Highland Capital Management 13F: Exits Jabil (JBL) Stake

Highland Capital Management sold all 9,173 shares of Jabil Inc. (JBL) in a filing on October 26, 2026. This move completely exited its position in the company, reducing its stake to zero. The fund reported a total value of about $833 million across its holdings at the time of this filing.

JBL Jabil Inc.

$277.95 ▲ +15.71% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Jabil Inc. Fits in Highland Capital Management's Portfolio

With this sale, Jabil Inc. was previously a small part of Highland Capital Management's portfolio, but now it no longer holds any shares. The reported value of Jabil in Highland's portfolio was minimal compared to its total holdings, indicating a strategic move to focus on other investments.

Jabil Inc. Stock Up 0.7%

As of October 27, 2026, Jabil's shares were recently trading around $275.78, which is about equal to its closing price of $275.68 on October 26, 2026. The stock trades below its 50-day moving average by about 9.2% and is significantly below its 52-week high of $428.93, down about 35.7% from that peak.

Recent Earnings

Jabil Inc. reported trailing twelve-month revenue of approximately $35.9 billion, reflecting a year-over-year growth of 28.6%. The company's earnings per share (EPS) for the same period were $9.75, and it has a return on equity (ROE) of 66.4%. The next earnings report is scheduled for December 16, 2026.

Dividend

Jabil Inc. pays an annual dividend of $0.32 per share, which gives it a yield of 0.12%. The dividend payout ratio stands at 4.0%, indicating a sustainable payout relative to its earnings.

Insider Buying and Selling at Jabil Inc.

Several insiders have traded shares recently. On October 20, 2026, Gary K. Schick, the Senior Vice President and Chief Human Resources Officer, sold 1,000 shares at an average price of about $277.16. Earlier, on July 17, 2026, Director Nallicheri Vydianathan Tyagarajan bought 500 shares at approximately $299.63. These transactions reflect ongoing insider activity, with both buying and selling occurring within the company.

Analysts Set New Price Targets

Analysts continue to show strong interest in Jabil Inc. On August 11, 2026, UBS upgraded the stock to a Buy rating with a target price of $430. Goldman Sachs maintained its Buy rating with a target of $375 on September 8, 2026. The consensus recommendation for Jabil is a strong buy, with a mean price target of $425 based on nine analyst opinions.

About Jabil Inc.

Jabil Inc. provides engineering, manufacturing, and supply chain solutions worldwide. The company operates in three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. Its recent stock performance and strategic moves by major shareholders highlight key trends in the technology sector.

Bottom Line

Looking ahead, investors should watch for Jabil's upcoming earnings report on December 16, 2026. With Highland Capital Management's exit from its position, it's essential to monitor other institutional activities and insider trades to gauge market sentiment around Jabil Inc.