal. 23 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
JBL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-01 | +5.7% | +6.9% |
| 2023-10-21 | +0.5% | +2.3% |
| 2024-01-10 | -0.5% | +14.9% |
| 2024-04-06 | -16.5% | -18.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
JBL's latest 8-K filings: 2026-06-17 (items 2.02, 9.01); 2026-04-22 (items 8.01); 2026-03-18 (items 2.02, 9.01); 2026-01-28 (items 5.02, 9.01); 2026-01-27 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.