JBT Marel Corporation
In the published model solve dated 2026-Q2, anchored at $138.81, JBT Marel Corporation (JBTM) is priced for today's economics sustained for ~7.3 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.
• JBT Marel makes food and beverage processing equipment, formed by JBT's acquisition of Iceland's Marel, with revenue split roughly evenly between equipment sales (non-recurring) and the higher-margin aftermarket parts and service (recurring) stream. • The balance sheet is the defining feature post-merger: net debt sits around $2.1 billion against trailing operating income near $290 million, more than seven times, and the share count rose about 13% as Marel shareholders were paid partly in stoc
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391 institutional managers reported holding JBTM in 13F filings for the quarter ended 2026-03-31. Together they hold about 93% of the company; the top 10 hold 50%. 53 opened new positions that quarter. Held by BlackRock, Vanguard Group, T. Rowe Price, among others. On the short side, 2.6M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (7.6 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.
JBTM's share count grew 63.1% over the past five years even with $12.80M spent on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting); the current rate is $0.40 a share annually. Cash returned over the past three years: $45.40M in dividends and $5.10M 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 JBTM over the trailing three years. Absence is a fact about the company, not a signal. 21 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.
JBTM's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -7.1% | -6.6% |
| 2023-10-28 | +10.8% | -0.6% |
| 2024-02-24 | -6.1% | -8.4% |
| 2024-05-03 | +1.2% | -0.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
JBTM's latest 8-K filings: 2026-05-19 (items 5.07); 2026-05-14 (items 8.01, 9.01); 2026-05-04 (items 2.02, 9.01); 2026-03-26 (items 7.01, 9.01); 2026-02-23 (items 2.02, 9.01).
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.