JBS N.V. (JBS) Stock Price & Analysis
JBS N.V. (JBS) closed at USD 12.37 on Thursday, October 22, 2026, down 0.80% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 12.47; the Oct 22, 2026 session ranged USD 11.79–12.41 on volume of 7,672,215 shares. Market capitalization is $13.25B, with a 52-week range of USD 10.61–18.65 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:11 UTC.
Also available as compact Markdown for AI agents: nexqual.com/JBS.md
Key facts (JBS)
- 1 of 80 tracked superinvestors hold JBS (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 1.80 on a 1–5 scale) (15 analysts), mean target USD 18.36 (range 15.17–21.3).
- Total return with dividends: 1Y +3.6% vs S&P 500 +14.9%; 5Y -3.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-09, EPS estimate USD 1.15, revenue estimate $118B.
Superinvestors (SEC 13F-HR, Q2 2026) (JBS)
1 of 80 tracked investors hold JBS. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Christopher Davis | Davis Advisors | 2.54% | $593M | Added +90.6% |
Analysts (JBS)
Consensus Buy (mean 1.80 on a 1–5 scale), 15 analysts; mean target USD 18.36 (low 15.17, high 21.3).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | JP Morgan | Target lowered | Overweight | $18 → $17.5 |
| 2026-10-09 | JP Morgan | Target raised | Overweight | $17.5 → $18 |
| 2026-08-24 | UBS | Target raised | Buy | $17 → $17.5 |
| 2026-08-17 | Stephens & Co. | Target lowered | Overweight | $18 → $17 |
| 2026-08-12 | JP Morgan | Target lowered | Overweight | $18 → $17.5 |
| 2026-07-28 | JP Morgan | Upgrade | Neutral → Overweight | $18 |
| 2026-07-16 | Barclays | Target lowered | Overweight | $21 → $20 |
| 2026-06-29 | JP Morgan | Target lowered | Neutral | $18.5 → $18 |
Total return (dividends reinvested) (JBS)
| 1Y (from 2025-10-23) | 5Y (from 2025-06-09) | |
|---|---|---|
| Total return | +3.6% | -3.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +3.6% | -2.7% |
| Volatility (annualized) | 33.9% | 38.1% |
| Max drawdown | -36.3% (Apr 2026→Oct 2026) | -31.8% (Apr 2026→Sep 2026) |
JBS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.15 | $2.17 | -47.1% | $118.18B | 6 |
| Next quarter (ends Dec 2026) | $1.66 | $1.80 | -7.5% | $124.25B | 6 |
| Current fiscal year (ends Dec 2026) | $4.15 | $6.95 | -40.3% | $472.18B | 7 |
| Next fiscal year (ends Dec 2027) | $7.01 | $8.17 | -14.3% | $482.93B | 8 |
JBS options: expected move
Options price a move of about ±9.8% (±$1.23) by Nov 20, 2026, which includes earnings on Nov 9, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 43.7% | ±9.8% |
| Dec 18, 2026 | 56 | 40.7% | ±12.8% |
| Jan 15, 2027 | 84 | 38.7% | ±14.8% |
| Apr 16, 2027 | 175 | 38.6% | ±21.3% |
30-day implied volatility 42.1% vs 35.3% realized over the last 30 trading days. Put/call ratio (volume) 0.14. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:11 UTC)
| Price | USD 12.37 |
|---|---|
| Change | ▼ 0.80% (down) |
| Previous Close | USD 12.47 |
| Open | USD 11.81 |
| Day Range | USD 11.79 – 12.41 |
| 52-Week Range | USD 10.61 – 18.65 |
| Volume | 7,672,215 shares |
| Market Cap | $13.25B |
| Exchange | NYQ |
Technical Analysis (JBS)
Nexqual's technical model rates JBS "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 10:11 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 45.91 (neutral) |
| vs SMA50 | Below (USD 12.69) |
| MACD | 0.09 (positive) |
Analyst Ratings (JBS)
Wall Street analysts rate JBS "Buy" based on 15 analysts, with a mean price target of USD 18.36 (range USD 15.17–21.3), per Nexqual as of October 23, 2026 at 10:11 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 15 |
| Mean Target | USD 18.36 |
| High Target | USD 21.3 |
| Low Target | USD 15.17 |
| Buy / Hold / Sell | 13 / 2 / 0 |
Earnings (JBS)
| Next Earnings Date | 2026-11-09 |
|---|---|
| EPS Estimate | USD 1.15 |
| Revenue Estimate | $118.18B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.02 vs est 1.66 ▼ miss |
| 2025-12-31 | USD 3.07 vs est 2.25 ▲ beat |
| 2025-09-30 | USD 2.87 vs est 2.74 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Financials & Fundamentals (JBS)
| Total Revenue | $91.17B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +13.80% |
| Gross Margin | +11.80% |
| Operating Margin | +3.07% |
| Profit Margin | +1.22% |
| ROE | +13.38% |
| Debt / Equity | 2.83 |
| Current Ratio | 1.53 |
| Total Cash | $3.47B |
| Total Debt | $25.64B |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Financial Health Score (JBS)
Nexqual rates JBS N.V.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:11 UTC.
| Growth | Solid — Revenue +8% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 12%, operating 3% (last 12 months) |
| Balance Sheet | Weak — $3.47B cash vs $25.6B debt |
| Cash Flow | Solid — Operating cash flow $3.04B (TTM) |
| Efficiency | Mixed — ROE 13%, ROA 4.9% |
Ownership (JBS)
| Insider Ownership | +57.75% |
|---|---|
| Institutional Ownership | +28.67% |
| Shares Outstanding | 776.07M |
| Float | 327.54M |
| Short % of Float | +17.91% |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Leadership (JBS)
JBS N.V. is led by Gilberto Tomazoni, Global Chief Executive Officer & Executive Director, per Nexqual as of October 23, 2026 at 10:11 UTC.
| Global Chief Executive Officer & Executive Director | Gilberto Tomazoni |
|---|---|
| Global CFO & Investor Relations Officer | Guilherme Perboyre Cavalcanti |
| Managing & Controlling Officer, Director of Administrative & Control and Member of the Exe. Board | Eliseo Santiago Perez Fernandez |
| Head of HR in North America & Global HR Director | Juriana Sperandio Domingues |
Major Backers & Investors (JBS)
Notable institutional backers of JBS N.V. include Bndes Participacoes S.A., Davis Selected Advisers, DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund, according to Nexqual as of October 23, 2026 at 10:11 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Bndes Participacoes S.A. | 25.68% |
| Davis Selected Advisers | 6.44% |
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | 2.86% |
| Shaw D.E. & Co., Inc. | 1.45% |
| Brandes Investment Partners L.P. | 0.99% |
| Ameriprise Financial, Inc. | 0.86% |
| Arrowstreet Capital, Limited Partnership | 0.78% |
| Alberta Investment Management Corp | 0.76% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 4.16% |
| State Street | 1.03% |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MKC-V | McCormick & Company, Incorporat | USD 49.22 | ▲ 4.19% |
| SJM | The J.M. Smucker Company | USD 133.39 | ▲ 4.37% |
| HRL | Hormel Foods Corporation | USD 21.36 | ▲ 4.5% |
| MICC | The Magnum Ice Cream Company N. | USD 19.39 | ▲ 2.32% |
| GIS | General Mills, Inc. | USD 35.18 | ▲ 8.01% |
| DAR | Darling Ingredients Inc. | USD 55.64 | ▼ 5.84% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:11 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt