PensionDanmark Pensionsforsikringsaktieselskab 13F: Adds $3M to JBL Stake

PensionDanmark increased its stake in Jabil Inc. (NYSE: JBL) by 80.8% during the period, adding 10,476 shares to end with 23,431 shares. According to a Form 13F filing with the SEC on October 19, 2026, the fund's total value in the electronics components maker reached about $6.7 million.

JBL Jabil Inc.

$282.06 ▲ +17.42% year to date

1M 3M YTD

Daily close · Oct 19, 2026

What Changed in PensionDanmark's Jabil Position

The fund expanded its investment significantly, moving from 12,955 shares up to 23,431 shares. This boost reflects a notable change in size for the portfolio during the reported quarter.

Other Institutional Activity in Jabil

Other large funds adjusted their positions around the same time. Texas Yale Capital Corp. reduced its holdings by 629 shares, ending with 6,285,933 shares valued at about $1,773,010,246. Primecap Management Company trimmed its stake by 3.5%, cutting 114,190 shares to finish with 3,167,120 shares worth approximately $893,317,859.

Jabil Inc. Stock Up 1.4%

Jabil closed at $282.06 on October 19, 2026, and recently traded at $282.07 as of October 20, 2026. The stock sits below its 50-day moving average of $314.68 and below its 200-day moving average of $305.07. Shares trade well off their 52-week high of $428.93 while holding above their 52-week low of $189.60.

Recent Earnings

Jabil reported trailing-twelve-month revenue of $35,953,999,872 with an EPS of $9.75. The company posted a net profit margin of 2.9% and a return on equity of 66.4%. Revenue grew 28.6% year over year. The next earnings report is scheduled for December 16, 2026.

Dividend

The company pays an annual dividend yielding 0.11% with a payout ratio of 4.0%.

Insider Buying and Selling at Jabil Inc.

Company insiders made several transactions before the filing. Officer Gary K. Schick sold 1,000 shares on April 30, 2026, at $340.00 per share for $340,000. Officer Matthew Crowley sold 94 shares on July 6, 2026, at $345.00 per share for $32.43. Gary K. Schick later sold 1,000 shares on July 15, 2026, for $319,857. Director Nallicheri Vydianathan Tyagarajan bought 500 shares on July 17, 2026, at $299.63 per share for $149,815.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On August 11, 2026, UBS upgraded its rating to Buy with an unchanging target of $430.00. Goldman Sachs maintained a Buy rating on September 8, 2026, while lowering its target from $482.00 to $375.00. JP Morgan maintained an Overweight rating on October 1, 2026, raising its target from $425.00 to $430.00. Argus Research reiterated a Buy rating on October 1, 2026, with a $475.00 target. Barclays maintained an Overweight rating on October 1, 2026, lowering its target from $426.00 to $378.00. The stock carries a consensus strong buy rating with a mean target price of $425.00 across nine analyst opinions.

About Jabil Inc.

Headquartered in Saint Petersburg, Florida, Jabil provides engineering, manufacturing, and supply chain solutions globally. The business operates across three main segments covering regulated industries, intelligent infrastructure, and connected living and digital commerce, serving clients who need complex hardware production and logistics support.

Bottom Line

Institutional interest remains active as Jabil approaches its next earnings announcement on December 16, 2026. Observers will watch how the company manages its supply chain operations and meets analyst price targets moving forward.